Investment Associate - Job #2008
Pinnacle Group - San Francisco, CA
Hiring: Investment Associate - Job #2008 Company: Pinnacle Group Location: San Francisco, CA Job Posted Time: 2026-09-16 10:20:03 About the job Experience: •5 years of experience in investment banking, M&A, consulting, or a similar analytical role Required Skills: •Conduct research on markets, technologies, competitors, and industry trends •Build financial models, valuation analyses, and investment materials •Support investment diligence and evaluation of potential investments •Assist with company formation and readiness initiatives •Prepare investment memos, meeting pre-reads, and other written materials •Support portfolio companies with financial and operational projects •Assist senior team members with investment analysis and meeting preparation •Support LP-facing activities and fundraising processes Qualifications: •2–5 years of experience in investment banking, M&A, consulting, or a similar analytical role •Strong financial modeling, valuation, and analytical skills •Strong Excel and financial analysis skills •Exceptional written communication and attention to detail •Demonstrated capacity to work effectively with incomplete information and ambiguity •Intellectual curiosity and genuine interest in AI, emerging technologies, and company building •Strong organizational skills and ability to manage multiple workstreams •Collaborative, low-ego, and willing to roll up their sleeves •Strong work ethic and willingness to operate in a demanding environment •Fluency with modern AI tools and interest in AI-native workflows 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!