Investment Analyst: Alternative Assets

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.

Essential Functions

• Over time, the investment analyst should develop the skills and tools necessary to:

• Contribute to the idea generation process and identify appropriate investment response to key themes,

opportunities, and risks in the capital markets broadly.

• Assess suitability and operational risk associated with the execution of investment strategies.

• Conduct due diligence reviews on current and prospective managers and investments to include: onsite meetings and conference calls with senior personnel; review and analysis of fund/investment documents and information, such as offering memoranda, financial statements, due diligence questionnaires, audit reports, and regulatory reports.

• Prepare written reports and analytics to monitor the ongoing performance of managers and specific investment strategies.

• Facilitate strategic dialogue, clear communication, and thought leadership between external managers,

management teams, and Penn Mutual Asset Management’s investment team/ senior leadership.

• Contribute to portfolio construction, investment allocation, and planning process.

• Help establish long term investment objectives for Penn Mutual’s Alternative Asset portfolio.

• Provide forward-looking opinions on individual investments and sectors

required for All Jobs

• Complies with all company and site policies and procedures

• Remains current in profession and industry trends required for All Jobs

• Successfully completes regulatory and job training requirements

• Performs 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

• The ability to effectively influence others

• The ability to work in a fast paced high energy environment

• Experience working in a trading floor environment and ability to deal with distractions and handle multiple tasks simultaneously

• Knowledge of Derivative Solutions and Bloomberg is a plus

Education and Experience:

Bachelor's Degree in Finance or Economics Required

0-3 years of Investment experience required

Charter Financial Analyst (CFA) Preferred

Charter Alternative Investment Analyst (CAIA) Preferred

Base salary: $95,000 - $115,000

5% estimated travel for due diligence trips or annual meetings.

Candidate Note: This role is a Hybrid role which will require an in-office presence in the Philadelphia area.

Location: Conshohocken, PA

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

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.

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