What are the responsibilities and job description for the Associate - Job #1978 position at Pinnacle Group?
Client:
Our client is a global alternative investment advisory and asset management firm with over $360 billion in assets under supervision. The platform invests across private equity, private credit, real assets, and hedge funds, with more than 170 dedicated investment professionals globally. The private equity team oversees approximately $115 billion and focuses on primary fund commitments, co-investments, and secondaries
.
Opportunit
y:
The Associate will join the Private Equity investment team with a primary focus on GP-led secondary transactions, particularly continuation vehicles. This individual will work closely with senior investment professionals on the sourcing, evaluation, and execution of secondary opportunities while collaborating across the broader private equity platform, including the primaries and co-investment tea
ms.
Location: San Diego, CA or New York
, NY
Responsibili
- ties:
Support the sourcing and evaluation of GP-led secondary transactions, primarily on the bu - y-sideConduct detailed qualitative and quantitative due diligence, including evaluation of GP alignment, asset quality, and transaction str
- uctureBuild and maintain detailed financial models including valuation, cash flow projections, and scenario/downside an
- alysesCollaborate with primary fund and co-investment teams to leverage GP relationships and evaluate underlying portfolio company fundam
- entalsPrepare investment memorandums and supporting materials for presentation to the Investment Com
- mitteeMonitor secondary market activity, GP-led transaction trends, and broader private equity market develo
pments
Qualific
- ations:
Bachelor’s degree with strong academic performance in finance, economics, business, or a relat - ed field2–6 years of relevant experience in private equity secondaries investing (GP-led and/or LP-led transactions) or investment
- bankingUnderstanding of the secondary investment lifecycle including sourcing, diligence, valuation, structuring, and e
- xecutionHigh level of initiative, intellectual curiosity, integrity, and commercial