Sr. Analyst

At Pitch Book, a Morningstar company, we are always looking forward. We continue to innovate, evolve, and invest in ourselves to bring out the best in everyone. We’re deeply collaborative and thrive on the excitement, energy, and fun that reverberates throughout the company.

Our extensive learning programs and mentorship opportunities help us create a culture of curiosity that pushes us to always find new solutions and better ways of doing things. The combination of a rapidly evolving industry and our high ambitions means there’s going to be some ambiguity along the way, but we excel when we challenge ourselves. We’re willing to take risks, fail fast, and do it all over again in the pursuit of excellence.

If you have a good attitude and are willing to roll up your sleeves to get things done, Pitch Book is the place for you.

The Revenue Operations department is responsible for creating, maintaining, and continually improving Pitch Book’s systems that support our client‑facing roles in Sales and Customer Success. This team works cross‑functionally with Sales, Marketing, Finance, and IT to drive efficiency, accuracy, and revenue growth.

• Partner with senior Marketing leaders to define success metrics, uncover growth opportunities, and influence decision‑making with data‑backed insights
• Translate complex datasets into clear narratives that drive strategic marketing actions — from campaign performance and channel optimization to customer lifecycle analysis
• Build advanced models, reporting frameworks, and dashboards that highlight marketing’s impact across pipeline and revenue. Push the boundaries of automation, attribution, and predictive insights
• Act as a trusted advisor across Marketing, Sales, and Customer Success, bringing a strong perspective on how data can enable smarter marketing decisions and better customer experiences
• Ensure marketing data quality, governance, and consistency across platforms, advocating for best practices and scalable processes
• Guide analysts and marketing team members to grow their analytical acumen, develop a data‑driven mindset, and adopt best‑in‑class tools and practices
• Collaborate with stakeholders in Product, Finance, and GTM teams to ensure marketing insights connect seamlessly with broader business objectives
• Support the vision and values of the company through role modeling and encouraging desired behaviors
• Participate in various company initiatives and projects as requested

• Bachelor’s degree in Business, Marketing, Statistics, Analytics, or related field (Master’s preferred)
• 5+ years in marketing analytics, marketing operations, or a related field, with proven ability to shape marketing strategy through data
• Strong knowledge of marketing KPIs (funnel metrics, campaign ROI, attribution models, customer journey analytics)
• Expertise in SQL and data platforms (Snowflake, Big Query, etc.), with working proficiency in Python, R, or similar
• Experience with BI and visualization tools (Tableau, Power BI, Looker) to create executive‑ready reporting
• Genuine interest and enthusiasm in AI and intelligent automation tools — both current and upcoming releases
• Must be authorized to work in the United States without the need for visa sponsorship now or in the future

• Additional medical wellness incentives
• STD, LTD, AD&D, and life insurance

• Paid sabbatical program after four years
• Paid family and paternity leave
• Annual educational stipend
• Ability to apply for tuition reimbursement
• CFA exam stipend
• Robust training programs on industry and soft skills
• Employee assistance program
• Generous allotment of vacation days, sick days, and volunteer days

• Matching gifts program
• Employee resource groups
• Dependent Care FSA
• Employee referral bonus program
• Quarterly team building events
• Shared ownership employee stock program
• Monthly transportation stipend

* Please be aware the above Pitch Book benefit and perk offerings are subject to corresponding plan and policy documents and may change during the course of your employment.

• Annual base salary: $126,000-$160,000
• Targe…