Associate - Job #1984

Pinnacle Group; Dallas (TX); On-site; USD 110,000 - 160,000; Full time

Job summary

Pinnacle Group seeks an Associate to join its private equity platform in Dallas. You will work across primary fund investments and direct co-investments, gaining exposure to diligence, execution, and portfolio management in a fast-paced environment.

You will collaborate with senior team members to analyze opportunities, support fundraising efforts, and contribute to special projects. The role requires 2–3 years of relevant experience and strong quantitative skills.

Qualifications

• 2–3 years of experience in investment banking or asset management from a top-tier platform.
• Strong academic background with demonstrated quantitative ability.
• Excellent analytical, financial modeling, and research skills.
• Strong written and verbal communication skills, with the ability to present ideas clearly.
• High attention to detail with the ability to manage multiple workstreams.
• Proactive, team-oriented mindset with strong problem-solving capabilities.
• Authorized to work in the U.S. without the need for sponsorship.

Responsibilities

• Conduct due diligence on primary fund commitments and direct co-investment opportunities
• Perform detailed analysis of companies, industries, and private equity portfolios
• Assist in the preparation of investment committee materials and diligence documentation
• Monitor existing investments through ongoing interaction with fund managers, review of financials, and portfolio analysis
• Participate in annual meetings and maintain coverage of GP relationships
• Support fundraising efforts, marketing materials, and client-related requests
• Contribute to special projects, including product development and asset allocation analysis

Skills

Investment analysis

Financial modeling

Due diligence

Portfolio analysis

Communication

Attention to detail

Teamwork

Job description

Our client is a leading global investment manager with a broad platform spanning public and private markets. The firm has a significant presence in private equity, managing a large pool of capital across fund commitments, co-investments, and other alternative strategies. With a long-standing track record and global footprint, the platform offers exposure to a diverse set of institutional investors and investment opportunities.

Our client is seeking an Associate to join its private equity platform in Dallas. The role provides exposure across both primary fund investments and direct co-investments, offering a well-rounded experience within private markets. The Associate will work closely with senior team members in a fast-paced environment, contributing to diligence, execution, and portfolio management while gaining broad visibility across strategies.

Responsibilities:

• Conduct due diligence on primary fund commitments and direct co-investment opportunities
• Perform detailed analysis of companies, industries, and private equity portfolios
• Assist in the preparation of investment committee materials and diligence documentation
• Monitor existing investments through ongoing interaction with fund managers, review of financials, and portfolio analysis
• Participate in annual meetings and maintain coverage of GP relationships
• Support fundraising efforts, marketing materials, and client-related requests
• Contribute to special projects, including product development and asset allocation analysis

Qualifications:

• 2–3 years of experience in investment banking or asset management from a top-tier platform
• Strong academic background with demonstrated quantitative ability
• Excellent analytical, financial modeling, and research skills
• Strong written and verbal communication skills, with the ability to present ideas clearly
• High attention to detail with the ability to manage multiple workstreams
• Proactive, team-oriented mindset with strong problem-solving capabilities
• Authorized to work in the U.S. without the need for sponsorship