Director of Engineering, AI & ML, Data Collections

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. Were 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 theres going to be some ambiguity along the way but we excel when we challenge ourselves. Were 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:

The Data Collection AI/ML team sits at the intersection of automation AI and data quality. The teams mission is to accelerate and scale PitchBooks data coverage by applying advanced ML models to identify extract and validate entities relationships and key insights from vast collections of structured and unstructured sources including filings PDFs and market documents.

As the Director of the Data Collection AI/ML team you will partner closely with Data Operations Data Collections Product and Engineering teams to deliver seamless intelligent data pipelines that transform raw inputs into high-quality actionable data.

As the Director of Data Collection AI & ML you will lead the strategy vision and execution of AI and ML initiatives focused on automating PitchBooks data extraction enrichment and validation workflows. Your organization will be responsible for building intelligent systems that ensure PitchBooks data collection is as accurate comprehensive and timely as possible leveraging cutting-edge document AI OCR and entity resolution techniques applied to financial documents and other proprietary data sources.

In this highly visible leadership role you will manage a global team of 15 data scientists and machine learning engineers driving both innovation and operational excellence. You will define the roadmap for automation and enrichment across multiple data domains and ensure scalable production-grade AI systems that directly power PitchBooks data ingestion pipelines and platform accuracy.

Your leadership will guide the design and deployment of AI-driven extraction and enrichment models including document classification named entity recognition relationship extraction and quality validation systems. You will also play a key role in shaping cross-functional data and AI strategy in collaboration with Product Data Operations and the client-facing Insights AI/ML teams ensuring consistency reliability and alignment with enterprise data objectives.

This role demands a visionary yet hands-on leader one who can balance strategic direction with technical credibility and who can influence across teams and executive levels while ensuring the continued professional development of a globally distributed technical team.

In addition to driving product impact this role offers an opportunity to shape PitchBooks growing presence and technical reputation in the AI and ML space. We are looking for individuals who are active contributors to the broader AI community through peer-reviewed research technical publications or open-source initiatives. Candidates who have authored conference papers or patents and who are excited to explore the frontiers of generative AI LLMs and applied NLP will be well-positioned to help us both advance our internal capabilities and deepen trust with our customers through thought leadership.

Primary Job Responsibilities:

• Define and execute the AI & ML strategy for data collection extraction and enrichment automation aligned with PitchBooks long-term data strategy
• Partner with senior leadership to identify high-impact opportunities for AI-driven automation and cost reduction in data collection workflows
• Establish success metrics and operational KPIs for automation accuracy throughput and coverage improvement
• Lead hire and develop a high-performing global team of data scientists and ML engineers; define team structure roles and growth paths that align with organizational goals
• Foster a culture of innovation accountability inclusion and continuous improvement across distributed offices
• Champion hiring mentorship and professional development initiatives to grow internal AI/ML talent
• Elevate engineering excellence through code reviews design reviews and technical guidance for ML engineers and scientists
• Act as a multiplier by shaping best practices for experimentation model evaluation responsible AI and scalable ML engineering
• Guide teams across the organization toward cohesive reusable and standards-aligned architectures
• Collaborate closely with Engineering Product Management and Data Operations to ensure the successful operationalization of AI/ML solutions into data pipelines and collection processes
• Partner with data quality and enrichment teams to align ML outputs with domain-specific validation frameworks
• Serve as a trusted technical and strategic advisor to stakeholders across Product Engineering and Data Operations
• Oversee the end-to-end lifecycle of ML systems from research and experimentation to deployment monitoring and optimization
• Ensure high availability reliability and performance of production AI/ML systems
• Implement and maintain strong standards of data integrity security and compliance in all models
• 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:

• Bachelors or Masters degree in Computer Science Mathematics Data Science or a related technical discipline (Masters degree preferred)
• 12 years of experience in machine learning data science or AI-focused engineering including 7 years leading technical teams; experience managing managers and geographically distributed teams is strongly preferred
• Proven success delivering AI-driven data extraction enrichment or document understanding systems at scale
• Deep expertise in natural language processing document AI OCR entity resolution large-scale data automation optimizing large document workflows and addressing latency in retrieval-based architectures
• Familiarity with agentic AI frameworks (MCP A2A) and orchestration of multi-agent systems
• Strong understanding of modern ML frameworks and infrastructure (e.g. PyTorch TensorFlow Hugging Face LangChain)
• Demonstrated ability to define and execute multi-year AI roadmaps with measurable business impact
• Strong knowledge of cloud-native architecture distributed computing and scalable model deployment
• Excellent communication collaboration and influencing skills including experience presenting to executive and cross-functional leadership
• A track record of fostering technical excellence and innovation across global multidisciplinary teams
• Experience in fintech data platforms or large-scale information extraction systems preferred
• Contributions to the AI/ML research community (e.g. publications patents or open-source projects) are strongly preferred
• 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: $260000-$340000
• Target annual bonus percentage: 25%

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 momentsthose hallway conversations whiteboard brainstorms and shared celebrations in each of our global officesthat simply cant 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.

#LI-MS1

#LI-Onsite