Associate - Job #1926

Pinnacle Group; San Francisco (CA); On-site; USD 90,000 - 120,000; Full time

Job summary

Pinnacle Group is seeking an Associate or Senior Associate in San Francisco to join their collegial investment team. The role focuses on supporting due diligence and managing a sophisticated investment portfolio across various asset classes. Candidates should have 2-5 years of experience, a STEM degree from a top school, and strong analytical and communication skills. The position offers potential for long-term career growth in a collaborative environment.

Qualifications

• 2-5 years of work experience required with demonstrated capabilities.
• Exceptional academic performance required from a top school.
• Experience in using current technology to improve quality of work.

Responsibilities

• Support due diligence in investment opportunities for co-investments and direct investments.
• Conduct market and industry research.
• Monitor existing portfolio quantitatively and qualitatively.
• Maintain a proper database of institutional knowledge.
• Conduct investment due diligence on selected opportunities.
• Lead independent projects and tasks.

Skills

Critical thinking

Problem-solving

Analytical skills

Expertise in VBA or Python

Strong verbal communication skills

Strong written communication skills

Interpersonal skills

Time management

Curiosity

Education

Bachelor’s degree from a top school

Graduate degree (optional)

STEM degree

Job description

Our client is a significant single-family office in the Bay Area, dedicated to building a world-class portfolio for the future. They focus on thoughtful asset allocation and building strong partnerships. Independent and fundamental research is a core focus to drive long-term investment performance. The family office invests across a wide range of sectors and asset classes, including VC/PE funds, public funds, and direct/co-investments. They have a global perspective and collaborate with best-in-class fund managers and entrepreneurs.

They are seeking an Associate or Senior Associate to join their small, collegial investment team. This professional will assist in the due diligence and management of a sophisticated investment portfolio, spanning all asset classes across public and private markets. The family office is growing and there is potential for a long-term career within the organization. A substantial portion of this individual’s time will be spent on co-investing or direct investing, and a smaller portion on fund investing.

Responsibilities

• Support the team in in-depth due diligence in investment opportunities, with a focus on co-investments and direct investments across a wide range of industries and stages
• Conduct market and industry research
• Monitor existing portfolio across various asset classes both quantitatively and qualitatively
• Work with external partners to maintain a proper database of institutional knowledge
• Conduct investment due diligence on selected opportunities
• Lead independent projects and tasks as needed

Qualifications

• 2-5 years of work experience with demonstrated critical thinking and problem-solving capabilities
• Bachelor’s degree with a track record of exceptional academic performance from a top school, graduate degree optional
• STEM degree is mandatory
• Excellent analytical skills with attention to detail, expertise in VBA or Python a plus
• Curiosity and experience in using current technology to create efficiency and improve the quality of work
• Strong verbal and written communication skills, excellent interpersonal skills
• Self-starter with good time management skills, sense of ownership, and can-do attitude
• Capable of taking initiative and working well within a small, collaborative team environment
• Highest level of integrity, intellectual capability, professionalism, and discretion