• Posted on: Nov 09, 2022
  • Location: Pittsburgh, PA
  • Job ID: b47a1d38
  • Type: Full Time
  • Posted on: Nov 09, 2022
  • Location: Pittsburgh, PA
  • Job ID: b47a1d38
  • Type: Full Time

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Pittsburgh, PA-based family investment office located in the Shadyside area with investments across private and public markets, is seeking a personable, detail-oriented, investment associate with general investment experience as well as strong communication skills.  Position offers competitive compensation, an attractive and convenient work environment, the opportunity to learn/grow from being part of a dynamic family office with growth potential to eventually becoming a part of our senior team as our office continues to build out our fund business.

Essential Functions:

INVESTMENT

  • Assist our team with researching and reporting on specific investment opportunities across multiple sectors and investment types including venture capital, private equity, real estate, and public markets
  • Assist Investment Director to ensure accurate, complete, and timely preparation involving information flow into Reporting Software
  • Assist in the monthly investment close process involving entering investment calls, distributions, partners contribution and disbursements into investment software (Backstop)
  • Prepares and reviews monthly generated reports for accuracy and proper presentation
  • Help manage the processes involved in sourcing and due diligence for all investments
  • Collaborate in a team environment to help develop/complete investment recommendation write-ups for investment committee approval
  • Help our team develop white paper presentations across investment specific themes – i.e. fintech, edtech, robotics/ai, cannabis, beauty/wellness
  • Training will be provided to research opportunities using Pitchbook access and other sites to evaluate market research, industry trends, competitive analysis etc. across each opportunity
  • Investor relations role for our team will continue to grow

DATA MANAGEMENT

  • Support/Assists with information and data management including document retrieval/storage, scanning, filing documents

Knowledge, Skills, and Abilities:

  • General investment/business background with some understanding of private investing and familiar with private equity, venture capital, real estate terminology.
  • Strong organizational skills with the ability to handle multiple projects in a fast-paced environment with keen attention to detail and analytical skills
  • Demonstrated ability to set priorities, organize workload, manage competing demands, meets deadlines
  • Excellent communication and interpersonal skills, both oral and written, to establish working relationships and Customer service-oriented
  • Driven to work successfully in a small company environment
  • Capable of maintaining confidentiality
  • Advanced Microsoft Office and PC software skills including Microsoft Word, Excel, Access, and PowerPoint programs are required
  • Familiarity with Backstop, Box, QuickBooks and/or Pitchbook a plus
  • Partnership Accounting knowledge a plus
  • Ability to work in office

Education and Experience:

  • Prefer MBA or graduate student or relevant working experience 

Benefits

  • Salary Full Time position in office
  • Healthcare and Retirement plan available
  • Learn the inner workings and investments of a family investment office located in Western PA
  • Develop broad knowledge investing across public markets, venture (all stages – pre-seed through late stage), private equity, and real estate markets
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