Investment Analyst - Job #1929

Remote: 
Hybrid
Contract: 
Work from: 
Los Angeles (US)

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Pinnacle Group http://www.pinnaclegroup.com
2 - 10 Employees
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Job description

Client:


Our client is a prestigious and well-known Foundation based in Los Angeles, CA. The investment team manages over $9 billion in capital, which is invested across a broadly diversified range of asset classes.


Opportunity:


Reporting to the Managing Director responsible for the Absolute Return, Credit and Fixed Income portfolios, the Investment Analyst will be an integral part of the investment team and will ideally have had exposure to various asset classes. The role involves assisting with sourcing, evaluating, and monitoring external managers, as well as contributing to asset allocation, portfolio construction, and risk management decisions. The ideal candidate should be deeply dedicated to the Foundation and its mission.


Start Date: Immediate

Location: Los Angeles, CA


Responsibilities:


  • Conducting comprehensive research and data analysis on investment managers, markets, and opportunities
  • Assisting with the due diligence processes for prospective investments, including meeting summaries, data room management, investment memo preparation, and quantitative analysis
  • Monitoring existing manager relationships by analyzing and summarizing qualitative and quantitative updates
  • Contributing to the development and review of quarterly Investment Committee meeting materials
  • Generating reports in collaboration with the investment operations team to analyze fund, asset class and portfolio-level exposures, risk metrics, fund flows, liquidity, and performance
  • Coordinating reference calls, legal reviews, funding sources, and operational requirements with internal operations staff and outside service providers
  • Remaining current on investment strategies, portfolio positions, new managers and market trends by conducting independent research and attending conferences
  • Building and maintaining a network of industry contacts within the investment community
  • Engaging in projects across all asset classes and assisting colleagues as needed


Qualifications:


  • College or university degree
  • 2-5 years of relevant experience at a foundation, endowment, family office, financial institution, or consulting firm
  • Ties or desire to reside in Los Angeles

Required profile

Experience

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