Investment Associate: Multi-Asset Diligence & Ops

Pinnacle Group; New York (NY); On-site; USD 100,000 - 130,000; Full time

Job summary

Pinnacle Group, based in New York, is looking for an Associate to join their investment team. The role involves supporting the CIO in evaluating investments and providing operational assistance across various asset classes.

Candidates should have 3-6 years of investment experience, ideally within asset management, and possess both analytical rigor and excellent communication skills. An MBA or CFA is a plus. The position offers the opportunity to work with a dedicated team committed to deploying capital effectively.

Qualifications

• 3-6 years of investment experience in asset management or similar.
• Comprehensive modeling and analysis skills.
• Very strong communication and organizational skills.

Responsibilities

• Support the CIO and Director of Investments with modeling and underwriting.
• Conduct due diligence and operational support for investments.
• Collect and synthesize information on companies and asset classes.

Skills

Investment experience

Financial statement analysis

Analytical skills

Oral and written communication skills

Proficiency in MS Office

Experience with Bloomberg

AI implementation interest

Education

MBA

CFA

Job description

Pinnacle Group, based in New York, is looking for an Associate to join their investment team. The role involves supporting the CIO in evaluating investments and providing operational assistance across various asset classes.

Candidates should have 3-6 years of investment experience, ideally within asset management, and possess both analytical rigor and excellent communication skills. An MBA or CFA is a plus. The position offers the opportunity to work with a dedicated team committed to deploying capital effectively.