Associate Director / Director - Job #2004
Pinnacle Group · Florida, United States · 1 mo ago
On-siteFinance$7/hrFull-time
About the role
The investment team consists of 7 professionals and manages over $7 billion in capital, which is invested across a broadly diversified range of asset classes. Our client is seeking a highly motivated Associate Director/Director of Investments for their lean but growing investment team.
Responsibilities
- Work with Senior Investment Director to lead the investment process responsible for investing across private markets
- Oversee ongoing monitoring of managers
- Articulate key information and independent conclusions to the investment team
- Evaluate potential investment opportunities, including sourcing and evaluation of external managers as well as keeping abreast of market conditions
- Negotiate fees and terms on new investments
- Support the Portfolio Management Team by developing models to support forward-looking expectations and scenario analysis
- Oversee "nowcasting" of private investment valuations to estimate mispricings and secondary market opportunities, and assist with co-investments
- Contribute to the asset allocation and risk allocation process through detailed understanding of the broader portfolio
- Provide input on investment decisions
- Assist the operations and investment teams to ensure accurate accounting and performance data is maintained in the portfolio management system
- Generate reports for both internal and external stakeholders, including monthly pro-forma reports and quarterly reports for the Board of Directors
Qualifications
- 5-12 years of relevant work experience at an endowment, foundation, corporate or public plan sponsor, family office, or other sophisticated investment platform
- Strong academic performance and a Bachelor's degree; MBA/CFA preferred but not required
- Commitment to the Endowment's missions
- Strong financial modeling skills, general knowledge of portfolio theory, capital markets, and/or private equity
- Willingness to travel
- Intellectually curious, critical thinker and team player with strong interpersonal skills