Senior Analyst

3 weeks ago


Tallahassee, United States Pinnacle Group Full time

Client: Our client is a prestigious foundation which supports humanitarian and healthcare initiatives. The investment team manages over $5 billion in assets which is broadly diversified across a range of asset classes. Some asset classes include public and private equity funds, venture capital funds, hedge funds, real asset funds, and fixed income funds. Opportunity: The Senior Analyst will be part of a lean investment team and will report to the Directors of the associated asset class. The Investment Analyst will rotate between public and private market segments over the duration of 3 years. Location: Florida Start Date: Immediate Responsibilities: Screen new investment opportunities and conduct comprehensive manager due diligence Support all investment activities including the creation and maintenance of complex financial, statistical, and quantitative computer models to evaluate investment decisions and support portfolio and risk management efforts Participate in meetings with investment managers and prepare monthly and quarterly performance reporting and reconciliation Conduct market research and assist in identifying investment areas of potential high interest Participate in performance benchmarking, reference checks, and the review of legal documents Interact with existing and prospective investment managers, and external service providers Qualifications: 1-4 years of Investment Banking, Consulting, Equity Research, Advisory, or Investment experience Top school a plus Strong academic performance Passion for investing, self starter, ability to work independently, prioritize projects, and collaborate with a team Proficiency in Microsoft Office, particularly Excel Commitment to the foundation’s missions Strong Financial modeling skills, general knowledge of portfolio theory, capital markets, and/or private equity Excellent quantitative and analytical skills Strong interpersonal skills with excellent oral and written communication skills

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