Investment Analyst: Diverse Asset Class Research

Pinnacle Group; New York (NY); On-site; USD 85,000 - 125,000; Full time

Job summary

The Foundation in NYC seeks an Investment Analyst to join a lean team reporting to a Senior Portfolio Manager, with exposure to private equity, public equity, hedge funds and real assets.

This role involves sourcing, due diligence, quantitative and qualitative analysis, and preparing investment memos, with occasional travel for onsite visits.

Start date is immediate and the position is based in NYC, offering broad insight into investment management across multiple asset classes.

Qualifications

• 1-4 years of experience in investment banking, consulting, direct investing, or asset allocation.
• Bachelor's degree and strong academic performance.
• Passion for investing and understanding the financial markets.
• Self-starter with ability to work independently and collaborate with a team.
• Proficiency in Microsoft Office.
• Commitment to the foundation’s missions.
• Strong financial modeling skills and knowledge of portfolio theory, capital markets and/or private equity.

Responsibilities

• Investment manager sourcing, screening, research and ongoing due diligence.
• Perform quantitative and qualitative analysis of existing and prospective fund managers.
• Participate in meetings with investment managers including occasional travel for onsite visits.
• Assist with manager and portfolio-level reporting on performance, exposures, liquidity, and cash flows.
• Research, prepare, and write investment memos to analyze the portfolio and outline market trends.
• Review manager reports and letters.
• Formulate a view on risks and opportunities related to particular investments.
• Automate data analysis and workflow.
• Assist with ad hoc special projects across the portfolio.

Skills

Investment analysis

Financial modeling

Independent worker

Team collaboration

Education

Bachelor's degree

Tools

Microsoft Office

Job description

The Foundation in NYC seeks an Investment Analyst to join a lean team reporting to a Senior Portfolio Manager, with exposure to private equity, public equity, hedge funds and real assets.

This role involves sourcing, due diligence, quantitative and qualitative analysis, and preparing investment memos, with occasional travel for onsite visits.

Start date is immediate and the position is based in NYC, offering broad insight into investment management across multiple asset classes.