Associate - Job #1992

Pinnacle Group; New York (NY); On-site; USD 100,000 - 130,000; Full time

Job summary

Pinnacle Group, based in New York, is looking for an Associate to join their investment team. The role involves supporting the CIO in evaluating investments and providing operational assistance across various asset classes.

Candidates should have 3-6 years of investment experience, ideally within asset management, and possess both analytical rigor and excellent communication skills. An MBA or CFA is a plus. The position offers the opportunity to work with a dedicated team committed to deploying capital effectively.

Qualifications

• 3-6 years of investment experience in asset management or similar.
• Comprehensive modeling and analysis skills.
• Very strong communication and organizational skills.

Responsibilities

• Support the CIO and Director of Investments with modeling and underwriting.
• Conduct due diligence and operational support for investments.
• Collect and synthesize information on companies and asset classes.

Skills

Investment experience

Financial statement analysis

Analytical skills

Oral and written communication skills

Proficiency in MS Office

Experience with Bloomberg

AI implementation interest

Education

MBA

CFA

Job description

Our client is a well-established single-family office headquartered in New York. They are looking to add an Associate to their investment team. The firm invests in a broad range of securities including equity, debt, and alternative assets on both a direct and indirect basis across a range of sectors and asset classes and allocates to outside managers across a variety of strategies.

The Associate will be a key contributing member of the investment team, reporting to the CIO and assisting in evaluating current and future investments, both direct and third-party. In addition to analytical support the Associate will also provide support for all operational aspects of the investment process.

Responsibilities:

• Support the CIO and Director of Investments with in-depth modeling, data gathering, and underwriting for existing and potential investments across multiple asset classes
• Collect and synthesize information about companies, industries, asset classes, managers
• Clearly and concisely articulate investment summaries and respond to feedback
• Work independently on due diligence; conduct ad hoc analysis, research, and other projects related to the investment function with a demonstrated ability to triage competing priorities and meet tight deadlines
• Operational support for all investment processes required to run a boutique asset manager, including monitoring the performance of existing investments and interacting with an internal finance team

Qualifications:

• 3-6 years of investment experience (long-only asset management, single- or multi-family office, fundamentally-driven hedge fund, allocator, sell-side or similar among the potential applicable backgrounds)
• MBA and/or CFA a plus
• Comprehensive modeling/financial statement analysis proficiency, strong analytical skills; passionate about investing
• Intrinsically motivated; exceptional intellectual acumen and curiosity; smart, humble, and hungry
• High level of integrity, honesty, and ethical standards
• Very strong oral and written communication skills; high degree of professionalism and ability to work collaboratively
• Organized and precise with strong attention to detail
• Proficient in MS Office; experience with Bloomberg a plus; experience and interest in implementing AI to enhance process efficiency
• Generalist breadth with the ability to develop specialist depth
• Start-up perspective: do what's required to get the task completed
• Mindset to support the deployment of capital by an opportunistic investor with an intermediate- to long-term focus
• U.S. citizen, permanent resident/green card holder, or H-1B visa holder