What are the responsibilities and job description for the Analyst / Associate - Job #1965 position at Pinnacle Group?
Client:
Our client is a long-standing single-family office located in New York City. They seek to generate superior long-term, risk-adjusted returns by investing in leading investment managers across traditional and alternative asset classes (spanning public and private markets), while opportunistically pursuing direct, co-investment, and secondary investments.
Opportunity:
They are currently seeking an Analyst/Associate to join their team in NYC to assist in all aspects of their investment activities. This individual will participate in all aspects of the investment process but will be primarily focused on quantitative analytics, due diligence for prospective investments, and active monitoring of the existing portfolio.
Responsibilities:
- Requires a high degree of interest in the financial markets and investing, intellectual curiosity, strong communication skills, and excellent analytical and quantitative capabilities
- Assist with the evaluation of new investments by performing in-depth qualitative due diligence and quantitative analytics
- Monitor existing investments, including manager due diligence meetings, AGM attendance, benchmarking, peer analysis, and thorough review of investor letters, capital statements, and financials.
- Prepare materials for investment committee and asset allocation meetings
- Perform industry/thematic research and map the investible universe of investment managers across strategies, sectors, geographies, and asset classes
- Participate and engage in collaborative discussions on investments across the portfolio and for those being recommended for inclusion into the portfolio
- Engage with colleagues across the firm on special ad hoc projects as needed
Qualifications:
- 2-4 years of relevant finance/investment experience at an endowment, foundation, family office, investment bank, or institutional investment/allocator platform
- He/she will have a demonstrated record of relevant work experience which could include investment manager and direct investment evaluation
- Bachelor’s degree required, progress towards a CFA is a plus
- Experience with alternative investments, which may include: private equity, venture capital, growth equity, natural resources, and to a lesser extent with credit and real estate; strong preference for a generalist background
- Strong analytical and problem-solving skills
- Excellent quantitative and analytical skills including comfort aggregating and analyzing large amounts of data
- Valuation skillset is a must
- Proactive mindset; ability to balance collaborative work while being independent and self-motivated
- Strong organizational and project management skills, able to work on concurrent projects and prioritize accordingly, ability to form and clearly articulate ideas
- Ability to meet deadlines and target-driven goals while maintaining a high degree of quality, accuracy, and attention to detail
- Willingness to travel as needed
- Strong grasp of Word, Excel and PowerPoint; proficiency in programming languages is a plus
- Legally eligible to work in the United States without sponsorship