Pinnacle Group
Vice President Private Markets, Endowments & Foundations Recruiting at Pinnacle Group
Client:
Established in 2004, our client is an alternative asset management firm focused on small and lower middle market buyout and growth investing throughout North America. The firm partners with specialized managers and independent sponsors to construct portfolios that can outperform broader markets. The private markets team manages billions in assets.
We are seeking an Associate to join the Private Markets team. The Associate will assist in the investment process, including screening, executing new investments, and monitoring existing investments. The investment professional will support the firm’s investment teams by analyzing, monitoring, and researching investment opportunities across the client’s strategies, gaining exposure to primary investments, co-investments, and secondary investments.
Responsibilities
Conduct due diligence on prospective investment opportunities, including industry research and financial analysis
Monitor existing investments
Prepare investment memos, financial projections, and valuations
Maintain investment and marketing databases
Sourcing investment opportunities and establishing relationships with fund managers, placement agents, and other third parties to drive deal flow
Prepare quarterly and annual investment reporting documents
Update marketing materials and assist with investor relations
Qualifications
1-4 years of experience (investment banking, management consulting, investment management, business valuation)
Excellent academic credentials; candidates from a top-tier school will be favorably considered
Strong proficiency with Excel, PowerPoint, and Microsoft Word
Strong understanding of accounting and finance
Superior work ethic and communication capabilities
Ability to work as a member of a small team handling a wide range of responsibilities
High level of professionalism, maturity, and attention to detail
Excellent interpersonal skills, including the desire and ability to interact with management teams
Ties to or desire to be in Boston
Seniority level
Associate
Employment type
Full-time
Job function
Other
Industries
Venture Capital and Private Equity Principals
#J-18808-Ljbffr
Established in 2004, our client is an alternative asset management firm focused on small and lower middle market buyout and growth investing throughout North America. The firm partners with specialized managers and independent sponsors to construct portfolios that can outperform broader markets. The private markets team manages billions in assets.
We are seeking an Associate to join the Private Markets team. The Associate will assist in the investment process, including screening, executing new investments, and monitoring existing investments. The investment professional will support the firm’s investment teams by analyzing, monitoring, and researching investment opportunities across the client’s strategies, gaining exposure to primary investments, co-investments, and secondary investments.
Responsibilities
Conduct due diligence on prospective investment opportunities, including industry research and financial analysis
Monitor existing investments
Prepare investment memos, financial projections, and valuations
Maintain investment and marketing databases
Sourcing investment opportunities and establishing relationships with fund managers, placement agents, and other third parties to drive deal flow
Prepare quarterly and annual investment reporting documents
Update marketing materials and assist with investor relations
Qualifications
1-4 years of experience (investment banking, management consulting, investment management, business valuation)
Excellent academic credentials; candidates from a top-tier school will be favorably considered
Strong proficiency with Excel, PowerPoint, and Microsoft Word
Strong understanding of accounting and finance
Superior work ethic and communication capabilities
Ability to work as a member of a small team handling a wide range of responsibilities
High level of professionalism, maturity, and attention to detail
Excellent interpersonal skills, including the desire and ability to interact with management teams
Ties to or desire to be in Boston
Seniority level
Associate
Employment type
Full-time
Job function
Other
Industries
Venture Capital and Private Equity Principals
#J-18808-Ljbffr