Pennington Partners & Co.
Sr. Investment Analyst (Bethesda)
Pennington Partners & Co., Bethesda, Maryland, United States, 20811
About the Company
Founded in 2016, Pennington Partners is an award-winning multi-family office that serves entrepreneurial founders, high-income earners, and multi-generational families through integrated wealth and investment solutions. Managing more than $4 billion across advisory mandates, private funds, and affiliated entities, Pennington Partners brings rigor with an entrepreneurial spirit.
Our culture is vibrant, intelligent, and relentlessly driven. We are an ensemble of exceptional professionals with diverse, multi-disciplinary backgrounds who value independent judgment, integrity, and fresh thinking. While the firm continues to gain scale and institutional structure, we remain deeply committed to our entrepreneurial rootsvaluing agility, creativity, and an unwavering client focus.
About the Position
The Sr. Investment Analyst will be responsible for the performance reporting generation and analysis of client investment portfolios, asset allocation, due diligence of public and private investments, and the bridge between the investment team and the firm's advisory technology. You must be comfortable working in a fast-paced, dynamic, performance-driven environment and committed to delivering a high-quality, accurate product on a time-sensitive basis.
What Youll Do
Work closely with Portfolio Managers on the investment team to conduct due diligence on private equity, private credit, real estate, hedge funds, and a broad range of investment opportunities, which span primary funds, co-investments/directs, and secondaries Evaluate manager/company quality and performance, build and sensitize investment models, and contribute judgment and authorship to investment memos Help mentor and develop junior investment analysts Work with the investment team to allocate assets for Pennington's UHNW operating partner families Become familiar with Performance Reporting & Data Aggregation through Addepar Assist in the distribution of monthly/quarterly performance-related deliverables Day-to-day support & issue management Create custom reports based on client-specific needs Liaise with the vendor partners for enhancements and system & data issues
What Youll Need
Bachelors degree with a concentration in Business, Finance, Math, Accounting, or Economics preferred Demonstrated work experience in an investment analyst role, financial analysis, complex modeling (DCF and LBO), market research, and follow market trends Collaborate with senior members to refine investment thesis and strategies Ability to work in a fast-paced environment under tight deadlines while exerting a high level of attention to detail Strong analytical and problem-solving skills in order to identify issues or unusual activity Self-motivated with a continuous process improvement mindset Working knowledge of global security types, including equities, loans, bonds, OTC securities, alternative investments, etc. Knowledge of data entities and attributes, such as securities, pricing, position, transaction, and indices
Behavioral Characteristics
Judgment
does the right thing first with a bias for action. Diplomacy
diplomatic and deferential yet assertive. Logic
reasons in a consistent manner with applied critical thinking. Analytical orientation
carefully evaluates all details presented. Self-reliance
takes action and moves forward without specific direction, also asks questions at appropriate times without prodding. Efficiency
spends a minimum of effort or resources to achieve a maximum result. Formality
respects but does not always follow convention(s); willing to experiment. Constancy
unwavering and unexcitable. Quiet confidence. Comfortable with ambiguity. Centered
unhesitating in expressing their personal values. Intellectual curiosity
an insatiable thirst for knowledge; a need to understand. Self-possession
self-monitored, thinks before speaking. Pluck - courage or resolution in the face of difficulty. Collaboration - ability to build and maintain positive relationships with both Pennington colleagues and external stakeholders.
What Youll Get
We offer competitive and comprehensive benefits to help you prioritize your wellness and your career development. Working with a company that leverages our Core Values: Developing Ones Greatest Potential, Thinking Big, Client Obsession, Tikkun Olam (Repair Our World). Salary
- Competitive compensation (base salary + target bonus) Benefits
- Robust benefits package with a choice of PPO Health Insurance Plans covering medical, dental, vision, disability, and group term life insurance. Optional HSA Plan, with a $600 employer contribution. 401K Plan with employer match, commuter parking benefit, cell phone reimbursement. Health & Wellness
$100/month stipend to use on the choice of fitness, meditation classes, meal kits, CSA, and more. Oura Ring welcome gift and one-year subscription to the Oura Ring app, and Pennington welcome swag! Worldwide emergency travel assistance coverage. Paid Time Off
- 15 days PTO, unlimited sick leave, bereavement leave, 11 federal holidays and 3 floating holidays. Paid maternity and paternity leave for biological and adoptive parents, plus the option to work from home after paid leave ends to extend time with your growing family, and a $4,000 childcare stipend to help you transition back to work.
