Investment Analyst

1 week ago


San Francisco, California, United States Pinnacle Group Full time

Position Title:
Investment Analyst/Associate at Pinnacle Group

Company Overview:
Pinnacle Group is a distinguished investment advisory firm with a focus on sectors such as Media, Telecommunications, Technology, and Renewable Energy. Established in 1987, the firm operates from its headquarters in San Francisco, with additional offices in various strategic locations.

Career Opportunity:

  • The firm is seeking to recruit two Investment Analyst/Associate roles, one dedicated to the Technology sector and the other to the Renewable Energy sector.
  • Analysts/Associates will have the opportunity to engage in multiple practice areas, thereby acquiring a broad spectrum of investment banking experience.
  • The ideal candidates will be proactive, possess a strong work ethic, and demonstrate the ability to foster positive client relationships.

Key Responsibilities:

  • Support the development and presentation of client proposals and pitches
  • Conduct in-depth sector research as required
  • Monitor recent transactions and relevant trading comparables
  • Prepare both qualitative and quantitative financial analyses
  • Assist in the preparation of detailed memoranda
  • Organize and manage transaction-related data
  • Generate comprehensive reports for special initiatives
  • Engage in business development activities and client interactions

Required Qualifications:

  • 1 to 2 years of experience in finance for Analyst roles, and 3 to 4 years for Associate roles
  • A background in investment banking or corporate development is preferred
  • Strong academic credentials with an undergraduate degree
  • Excellent problem-solving and analytical capabilities
  • Proficiency in financial modeling and data analysis
  • Exceptional communication skills
  • A strong work ethic and meticulous attention to detail
  • Ability to thrive under pressure and meet tight deadlines
  • A self-motivated team player


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