Seaport Global Holdings LLC
Investment Services Associate
Seaport Global Holdings LLC, Philadelphia, Pennsylvania, United States, 19102
Investment Services Associate
Penn Capital Management Co, Inc. is an independent, employee-owned, SEC registered investment management firm. We manage multiple investment styles that leverage our coverage of companies in the micro-to mid-capitalization equity range, as well as companies that issue non-investment grade debt. Penn Capital is seeking a professional to work in its Investment Services group. The Investment Services position interacts across the organization and will support daily operations and client service activities of the firm. Responsibilities:
Management of firm's external middle and back office service providers Client reporting
monthly and quarterly standard and custom reporting Investment consultant database management Client Onboarding Client cash flow activity monitoring and posting Facilitating client/advisor requests for internal and external sales teams Updating procedure documentation and seeking process improvement Additional operations and client service responsibilities depending on experience Desired Knowledge and Experience:
2-3 years' experience in investment management industry
operations experience or client service experience required Strong attention to detail and ability to solve problems in a fast-paced environment Strong work ethic and ability to work in a team environment Excellent communication skills Highly developed organizational skills - ability to prioritize tasks and manage multiple assignments Bachelor's degree, preferably in Finance or Accounting Knowledge of financial markets and economic concepts Flexible in terms of daily schedule/responsibilities Desired Systems Knowledge and Experience:
eVestment Omni and other institutional consultant databases Bloomberg and FactSet SS&C Advent Excellent Microsoft Excel, Word & PowerPoint skills If you meet the above criteria, please apply via our Careers page
Penn Capital Management Co, Inc. is an independent, employee-owned, SEC registered investment management firm. We manage multiple investment styles that leverage our coverage of companies in the micro-to mid-capitalization equity range, as well as companies that issue non-investment grade debt. Penn Capital is seeking a professional to work in its Investment Services group. The Investment Services position interacts across the organization and will support daily operations and client service activities of the firm. Responsibilities:
Management of firm's external middle and back office service providers Client reporting
monthly and quarterly standard and custom reporting Investment consultant database management Client Onboarding Client cash flow activity monitoring and posting Facilitating client/advisor requests for internal and external sales teams Updating procedure documentation and seeking process improvement Additional operations and client service responsibilities depending on experience Desired Knowledge and Experience:
2-3 years' experience in investment management industry
operations experience or client service experience required Strong attention to detail and ability to solve problems in a fast-paced environment Strong work ethic and ability to work in a team environment Excellent communication skills Highly developed organizational skills - ability to prioritize tasks and manage multiple assignments Bachelor's degree, preferably in Finance or Accounting Knowledge of financial markets and economic concepts Flexible in terms of daily schedule/responsibilities Desired Systems Knowledge and Experience:
eVestment Omni and other institutional consultant databases Bloomberg and FactSet SS&C Advent Excellent Microsoft Excel, Word & PowerPoint skills If you meet the above criteria, please apply via our Careers page