Senior Primary Research Associate

Job Title: Senior Primary Research Associate – Company Primary Outreach (Private Markets) 

Location: Mumbai, India 

Team: PitchBook Company Primary Outreach Team 

About PitchBook:  

The PitchBook team performs web-based research and utilizes technology tools to capture hard to-find data on private capital markets, including private equity (PE), venture capital (VC) and mergers and acquisitions (M&A). This information allows PitchBook customers such as venture capital firms, private equity firms, limited partners, investment banks, law firms, and accounting firms to discover emerging companies, conduct research on potential investment opportunities, and gain a competitive edge in investment decision-making and negotiations.  

Position Overview:  

We’re looking for a Senior Primary Research Associate to join our dynamic Primary Outreach Team in Mumbai. This role focuses on building relationships and collecting proprietary data directly from industry professionals, including executives at private companies, investment firms, and service providers.

You will play a key role in executing targeted outreach campaigns and ensuring high-quality data enrichment within the PitchBook platform. This role is ideal for someone who is curious, detail-oriented, great with communication, and passionate about delivering value through primary research and relationship management.

This position will be with Pitchbook Primary Outreach team based at our Mumbai office.  

Key Responsibilities:  

• Drive outreach initiatives to engage executives and key stakeholders across private equity, venture capital, and related industries.

• Design and execute email-based outreach campaigns to collect proprietary and high-impact data.

• Verify and enrich data for private companies, investors, and service providers featured in PitchBook’s platform.

• Leverage internal tools and applications to input and manage data with accuracy and efficiency.

• Collaborate with internal experts and cross-functional teams to resolve data discrepancies and improve workflows.

• Support improvements in research processes, outreach strategies, and productivity tools.

• Act as a subject matter expert on outreach workflows, supporting the team with training, mentoring, and quality reviews.

• Manage special projects, own key processes, and contribute to team OKRs and performance metrics.

• Provide support and assist team members in navigating complex research problems.

• Actively participate in cross-team initiatives and provide insights for strategic improvements.  

Requirements:  

• 18 to 30 months of relevant work experience, preferably in financial research, data operations, or the broader financial services sector.

• Bachelor’s degree required.

• Strong verbal and written communication skills, with the ability to interact professionally with stakeholders at all levels, including C-suite executives.

• Proven ability to manage multiple tasks under tight deadlines while maintaining a high level of data accuracy.

• High attention to detail, strong analytical skills, and a commitment to data quality.

• Proactive and self-motivated, with the ability to work independently as well as collaboratively.

• Comfortable working in a fast-paced, evolving environment with a learning mindset and adaptability to new tools and processes.

• Demonstrated leadership potential through ownership of tasks, mentorship, and process improvement initiatives.

• Experience or familiarity with private markets (PE/VC/M&A) is a plus.

Morningstar is an equal opportunity employer

Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues.