Sr. Analyst, Private Market Indexes

PitchBook Data•New York, NY

7d•$135,000 - $175,000•Onsite

About The Position

PitchBook Institutional Research Group provides research services to private market investors, advisors, and market participants, including investment strategy, fund performance, industry research, and custom research and data analytics. Morningstar Indexes builds and maintains public- and private-market index solutions and partners with PitchBook to bring private capital data and methodology to institutional benchmarking. The Senior Analyst, Private Market Indexes serves as the dedicated subject matter expert and in-house representative of the Morningstar Indexes team within PitchBook’s Institutional Research Group. The role combines private markets knowledge with index construction and benchmarking expertise to publish research, represent the index franchise externally, and channel market feedback into index design and product strategy. It is a highly visible, cross-functional position connecting research, product, and commercial teams, and has a dotted-line relationship to the Head of Product & Research, Indexes. The role is expected to work in the office five days per week in a standard office setting. Employees use a PC and phone throughout the day. Limited corporate travel to remote offices, business meetings, and events may be required.

Requirements

Bachelor’s degree in Finance, Economics, Statistics, Mathematics, or a related quantitative field.
At least 5 years of experience in private markets research, index or benchmark research, investment research, performance measurement, or a closely related field.
Must be authorized to work in the United States without visa sponsorship now or in the future.

Nice To Haves

CFA or CAIA designation.
Subject matter expertise in index construction, benchmark methodology, or performance and risk measurement, ideally with exposure to private asset classes.
Strong understanding of private capital fundamentals, including fund structures, capital call and distribution dynamics, IRR, TVPI and PME, NAV and valuation practices, and emerging vehicle types such as secondaries and evergreen funds.
Track record of publishing research for external institutional audiences, with writing samples available.
Public speaking experience at industry events, on panels, or with the media.
Client-facing experience with institutional investors and ability to translate client needs into product and methodology requirements.
Ability to work cross-functionally and influence without direct authority across research, product, and commercial teams.
Working proficiency with quantitative analysis and data tools.
Excellent written and verbal communication skills, including the ability to explain complex methodologies to technical and non-technical audiences.
Critical-thinking, detail-oriented, analytical mindset and a high standard for methodological rigor.
Proficiency with Microsoft Office and ability to quickly learn new systems and software.

Responsibilities

Serve as a private markets and indexing subject matter expert, advising on index construction, eligibility criteria, weighting, rebalancing, valuation lag, and private-capital performance measurement conventions.
Author and publish analyst notes, methodology explainers, and thematic research on private market benchmarking and index-based performance measurement, sometimes in collaboration with the Morningstar Index team.
Represent the index franchise at industry conferences, client events, webinars, and media engagements, including speaking and moderating panels.
Engage institutional clients to understand benchmarking needs, use cases, and gaps; capture, synthesize, and prioritize feedback for index and product teams.
Act as the primary liaison between the Morningstar Index team and PitchBook stakeholders across Research, Product, Data Operations, Sales, Marketing, and Partnerships.
Educate internal research, sales, and client success teams on index methodology, positioning, and use cases through briefings, training materials, and enablement content.
Contribute private markets expertise to the design, testing, and launch of new index families and enhancements to existing indexes, including input on data inputs, coverage, and methodological trade-offs.
Collaborate with Morningstar Index Product Management to monitor the competitive benchmarking landscape, regulatory and industry developments, and evolving client standards, and translate findings into recommendations for the index roadmap and research agenda.
Support the company’s vision and values through role modeling and encouraging desired behaviors.
Participate in company initiatives and projects as requested.