Associate or Vice President, Investments, Single Family Office, Chicago

And Simple ApS; Chicago (IL); On-site; USD 140,000 - 230,000; Full time

Job summary

Pinnacle Group in the Chicago area is seeking an Associate or Vice President to join its lean investment team. The role centers on due diligence of new and existing investments, researching managers, co-investments and strategies, and building portfolio and cash-flow models.

You will support performance, allocation and risk reporting, contribute to asset allocation recommendations, and collaborate with senior professionals.

Qualifications

• 5-10 years of work experience in private equity, co-investments or LP allocation.
• Bachelor's degree required; passion for investing and portfolio management.
• Strong quantitative and analytical skills with attention to detail.
• Ability to deliver high-quality work with limited supervision.

Responsibilities

• Work with the investment team to manage a large institutional portfolio with alt investments.
• Prepare portfolio accounting, including performance, asset allocation and risk reports.
• Conduct capital markets research and develop asset allocation recommendations.
• Research and due diligence on investment managers, co-investments and strategies.
• Develop and maintain financial models for portfolio analysis and cash flow.
• Monitor market trends, opportunities, risks and new investment products.

Skills

Excel

Quantitative analysis

Financial modeling

Investment research

Communication

Teamwork

Attention to detail

Portfolio management

Education

Bachelor's degree

Tools

Bloomberg

Burgiss

Caissa

Excel

Outlook

PowerPoint

Job description

Pinnacle Group is searching for an Associate or Vice President to join the lean investment team of a Chicago-area family office founded by senior investment professionals and managing more than $10 billion across all asset classes, with particular depth in private markets. The role focuses on due diligence of new and existing investments: researching managers, co-investments and strategies, building portfolio and cash-flow models, supporting performance, allocation and risk reporting, and contributing to asset allocation recommendations. Needs 5-10 years in private equity, co-investments or LP-side allocation, and five days a week in the office.

Client

Our client is an investment focused Family Office located just outside of Chicago, IL. They were founded by a senior team of investment professionals, and they manage over $10 billion. Their lean investment team focused on allocating capital across all asset classes with a particular expertise in private markets Investments.

Opportunity

The firm is seeking an Associate or Vice President to join their lean investment team, focusing on due diligence of both new and existing investments.

Responsibilities

• Works with the investment team to manage a large institutional investment portfolio with significant exposure to alternative investments
• Assist in the preparation of portfolio accounting, including investment performance, asset allocation and risk reports
• Assist in capital markets research and developing asset allocation recommendations
• In conjunction with senior team members, research and conduct due diligence on investment managers, co-investments and investment strategies
• Assist in the development and maintenance of financial models for analyzing the investment portfolio and its risk and cash flow profiles
• Closely monitor financial press and keep track of market trends, opportunities, risks and new investment products

Qualifications

• 5-10 years of work experience in private equity, co-investments, or other allocator experience at an LP
• Bachelor's degree required
• The candidate must have a genuine passion for investing and an interest in portfolio management
• The ability to deliver high-quality work in a timely fashion with limited supervisory oversight
• Strong attention to detail
• A self-confident professional who recognizes the value of collaboration and teamwork
• Superior math skills; excellent quantitative and analytical skills
• Well-developed interpersonal skills to allow the candidate to successfully interface with external service providers and other members of the investment team
• Strong oral and written communication skills necessary for the preparation and delivery of investment analysis and recommendations
• Significant experience with MS Excel, Outlook and Power Point; exposure to investment analysis software (e.g., Bloomberg, Burgiss, Caissa, etc.) preferred
• Willingness to work in office 5 days per week