Investment Associate - Job #2016

Pinnacle Group; Washington, Baltimore (District of Columbia, MD); On-site; USD 90,000 - 130,000; Full time

Job summary

Pinnacle Group in Washington, DC is seeking an Investment Associate to support investment evaluation, research, due diligence, and strategic projects. This role offers exposure to both fund investments and direct co-investments across the private markets landscape and is suited for an analytical, startup-minded self-starter.

Start date: immediate; relocation to London may be considered. The candidate will distill complex information into clear, actionable insights and work with senior

Qualifications

• 1-3 of Investment Banking, Private Equity, or Asset Allocation.
• Strong analytical, critical-thinking, and written communication skills.
• Ability to synthesize complex information into clear, concise takeaways.
• Strong project management skills and ability to manage multiple priorities and deadlines.
• Intellectual curiosity, initiative, and a self-starter mentality.
• Proactive communicator who asks questions, seeks feedback, and takes ownership of deliverables.
• Familiarity with AI tools and the ability to use them effectively without relying on them in place of independent analysis.

Responsibilities

• Conduct research and due diligence on prospective investments, assessing key opportunities, risks, and considerations
• Analyze financial, market, and operational information to support investment decisions
• Prepare concise written analyses and recommendations for senior stakeholders
• Manage multiple investment workstreams and projects while balancing speed, accuracy, and quality.
• Support the monitoring of existing investments and evaluation of new opportunities
• Leverage AI tools to improve research and workflow efficiency while applying independent judgment

Skills

Investment Banking

Private Equity

Asset Allocation

Job description

Our client is a private family office operating in a fast-paced, entrepreneurial environment. The firm has an active investment portfolio and pipeline, offering exposure to complex investment decisions and the opportunity to work closely with senior decision-makers.

Our client is seeking an Investment Associate to support investment evaluation, research, due diligence, and strategic projects. This associate will gain exposure to both fund investments and direct co-investments across the private markets landscape. This is an opportunity for an analytical, intellectually curious self-starter who thrives in a startup-like environment and is comfortable taking ownership in an evolving role. The ideal candidate can manage competing priorities, work with urgency, and distill complex information into clear, actionable insights.

Start Date: Immediate preferred

Location: Washington, DC; potential relocation to London

Responsibilities:

• Conduct research and due diligence on prospective investments, assessing key opportunities, risks, and considerations
• Analyze financial, market, and operational information to support investment decisions
• Prepare concise written analyses and recommendations for senior stakeholders
• Manage multiple investment workstreams and projects while balancing speed, accuracy, and quality.
• Support the monitoring of existing investments and evaluation of new opportunities
• Leverage AI tools to improve research and workflow efficiency while applying independent judgment

Qualifications:

• 1-3 of Investment Banking, Private Equity, or Asset Allocation
• Strong analytical, critical-thinking, and written communication skills
• Ability to synthesize complex information into clear, concise takeaways
• Strong project management skills and ability to manage multiple priorities and deadlines
• Intellectual curiosity, initiative, and a self-starter mentality
• Proactive communicator who asks questions, seeks feedback, and takes ownership of deliverables
• Familiarity with AI tools and the ability to use them effectively without relying on them in place of independent analysis