Information Technology Analyst

Job Description:

Position Overview
The Information Technology Analyst position will provide essential technical support and assistance to the Information Technology team and portfolio management operations within Penn Mutual Asset Management (PMAM). This role will focus on providing technical support to investment operations, assisting in daily and month-end business processing automation, supporting reporting and data analysis needs. The role will also support the practical application of AI capabilities to improve operational efficiency, data insights, and process effectiveness across key workflows. The primary responsibility of this position is to ensure the smooth operation of technology systems and processes related to investment management. We are looking for a result-driven, execution-focused individual with a collaborative style who will contribute to our winning culture.

We’ve embraced a flexible, hybrid approach to work that supports both collaboration and individual productivity.

Candidate Note: This position operates in a hybrid work environment and requires on-site presence three days per week. (Conshohocken, PA)


Responsibilities

• Recurring Business Processing Automation (BPA) Support: Monitor daily automated workflow execution. Work independently to identify the underlying issues and assist senior team members in resolving system breakdown. Perform recurring month-end processing tasks. Tasks include but are not limited to security fair value pricing, investment accounting, and portfolio analytics and risk review. Support the evaluation and responsible use of AI-enabled tools to improve operational efficiency, issue detection, and workflow monitoring.
• Reporting Assistance: Assist Operations team in the production of daily derivative reporting, investment portfolio review, investment accounting review, portfolio performance reporting and other client reporting packages as required. Help explore AI-assisted methods to streamline reporting preparation, data review, and exception identification.
• Data Management: Aid in managing system interoperability and data transmission, with a focus on bilateral data feeds. Assist in the maintenance and enhancement of data acquisition, aggregation, and transformation processes. Contribute to foundational data quality efforts that support analytics use cases.
• Infrastructure and Application Technical Support: Assist in troubleshooting technical issues related to investment-related desktop tools and on-premise/cloud enterprise applications. Provide timely support to end-users, addressing their technical queries and issues. Install hardware, software, and perform routine maintenance. Responsibilities also include procedural documentation for issue resolution.
• Reconciliation Support: Maintain production of source files for reconciliation, including holdings and transaction files on a monthly basis. Collaborate on ad-hoc reconciliation of investment data from various service providers to support investment operations.
• General Support: Undertake other information technology related activities and tasks as assigned by senior team members.

Skills and Abilities

• 0-1 years of work experience required
• Strong analytical and problem-solving skills, with a detail-oriented and inquisitive approach.
• Strong oral, written, and presentation communication skills.
• Ability to work effectively both independently and in a collaborative, team-oriented environment.
• Demonstrated willingness to learn and adapt to new technologies, tools, and processes.
• Exposure to financial services or investment operations is a plus.

Education

• Bachelor’s degree in Management Information Systems, Business Data Analytics, Finance, Economics, or a related field.

Experience

• Knowledge of SQL and experience supporting reporting, data analysis, or business intelligence solutions; experience with cloud-based BI tools is a plus.
• Experience using Python or similar scripting tools for data analysis, reporting, or process support is preferred.
• Proficiency in Microsoft Office Suite, particularly Excel; experience with VBA or macros is a plus.

Base Salary Range - $85,000 - $100,000

About Penn Mutual Asset Management
Penn Mutual Asset Management is a registered investment adviser and wholly owned subsidiary of The Penn Mutual Life Insurance Company. Penn Mutual Asset Management is dedicated to creating value through a prudent, thoughtful, and rigorous investment decision-making process. We tailor our proven approach to generate solid risk-adjusted returns that result in consistent earnings, while balancing the need for capital preservation to achieve each investment objective.

For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit www.pennmutual.com.

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. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. 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, liability, veteran status or any other classification protected under applicable law.