Senior Investment Associate: Multi-Asset Diligence & Portfolio

Pinnacle Group; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

Pinnacle Group in New York City, NY, is seeking a Senior Investment Associate to work with senior leadership across manager due diligence, portfolio construction, asset allocation, and ongoing monitoring. This role offers meaningful responsibility across traditional and alternative asset classes and growth into senior portfolio management within a long-term family office platform.

The position emphasizes collaborative analysis, cross-functional communication, and proactive research to support

Qualifications

• 3–7 years of investment experience at an institutional allocator, investment consultant, endowment/foundation, family office, or fund-of-funds platform.
• Strong analytical, quantitative, and financial modeling skills are required.
• Excellent written and verbal communication skills are essential.
• Intellectual curiosity and genuine interest in investing across asset classes.
• Self-directed, organized, and comfortable working in a lean team environment.
• Strong Excel and PowerPoint skills; portfolio analytics experience preferred.
• Python, SQL, or other programming experience is a plus, as is the ability to leverage AI tools in workflows.
• Legally eligible to work in the United States without sponsorship.

Responsibilities

• Lead due diligence, evaluation, and monitoring of investment managers across public and private markets.
• Contribute to asset allocation and portfolio construction decisions.
• Analyze investment opportunities across traditional and alternative asset classes.
• Monitor portfolio performance, risk, and liquidity.
• Prepare investment memoranda, performance reports, and materials for senior leadership.
• Develop and maintain relationships with fund managers and other investment industry contacts.
• Support client reporting and family-facing communications.
• Conduct research and special projects related to portfolio strategy, new asset classes, and investment opportunities.

Skills

Investment experience

Financial modeling

Analytical skills

Communication skills

Excel

PowerPoint

Python/SQL

AI tools

Lean team environment

Education

Bachelor’s degree

CFA candidate or progress toward CFA

Job description

Pinnacle Group in New York City, NY, is seeking a Senior Investment Associate to work with senior leadership across manager due diligence, portfolio construction, asset allocation, and ongoing monitoring. This role offers meaningful responsibility across traditional and alternative asset classes and growth into senior portfolio management within a long-term family office platform.

The position emphasizes collaborative analysis, cross-functional communication, and proactive research to support