Associate - Job #2009

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

Job summary

Pinnacle Group is seeking a Fund Investment Associate to join its investment team in the San Francisco Bay Area. The Associate will evaluate and monitor venture capital fund investments, perform manager due diligence, portfolio monitoring, and industry research, while leveraging AI tools to enhance the investment process.

You will work closely with a seasoned investment team in a fast-paced environment and contribute to investment analyses, reports, and strategic initiatives.

Qualifications

• Bachelor’s degree required with 3–5 years of relevant experience in finance, technology, management consulting, or a similarly analytical field.
• Strong qualitative research and quantitative analytical skills.
• Advanced Excel proficiency, including analytical functions.

Responsibilities

• Conduct due diligence on prospective and existing venture capital fund investments.
• Evaluate investment managers, fund strategies, performance, portfolio construction, and market positioning.
• Monitor existing fund investments and portfolio updates.
• Research venture capital, technology, and startup industry trends.
• Analyze qualitative and quantitative investment data to support investment decisions.
• Work with AI-enabled investment tools to maintain data quality, accuracy, and integrity.
• Develop and maintain investment analyses, reports, and research.
• Support the broader investment team across portfolio and strategic initiatives.

Skills

Analytical thinking

Written and verbal communication

Interpersonal skills

Self-motivation

Organization

Team collaboration

Curiosity about venture capital

Education

Bachelor’s degree

Tools

Microsoft Excel

AI-enabled tools

Job description

Our client is a leading, mission-driven venture capital investment firm based in the San Francisco Bay. The firm provides investors with access to leading venture capital managers and co-investment opportunities across the technology and venture capital ecosystem.

Our client is seeking a Fund Investment Associate to join its investment team in the San Francisco Bay Area. The Associate will play an integral role in evaluating and monitoring venture capital fund investments, with exposure to manager due diligence, portfolio monitoring, venture industry research, and investment analysis.

This is an opportunity to work closely with a seasoned investment team in a fast-paced environment while leveraging technology and AI tools to improve the efficiency and quality of the investment process.

Responsibilities:

• Conduct due diligence on prospective and existing venture capital fund investments
• Evaluate investment managers, fund strategies, performance, portfolio construction, and market positioning
• Monitor existing fund investments and portfolio updates
• Research venture capital, technology, and startup industry trends
• Analyze qualitative and quantitative investment data to support investment decisions
• Work with AI-enabled investment tools to maintain data quality, accuracy, and integrity
• Develop and maintain investment analyses, reports, and research
• Support the broader investment team across portfolio and strategic initiatives

Qualifications:

• Bachelor’s degree required with 3–5 years of relevant work experience in finance, technology, management consulting, or a similarly analytical field
• Strong qualitative research and quantitative analytical skills
• Advanced Excel proficiency, including analytical functions
• Experience leveraging AI and technology tools to improve productivity preferred
• Exceptional attention to detail and ability to manage a high volume of diverse work
• Strong written and verbal communication skills
• Intellectual curiosity with a genuine interest in venture capital, startups, and technology
• Self-starter with strong initiative, work ethic, and ability to operate with limited oversight
• Highly organized with the ability to prioritize and complete projects to a high standard
• Strong interpersonal skills and ability to work effectively as both a team member and individual contributor
• Must be based in or willing to relocate to the San Francisco Bay Area