Senior Associate / Vice President - Job #1961

Senior Associate / Vice President - Job #1961

Apply for the Senior Associate / Vice President role at Pinnacle Group. This newly formed Connecticut investment firm manages over $2.7 B in assets, specializing in insurance asset management, specialty finance investments, and off‑the‑run insurance investments. The firm creates an ecosystem for insurance asset management through differentiated sourcing channels and deep expertise in complex opportunities.

The Senior Associate/Vice President will be a critical member of the newly launched team, involved in all aspects of the investment process across structured finance and asset management. The role focuses on due diligence for direct and manager investments, performing investment execution, performance analytics, manager coverage and monitoring, and collateral production for the Investment Committee.

Responsibilities

• Financial modeling for investments in private credit, private equity, ALM‑aware fixed income, and risk‑adjusted opportunities in off‑the‑run complex products
• Identifying new opportunities
• Conducting due diligence and investment execution
• Investment performance and analytics
• Collateral production for the Investment Committee

Qualifications

• 4–8 years of professional experience, including direct investment experience in private credit, private equity, and/or liquid markets
• Exceptional academic track record in a quantitative field (Math, Computer Science, Physics)
• Exceptional financial analysis and quantitative skills
• Excellent project management skills
• Clear and effective communicator
• Financial industry knowledge
• Openness to learning new financial structures
• Excellent interpersonal and leadership skills and maturity
• Team player

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Finance

Location & Salary

Stamford, CT – $90,000.00–$160,000.00