Principal Product Manager, Deal Sourcing

About the role

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.

Primary Job Responsibilities

• Define the AI product vision, strategy, and roadmap to increase adoption and engagement of PitchBook 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 prioritization 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, synthesizing 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 behaviors
• Participate in various company initiatives and projects as requested

Skills and Qualifications

• Bachelor’s degree in Computer Science, Finance, or related field. Post graduate degrees or certifications are preferred
• 8+ years of experience as a 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 at scale. CFA, 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-directed: sets and meets deadlines, multi-tasks, and prioritizes in a fast-paced environment
• Strong bias for action and a proactive mindset toward problem-solving
• Track record of mentoring product managers and contributing to team growth and PM craft
• Ability to leverage tools (SQL, Tableau, financial modeling tools, MixPanel, FullStory) to analyze data and drive informed product decisions
• Solid understanding of the convergence of private and public markets and a passion for staying ahead of industry trends
• Familiarity with system architecture concepts, data pipelines, and the ability to partner effectively with engineering on technical trade-offs

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

Compensation

Annual base salary: $175,076-$237,475
Target annual bonus percentage: 15%

Working Conditions

The job conditions for this position are in a standard office setting. Employees in this position use PC and phone on an ongoing basis throughout the day. Limited corporate travel may be required to remote offices or other business meetings and events.