Portfolio Analyst, Private Capital

LocationAustin, Texas, United States

SetupOn-site

LevelEntry

Posted6d ago

Communications & Marketing

Quick answer

PitchBook, a Morningstar company, is hiring an on-site Portfolio Analyst, Private Capital in Austin, Texas, with a salary range of $70,000-$80,000 to support the Lumonic subsidiary.

Role: Portfolio Analyst, Private Capital
Organization: PitchBook, a Morningstar company
Location: Austin, Texas, United States
Work setup: On-site
Level: Entry
Compensation: $70,000-$80,000
Category: Communications & Marketing

The role

The Portfolio Analyst, Private Capital role at PitchBook involves supporting the Lumonic subsidiary by tracking key performance indicators, managing borrower compliance, and contributing to product development. This position requires a bachelor’s degree and 1+ years of work experience.

What you'll do

Collect and organize financial statements
Collaborate with customers
Provide feedback on product improvements
Support cross-functional teams
Participate in company initiatives
Support company values

What it takes

Bachelor’s degree in Finance or Accounting
1+ years of work experience
Ability to provide high-level customer service
Adaptable to changing business needs
Demonstrated problem-solving skills
Excellent communication skills

What you'll bring

Financial statement analysisCustomer serviceProblem solvingTeam collaborationProduct developmentData management

How we treat you

Physical Health, Emotional Health, Social Health, Financial Health

Frequently asked questions

Where is the job located?

The job is located in Austin, Texas, United States, and is expected to be in the office 5 days a week.

What is the compensation?

The role is paid a salary of $70,000-$80,000 with a target annual bonus percentage of 5%.

What are the key qualifications required?

Key qualifications include a bachelor’s degree in Finance or Accounting, 1+ years of work experience, and excellent communication skills.

How do I apply?

Interested candidates can apply now through the job posting.

Is the job remote?

This role is expected to be in the office 5 days a week, and is not remote eligible.

How to apply

Apply directly on PitchBook, a Morningstar company's site. We link straight through — no resume parsing, no profile to fill out.

Apply now →

This listing is aggregated from a third-party source and its summary may be auto-generated, so details can be inaccurate or out of date. ForGood is not the employer and is not liable for the content — please verify everything on PitchBook, a Morningstar company's official posting before applying.