Principal Product Manager, Deal Sourcing

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.

As a member of the Product and Engineering team at Pitch Book, 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.

Principal Product Managers at Pitch Book are strategists and leaders. In this role, you will be a catalyst for AI‑powered innovation at Pitch Book – partnering across teams to help shape the future of how we harness artificial intelligence. You’ll collaborate with cross‑functional teams, including engineering, design, and data science, to execute a product roadmap that drives measurable outcomes. You will champion client needs, advocate for innovative solutions, and identify new opportunities to elevate Pitch Book's capabilities.

Additionally, you’ll play a pivotal role in mentoring team members within the Product organization, fostering a culture of growth and excellence.

• Define the AI product vision, strategy, and roadmap to increase adoption and engagement of Pitch Book products among users
• Identify opportunities for product innovation and differentiation by working backwards from the customer journey
• Manage the product lifecycle from ideation to launch to end‑of‑life
• Collaborate with design, engineering, data science, and adjacent product teams
• Actively define product roadmap prioritisation and create business cases for new opportunities
• Define and own measurable business and customer outcomes for your product area; set success metrics, monitor performance, and ensure product work drives demonstrable impact
• Collaborate with engineering to understand system architecture and dependencies; evaluate technical feasibility and make informed trade‑offs between complexity, scalability, and timeline
• Partner with design to evaluate solutions against UX principles, identify experience gaps, and advocate for intuitive, accessible product experiences
• Establish and maintain structured customer feedback loops, synthesising insights from user interviews, support tickets, customer success, and analytics to ensure real customer needs drive product decisions
• Support the vision and values of the company through role‑modeling and encouraging desired behaviours
• Participate in various company initiatives and projects as requested

• Bachelor’s degree in Computer Science, Finance, or related field. Post‑graduate degrees or certifications are preferred
• 8+ years of experience as product manager or position with similar impact
• 8+ years customer‑driven product management experience creating product strategy, roadmaps, aligning stakeholders, and setting product vision
• Experience influencing senior and executive leadership through data‑driven insights
• Experience in data products, analytics platforms, or B2B SaaS , CAIA or Financial industry experience is preferred
• Ability to communicate complex ideas with clarity and conviction; crafts compelling narratives tailored to diverse audiences, from engineers to executives
• Proven ability to collaborate with clients and cross‑functional teams to drive user‑centric product innovation
• Self‑dir…