Penn Mutual
Overview
Job Description:
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. Location and arrangement:
Conshohocken, PA. This is a Hybrid role which will require an in-office presence in the Philadelphia area. Compensation:
Base salary: $95,000 - $115,000. 5% estimated travel for due diligence trips or annual meetings. Responsibilities
Develop the skills and tools necessary to contribute to idea generation and identify appropriate investment responses to key themes, opportunities, and risks in the capital markets broadly. Assess suitability and operational risk associated with the execution of investment strategies. Perform due diligence reviews on current and prospective managers and investments, including onsite meetings and conference calls with senior personnel; review and analysis of fund/investment documents such as offering memoranda, financial statements, due diligence questionnaires, audit reports, and regulatory reports. Prepare written reports and analytics to monitor ongoing performance of managers and investment strategies. Facilitate strategic dialogue, clear communication, and thought leadership between external managers, management teams, and PMAM’s investment team/senior leadership. Contribute to portfolio construction, investment allocation, and planning processes. Help establish long-term investment objectives for Penn Mutual’s Alternative Asset portfolio. Provide forward-looking opinions on individual investments and sectors as required for all jobs. Comply with all company and site policies and procedures; stay current in profession and industry trends; complete regulatory and job training requirements; perform other duties as assigned. Qualifications
Knowledge, Skills and Abilities
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 and ability to influence others. Ability to work in a fast-paced, high-energy environment. Experience working in a trading floor environment with ability to manage distractions and multitask. Knowledge of derivative solutions and Bloomberg is a plus. Education And Experience
Bachelor\'s Degree in Finance or Economics required. 3-5 years of investment experience required. CFA preferred. CAIA preferred. Location:
Conshohocken, PA Equal Employment Opportunity
Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. All employment-related decisions and practices are free from unlawful discrimination. This includes race, creed, color, national origin, ancestry, citizenship, age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, veteran status or any other classification protected under applicable law. For more information, visit www.pennmutual.com.
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Job Description:
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. Location and arrangement:
Conshohocken, PA. This is a Hybrid role which will require an in-office presence in the Philadelphia area. Compensation:
Base salary: $95,000 - $115,000. 5% estimated travel for due diligence trips or annual meetings. Responsibilities
Develop the skills and tools necessary to contribute to idea generation and identify appropriate investment responses to key themes, opportunities, and risks in the capital markets broadly. Assess suitability and operational risk associated with the execution of investment strategies. Perform due diligence reviews on current and prospective managers and investments, including onsite meetings and conference calls with senior personnel; review and analysis of fund/investment documents such as offering memoranda, financial statements, due diligence questionnaires, audit reports, and regulatory reports. Prepare written reports and analytics to monitor ongoing performance of managers and investment strategies. Facilitate strategic dialogue, clear communication, and thought leadership between external managers, management teams, and PMAM’s investment team/senior leadership. Contribute to portfolio construction, investment allocation, and planning processes. Help establish long-term investment objectives for Penn Mutual’s Alternative Asset portfolio. Provide forward-looking opinions on individual investments and sectors as required for all jobs. Comply with all company and site policies and procedures; stay current in profession and industry trends; complete regulatory and job training requirements; perform other duties as assigned. Qualifications
Knowledge, Skills and Abilities
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 and ability to influence others. Ability to work in a fast-paced, high-energy environment. Experience working in a trading floor environment with ability to manage distractions and multitask. Knowledge of derivative solutions and Bloomberg is a plus. Education And Experience
Bachelor\'s Degree in Finance or Economics required. 3-5 years of investment experience required. CFA preferred. CAIA preferred. Location:
Conshohocken, PA Equal Employment Opportunity
Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. All employment-related decisions and practices are free from unlawful discrimination. This includes race, creed, color, national origin, ancestry, citizenship, age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, veteran status or any other classification protected under applicable law. For more information, visit www.pennmutual.com.
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