Manager, Data Product Strategy (Funds)

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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:

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

We know that greatness is achieved through collaboration and diverse points of view, so we work closely with partners around the globe. As a team, we assume positive intent in each other’s words and actions, value constructive discussions, and foster a respectful working environment built on integrity, growth, and business value. We invest heavily in our people, who are eager to learn and constantly improve. Join our team and grow with us!

The Product Management team within PitchBook’s Product organization works to strategically align PitchBook’s product initiatives with core customer needs and ruthlessly prioritize development efforts to drive both increased user engagement and increased win rates vs competitors. 

The PitchBook product team is seeking a leader to join our Data Product team. This leader will be responsible for setting the direction and driving results for Funds Data at PitchBook. This requires a deep understanding and experience with private markets, particularly in how data is collected, captured, displayed, and used by clients. You will work closely with our data operations, technology, marketing, sales, and product teams, to define the product strategy, develop roadmaps, and drive new user engagement through delivering intuitive and seamless product improvements.  

Primary Job Responsibilities:

• Lead the strategic vision and roadmap for the Funds dataset, translating executive vision into prioritized, measurable initiatives that deliver customer and business impact
• Lead, mentor, and develop a high-performing team responsible for the Funds dataset, fostering clear ownership, strong collaboration, and professional growth
• Lead cross-functional execution of complex data initiatives by partnering closely with Data Operations, Engineering, and Platform teams to design, implement, and continuously refine pipelines, tooling, and processes to meet performance, quality, and delivery requirements
• Manage data governance for the Funds Dataset, establishing clear standards for data models, schemas, lineage, quality controls, and delivery, ensuring accurate, timely, and ethical data collection
• Compile and communicate market intelligence on your dataset’s competitive landscape, highlighting opportunities for differentiation and strategic positioning
• Ensure datasets are reliable, scalable, and optimized for machine interpretation for advanced analytics, APIs, AI, and other internal and external client use cases
• Act as a subject matter expert in internal and external discussions, representing the company’s data capabilities, governance rigor, and operational excellence
• Partner closely with Product Managers to ensure datasets are designed and structured to meet external delivery needs (Feeds, platform integrations, Index-ready, and AI/ML formats)
• Collaborate on schema alignment, service-level targets, and data accessibility to optimize client-facing performance and enable downstream innovation
• Communicate regularly with stakeholders across Product, Data Operations, and Technology to report on progress, escalate issues, and celebrate key milestones
• Champion the company’s values and responsible AI practices, fostering a culture of accountability, transparency, and continuous learning
• 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 with strong academic performance in Finance, Accounting, or related field. CFA charter holder strongly preferred
• 5+ years of previous experience with private markets preferred
• 2+ years of previous experience managing a team
• Exemplarily verbal and written communication skills; comfortable to engage a diverse array of audiences
• Self-motivated, goal-oriented attitude and can work effectively as an individual or as part of a team
• Strong bias for action. Willingness to roll up your sleeves and do what is necessary to meet team goals
• Ability to leverage analytics and data to drive decision making
• Interest in financial markets or services
• 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
• Must be authorized to work in the United States without the need for visa sponsorship now or in the future

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: $165,000-$195,000
• Target annual bonus percentage: 15%

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.

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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