Principal, Financial Consultant

Join to apply for the Principal - Job #1966 role at Pinnacle Group

Our client is a long-standing single-family office located in New York City. The Firm seeks to generate superior long-term, risk-adjusted returns by investing in leading investment managers across traditional and alternative asset classes (spanning public and private markets), while opportunistically pursuing direct, co-investment, and secondary investments.

The Principal will have a critical role in managing the Firm’s global multi-asset class portfolio as a generalist investor with a focus on venture capital and growth equity fund investments, co-investments, and secondary transactions. The position requires a high degree of interest in the financial markets and investing, intellectual curiosity, strong communication skills, and excellent analytical and quantitative capabilities.

• Participates in all aspects of investment-related activities, including a key role in sourcing and underwriting new investments, monitoring existing, and assessing exposures in the context of the broader portfolio.
• Conduct quantitative and qualitative analyses of prospective fund managers, co-investments and secondary transactions (benchmarking, scenario analysis, post-tax net return breakeven analysis, etc).
• Reviews financial statements, monthly/quarterly exposure reports and SOIs, and participates in meetings with investment managers. Represents the family and Firm well at annual general meetings (AGMs) for the coverage universe.
• Researches, prepares, and writes white papers or discussion pieces on key areas of emerging themes/sectors, important market trends, and other topics critical to the management of the portfolio.
• Possess a strong network of investment contacts and General Partner relationships, particularly with the investment team members; ability to access independent network for discovering new and emerging managers; evaluating investments and performing extensive due diligence.
• Develops and maintains relationships with institutional peers to stay informed on investment trends and markets and discover compelling investment opportunities.

• 10+ years of relevant finance/investment experience at an endowment, foundation, family office, investment bank or institutional investment/allocator platform. The candidate will have demonstrated success, a strong network and expertise in venture capital and growth equity allocating.
• Bachelor’s degree required. MBA or CFA preferred.
• Generalist investment experience across asset classes is a plus.
• Strong analytical and quantitative background. Valuation skillset is a must.
• Excellent written and verbal communication skills.
• Ability to work independently as well as part of a team.
• Ability to take initiative and see projects through to completion.
• Knowledge of commonly used financial products.
• Strong organizational and project management skills, able to work on concurrent projects and prioritize accordingly, able to form and clearly articulate ideas.
• Ability to meet deadlines and target-driven goals while maintaining a high degree of quality, accuracy, and attention to detail.
• Willingness to travel as needed.
• Legally eligible to work in the United States without sponsorship.

• Director

• Full-time

• Finance