Full-Time

Senior Research Intelligence Engineer

Institutional Research Group

Updated on 9/8/2026

PitchBook

PitchBook

1,001-5,000 employees

Private market data platform and analytics

Compensation Overview

$145k - $185k/yr

+ 10% target annual bonus + 401(k) match + Monthly transportation stipend + Employee stock program

No H1B Sponsorship

New York, NY, USA

In Person

Five days in the office per week; limited travel to remote offices or business meetings may be required.

Bachelor's

Category
Data & Analytics (1)
Required Skills
Microsoft Office
Python
Git
SQL
Data Engineering
Mergers & Acquisitions (M&A)
Data Analysis

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Requirements
  • At least 7 years of experience in data engineering, data analysis, or data-driven research.
  • Demonstrated proficiency in SQL and Python.
  • Must be authorized to work in the United States without requiring visa sponsorship now or in the future.
Responsibilities
  • Serve as the key point of contact between the Institutional Research Group, Product, and Development teams to incorporate Institutional Research Group-generated methodology into platform products and ensure it is correctly implemented and maintained across internal processes, Git repositories, and production deployments, including rolling out methodology updates as needed.
  • Research, build, and maintain data pipelines for new and existing sources used by the Institutional Research Group, including non-native data sources. Own the repository of SQL queries and views, query optimization, and ongoing pipeline maintenance.
  • Act as a key stakeholder alongside the Data Operations team to advise on and implement methodology adjustments, updates, and data cleanups.
  • Work with analyst groups to develop and deploy applications for prototyping, internal use, and production use cases.
  • Identify and implement initiatives to streamline data analyses and research processes and improve the delivery of data to analysts.
  • Maintain clear and timely communication with all affected stakeholders regarding methodologies, methodology changes, project progress, and potential roadblocks.
  • Serve as a resource for more junior engineers in conjunction with the team lead.
  • Support the company's vision and values through role modeling and encouraging desired behaviors.
  • Participate in company initiatives and projects as requested.
  • Work in the office five days per week in a standard office setting, with limited corporate travel to remote offices or other business meetings and events as required.
Desired Qualifications
  • Demonstrated proficiency in software development and deployment techniques, including artificial-intelligence-enabled coding tools.
  • Demonstrated experience working cross-functionally with technical teams to deploy complex tools and methodologies to production.
  • Strong understanding of financial concepts such as valuation techniques, startup cap tables, internal rate of return, and portfolio management.
  • Strong interest in mergers and acquisitions and private financial markets.
  • A bachelor's degree in a quantitative or technical field, including Computer Science, Data Science, Statistics, Applied Mathematics, Engineering, or quantitative Finance/Economics.
  • Strong written and verbal communication skills with the ability to explain complex methodologies to technical and non-technical audiences.
  • Critical thinking and a detail-oriented, analytical mindset.
  • Proficiency with the Microsoft Office suite and the ability to quickly learn new systems and software.

PitchBook provides private market data through its PitchBook Platform, offering access to information on venture capital, private equity, and M&A. Subscribers gain tiered access to details on companies, deals, investors, funds, and market players to support due diligence and trend analysis. Revenue comes from subscriptions, advertising, and partnerships around industry reports, news, and blogs. The goal is to help investment professionals, executives, and advisors in Europe and North America stay informed about industry trends and make strategic investment decisions.

Company Size

1,001-5,000

Company Stage

Acquired

Total Funding

$13.8M

Headquarters

Seattle, Washington

Founded

2007

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Simplify Jobs

Simplify's Take

What believers are saying

  • June 2026 Microsoft and Harvey integrations put PitchBook inside daily deal workflows.
  • June 2026 Samaya AI and August 2026 Farsight partnerships expand distribution across buyers.
  • StepStone SPI Deal Benchmarking and Q1 2026 indexes deepen premium analytics revenue.

What critics are saying

  • Harmonic markets fresher AI-native coverage and founder-sourced data, pressuring PitchBook's early-stage moat.
  • PitchBook data freshness lags three to four months, and AI teams punish stale outputs.
  • Enterprise AI connectors turn pricing into a feature; a cheaper dataset layer kills subscriptions.

What makes PitchBook unique

  • PitchBook owns the deepest private-market dataset across deals, funds, people, and valuations.
  • PitchBook embeds data inside Gemini Enterprise, Microsoft 365 Copilot, Harvey, and Farsight workflows.
  • PitchBook LCD added Q1 2026 direct lending league tables across US and Europe.

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Benefits

Flexible work program

Generous PTO

Paid sick days

Company-wide days off

Learning & development opportunities

401k & company matching

Medical, dental and vision insurance

HSA+FSA Accounts

Paid parental leave

Transportation stipend

Team building & company-wide events

Growth & Insights and Company News

Headcount

6 month growth

10%

1 year growth

10%

2 year growth

10%
Associated Press
Aug 25th, 2026
Morningstar and PitchBook integrate with Google's Gemini Enterprise for financial services AI

Morningstar and PitchBook announced integrations with Google Cloud's Gemini Enterprise for Financial Services through the Model Context Protocol. The integrations are expected to be available imminently. The partnerships allow eligible subscribers to access investment data, research, and market intelligence directly within Gemini Enterprise. Morningstar provides public market insights, whilst PitchBook delivers private capital markets intelligence covering companies, investors, funds, and transactions. The integrations aim to help financial professionals access source-attributed investment information within AI workflows. Users can conduct research without switching between multiple applications whilst maintaining visibility into data sources behind AI-generated responses. Morningstar and PitchBook join Google Cloud as launch partners for the preview of Gemini Enterprise for Financial Services. The move forms part of broader efforts to make investment intelligence available across leading AI platforms.

