What are the responsibilities and job description for the Senior Analyst - Job #1903 position at Pinnacle Group?
Client:
Headquartered in Cleveland, Ohio, our client is a sector-focused private equity firm that invests in lower, middle-market performance materials businesses. Extensive experience and expertise in niche manufacturing sectors. Twenty-five years of industry-specific investing has allowed the firm to develop a deep understanding of the complex technologies, processes, and operations that these sectors share.
Opportunity:
Our client is seeking a Senior Analyst to join its investment team. Based in Cleveland, Ohio, the Senior Analyst will work closely with our client’s investment professionals and portfolio company management teams.
Responsibilities:
- Support the investment underwriting and due diligence process (e.g., modeling, memos, data room management, industry research)
- Run extensive analytical analysis on financial, customer, product, market information, etc. to clearly articulate trends within businesses
- Support investor relations with preparation of quarterly and annual materials, including individual asset updates, fund level performance analysis, and annual presentations
- Compile market research on new investments and provide a deliverable accurately summarizing the state of the industry
- Provide portfolio management support for existing investments including budgeting expected performance, evaluating actual performance, and implementing portfolio management processes including continuous improvement
Qualifications:
- 1 years of experience in investment banking, private equity, transaction advisory, lending, consulting, or other relevant M&A experience
- Proactive with an exceptional work ethic and a background reflecting a high level of achievement
- Bachelor’s degree or greater
- Knowledge of basic accounting concepts and financial modeling techniques
- Advanced Excel and PowerPoint skills
- Strong written and verbal communication skills
- Strong analytical skills
- Ability to cultivate and maintain strong (in-person and virtual) relationships
- Ability to work in dynamic and entrepreneurial environment, which includes ambiguity and changing priorities
- Excited about working and living in Cleveland, Ohio with some connection to Cleveland
