Hiring: Associate Director / Director - Job #2004 Company: Pinnacle Group Location: Florida, United States Job Posted Time: 2026-09-16 12:30:11 Target Skills & Keywords : CFA, Capital Markets, Portfolio Management About the job Experience: •5-12 years of relevant work experience at an endowment, foundation, corporate or public plan sponsor, family office, or other sophisticated investment platform •12 years of relevant work experience at an endowment, foundation, corporate or public plan sponsor, family office, or other sophisticated investment platform Required Skills: •Interface directly with Senior Investment Director to leave 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 external managers as well as keeping abreast of market conditions •Negotiate fees and terms on new investments •Actively facilitate and support 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 Qualifications: •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 •Intellectually curious, critical thinker and team player with strong interpersonal skills Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!