Investment Analyst - Job #2013

Pinnacle Group; New York (NY); Vor Ort; USD 85.000 - 125.000; Vollzeit

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Investment analysis

Financial modeling

Independent worker

Team collaboration

Ausbildung

Bachelor's degree

Tools

Microsoft Office

Jobbeschreibung

Our client is a prestigious and well-known foundation located in NYC. The investment team manages approximately $8 billion in AUM which is invested across a broadly diversified range of asset classes. Some asset classes include public and private equity funds, hedge funds, real asset funds, and fixed income funds.

The Investment Analyst will be part of a lean investment team and will report directly to a Senior Portfolio Manager. This individual will have exposure to a broad range of asset classes, which includes private equity, public equity, hedge, funds, and real assets.

Start Date: Immediate

Location: NYC

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

Qualifications

• 1-4 years of experience (investment banking, consulting, direct investing, or asset allocation) with preferred knowledge of manager due diligence (Endowment, Foundation, Pension, Fund of Fund, Family Office, or Investment Advisory)
• Strong academic performance and a Bachelor's degree
• Passion for investing and desire to understand the financial markets
• Self-starter, ability to work independently, prioritize projects, and collaborate with a team
• Proficiency in Microsoft Office
• Commitment to the foundation’s missions
• Strong financial modeling skills, general knowledge of portfolio theory, capital markets, and/or private equity