Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Portfolio Analyst, Private Capital

$70k - $80k

PitchBook Data, Inc

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: 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, Private Capital 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. Primary Job Responsibilities: Collect and organize 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 Basic Qualifications: Bachelor’s degree, commonly in Finance or Accounting 1+ years of work experience, including internship experience Must be authorized to work in the United States without the need for visa sponsorship now or in the future Preferred Qualifications: Ability to provide a high-level of customer service Adaptable 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 Ability to operate using sound judgement to make decisions Proficiency with financial statements Process-oriented, organized, and with amazing attention to detail Excellent written and verbal communication skills Benefits + Compensation at PitchBook: Physical Health 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 Dependent Care FSA Employee referral bonus program Quarterly team building events 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 This role is non-exempt and paid a salary of $70,000-$80,000 Target annual bonus percentage: 5% 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. This company has demonstrated its commitment to being: Communicative Sends timely application and interview updates #J-18808-Ljbffr PitchBook Data, Inc

Vacancy posted 7 hours ago
Similar jobs that could be interesting for youBased on the Portfolio Analyst, Private Capital in Austin, TX vacancy
  • $76.7k

    General information Name Investment Banking Analyst, Capital Advisors Posting Title Investment Banking Analyst, Capital Advisors Ref #...  ...positions involving M&A or corporate finance activities such as private equity, transaction services, or business valuation Series 7... 
    Private
    Full time
    Flexible hours

    Forvis Mazars, LLP

    Austin, TX
    3 days ago
  • Cascadia Capital, LLC seeks a highly motivated Senior Analyst or Associate to join our Capital Markets team in the Debt Capital Markets group. You will support...  ...paced, entrepreneurial environment. Experience with private credit and debt structures is valued. #J-18808-... 
    Private

    Cascadia Capital, LLC

    Austin, TX
    3 days ago
  •  ...Associate Vice President, Capital Development About the Company A $10bn+ private equity firm with an external alternative investment platform. Industry Venture Capital & Private Equity Type Privately Held About the Role The Company is seeking an... 
    Private

    Confidential

    Austin, TX
    1 day ago
  • $70k - $80k

    PitchBook Data, Inc., a Morningstar company, seeks a Portfolio Analyst, Private Capital for its Lumonic subsidiary in Austin to help clients monitor portfolios and ensure data accuracy. You will collect financial statements and coordinate with Sales, Implementation, and... 
    Private

    PitchBook Data, Inc

    Austin, TX
    7 hours ago
  • $128k - $252.5k

     ...clients navigate complex transactions and workforce transformations with clarity and impact. As an M&A Human Capital Senior Consultant you will advise corporate and private equity clients on human capital matters across the deal lifecycle, with a focus on organization... 
    Private
    Work experience placement
    Local area
    Visa sponsorship

    Deloitte

    Austin, TX
    17 hours ago
  • $80.49k - $107.32k

     ...are seeking a Senior Investment Analyst to help shape investment strategy, asset allocation, portfolio construction, and investment...  ...broad exposure across public and private markets while contributing to...  ...and maintenance of capital market assumptions, portfolio... 
    Private
    Temporary work
    Remote work

    Lumen Inc

    Austin, TX
    1 day ago
  •  ...the business to manage a global portfolio of over $250 billion in public and private investments across 15 asset classes...  ...as a Chartered Financial Analyst (CFA), a Chartered Alternative Investment...  ...and domestic macroeconomic and capital market issues relating to investments... 
    Private
    Full time

    Teacher Retirement System of Texas

    Austin, TX
    3 days ago
  • SNH Capital Partners, a U.S.-based private investment firm, seeks an Investment Analyst in Austin to participate in sourcing, evaluating, and execution of investments and portfolio management. You will support deal sourcing, modeling, and collaboration with management... 
    Private
    Relocation package

    SNH Capital Partners

    Austin, TX
    2 days ago
  •  ...experience and must have significant experience in corporate law practice with a focus on start-up representation and experience in venture capital, emerging companies, and M&A transactions. Candidates should have strong skills in drafting and negotiating transaction documents,... 
    Work at office

    5 Legal

    Austin, TX
    a month ago
  • Forvis Mazars Capital Advisors, LLC is seeking an Analyst to join the investment banking team. You will gain hands-on experience across sell-side, buy-side, and capital-raising transactions with substantial professional development. You will support client engagements with... 

    Forvis Mazars US

    Austin, TX
    2 days ago
  • Forvis Mazars Capital Advisors, LLC, a subsidiary of Forvis Mazars, LLP, seeks an Investment Banking Analyst to join its Capital Advisors team. You will gain hands-on experience across sell-side, buy-side and capital-raising transactions in a fast-paced, entrepreneurial... 

