Associate - Job #2018

Pinnacle Group; Tacoma (WA); Hybrid; USD 120,000 - 230,000; Full time

Job summary

Pinnacle Group is seeking an Associate for its Washington, DC area office. The Associate will work with senior team members across all facets of the business, owning discrete portions of the investment pipeline and developing viewpoints on opportunities within a senior-led framework.

This is a hybrid role, requiring in-office presence three days per week. The successful candidate will have 2–6 years in financial services, strong Excel skills, and the ability to produce concise investment

Qualifications

• 2–6 years of experience in financial services (private equity, investment banking, consulting, M&A, etc.)
• Strong Excel proficiency with experience in financial analysis and financial modeling
• Excellent written and oral communication skills
• Ability to write clear and concise memoranda on investment opportunities
• Entrepreneurial mindset and proactive self-starter
• Team player with strong values and work ethic

Responsibilities

• Take an active role in investment transactions (manager and company diligence)
• Build and maintain financial models for transactions across primaries, secondaries, GP stakes
• Manage deal pipeline/CRM and assist in prioritizing firms for investment consideration
• Coordinate operational due diligence workflow and facilitate closing process
• Supervise and mentor junior investors/interns as the firm grows
• Support development of pitch materials and marketing collateral for fundraising initiatives
• Draft responses for investor questionnaires and create analyses to respond to investor questions
• Assist with firm strategic initiatives and special projects as needed

Skills

Financial modeling

Investment analysis

Diligence management

Diligence prioritization

Investment writing

Education

Bachelor's degree

Tools

Excel

Job description

Our client is an investment platform that invests in visionary founders and category-defining investment firms. They do this through a variety of means, including providing LP commitments, seeding new GPs, and providing growth capital solutions to new and emerging private market investment funds. Experienced investors lead the firm, and they have built a team to execute this unique strategy. They are currently seeking an Associate for their Washington, DC area office.

The Associate will work closely with senior team members across all facets of the business. The successful candidate will exhibit a proactive, entrepreneurial mindset and strong communication and financial modeling skills and will be expected to independently own discrete portions of the investment pipeline, exercise judgment on diligence priorities, and develop a point of view on investment opportunities within a senior-led framework. This is an exciting opportunity to join a new private investment firm as an early team member and participate alongside firm leadership in many key activities required to start and scale a successful alternative investment firm. This is a hybrid role and is intended to be in-office three days per week.

Responsibilities:

• Take an active role in investment transactions (manager and company diligence)
• Build and maintain financial models for transactions across (primaries, secondaries, GP stakes)
• Manage deal pipeline/CRM, and assist in prioritizing firms for investment consideration
• Coordinate operational due diligence workflow and facilitate closing process
• Supervise and mentor junior investors/interns as the firm grows
• Support the development of pitch materials and marketing collateral (including preparing presentations and financial analysis) for fundraising initiatives
• Draft responses for investor questionnaires and create analysis to respond to investor questions
• Assist with firm strategic initiatives and special projects as needed

Qualifications:

• 2-6 years of experience in financial services (private equity, investment banking, consulting, M&A, corporate strategy, etc.), with a strong interest in a career in private equity
• Experience in GP seeding/stakes, principal investing, secondaries, or FIG banking are a plus
• Bachelor's degree with outstanding academic credentials
• Strong Excel proficiency with experience in financial analysis and financial modeling
• Excellent written and oral communication skills
• Ability to write clear and concise memoranda on investment opportunities
• Entrepreneurial mindset – excited to take initiative as a self-starter and be proactive
• Team player with strong personal values, work ethic, and demonstrated maturity
• Willingness to travel as needed for diligence meetings, conferences, etc.