Senior Investment Services Associate

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

If you meet the above criteria, please apply via our Careers page.  No recruiters, please.