Pinnacle Group
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Investment Analyst - Job #1931
role at
Pinnacle Group
Overview Our client is a prestigious and well-known University Endowment located in NYC. The investment team consists of four investment professionals and manages over $6 billion in capital, which is invested across a broadly diversified range of asset classes.
This Investment Analyst will be part of a lean investment team and will report directly to an Investment Director or CIO. This individual will have exposure to a broad range of asset classes, which includes private equity, public equity, hedge, funds, and real assets.
Start Date: Immediate
Location: NYC
Responsibilities
Investment manager sourcing, screening, research, and ongoing due diligence
Perform quantitative and qualitative analysis of existing and prospective fund managers
Participate in meetings with investment managers including occasional travel for onsite visits
Assist with manager and portfolio-level reporting on performance, exposures, liquidity, and cash flows
Research, prepare, and write investment memos to analyze the portfolio and outline market trends
Review manager reports and letters
Formulate a view on risks and opportunities related to particular investments
Automate data analysis and workflow
Assist with ad hoc special projects across the portfolio
Qualifications
1-2 years of full time experience (investment banking, consulting, direct investing, or asset allocation) with preferred knowledge of manager due diligence (Endowment, Foundation, Pension, Fund of Fund, Family Office, or Investment Advisory)
Strong academic performance and a Bachelor’s degree
Passion for investing and desire to understand the financial markets
Self-starter, ability to work independently, prioritize projects, and collaborate with a team
Proficiency in Microsoft Office
Commitment to the Endowment’s missions
Strong financial modeling skills, general knowledge of portfolio theory, capital markets, and/or private equity
CFA preferred but not required
In compliance with NYC's Pay Transparency Act, the annual base salary range for this position is USD $112,500.00 to USD $137,500.00. This pay range represents base pay only and excludes any additional items such as incentives, bonuses, clinical compensation, or other items.
Seniority level
Entry level
Employment type
Full-time
Job function
Finance, Consulting, and Other
Industries
Investment Management, Funds and Trusts, and Pension Funds
We’re removing unnecessary boilerplate and keeping the focus on the role, responsibilities, and requirements.
#J-18808-Ljbffr
Investment Analyst - Job #1931
role at
Pinnacle Group
Overview Our client is a prestigious and well-known University Endowment located in NYC. The investment team consists of four investment professionals and manages over $6 billion in capital, which is invested across a broadly diversified range of asset classes.
This Investment Analyst will be part of a lean investment team and will report directly to an Investment Director or CIO. This individual will have exposure to a broad range of asset classes, which includes private equity, public equity, hedge, funds, and real assets.
Start Date: Immediate
Location: NYC
Responsibilities
Investment manager sourcing, screening, research, and ongoing due diligence
Perform quantitative and qualitative analysis of existing and prospective fund managers
Participate in meetings with investment managers including occasional travel for onsite visits
Assist with manager and portfolio-level reporting on performance, exposures, liquidity, and cash flows
Research, prepare, and write investment memos to analyze the portfolio and outline market trends
Review manager reports and letters
Formulate a view on risks and opportunities related to particular investments
Automate data analysis and workflow
Assist with ad hoc special projects across the portfolio
Qualifications
1-2 years of full time experience (investment banking, consulting, direct investing, or asset allocation) with preferred knowledge of manager due diligence (Endowment, Foundation, Pension, Fund of Fund, Family Office, or Investment Advisory)
Strong academic performance and a Bachelor’s degree
Passion for investing and desire to understand the financial markets
Self-starter, ability to work independently, prioritize projects, and collaborate with a team
Proficiency in Microsoft Office
Commitment to the Endowment’s missions
Strong financial modeling skills, general knowledge of portfolio theory, capital markets, and/or private equity
CFA preferred but not required
In compliance with NYC's Pay Transparency Act, the annual base salary range for this position is USD $112,500.00 to USD $137,500.00. This pay range represents base pay only and excludes any additional items such as incentives, bonuses, clinical compensation, or other items.
Seniority level
Entry level
Employment type
Full-time
Job function
Finance, Consulting, and Other
Industries
Investment Management, Funds and Trusts, and Pension Funds
We’re removing unnecessary boilerplate and keeping the focus on the role, responsibilities, and requirements.
#J-18808-Ljbffr