    Forvis Mazars, LLP

    Austin, TX
    3 days ago
  •  ...Alternative Investment Analyst Real Estate | Private Equity | Fund Management Noble Capital Group | Austin, Texas | Full-Time | In Person About Noble Capital...  ...to investment analysis, financial modeling, portfolio management, investor relations, acquisitions,... 
    Private
    Full time
    For contractors

    LEVEL UP ON FINANCE, LLC

    Austin, TX
    a month ago
  • ## Investment Analyst InternApply: Onsite: Austin, TX: Denver, CO:...  ...directly to the analysts and portfolio manager responsible for the management...  ....* Perform asset class and capital markets research.* Produce...  ...interest in public and private capital markets and portfolio... 
    Private
    Full time
    Internship
    Summer internship

    Cerity Partners

    Austin, TX
    2 days ago
  •  ...a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to...  ...complex investment productsSupport coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified... 
    Private

    JP Morgan Chase

    Austin, TX
    4 days ago
  •  ...Industry Investment Management Type Privately Held Founded 1958 Employees 100...  ...management investment management portfolio management mutual funds and mutual...  ...understanding of portfolio behavior and capital markets. A Bachelor's degree is required... 
    Private

    Confidential

    Austin, TX
    17 hours ago
  • Cascadia Capital in Austin, TX is seeking a highly motivated Senior Analyst or Associate to join our Capital Markets team. This role supports debt and minority equity financings, builds detailed financial models, and helps position clients for competitive financing processes... 

    Cascadia Capital

    Austin, TX
    2 days ago
  •  ...Managing Director, Capital Markets About the Company Industry leader in underwriting and distributing structured products, ETFs...  ...income securities. Industry Financial Services Type Privately Held About the Role The Company is in search of a Managing... 
    Private

    Confidential

    Austin, TX
    17 hours ago
  •  ...background in corporate and securities law, advising investment funds and investors. You will collaborate with the Financial Services & Capital Markets team and manage multiple matters with clear legal strategy. The ideal candidate has 3-5 years of relevant experience, an... 
    Private

    BCG Attorney Search

    Austin, TX
    17 hours ago
  •  ...diligence on new investments and supporting portfolio management functions of the firm’s...  ...candidates who have 2-4 years of experience in private equity, investment banking, investing,...  ...if you or someone you know is interested. #J-18808-Ljbffr Littlejohn Capital, LLC
    Private
    Work at office

    Littlejohn Capital, LLC

    Austin, TX
    1 day ago
  • Stallion Funding, LLC, a Texas-based private real estate lender, seeks a seasoned capital-raising professional to lead investor relations and drive new capital formation. You will focus on high-net-worth and accredited investors, coordinating with leadership to build a... 
    Private
    Full time

    Stallion Funding, LLC

    Austin, TX
    2 days ago
  •  ...Corporate Associate Attorney Responsibilities: - Represent emerging growth companies including start-ups, venture capital funds, and private equity investors in corporate transactions - Advise clients on venture capital financings - Counsel founders, executives... 
    Private

    Liberty Personnel Services, Inc.

    Austin, TX
    1 day ago
  •  ...Vice President, Capital Markets About the Company Leading independent power producer building a portfolio of solar, battery storage, and wind assets. Industry Utilities Type Privately Held, Private Equity-backed About the Role The Company is seeking... 
    Private

    Confidential

    Austin, TX
    1 day ago
  •  ...dedicated team of investment professionals focused on providing portfolio solutions to help meet long-term goals of clients. Kestra-...  ...strengthening advisor relationships across Kestra Financial, Kestra Private Wealth Services, and Bluespring Wealth Partners. As a... 
    Private
    Flexible hours

    Kestra Holdings

    Austin, TX
    4 days ago
  •  ...segment, Hanger distributes branded and private label O&P devices, products and components...  ...Could This Be For You?The Staff Financial Analyst will work closely with the Finance...  ...supporting profitability, pricing, margins, capital investments, and strategic initiatives.Assist... 
    Private
    Part time
    Internship
    Local area
    Work from home

    Hanger

    Austin, TX
    17 hours ago
  • $310k - $390k

     ...seeking a corporate associate with 4-6 years of public company and capital market experience. Candidates should have experience in public...  ...markets transactions, including IPOs, equity/debt offerings, private investment in public entities (PIPEs) and at-the-market... 
    Private
    Temporary work
    Work at office
    Work from home
    Flexible hours

    MCC Advisors

    Austin, TX
    17 hours ago
  • Amherst Group is seeking a Portfolio Analyst to join the Portfolio Management team in Austin, TX. You will build financial models, conduct underwriting...  ...collaborating across the Merchant Banking unit, supporting capital planning and portfolio optimization in a fast-paced... 

    Amherst Group

    Austin, TX
    2 days ago
  •  ...Vice President of Capital Markets About the Company Ambitious renewable energy provider specializing in solar & energy storage projects Industry Renewables & Environment Type Privately Held, Private Equity-backed Founded 2009 Employees 201-5... 
    Private

    Confidential

    Austin, TX
    3 days ago
  • $2,500 per month

     ...focus on emerging companies and venture capital. The ideal candidate will have 3 to 6 years...  ...investors on venture capital and other private financing transactions Draft, review,...  ...and other transactional documents Advise portfolio companies on private equity transactions... 
    Private
    Work at office
    Immediate start

    Norton Rose Fulbright

    Austin, TX
    4 days ago
  •  ...Interim Chief Financial Officer (CFO), Venture Capital About the Company Respected accounting & financial services firm Industry Accounting Type Privately Held Founded 1994 Employees 201-500 Categories Accounting Financial Accounting... 
    Private
    Interim role

    Confidential

    Austin, TX
    17 hours ago
  • $100.35k - $201.5k

    Position Summary As a Capital Markets Transactions (CMT) - Manager within our Accounting & Reporting Assurance offering, you will...  ...across Deloitte businesses.Be an advisor to newly public and private clients to assist with accounting and financial reporting, among... 
    Work at office
    Local area
    Visa sponsorship

    Deloitte

    Austin, TX
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Portfolio Analyst, Private Capital. Be the first to apply!