Associate Data Analyst, Customer Support

Overview

New York, New York, United States

At Pitch Book, 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, Pitch Book is the place for you.

About the Role:

As a member of our Account Management & Customer Success team, you will thrive on your ability to embrace and drive change and your commitment to ensuring you and Pitch Book are always growing and improving. While continually learning and exploring new ideas and concepts, you will be inspired to ask questions and challenge the status quo while remaining focused on our customers’ success.

We value teamwork and collaboration and encourage our people to build strong, trusting relationships with their teammates, customers, and partners. A contagious positivity, insatiable curiosity, and people-first attitude are the winning traits of our most successful Account Management & Customer Success team members. If this sounds like you, join us!

As an Associate Data Analyst, Customer Support, you will utilize your analysis skills to interpret client data requests and deliver packaged analytics used by some of the largest private capital investors, investment banks and service providers globally. As an Associate Data Analyst, Customer Support, you will work with the support team to create complex customized reports for clients. Customer experience pain points you identify will inform product improvements and allow Pitch Book to optimize the platform for customers worldwide.

Primary Job Responsibilities:

• Build custom charts and visualizations using Salesforce, Excel, and SQL
• Utilize strong Microsoft Excel and SQL skills in order to provide high-quality data analysis and support to clients
• Serve as a data expert for all use cases that utilize Pitch Book’s broad database
• Communicate effectively, both written and verbal to ensure smooth resolution of customer requests
• Manage and complete time-sensitive custom research requests for subscribing clients
• Manage and respond to inquiries from clients and internal colleagues and the general public regarding data requests and published research
• Work collaboratively with support team with an emphasis on providing guidance and expertise to Tier 1 and 2 specialists
• Work continuously to document the details of each interaction in Salesforce in order to easily research customer projects and to inform product improvements
• 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 or equivalent experience required
• 1-3 years’ experience in financial services role or experience working with large datasets and/or 1+ years of Tier 2 Customer Support at Pitch Book
• Proficient with Salesforce or similar CRM preferred
• Strong proficiency with MS Excel including pivot tables and advanced formulas
• Have experience working in SQL
• Have excellent verbal and written communication skills with a keen eye for detail
• Interested in financial markets or services, particularly private equity and venture capital
• Ability to operate with a strong sense of urgency and deliver results
• Have terrific prioritization skills related to project work
• Strong understanding of financial concepts such as valuation techniques (DCF, comps, etc.), IRRs, asset allocations, etc.
• Team player with the desire to try new ideas in order to achieve greater levels of success
• Proficiency with the Microsoft Office suite…