Analyst - Job #2012

Pinnacle Group; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Pinnacle Group, a global private equity investment firm, seeks an Analyst or Associate for its New York City office. The role involves analyzing potential investments, supporting due diligence, and developing advanced Excel models on deal teams.

You will draft investment memoranda and help monitor portfolio companies, contributing to the firm’s growing active deal pipeline. Ideal candidates have 1–4 years in investment banking, private equity, or secondaries, plus a degree in economics, finance

Qualifications

• 1–4 years of relevant experience (investment banking, private equity, and/or secondaries firm).
• Degree in economics, finance or mathematics is preferred.
• Top-tier undergraduate school, with strong academic performance.
• Expert modelling skills commensurate with sophisticated financial investing; demonstrated understanding of investment processes and economics.

Responsibilities

• Conduct in-depth research and analysis on potential investments.
• Work on small deal teams to complete due diligence with private equity fund managers and company management.
• Prepare advanced models in Excel.
• Draft detailed investment memoranda and presentations.
• Assist in management and monitoring of portfolio companies.
• Maintain firm deal pipeline databases and ensure data accuracy.
• Coordinate complex, time-sensitive processes.

Skills

Analytical skills

Interpersonal skills

Presentation skills

Team collaboration

Self-motivation

Time management

Strong work ethic

Education

Economics/Finance/Math degree

Top-tier undergraduate school

Tools

Excel modelling

Job description

Our client is a global private equity investment firm focused primarily on Private Equity Secondaries (GP led transactions and LP interests) along with Private Equity Co-Investments and Primary Fund Investments. They are currently seeking an Analyst or Associate for their New York City office. Our client manages around $8b in capital and has successfully closed 6 funds to date. This position is an exceptional opportunity to join a growing firm with a history of success.

Responsibilities:

• Conducting in-depth research and analysis on potential investments
• Working on small deal teams to complete due diligence efforts, including significant interaction with private equity fund managers and company management teams
• Preparation of advanced models in Excel
• Drafting detailed investment memoranda and presentations
• Assisting in the management and monitoring of portfolio companies
• Maintaining firm deal pipeline databases and ensuring that all relevant data is accurate
• Coordinating complex, time sensitive processes

Qualifications:

• One to four years of relevant experience (investment banking, private equity, and/or secondaries firm)
• Degree in economics, finance or mathematics is preferred
• Top-tier undergraduate school, with strong academic performance
• Expert modelling skills commensurate with sophisticated financial investingDemonstrated understanding of investment processes and economics

Key Attributes:

• Strong intellectual and analytical skills with an ability to structure and resolve complex problems
• Great interpersonal and presentation skills, and the ability to form strong relationships
• Self-motivation, discipline, and the desire to make an immediate, positive impact
• Desire and aptitude to work collaboratively in a team environment
• Excellent organizational and time management skills
• Strong work ethic and ability to work under pressure
• Excellent knowledge of the private equity industry