Investment Analyst: Alternative Assets

Penn Mutual•Davis, PA

19d•$95,000 - $115,000•Hybrid

About The Position

This position will be an integral member of the Penn Mutual Asset Management (PMAM) team and will develop a strong understanding of the markets and provide significant input into decision making by presenting opinions and influencing investment decisions. Essential Functions Over time, the investment analyst should develop the skills and tools necessary to: Contribute to the idea generation process and identify appropriate investment response to key themes, opportunities, and risks in the capital markets broadly. Assess suitability and operational risk associated with the execution of investment strategies. Conduct due diligence reviews on current and prospective managers and investments to include: onsite meetings and conference calls with senior personnel; review and analysis of fund/investment documents and information, such as offering memoranda, financial statements, due diligence questionnaires, audit reports, and regulatory reports. Prepare written reports and analytics to monitor the ongoing performance of managers and specific investment strategies. Facilitate strategic dialogue, clear communication, and thought leadership between external managers, management teams, and Penn Mutual Asset Management’s investment team/ senior leadership. Contribute to portfolio construction, investment allocation, and planning process. Help establish long term investment objectives for Penn Mutual’s Alternative Asset portfolio. Provide forward-looking opinions on individual investments and sectors required for All Jobs Complies with all company and site policies and procedures Remains current in profession and industry trends required for All Jobs Successfully completes regulatory and job training requirements Performs other duties as assigned

Requirements

Proven analytical, decision-making and problem-solving skills
Excellent oral, written communication and presentation skills
Ability to work collaboratively in a team environment
Strong decision making skills
The ability to effectively influence others
The ability to work in a fast paced high energy environment
Experience working in a trading floor environment and ability to deal with distractions and handle multiple tasks simultaneously
Bachelor's Degree in Finance or Economics Required
3-5 years of Investment experience required

Nice To Haves

Knowledge of Derivative Solutions and Bloomberg is a plus
Charter Financial Analyst (CFA) Preferred
Charter Alternative Investment Analyst (CAIA) Preferred

Responsibilities

Contribute to the idea generation process and identify appropriate investment response to key themes, opportunities, and risks in the capital markets broadly.
Assess suitability and operational risk associated with the execution of investment strategies.
Conduct due diligence reviews on current and prospective managers and investments to include: onsite meetings and conference calls with senior personnel; review and analysis of fund/investment documents and information, such as offering memoranda, financial statements, due diligence questionnaires, audit reports, and regulatory reports.
Prepare written reports and analytics to monitor the ongoing performance of managers and specific investment strategies.
Facilitate strategic dialogue, clear communication, and thought leadership between external managers, management teams, and Penn Mutual Asset Management’s investment team/ senior leadership.
Contribute to portfolio construction, investment allocation, and planning process.
Help establish long term investment objectives for Penn Mutual’s Alternative Asset portfolio.
Provide forward-looking opinions on individual investments and sectors
Complies with all company and site policies and procedures
Remains current in profession and industry trends
Successfully completes regulatory and job training requirements
Performs other duties as assigned