Associate - Job #1990

Pinnacle Group; San Francisco (CA); Hybrid; USD 80,000 - 120,000; Full time

Job summary

Pinnacle Group is seeking an Associate for their venture capital investment program based in San Francisco. The role involves sourcing and managing investment opportunities, conducting due diligence, and financial modeling.

This position requires two to four years of experience in investment banking or similar fields. The firm offers a hybrid work schedule, promoting a collaborative environment for professional development.

Qualifications

• Two to four years of experience in investment banking, VC, or PE.
• Intellectual curiosity and ability to think independently.
• Strong analytical and financial modeling skills.

Responsibilities

• Sourcing and managing investment opportunities.
• Conducting due diligence on managers and companies.
• Performing financial modeling on various opportunities.

Skills

Analytical skills

Financial modeling

Interpersonal skills

Attention to detail

Communication skills

Education

Excellent academic credentials from a top-tier school

Job description

Overview

Our client is a large investment advisor in the Bay Area. They manage capital for a mix of UHNW families and various institutions. The firm invests across all asset classes, has a long track record of success for their clients, and has built an exceptional team of investment professionals. They have a great culture and provide a collaborative environment for professional development. They are currently seeking an Associate to focus on their venture capital investment program. This is a substantial and long-term commitment to the asset class. The Associate will focus on underwriting LP investments into venture capital funds and direct/co-investments, while occasionally working on investments in buyout funds and associated co-investments. The position is based in the Bay Area and will initially be a two-year role, with potential to stay on for a third year or longer for exceptional performers. They offer a hybrid work schedule, typically with three days in the office per week.

Responsibilities

• Sourcing, managing, and screening new investment opportunities in funds and co-investment opportunities
• Developing/expanding the firm’s network in the venture capital ecosystem
• Regular meetings with potential and existing managers
• Conducting in-depth due diligence on managers and companies
• In-depth financial modeling on various investment opportunities
• Assisting in performance measurement, benchmarking, and presentations (both internal and client-facing)
• Monitoring existing investments across various asset classes
• Drafting investment memoranda and financial analyses
• Conducting market research

Qualifications

• Two to four years of experience (investment banking, direct VC or PE, venture-backed operating companies), or a similar amount of experience in a role that has involved a high degree of analytical work combined with familiarity with venture capital and private equity
• Intellectual curiosity and an ability to think independently
• Excellent academic credentials from a top-tier school
• Strong interpersonal and relationship-building skills
• 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