Software Engineer
At PitchBook, 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, PitchBook is the place for you.
About the Role:
As a member of the Product and Engineering team at PitchBook, you will be part of a team of big thinkers, innovators, and problem solvers who strive to deepen the positive impact we have on our customers and our company every day. We value curiosity and the drive to find better ways of doing things. We thrive on customer empathy, which remains our focus when creating excellent customer experiences through product innovation.
We know that greatness is achieved through collaboration and diverse points of view, so we work closely with partners around the globe. As a team, we assume positive intent in each other’s words and actions, value constructive discussions, and foster a respectful working environment built on integrity, growth, and business value. We invest heavily in our people, who are eager to learn and constantly improve. Join our team and grow with us!
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 Software Engineer supports our Lumonic subsidiary and is responsible for building next-generation solutions that modernize portfolio workflows through AI-driven analytics and automation. The Lumonic platform encompasses data collection, extraction, and reporting to provide critical portfolio insights in real-time, helping investment professionals make better decisions with their data.
This role works with modern technologies in our Python/React/PostgreSQL stack to solve complex problems in private financial markets. Problems range from data extraction, normalization, and reporting. We're looking for engineers who are hungry, passionate about coding, and already incorporating AI tools into their workflow.
Primary Job Responsibilities:
- Build game-changing features for the Lumonic platform
- Own problems end-to-end, working directly with stakeholders to build solutions
- Solve data extraction challenges that turn financial documents into actionable insights
- Enhance our AI capabilities across the platform
- Champion AI integration into our own workflows
- Support initiatives to scale our architecture to match customer growth
- Participate in customer calls and understand the direct impact of your work
- 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:
- Bachelor’s degree in Computer Science, Information Systems, or a similar field
- 1+ year in Software Development or Engineering roles and/or internships
- Strong Python skills with experience or familiarity in modern frameworks (FastAPI, SQLAlchemy, Pydantic, Polars)
- Knowledge with Material UI or similar component libraries
- PostgreSQL database design and optimization experience
- Demonstrated passion for coding (side projects, open-source contributions, etc.)
- Comfortable integrating or already integrated AI tools into your daily workflow
- Can handle ambiguity and turn undefined problems into actionable solutions
- Excellent written and verbal communication skills
- Track record of building and shipping web applications end-to-end a plus
- Genuine interest in finance and/or private credit, private equity, and venture capital
- Understand how to translate complex domain concepts into elegant software solutions
- Experience with automated testing and CI/CD pipelines
- AWS infrastructure experience (EC2, RDS, S3, Lambda, etc.) preferred
- Experience with data visualization and complex UI interactions preferred
- Demonstrated understanding of building LLM integrated products preferred
- Previous work with document parsing or data extraction systems preferred
Benefits + Compensation at PitchBook:
Physical Health
- Comprehensive health benefits
- Additional medical wellness incentives
- STD, LTD, AD&D, and life insurance
Emotional Health
- 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
Social Health
- Matching gifts program
- Employee resource groups
- Subsidized emergency childcare
- Dependent Care FSA
- Company-wide events
- Employee referral bonus program
- Quarterly team building events
Financial Health
- 401k match
- Shared ownership employee stock program
- Monthly transportation stipend
*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 base salary: $120,000-$160,000
- Target annual bonus percentage: 10%
Working Conditions:
At the heart of our company is a belief in the power of in-person collaboration. Being together in the office fuels our creativity, strengthens our connections, and drives the innovation that sets us apart. Our culture is built on spontaneous moments—those hallway conversations, whiteboard brainstorms, and shared celebrations in each of our global offices—that simply can’t be replicated remotely. This role is expected to be in the office 5 days a week.
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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