Job Description

Join to apply for the Investment Analyst - Job #1931 role at Pinnacle Group Join to apply for the Investment Analyst - Job #1931 role at Pinnacle Group Direct message the job poster from Pinnacle Group Vice President Private Markets, Endowments & Foundations Recruiting at Pinnacle Group Client: Our client is a prestigious and well-known University Endowment located in NYC. The investment team consists of four investment professionals and manages over $6 billion in capital, which is invested across a broadly diversified range of asset classes. This Investment Analyst will be part of a lean investment team and will report directly to an Investment Director or CIO. This individual will have exposure to a broad range of asset classes, which includes private equity, public equity, hedge, funds, and real assets. Start Date: Immediate Location: NYC Responsibilities: Investment manager sourcing, screening, research, and ongoing due diligence Perform quantitative and qualitative analysis of existing and prospective fund managers Participate in meetings with investment managers including occasional travel for onsite visits Assist with manager and portfolio-level reporting on performance, exposures, liquidity, and cash flows Research, prepare, and write investment memos to analyze the portfolio and outline market trends Review manager reports and letters Formulate a view on risks and opportunities related to particular investments Automate data analysis and workflow Assist with ad hoc special projects across the portfolio Qualifications: 1-2 years of full time experience (investment banking, consulting, direct investing, or asset allocation) with preferred knowledge of manager due diligence (Endowment, Foundation, Pension, Fund of Fund, Family Office, or Investment Advisory) Strong academic performance and a Bachelor’s degree Passion for investing and desire to understand the financial markets Self-starter, ability to work independently, prioritize projects, and collaborate with a team Proficiency in Microsoft Office Commitment to the Endowment’s missions Strong financial modeling skills, general knowledge of portfolio theory, capital markets, and/or private equity CFA preferred but not required In compliance with NYC's Pay Transparency Act, the annual base salary range for this position is USD $112,500.00 to USD $137,500.00. This pay range represents base pay only and excludes any additional items such as incentives, bonuses, clinical compensation, or other items. Seniority level Seniority level Entry level Employment type Employment type Full-time Job function Job function Finance, Consulting, and Other Industries Investment Management, Funds and Trusts, and Pension Funds Referrals increase your chances of interviewing at Pinnacle Group by 2x Asset & Wealth Management, Private Wealth Management, Equity Structuring, Analyst - New York New York, NY $67,000.00-$98,000.00 1 week ago Asset & Wealth Management, Market Insights Strategist, Analyst - New York New York, NY $85,900.00-$179,500.00 1 week ago New York, NY $78,000.00-$139,000.00 2 weeks ago New York, NY $225,000.00-$300,000.00 2 weeks ago Asset & Wealth Management, Investment Strategy Group, Tactical Asset Allocation Team, Associate - New York New York, NY $105,000.00-$125,000.00 15 hours ago Analyst/Associate, Global Investment Banking, Bank Loan Syndication-Leveraged Capital Markets New York, NY $125,000.00-$175,000.00 2 weeks ago Point72 Academy 2025-2026 Investment Analyst Program for Experienced Professionals - US New York, NY $140,000.00-$153,000.00 1 week ago Alternative Credit Investment Professional New York, NY $125,000.00-$200,000.00 3 months ago Investment Banking - Mergers & Acquisitions Mid-Cap - Analyst New York, NY $120,000.00-$160,000.00 21 hours ago Brooklyn, NY $30,000.00-$45,000.00 4 months ago Investment Banking Sr Analyst - Mergers & Acquisitions (M&A) New York, NY $110,000.00-$135,000.00 1 week ago Investment Analyst - High Yield & Leveraged Loans, Senior Associate New York, NY $125,000.00-$170,000.00 1 week ago Investment Banking - Corporate Finance Advisory - Sustainable Solutions Team - Associate New York City Metropolitan Area 3 weeks ago GBM - Private Dept-Investment Banking, Classic, TMT (Technology, Media & Telecom) Associate, New York New York, NY $59,000.00-$142,000.00 2 weeks ago New York, NY $67,000.00-$98,000.00 1 week ago Commercial Solutions Investment Professional, Associate Finance - Investment Operations - Private Equity - Analyst Summit, NJ $90,000.00-$125,000.00 5 days ago Investment Professional – Specialty Finance New York, NY $100,000.00-$300,000.00 2 weeks ago Private Capital Advisory Associate - Eaton Partners, New York, NY New York, NY $100,000.00-$140,000.00 5 days ago Investment Banking - Corporate Advisory, Ratings Advisory - Associate We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr Pinnacle Group

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