Pinnacle Group · 1 day ago
Senior Associate - Job #1932
New York, NY
Full-time
Onsite
Mid, Senior Level
4+ years expPinnacle Group is a large and sophisticated single-family office located in NYC that invests in a broad range of asset classes. They are seeking a Senior Investment Associate to manage a sophisticated investment portfolio across public and private markets.
RecruitingStaffing Agency
Hiring Manager
Joseph Logan
Responsibilities
Source and maintain a pipeline of investment opportunities and funds
Conduct thorough investment due diligence on prospective investment opportunities including analysis of investment strategy, process, organization, returns, portfolio, and performance
Monitor performance, portfolio positions, current events, and organizational changes of the family office’s existing investments
Regularly conduct analytical reviews to evaluate relative performance of each fund manager
Draft investment recommendations/memos, diligence reports/analysis, and other materials for investment committee meetings
Assist in risk and performance analysis on underling investment managers and the overall portfolio
Aid in mentoring and managing the team’s investment associate
Additional portfolio management responsibilities
Qualification
Required
4-10 years of experience including manager research at an endowment, foundation, family office, OCIO, or similar
Ability to integrate strong analytics in quantitative and qualitative investment diligence
Experience with alternative investments and traditional investments with a preference for generalist backgrounds
Bachelor's degree with a track record of exceptional academic performance
Established network of GP relationships and investment professional contacts
Passion for investing and intellectual curiosity
Excellent analytical skills, comfort with statistics and financial math and proficiency in Excel, PowerPoint and database software
Willingness and ability to juggle numerous projects simultaneously, and respond to changing priorities
Strong verbal and written communication skills
Highest level of integrity, intellectual capability, professionalism, honesty and loyalty
Willingness to travel as needed
Preferred
MBA or CFA preferred
Company
Pinnacle Group
For over 30 years, Pinnacle Group has been the executive search firm of choice for companies seeking to build their investment teams.
2-10 employees
Funding
Current Stage
Early StageRecent News
Company data provided by crunchbase