Pinnacle’s philosophy is to provide specialist investment managers with superior distribution, fund infrastructure and support services to enable them to focus on delivering investment excellence to their clients. Our affiliated managers operate autonomously, in line with our philosophy that ‘supported independence’ is an essential ingredient in sustaining investment excellence and business resilience over the long term.
THE MODEL
Pinnacle holds equity interests in a number of specialist investment managers and provides them with a governance framework, working capital, seed funding and a comprehensive range of institutional quality and cost-effective distribution and other non-investment support services.
WHY PINNACLE?
Supported Independence
The Pinnacle business model, comprising several investment managers under the one ‘umbrella, is stronger than that of many single investment managers. Stand-alone managers can struggle in a highly regulated and demanding environment to provide the high-quality infrastructure needed for modern investment management and with achieving the resourcing depth, scale economies and purchasing power of their institutional and multi-affiliate / ‘house of boutique’ peers. The Pinnacle model is well accepted and endorsed by national and global research groups.
Distribution Services
Product distribution
Marketing and business development Investment Infrastructure
Business management
Licencing and insurance
Compliance and risk
Company secretarial and legal counsel
Financial reporting and accounting
Human resources
Information technology
Operations and operational support
Middle office functions
Responsible entity services
WHY BOUTIQUES?
Outperformance Pinnacle believes there is a superior way to undertake investment management, which requires a ’boutique environment’ coupled with ‘institutional resourcing’. Pinnacle provides the ideal environment to enable its boutiques to produce superior investment performance.
A stable operating environment which frees investment professionals from unnecessary distractions;
Strong, clear, repeatable and consistent investment processes;
High quality, experienced, dedicated and passionate investment professionals;
Independence, autonomy and freedom from bureaucracy;
Rewards and interests closely aligned to clients, with long-term equity participation in the business;
Flexibility to respond to changing market conditions.
Once you have submitted your application successful candidates will go through the following process:
A review of your application by the HR team
Completing a psychometric assessment
Phone interview
Face to face interviews, group exercise and presentation in our offices
Reference checks and employment screening
What should you include in your application?
You need to include your resume, a cover letter and your most recent academic transcript in your application. This is your opportunity to tell us about yourself and why you want to work for Pinnacle Investment Management. Set yourself apart from applicants by sharing your interest in investment management, your aspirations, volunteer experience and previous work experience.
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