EQUAL EMPLOYMENT OPPORTUNITY
It is the policy of Pennington Partners to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Pennington Partners policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.
Our culture is vibrant, intelligent, and relentlessly driven. We are an ensemble of exceptional professionals with diverse, multi-disciplinary backgrounds who value independent judgment, integrity, and fresh thinking. While the firm continues to gain scale and institutional structure, we remain deeply committed to our entrepreneurial rootsvaluing agility, creativity, and an unwavering client focus.
About the Position
The Sr. Investment Analyst will be responsible for the performance reporting generation and analysis of client investment portfolios, asset allocation, due diligence of public and private investments, and the bridge between the investment team and the firm's advisory technology. You must be comfortable working in a fast-paced, dynamic, performance-driven environment and committed to delivering a high-quality, accurate product on a time-sensitive basis.
What Youll Do
Work closely with Portfolio Managers on the investment team to conduct due diligence on private equity, private credit, real estate, hedge funds, and a broad range of investment opportunities, which span primary funds, co-investments/directs, and secondaries Evaluate manager/company quality and performance, build and sensitize investment models, and contribute judgment and authorship to investment memos Help mentor and develop junior investment analysts Work with the investment team to allocate assets for Pennington's UHNW operating partner families Become familiar with Performance Reporting & Data Aggregation through Addepar Assist in the distribution of monthly/quarterly performance-related deliverables Day-to-day support & issue management Create custom reports based on client-specific needs Liaise with the vendor partners for enhancements and system & data issues
What Youll Need
Bachelors degree with a concentration in Business, Finance, Math, Accounting, or Economics preferred Demonstrated work experience in an investment analyst role, financial analysis, complex modeling (DCF and LBO), market research, and follow market trends Collaborate with senior members to refine investment thesis and strategies Ability to work in a fast-paced environment under tight deadlines while exerting a high level of attention to detail Strong analytical and problem-solving skills in order to identify issues or unusual activity Self-motivated with a continuous process improvement mindset Working knowledge of global security types, including equities, loans, bonds, OTC securities, alternative investments, etc. Knowledge of data entities and attributes, such as securities, pricing, position, transaction, and indices
Behavioral Characteristics
Judgment
does the right thing first with a bias for action. Diplomacy
diplomatic and deferential yet assertive. Logic
reasons in a consistent manner with applied critical thinking. Analytical orientation
carefully evaluates all details presented. Self-reliance
takes action and moves forward without specific direction, also asks questions at appropriate times without prodding. Efficiency
spends a minimum of effort or resources to achieve a maximum result. Formality
respects but does not always follow convention(s); willing to experiment. Constancy
unwavering and unexcitable. Quiet confidence. Comfortable with ambiguity. Centered
unhesitating in expressing their personal values. Intellectual curiosity
an insatiable thirst for knowledge; a need to understand. Self-possession
self-monitored, thinks before speaking. Pluck - courage or resolution in the face of difficulty. Collaboration - ability to build and maintain positive relationships with both Pennington colleagues and external stakeholders.
What Youll Get
We offer competitive and comprehensive benefits to help you prioritize your wellness and your career development. Working with a company that leverages our Core Values: Developing Ones Greatest Potential, Thinking Big, Client Obsession, Tikkun Olam (Repair Our World). Salary
- Competitive compensation (base salary + target bonus) Benefits
- Robust benefits package with a choice of PPO Health Insurance Plans covering medical, dental, vision, disability, and group term life insurance. Optional HSA Plan, with a $600 employer contribution. 401K Plan with employer match, commuter parking benefit, cell phone reimbursement. Health & Wellness
$100/month stipend to use on the choice of fitness, meditation classes, meal kits, CSA, and more. Oura Ring welcome gift and one-year subscription to the Oura Ring app, and Pennington welcome swag! Worldwide emergency travel assistance coverage. Paid Time Off
- 15 days PTO, unlimited sick leave, bereavement leave, 11 federal holidays and 3 floating holidays. Paid maternity and paternity leave for biological and adoptive parents, plus the option to work from home after paid leave ends to extend time with your growing family, and a $4,000 childcare stipend to help you transition back to work.
EQUAL EMPLOYMENT OPPORTUNITY
It is the policy of Pennington Partners to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Pennington Partners policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.