Associate Director / Director - Job #2004

Pinnacle Group; Florida; On-site; USD 180,000 - 320,000; Full time

Job summary

University Endowment in Florida is seeking an Associate Director/Director of Investments to lead private market research and analysis across Private Equity, Venture, Real Estate, Private Credit, and Infrastructure. This lean investment team works with Senior Investment Director to source opportunities and evaluate managers.

The role demands strong financial modeling, collaboration, and ability to articulate conclusions to the portfolio team.

Qualifications

• 5–12 years of relevant work experience in endowment, foundation, corporate or public plan sponsor, family office, or other sophisticated investment platform.
• Bachelor’s degree; MBA/CFA preferred but not required.
• Commitment to the Endowment’s missions.
• Strong financial modeling skills and knowledge of portfolio theory, capital markets, and/or private equity.
• Willingness to travel.
• Intellectually curious, critical thinker and team player with strong interpersonal skills.

Responsibilities

• Work with Senior Investment Director to oversee private markets investments.
• Oversee ongoing monitoring of managers.
• Articulate information and independent conclusions to the investment team.
• Evaluate potential investment opportunities and external managers and market conditions.
• Negotiate fees and terms on new investments.
• Develop models to support forward-looking expectations and scenario analysis.
• Oversee valuation nowcasting of private investments and assist with co-investments.
• Contribute to asset allocation and risk allocations for the portfolio.
• Assist operations and investment teams to ensure accurate accounting and performance data.
• Generate monthly pro-forma and quarterly Board reports.

Skills

Financial modeling

Portfolio theory

Interpersonal skills

Team player

Willingness to travel

Education

Bachelor’s degree

MBA/CFA preferred

Job description

Our client is a prestigious and well-known University Endowment located in Florida. The investment team consists of 7 professionals and manages over $7 billion in capital, which is invested across a broadly diversified range of asset classes.

Our client is seeking a highly motivated Associate Director/ Director of Investments for their lean but growing investment team. The Associate Director / Director will have a primary focus on researching and analyzing private investments (Private Equity, Venture, Real Estate, Private Credit, Infrastructure, etc.). This individual will work with the Senior Investment Director to oversee the allocation to private investments by identifying and sourcing investment opportunities, researching prospective investment managers, and evaluating current managers.

Responsibilities:

• Work with Senior Investment Director to leave the investment process responsible for investing across private markets
• Oversee ongoing monitoring of managers
• Articulate key information and independent conclusions to the investment team
• Evaluate potential investment opportunities, including sourcing and evaluation external managers as well as keeping abreast of market conditions
• Negotiate fees and terms on new investments
• Support the Portfolio Management Team by developing models to support forward-looking expectations and scenario analysis
• Oversee “nowcasting” of private investment valuations to estimate mispricings and secondary market opportunities, and assist with co-investments
• Contribute to the asset allocation and risk allocation process through detailed understanding of the broader portfolio
• Assist the operations and investment teams to ensure accurate accounting and performance data is maintained in the portfolio management system
• Generate reports for both internal and external stakeholders, including monthly pro-forma reports and quarterly reports for the Board of Directors

Qualifications:

• 5-12 years of relevant work experience at an endowment, foundation, corporate or public plan sponsor, family office, or other sophisticated investment platform
• Strong academic performance and a Bachelor’s degree, MBA/CFA preferred but not required
• Commitment to the Endowment’s missions
• Strong financial modeling skills, general knowledge of portfolio theory, capital markets, and/or private equity
• Willingness to travel
• Intellectually curious, critical thinker and team player with strong interpersonal skills