What are the responsibilities and job description for the Senior Associate - Job #1896 position at Pinnacle Group?
Client:
Our client is a large and sophisticated single-family office located in NYC that primarily invests in a broad range of asset classes across global external managers while opportunistically considering direct, and co-investments. The returns on investment support the family’s philanthropic and charitable endeavors.
Opportunity:
The Senior Investment Associate will be a part of a lean investment team and report directly to the Chief Investment Officer. This individual will assist in the management of a sophisticated investment portfolio, spanning all asset classes, in both public and private markets.
Start Date: ASAP
Responsibilities:
- Source and maintain a pipeline of investment opportunities and funds
- Conduct thorough investment due diligence on prospective investment opportunities including analysis of investment strategy, process, organization, returns, portfolio, and performance
- Monitor performance, portfolio positions, current events, and organizational changes of the family office’s existing investments
- Regularly conduct analytical reviews to evaluate relative performance of each fund manager
- Draft investment recommendations/memos, diligence reports/analysis, and other materials for investment committee meetings
- Assist in risk and performance analysis on underling investment managers and the overall portfolio
- Aid in mentoring and managing the team’s investment associate
- Additional portfolio management responsibilities
Qualifications:
- 4-10 years of experience including manager research at an endowment, foundation, family office, OCIO, or similar
- Ability to integrate strong analytics in quantitative and qualitative investment diligence
- Experience with alternative investments and traditional investments with a preference for generalist backgrounds
- Bachelor’s degree with a track record of exceptional academic performance; MBA or CFA preferred
- Established network of GP relationships and investment professional contacts
- Passion for investing and intellectual curiosity
- Excellent analytical skills, comfort with statistics and financial math and proficiency in Excel, PowerPoint and database software
- Willingness and ability to juggle numerous projects simultaneously, and respond to changing priorities
- Strong verbal and written communication skills
- Highest level of integrity, intellectual capability, professionalism, honesty and loyalty
- Willingness to travel as needed
