Sr. Investment Research Analyst, AI Full-time

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:

As a member of the Editorial team, you will spend each day immersed in the private markets, aiming to help our customers be better investors, advisors, and market participants. The work you will do plays a direct role in the evolution of the industry!

Everyone on our team is supported by a flexible work environment and a culture that promotes curiosity, collaboration, and professional development. We prioritize recognition and respect across all roles and have a high level of camaraderie. The fast-growing nature of our organization provides ample opportunity to advance in your career and explore what interests you.

As we continue investing in the talent of our group, our coverage has evolved rapidly over multiple industries and geographies. Our insights are routinely cited by top-tier publications and sought after by prominent players in the financial markets. In addition to publishing timely market insights, we also partner closely with our Product, Engineering, and Data Operations teams to continually enhance our datasets and develop unique tools that have a material impact on our customers’ workflows. There is no better time to join us!

Our Emerging Technology Research Group is looking for an experienced analyst to lead our coverage of Artificial Intelligence and Information Security. As a valued team member, you’ll hone your existing analytical skills, develop meaningful insights into a fascinating industry, and contribute to our best-in-class technology research. The research this team produces is utilized by many of the largest private capital investors, corporations investment banks, and service providers globally. Our team is creative, driven, and focused on providing the most insightful and actionable research to our readers and clients.

Primary Job Responsibilities:

• Analyze private market technology trends through the lens of venture capital deal-making, focusing on AI, and Information Security ecosystems
• Conduct in-depth market research, covering key trends, market sizes, growth drivers, risks, and disruption potential
• Publish quarterly updates and research notes leveraging PitchBook’s proprietary data on venture capital activity, valuations, and market trends
• Build and maintain datasets of companies, investors, and funds, including taxonomy development to aid client tracking and analysis
• Attend industry conferences and engage with professionals to deepen understanding of trends and expand your network
• Engage with clients through meetings, webinars, and events to support sales, enhance client understanding, and drive strategic alignment
• Streamline research processes to scale with growing client demand and improve efficiency across the team
• Identify opportunities for new research and insights that utilize PitchBook’s data to highlight trends in AI and Information Security
• Develop innovative research offerings, including leveraging proprietary data and forming partnerships with other data vendors
• Represent PitchBook Research externally (e.g., conferences, webinars) and internally (collaborating across teams like sales, marketing, and product development)
• 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 Finance, Economics, or Computer Science preferred
• 4+ years of experience in equity research, investment banking, venture capital, or a related financial services role
• 2+ years of relevant AI research experience
• Strong grasp of financial concepts, including valuation techniques (DCF, comparables, etc.), IRRs, asset allocation, fund benchmarks, and KPIs
• Proven ability to contribute to the development of new products and services tailored to a growing customer base in an emerging industry
• Comprehensive knowledge of the Artificial Intelligence and Information Security industries, including their ecosystems of service providers, technologies, and capital markets
• Demonstrated expertise in writing investment research and engaging with clients on investment opportunities, preferably in the technolgoy sector
• Passion for and deep understanding of venture capital, growth equity, and emerging technologies
• Meticulous attention to detail with a strong analytical mindset
• Excellent verbal and written communication and presentation skills
• Advanced proficiency in Excel; experience with the PitchBook Platform is a plus
• Proficiency with the Microsoft Office suite including in-depth knowledge of Outlook, Word, and Excel with the ability to pick up new systems and software easily

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: $150,000-$170,000
• Target annual bonus percentage: 10%

*Starting pay will be based on several factors and commensurate with qualifications & experience. We also have a location-based compensation structure; there may be different ranges for candidates by location.

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 3+ 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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