Associate or Vice President, Investments, Single Family Office, Chicago

Pinnacle Group is searching for an Associate or Vice President to join the lean investment team of a Chicago-area family office founded by senior investment professionals and managing more than $10 billion across all asset classes, with particular depth in private markets. The role focuses on due diligence of new and existing investments: researching managers, co-investments and strategies, building portfolio and cash-flow models, supporting performance, allocation and risk reporting, and contributing to asset allocation recommendations. Needs 5–10 years in private equity, co-investments or LP-side allocation, and five days a week in the office.

Client: Our client is an investment focused Family Office located just outside of Chicago, IL. They were founded by a senior team of investment professionals, and they manage over $10 billion. Their lean investment team focused on allocating capital across all asset classes with a particular expertise in private markets Investments.

Opportunity: The firm is seeking an Associate or Vice President to join their lean investment team, focusing on due diligence of both new and existing investments.

Responsibilities: - Works with the investment team to manage a large institutional investment portfolio with significant exposure to alternative investments - Assist in the preparation of portfolio accounting, including investment performance, asset allocation and risk reports - Assist in capital markets research and developing asset allocation recommendations - In conjunction with senior team members, research and conduct due diligence on investment managers, co-investments and investment strategies - Assist in the development and maintenance of financial models for analyzing the investment portfolio and its risk and cash flow profiles - Closely monitor financial press and keep track of market trends, opportunities, risks and new investment products

Qualifications: - 5-10 years of work experience in private equity, co-investments, or other allocator experience at an LP - Bachelor's degree required - The candidate must have a genuine passion for investing and an interest in portfolio management - The ability to deliver high-quality work in a timely fashion with limited supervisory oversight - Strong attention to detail - A self-confident professional who recognizes the value of collaboration and teamwork - Superior math skills; excellent quantitative and analytical skills - Well-developed interpersonal skills to allow the candidate to successfully interface with external service providers and other members of the investment team - Strong oral and written communication skills necessary for the preparation and delivery of investment analysis and recommendations - Significant experience with MS Excel, Outlook and Power Point; exposure to investment analysis software (e.g., Bloomberg, Burgiss, Caissa, etc.) preferred - Willingness to work in office 5 days per week