The 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 You’ll Do. - Collaborate with the investment team to conduct due diligence on private and public investment opportunities
- Work with the investment team to allocate assets for Pennington's UHNW operating partner families
- Become familiar with Performance Reporting & Data Aggregation through Addepar
- Analysis of private equity, real estate, hedge fund, and other alternative investment statements for input into the system
- 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 You’ll Need. - Bachelor’s degree with a concentration in Business, Finance, Math, Accounting, or Economics preferred
- Past internships or work experience in an investment analyst role
- 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
- Fundamental interest in finance, investment due diligence and analysis, technology, and performance reporting
- 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.
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