Senior Investment Services Associate
Philadelphia, PA
Finance and Investment Operations /
Full-time /
On-site
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:
- 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
- Management of firm’s external service providers
Desired Knowledge and Experience:
- 5+ 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 Accounting or Finance
- 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
