Investment Associate — Direct & Co-Investment Focus

Pinnacle Group; San Francisco (CA); On-site; USD 90,000 - 120,000; Full time

Job summary

Pinnacle Group is seeking an Associate or Senior Associate in San Francisco to join their collegial investment team. The role focuses on supporting due diligence and managing a sophisticated investment portfolio across various asset classes. Candidates should have 2-5 years of experience, a STEM degree from a top school, and strong analytical and communication skills. The position offers potential for long-term career growth in a collaborative environment.

Qualifications

• 2-5 years of work experience required with demonstrated capabilities.
• Exceptional academic performance required from a top school.
• Experience in using current technology to improve quality of work.

Responsibilities

• Support due diligence in investment opportunities for co-investments and direct investments.
• Conduct market and industry research.
• Monitor existing portfolio quantitatively and qualitatively.
• Maintain a proper database of institutional knowledge.
• Conduct investment due diligence on selected opportunities.
• Lead independent projects and tasks.

Skills

Critical thinking

Problem-solving

Analytical skills

Expertise in VBA or Python

Strong verbal communication skills

Strong written communication skills

Interpersonal skills

Time management

Curiosity

Education

Bachelor’s degree from a top school

Graduate degree (optional)

STEM degree

Job description

Pinnacle Group is seeking an Associate or Senior Associate in San Francisco to join their collegial investment team. The role focuses on supporting due diligence and managing a sophisticated investment portfolio across various asset classes. Candidates should have 2-5 years of experience, a STEM degree from a top school, and strong analytical and communication skills. The position offers potential for long-term career growth in a collaborative environment.