Investment Associate
Listed on 2025-12-01
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Finance & Banking
Financial Consultant, Financial Analyst, Corporate Finance, Investment Banking
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
- 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
- Associate
- Full-time
- Other
- Venture Capital and Private Equity Principals
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