Associate - Job #1958

Pinnacle Group; San Francisco (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

The Bay Area-based asset management firm seeks an Associate for its private equity secondary group. The role offers broad exposure to LP purchases and GP-led secondary investments, with a minimum two-year commitment and potential for longer-term growth for top performers.

Responsibilities include sourcing and screening secondary opportunities, conducting due diligence, building financial models, monitoring investments, drafting memoranda, and performing market research, with strong emphasis on

Qualifications

• Two to four years of experience in investment banking, private equity, secondaries, or co-investing.
• Excellent academic credentials from a top-tier school.
• Attention to detail with ability to meet multiple deadlines.
• Strong analytical and financial modeling skills.
• Outstanding oral and written communication skills.
• Highly ethical and trustworthy.
• Self-starter who follows guidance and demonstrates initiative.
• Excellent interpersonal skills to interact with general partners, clients and external parties.

Responsibilities

• Sourcing, managing, and screening new secondary investments (funds and GP-led)
• Conducting in-depth due diligence on managers and companies
• In-depth financial modeling on various investment opportunities
• Monitoring existing investments
• Drafting investment memoranda and financial analyses
• Conducting market research

Skills

Analytical skills

Financial modeling

Communication skills

Attention to detail

Self-motivation

Interpersonal skills

Education

Top-tier school credentials

Job description

Our client is a prominent asset management firm located in the Bay Area. They currently manage more than $30B, including investments in public and private equity, fixed income, hedge funds, real estate, and natural resources. The firm has a strong culture with an emphasis on collaboration and hard work.

They are currently seeking an Associate to join their team in the Bay Area. The Associate will be part of their private equity team, with an emphasis on secondaries. Within the secondaries group, investments are typically a mix of LP purchases and GP-led secondary investments. They are very active investors, and the Associate will have substantial and broad exposure to all facets of secondary investing. The Associate position is a minimum two-year commitment with potential for a longer-term career path for interested top performers.

Responsibilities:

• Sourcing, managing, and screening new secondary investments (funds and GP-led)
• Conducting in-depth due diligence on managers and companies
• In-depth financial modeling on various investment opportunities
• Monitoring existing investments
• Drafting investment memoranda and financial analyses
• Conducting market research

Qualifications:

• Two to four years of experience (investment banking, private equity, secondaries, co-investing)
• Excellent academic credentials from a top-tier school
• Attention to detail and the ability to manage multiple deadlines
• Strong analytical and financial modeling skills
• Outstanding oral and written communication skills
• Highly ethical and trustworthy
• Self-starter capable of taking initiative, but who is also willing to receive guidance and direction
• Excellent interpersonal skills, including the desire and ability to interact with general partners, clients and external parties