Investment Associate — Venture Strategy & Company Building

Pinnacle Group; San Francisco (CA); Presencial; USD 120.000 - 180.000; Jornada completa

Descripción de la vacante

Pinnacle Group in the San Francisco Bay Area seeks an Investment Associate to join its investment team. The role provides exposure across venture investing, financial analysis, company building, and portfolio support, with opportunities to contribute from day one.

The ideal candidate will have 2–5 years of experience in investment banking, M&A, or consulting, plus exceptional modeling, valuation, and written communication skills.

Formación

• 2–5 years of experience in investment banking, M&A, consulting, or a similar analytical role.
• Strong financial modeling, valuation, and analytical skills.
• Experience in a venture-backed startup or operating environment is a plus.
• Strong Excel and financial analysis skills.
• Exceptional written communication and attention to detail.
• Ability to work effectively with incomplete information and ambiguity.
• Intellectual curiosity and genuine interest in AI, emerging technologies, and company building.
• Strong organizational skills and ability to manage multiple workstreams.
• Collaborative, low-ego, and willing to roll up their sleeves.
• Strong work ethic and willingness to operate in a demanding environment.
• Fluency with modern AI tools and interest in AI-native workflows.
• Based in or willing to relocate to the San Francisco Bay Area

Responsabilidades

• Conduct research on markets, technologies, competitors, and industry trends
• Build financial models, valuation analyses, and investment materials
• Support investment diligence and evaluation of potential investments
• Assist with company formation and readiness initiatives
• Prepare investment memos, meeting pre-reads, and other written materials
• Support portfolio companies with financial and operational projects
• Assist senior team members with investment analysis and meeting preparation
• Support LP-facing activities and fundraising processes
• Identify opportunities to leverage AI and data tools to improve research and analysis

Conocimientos

Financial modeling

Valuation

Analytical skills

Excel proficiency

Written communication

Team collaboration

Ambiguity handling

AI and emerging tech interest

Herramientas

Microsoft Excel

Descripción del empleo

Pinnacle Group in the San Francisco Bay Area seeks an Investment Associate to join its investment team. The role provides exposure across venture investing, financial analysis, company building, and portfolio support, with opportunities to contribute from day one.

The ideal candidate will have 2–5 years of experience in investment banking, M&A, or consulting, plus exceptional modeling, valuation, and written communication skills.