Sr. Analyst, Private Markets Indexes

The role

You will serve as a subject matter expert bridging Morningstar Indexes and the PitchBook Institutional Research Group. You will publish research, represent the index franchise at industry events, and provide private markets expertise for index design and product strategy.

What you will do

• Advise on index construction, eligibility, weighting, rebalancing, and performance measurement
• Author and publish analyst notes, methodology explainers, and thematic research
• Represent the index franchise at industry conferences, client events, webinars, and media engagements
• Engage directly with institutional clients to understand benchmarking needs
• Act as the primary point of contact between the Morningstar index team and PitchBook stakeholders
• Educate research, sales, and client success teams on index methodology and use cases
• Contribute private markets expertise to the design and launch of new index families
• Monitor the competitive benchmarking landscape and regulatory developments
• Support company vision and values through role modeling
• Participate in various company initiatives and projects

Required qualifications

• Bachelor’s degree in Finance, Economics, Statistics, Mathematics, or a related quantitative field
• 5+ years 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 the need for visa sponsorship now or in the future

Nice to have

• CFA or CAIA designation
• Demonstrated subject matter expertise in index construction, benchmark methodology, or performance and risk measurement
• 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
• Track record of publishing research for external institutional audiences
• Confident public speaker
• Client-facing experience with institutional investors
• Ability to work cross-functionally and influence without direct authority
• Working proficiency with quantitative analysis and data tools
• Excellent written and verbal communication skills
• Critical thinker with a detail-oriented, analytical mindset

Benefits

• Comprehensive health benefits
• Additional medical wellness incentives
• STD, LTD, AD&D, and life insurance
• 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
• Matching gifts program

About the company

PitchBook, a Morningstar company, is a provider of research services to private market investors, advisors, and market participants.