Hurricane Payments
Aug 11th, 2026
Farsight, PitchBook integrate to accelerate AI-powered financial workflows.

Farsight, PitchBook integrate to accelerate AI-powered financial workflows. Farsight Integrates with PitchBook to Accelerate AI-Powered Financial Workflows New York, NY - August 11, 2026 - Farsight, the leading platform for AI-driven financial workflow automation, today announced a significant expansion of its partnership with PitchBook, the leading private capital market intelligence platform. Building on the integration announced in September 2025, Farsight has deepened its PitchBook integration to bring Premium-level private capital data directly into the Farsight web application. Farsight customers can now access PitchBook's private capital data from within their Farsight workflow, including full deal information, investor and buyer information, and valuations and multiples. This data is available directly within the Farsight web application, alongside existing sources such as S&P Capital IQ and SEC filings, giving deal teams a more complete picture without switching platforms. Premium PitchBook data is available to existing PitchBook customers, who can connect their account via single sign-on to access the dataset from within Farsight. "The integration with PitchBook strengthens Farsight's ability to deliver on what deal teams need most, reliable data flowing directly into production-ready materials," said Samir Dutta, Co-Founder and CEO of Farsight. "When making decisions in private markets, the foundation is data you can trust, delivered where and when it's needed," said Tom Van Buskirk, Executive Vice President of Technology and Engineering at PitchBook. "This expanded integration with Farsight does exactly that - bringing PitchBook's depth directly into deal team workflows. That's how trusted data powers teams to move with confidence." The expanded integration supports financial professionals across investment banking, private equity, venture capital, and corporate development - enabling workflows such as building comparable company analyses, screening investment targets, enriching CRM data, and preparing investment committee materials, all from within a single platform. About Farsight Farsight is the system of judgment for financial services: an AI platform that captures markups and nuanced calls your bankers make and compounds that judgment into decision intelligence and client-ready deliverables across the deal lifecycle. From partner-level intelligence to pitch decks, CIMs, IC memos and models, Farsight helps teams ship faster and at higher quality without leaving email, PowerPoint, Excel, or Word. The company is headquartered in New York City and is trusted by leading firms across investment banking, private equity, and corporate development. About PitchBook, a Morningstar company As the pulse of private capital markets, PitchBook delivers trusted, real-time data, research, and technology to help investors, dealmakers, and innovators make decisions with confidence. Its products provide comprehensive information on companies, investors, funds, deals, and people, along with tools that help professionals analyze market activity and make informed decisions. Founded in 2007, PitchBook today serves more than 100,000 clients worldwide and is recognized as the leading source of private capital market intelligence. PitchBook has grown to over 3,000 employees across offices in Seattle, San Francisco, New York, London, Singapore, Mumbai, and other global locations. Since 2016, PitchBook has operated as a subsidiary of Morningstar, Inc.

V7
Aug 6th, 2026
V7 and PitchBook Partner to Put Private Market Data Inside AI Workflows

V7 and PitchBook Partner to Put Private Market Data Inside AI Workflows

Metal.ai
Jul 21st, 2026
Introducing Metal's Partnership with PitchBook.

Introducing Metal's Partnership with PitchBook. Taylor lowe. Metal Technologies, Inc. is thrilled to announce that PitchBook, the leading source of private capital market data, is now integrated with Metal. PitchBook's private company, deal, and fund data is ready for your deal teams to put to work across the Metal platform and inside the AI tools your firm already uses through Metal MCP. The data lands in your firm's context layer. The better the market data, the more it's worth pairing with your firm's own context, and that context is what Metal provides. Metal sits underneath the AI tools your team already uses and gives them everything your firm knows. It works by taking your scattered deals, documents, and decisions and organizing them into one connected map: every company, every figure, and the judgment behind them, what your firm concluded and why. Metal Technologies, Inc. call that map a context graph. When PitchBook data flows into your firm's context graph, an external comp stops being a standalone number. It sits next to the deals your firm actually ran, the targets you passed on, and the theses you wrote. A PitchBook valuation becomes a valuation in context: here is what the market says, and here is what your firm decided the last five times it saw something like this. How it shows up across the lifecycle. Because PitchBook data is structured into the graph, it compounds through every stage rather than living in a single lookup. * In sourcing, market maps and target lists are grounded in PitchBook's coverage and ranked against your firm's own scoring and edge. * In screening, comps and round histories arrive already connected to the comparable deals in your own history. * In diligence, benchmarking reads from PitchBook and from what your firm has seen before, so the question shifts from what the market shows to whether this fits your thesis. Market truth plus firm judgment is conviction. External market data tells you what is true across the market. Your firm's structured history tells you what that means for you. Conviction lives where the two meet, and that is exactly the layer Metal occupies. This is the start of a deeper relationship with PitchBook. Every deal you run makes the next one sharper, and now the market's deepest private market dataset compounds alongside your own.

Business Wire
Jun 25th, 2026
PitchBook integrates with Microsoft 365 Copilot to bring private capital market data to Excel

PitchBook, a private capital market intelligence platform, has launched a federated Copilot connector with Microsoft, integrating its data into Microsoft 365 Copilot, including Copilot in Excel and Chat. The integration allows licensed users to access PitchBook's private capital market intelligence directly within Microsoft 365 applications using natural language queries. Users can surface insights, build models, and screen investments with PitchBook's institutional-grade data, including company profiles, deal histories and fund data. The integration maintains strict data privacy standards, with client data remaining siloed and not used for AI training. The announcement extends PitchBook's broader AI strategy, which includes its Navigator platform and VC Exit Predictor tool. Founded in 2007, PitchBook serves over 100,000 clients worldwide and operates as a Morningstar subsidiary with more than 3,000 employees globally.