Investment Analyst: Alternative Assets

Penn Mutual • Philadelphia, PA

93d • $95,000 - $115,000

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. 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. The role involves assessing suitability and operational risk associated with the execution of investment strategies, conducting due diligence reviews on current and prospective managers and investments, preparing written reports and analytics to monitor ongoing performance, facilitating strategic dialogue, and contributing to portfolio construction and investment allocation. The analyst will help establish long-term investment objectives for Penn Mutual’s Alternative Asset portfolio and provide forward-looking opinions on individual investments and sectors.

Requirements

• Bachelor's Degree in Finance or Economics required.
• 0-3 years of Investment experience required.
• 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.
• Ability to effectively influence others.
• 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.

Nice To Haves

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

Responsibilities

• Contribute to the idea generation process and identify appropriate investment response to key themes, opportunities, and risks in the capital markets.
• Assess suitability and operational risk associated with the execution of investment strategies.
• Conduct due diligence reviews on current and prospective managers and investments.
• 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.

Benefits

• Base salary: $95,000 - $115,000.
• 5% estimated travel for due diligence trips or annual meetings.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree
• Number of Employees: 1,001-5,000 employees