🛠 Tech Stack

💼 About This Role

You'll build custom charts and visualizations using Salesforce, Excel, and SQL to help the support team create complex reports for clients. Your insights on customer pain points will inform platform optimizations for users worldwide. This role offers a chance to work with large private capital investors and gain deep financial industry exposure.

🎯 What You'll Do

• Build custom charts and visualizations using Salesforce, Excel, and SQL
• Serve as data expert for client requests utilizing PitchBook's database
• Manage time-sensitive custom research requests for subscribing clients
• Collaborate with support team, providing guidance to Tier 1 and 2 specialists

📋 Requirements

• Bachelor's degree or equivalent experience
• 1-3 years experience in financial services or working with large datasets
• Strong proficiency with MS Excel including pivot tables and advanced formulas
• Experience working in SQL