Apply on Employer Site

Penn Mutual · 10 hours ago

Investment Analyst: Alternative Assets

Greater Philadelphia

Full-time

Hybrid

Mid Level

$95K/yr - $115K/yr

3+ years exp

Penn Mutual is a registered investment adviser dedicated to creating value through a prudent investment decision-making process. The Investment Analyst will develop a strong understanding of the markets, contribute to idea generation, conduct due diligence, and facilitate communication between external managers and the investment team.

Financial ServicesInsurance

H1B Sponsor Likely

Responsibilities

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

Qualification

Investment experienceCharter Financial Analyst (CFA)Charter Alternative Investment Analyst (CAIA)Analytical skillsDerivative Solutions knowledgeBloomberg proficiencyInfluencing skillsMultitaskCommunication skillsTeam collaborationDecision-making skills

Required

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

Bachelor's Degree in Finance or Economics Required

3-5 years of Investment experience required

Preferred

Charter Financial Analyst (CFA) Preferred

Charter Alternative Investment Analyst (CAIA) Preferred

Knowledge of Derivative Solutions and Bloomberg is a plus

Benefits

Bonus eligible position

Company

Penn Mutual

Glassdoor3.7

Penn Mutual helps individuals and families do more in life by creating solutions that deliver the complete value of life insurance.

Founded in 1847

Philadelphia, Pennsylvania, USA

1001-5000 employees

https://www.pennmutual.com/

H1B Sponsorship

Penn Mutual has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (8)

2024 (3)

2023 (3)

2022 (12)

2021 (9)

2020 (6)