Jobs · Finance · California

Associate - Job #2010

Pinnacle Group · San Francisco, CA · 1 mo ago
On-siteFinanceFull-time

About the role

Our client is a differentiated venture investment platform focused on identifying and scaling breakthrough technologies and emerging companies. The firm combines venture investing, company building, and operational support with a highly entrepreneurial approach to investing. Opportunity: Our client is seeking an Associate to join its investment team in the San Francisco Bay Area. The role is a generalist seat spanning portfolio management, cross-functional projects, investor relations, and fundraising, with the mix shifting as the fund's needs change.

Responsibilities

  • Own projects across portfolio management, investor relations, and the firm's corporate and research partnerships
  • Work with portfolio companies on company formation, readiness, and operational initiatives
  • Serve as a day-to-day point of contact for limited partners, including high-net-worth family offices
  • Plan and run the annual LP meeting
  • Prepare LP communications, quarterly reporting, and fundraising materials
  • Support fundraising for the fund and for portfolio companies' later rounds, including Series B and beyond
  • Prepare investment memos, meeting pre-reads, and other written materials
  • Conduct research on markets, technologies, competitors, and industry trends
  • Support senior team members across investment analysis and meeting preparation

Qualifications

  • 3–8 years of experience in investment banking, private equity, venture capital, or a comparable investor-facing role
  • Direct experience preparing materials for and working directly with limited partners
  • Established relationships with high-net-worth family offices and a working understanding of how they evaluate managers
  • Experience supporting fundraising for a fund, portfolio companies, or both
  • Strong written communication and attention to detail; the firm documents heavily and shares context in writing
  • Exceptional organizational skills and the ability to carry a multi-month workstream to a fixed date
  • Strong financial and analytical foundation
  • Experience in a venture-backed startup or operating environment is a plus
  • Ability to work effectively with incomplete information and ambiguity
  • Intellectual curiosity and genuine interest in AI, emerging technologies, and company building
  • Collaborative, low-ego, willing to roll up their sleeves, and comfortable operating in a demanding environment
  • Fluency with modern AI tools and interest in AI-native workflows
  • Based in or willing to relocate to the SF Bay Area

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