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Portfolio Analyst Intern, Private Capital

Austin, Texas, United States

At PitchBook, 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, PitchBook is the place for you. 

 

About the Role:

Lumonic, a subsidiary of PitchBook, is a private credit management platform founded and designed to automate reporting and compliance for private credit lenders. Its proprietary platform streamlines borrower financial data collection and verification, enabling investors to monitor compliance, covenant adherence, and financial health across their lending portfolios in real-time.

PitchBook’s Portfolio Analyst Intern, Private Captial supports our Lumonic subsidiary and is responsible for helping customers with portfolio monitoring. This includes tracking key performance indicators, managing borrower compliance requirements, and analyzing financial statements.

Please note, at this time PitchBook does not provide relocation assistance for our internships.

 

Primary Job Responsibilities:

  • Collect and organization of financial statements to ensure accurate and efficient data management
  • Collaborate with our customers to gather valuable feedback, ensuring their voices are heard and their needs are met
  • Provide insightful feedback on existing products and contribute to the brainstorming and development of new features that drive our products forward
  • Play an active role in testing product improvements, helping to refine and enhance our offerings to deliver exceptional user experiences
  • Collaborate cross-functionally with Sales, Implementation, and Customer Success teams to solve problems as Lumonic continues to grow and evolve
  • Support the vision and values of the company through role modeling and encouraging desired behaviors
  • Participate in various company initiatives and projects as requested

 

Skills and Qualifications:

  • Currently enrolled in a higher education program (college or university): Business, Economics, Finance, and related majors preferred
  • Ability to provide a high-level of customer service
  • Ability to adapt to unique and changing business needs
  • Demonstrated success in problem solving and ownership to resolve issues
  • Ability to work independently and as a team member in a fast-paced environment
  • Process-oriented and organized with amazing attention to detail
  • Excellent written and verbal communication skills

 

*To be considered for the intern position, applicant must be legally authorized to work in the United States on a full-time basis upon hire. PitchBook will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B status). The company may in its sole discretion extend your contract for a further fixed term period (s) to be agreed by you and the Company.

 

Benefits + Compensation at PitchBook:

Physical, Emotional, Social and Financial Health

  • Comprehensive health benefits
  • Robust training programs on industry and soft skills  
  • Employee resource groups 
  • Company-wide events
  • Monthly transportation stipend (for interns working 40 hours/week)

 

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

 

Compensation

  • Annual hourly rate: $30/hour

 

Working Conditions:

We believe our business and our culture are strongest when we work together in person. We also know that it’s helpful to have some flexibility to work remotely. Most roles work in the office 3+ days/week, and some are expected to work in the office 4-5 days/week. The current expectation for this role is that you are working in the office 5 days/week and that you are in the office full-time during the training period, for which the length varies by role. During an initial phone screen, the team will discuss expectations for this specific position.

The job conditions for this position are in a standard office setting. Employees in this position use PC and phone on an on-going basis throughout the day. Limited corporate travel may be required to remote offices or other business meetings and events.

 

Life At PB:

We are consistently recognized as a Best Place to Work and our culture is at the heart of our success. It’s our fundamental belief that people do and create great things and that people are the cornerstone of prosperity. We believe that proactively seeking out different points of view, listening to others, learning, and reflecting on what we’ve heard creates a sense of belonging within PitchBook and strengthens the PitchBook community.

 

We are excited to get to know you and your background. Concerned that you might not meet every requirement? We encourage you to still apply as you might be the right candidate for the role or other roles at PitchBook.

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