Investment Associate: Private Credit & Equity (LMM)

Pinnacle Group; Raleigh (NC); On-site; USD 70,000 - 100,000; Full time

Job summary

Pinnacle Group is seeking an Associate to join their investment team in Raleigh, North Carolina. The role involves working across private credit and equity transactions, participating in the full investment lifecycle, including sourcing and underwriting. Candidates should have a Bachelor’s degree with strong academic performance in finance or a related field, alongside 2–4 years of relevant experience. The Associate will conduct due diligence, build financial models, and prepare investment materials, all in a dynamic, entrepreneurial environment.

Qualifications

• Bachelor's degree with strong academic performance in a relevant field.
• 2–4 years of relevant experience in investment-related fields.
• Strong financial statement analysis and financial modeling capabilities.

Responsibilities

• Screen and evaluate private credit and equity investment opportunities.
• Conduct detailed due diligence and build financial models.
• Prepare investment memorandums and support transaction execution.

Skills

Financial statement analysis

Financial modeling

Due diligence

Communication skills

Attention to detail

Education

Bachelor's degree in finance, accounting, economics, business

Job description

Pinnacle Group is seeking an Associate to join their investment team in Raleigh, North Carolina. The role involves working across private credit and equity transactions, participating in the full investment lifecycle, including sourcing and underwriting. Candidates should have a Bachelor’s degree with strong academic performance in finance or a related field, alongside 2–4 years of relevant experience. The Associate will conduct due diligence, build financial models, and prepare investment materials, all in a dynamic, entrepreneurial environment.