Investment Manager

2 weeks ago


San Francisco, California, United States Pinnacle Group Full time
Job Title: Vice President

About the Role:

The Vice President will play a key role in supporting the public markets investment team at Pinnacle Group. This includes evaluating hedge funds, public equity, and fixed income managers, as well as managing deal flow, conducting due diligence, and monitoring the portfolio.

Responsibilities:

  • Sourcing and Managing Deal Flow: Identify and screen new investment managers to add to the portfolio.
  • Quantitative Analysis: Perform detailed analysis of funds to assess their potential for investment.
  • Due Diligence: Conduct in-depth research on investment managers to ensure their suitability for the portfolio.
  • Portfolio Monitoring: Regularly review and analyze the performance of existing investments across various asset classes.
  • Investment Memoranda: Draft detailed reports and presentations to recommend investment opportunities to the Investment Committee.
  • Market Research: Stay up-to-date with market trends and developments to inform investment decisions.

Requirements:

  • Experience: 4-8 years of relevant professional experience in investment management or a related field.
  • Education: Excellent academic credentials from a top-tier school, with a strong preference for candidates with advanced degrees.
  • Skills: Strong analytical and financial modeling skills, with the ability to make well-reasoned recommendations. Excellent written and oral communication skills, with the ability to interact with general partners, clients, and external parties.

What We Offer:

Pinnacle Group is a well-established asset management firm with a great culture and a long history of providing exceptional work experience. The firm is currently working 3 days in the office, 2 days working remotely, and offers a dynamic and challenging work environment.



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