What are the responsibilities and job description for the Senior Associate / Vice President - Job #1961 position at Pinnacle Group?
Client:
This newly formed Connecticut investment firm has $2.7B assets under management, focusing on insurance asset management, specialty finance investments, and off-the-run insurance investments. They are creating an ecosystem for the management of insurance assets through differentiated sourcing channels and deep expertise in complex opportunities. The firm is led by professionals with decades of combined experience in structured finance, insurance solutions, and asset management.
Our client focuses on two themes: institutional investments & capital solutions for long-term partners, and bespoke solutions for insurance capital and financial services companies.
Opportunity:
This Senior Associate/Vice President will be a critical member of this newly launched team and will be involved in all aspects of the investment process, spanning structured finance and asset management. They will focus on due diligence for both new direct investments and manager investments. The individual will perform investment execution, investment performance and analytics, manager coverage and monitoring, and collateral production for the Investment Committee.
Responsibilities:
- Financial modeling for investments in private credit, private equity, ALM-aware fixed income, and risk-adjusted opportunities in off-the-run complex products
- Identifying new opportunities
- Conducting due diligence and investment execution
- Investment performance and analytics
- Collateral production for the Investment Committee
Qualifications:
- 4-8 years of professional experience, including direct investment experience in private credit, private equity, and/or liquid markets.
- An exceptional academic track record in a quantitative field (Math, Computer Science, Physics)
- Exceptional financial analysis and quantitative skills
- Excellent project management skills
- Clear and effective communicator
- Financial industry knowledge
- Deep intellectual curiosity
- Openness to learning new financial structures
- Excellent interpersonal and leadership skills and maturity
- Team player
- Entrepreneurial enthusiasm