Associate - Job #2010

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

Job summary

Pinnacle Group seeks an Associate to join its San Francisco investment team. The role spans portfolio management, cross-functional projects, investor relations, and fundraising with a multi-month workstream focus and limited direction.

The ideal candidate has LP experience, relationships with high-net-worth family offices, and can own end-to-end projects. Strong writing, analytics, and collaborative skills are essential, with a passion for AI and emerging tech.

Qualifications

• Experience in investment banking/private equity/venture capital or investor-facing roles.
• Direct experience preparing materials for and working with limited partners.
• Established relationships with high-net-worth family offices and understanding how they evaluate managers.
• Experience supporting fundraising for a fund or portfolio companies.
• Strong written communication and attention to detail.
• Excellent organizational skills to manage multi-month workstreams.
• Solid financial and analytical foundation.
• Experience in a venture-backed startup or operating environment is a plus.
• Ability to work with incomplete information and ambiguity.
• Genuine interest in AI, emerging technologies, and company building.
• Collaborative, low-ego mindset, willingness to roll up sleeves.
• Fluency with modern AI tools and AI-native workflows.
• Based in or willing to relocate to the SF Bay Area.

Responsibilities

• Own projects across portfolio management, investor relations, and the firm's partnerships.
• Work with portfolio companies on formation, readiness, and operational initiatives.
• Serve as day-to-day contact for limited partners, including high-net-worth family offices.
• Plan and run the annual LP meeting.
• Prepare LP communications, quarterly reporting, and fundraising materials.
• Support fundraising for the fund and for portfolio companies' later rounds.
• Prepare investment memos, meeting pre-reads, and other written materials.
• Conduct research on markets, technologies, competitors, and industry trends.
• Support senior team in investment analysis and meeting preparation.

Skills

Investor relations

Fundraising

Financial analysis

Written communication

Organizational skills

AI curiosity

Collaboration

Job description

Our client is a differentiated venture investment platform focused on identifying and scaling breakthrough technologies and emerging companies. The firm combines venture investing, company building, and operational support with a highly entrepreneurial approach to investing.

Our client is seeking an Associate to join its investment team in the San Francisco Bay Area. The role is a generalist seat spanning portfolio management, cross-functional projects, investor relations, and fundraising, with the mix shifting as the fund's needs change. The ideal candidate has worked directly with limited partners, has relationships across high-net-worth family offices, and can own a multi-month workstream with limited direction.

Responsibilities:

• Own projects across portfolio management, investor relations, and the firm's corporate and research partnerships
• Work with portfolio companies on company formation, readiness, and operational initiatives
• Serve as a day-to-day point of contact for limited partners, including high-net-worth family offices
• Plan and run the annual LP meeting
• Prepare LP communications, quarterly reporting, and fundraising materials
• Support fundraising for the fund and for portfolio companies' later rounds, including Series B and beyond
• Prepare investment memos, meeting pre-reads, and other written materials
• Conduct research on markets, technologies, competitors, and industry trends
• Support senior team members across investment analysis and meeting preparation

Qualifications:

• 3–8 years of experience in investment banking, private equity, venture capital, or a comparable investor-facing role
• Direct experience preparing materials for and working directly with limited partners
• Established relationships with high-net-worth family offices and a working understanding of how they evaluate managers
• Experience supporting fundraising for a fund, portfolio companies, or both
• Strong written communication and attention to detail; the firm documents heavily and shares context in writing
• Exceptional organizational skills and the ability to carry a multi-month workstream to a fixed date
• Strong financial and analytical foundation
• Experience in a venture-backed startup or operating environment is a plus
• Ability to work effectively with incomplete information and ambiguity
• Intellectual curiosity and genuine interest in AI, emerging technologies, and company building
• Collaborative, low-ego, willing to roll up their sleeves, and comfortable operating in a demanding environment
• Fluency with modern AI tools and interest in AI-native workflows
• Based in or willing to relocate to the SF Bay Area