Work at Penn Capital

Available Positions:

Investment Services Associate

Philadelphia, PA
Finance and Investment Operations / Full-time / On-site
 

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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.
 
Description: The individual will be responsible for supporting the daily client service and operations functions of the firm and will work closely with internal and external sales teams; portfolio management and trading teams; and other members of the Investment Services team. 
 

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
No recruiters, please.

Penn Capital is an Equal Opportunity Employer

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