Analyst - Job #1953

Pinnacle Group; Boston (MA); On-site; USD 65,000 - 85,000; Full time

Job summary

A prestigious multi-family office in Boston seeks an Investment Analyst to join their team. The role involves asset allocation, manager sourcing, and client portfolio management. Ideal candidates should have 1-3 years of experience in investment and strong financial analytic skills. This is an entry-level position offering a full-time opportunity in finance.

Qualifications

• 1–3 years of relevant professional experience in investment banking, allocator, or direct PE investing.
• Strong academic background with a demonstrated interest in investing.
• Proven financial analytic and quantitative skills.

Responsibilities

• Conduct diligence on new managers and evaluate funds.
• Actively monitor existing managers to ensure performance aligns with objectives.
• Prepare detailed Investment Committee and client reports.
• Support asset allocation modeling and assist with trading.

Skills

Financial analysis

Quantitative skills

Project management

Effective communication

Job description

Join to apply for the Analyst - Job #1953 role at Pinnacle Group

Our client is a prestigious multi-family office in Boston providing comprehensive services, including estate, investment advisory, tax, and cash flow services. The firm manages capital across multiple asset classes and offers sophisticated, customized solutions to a select group of ultra-high-net-worth and high-net-worth clients.

Our client is seeking an Investment Analyst to join their team. The Analyst will play a key role in the entire investment process. Responsibilities will include asset allocation, manager sourcing and selection, direct security analysis and trading, co‑investments, and client portfolio management. Analysts will focus on due diligence for new investments, investment performance analysis, execution, manager monitoring, and producing collateral for the Investment Committee and clients. The firm’s investment mandate spans all asset classes, including fixed income, public equities, hedge funds, credit, real assets, private equity, and venture capital across global markets.

Responsibilities

• Conduct diligence on new managers, including evaluating funds, special purpose vehicles, and co‑investments, taking into consideration passive and direct purchase alternatives for desired exposures
• Actively monitor and cover existing managers and investment positions to ensure ongoing performance aligns with objectives
• Prepare detailed Investment Committee and client reports to communicate findings, performance updates, and recommendations to key stakeholders
• Support asset allocation modeling and assist with trading and execution for client portfolios, ensuring alignment with investment strategies

Qualifications

• 1–3 years of relevant professional experience in investment banking, allocator, or direct PE investing
• Strong academic background with a demonstrated interest in investing
• Proven financial analytic and quantitative skills
• Project management experience with an ability to manage multiple tasks simultaneously
• Clear and effective communication skills, both written and verbal

Seniority level: Entry level

Employment type: Full-time

Job function: Finance