Jobs · Finance · Massachusetts

Senior Analyst - Job #2007

Pinnacle Group · Boston, MA · 1 mo ago
On-siteFinance$14/hrFull-time

About the role

Our client is an employee-owned alternative asset manager based in Boston with approximately $14 billion in assets under management. The firm invests across private markets, public markets, and multi-strategy alternatives, with a long history of investing in early-stage venture capital.

Our client is seeking a Senior Analyst to join its growing venture capital practice in Boston. The team has extensive experience investing across the venture ecosystem and has raised 19 funds focused predominantly on early-stage venture capital. The Senior Analyst will gain broad exposure to primary fund investments, co-investments, and secondary investments while supporting manager due diligence, portfolio monitoring, investment analysis, and client-related activities. This role also offers an opportunity to leverage AI and emerging technologies to improve investment research, portfolio monitoring, and internal workflows.

Responsibilities

  • Screening new venture capital investment opportunities and conducting detailed manager due diligence
  • Preparing for and participating in meetings with venture capital fund managers
  • Monitoring existing fund managers and underlying portfolio companies and conducting ongoing diligence
  • Conducting research on portfolio construction, industry trends, and venture capital markets
  • Building and maintaining portfolio models and analytical tools to evaluate manager and portfolio performance
  • Developing and implementing AI-driven tools to enhance investment analysis, portfolio monitoring, and team workflows
  • Preparing investment committee and client presentation materials
  • Identifying opportunities to improve processes through technology, automation, and AI

Qualifications

  • 2–3 years of investment or financial experience with a strong interest in venture capital and investing
  • Bachelor’s degree or further education with a strong academic track record
  • Strong qualitative and quantitative analytical skills
  • Strong attention to detail and ability to produce accurate, repeatable work
  • Familiarity with AI prompting and an interest in developing AI-enabled investment workflows
  • Strong Excel and Microsoft Office skills
  • Excellent PowerPoint, presentation, and design skills
  • Strong written and verbal communication skills
  • Ability to prioritize multiple projects and work independently in a fast-paced environment
  • Entrepreneurial mindset with strong ownership and accountability
  • Intellectual curiosity and genuine interest in technology and investing
  • Collaborative team player with a strong work ethic

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