Careers
Current Opportunities
Bethesda
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Pennington is seeking an Investment Analyst to join our investment advisory team based in Bethesda, MD. The Investment Analyst will be responsible for the performance reporting generation and analysis of client investment portfolios, asset allocation, due diligence of public and private investments, and the bridge between the investment team and the firm's advisory technology. You must be comfortable working in a fast-paced, dynamic, performance-driven environment, and committed to delivering a high-quality, accurate product on a time-sensitive basis.
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Our staff model is designed around an ensemble model that supports a lead advisor and a dedicated Chief Investment Officer and the belief that no one person can carry the dialogue with complex entrepreneurial families. The Wealth Strategist role will complement this team as part of the staff configuration. This role will have direct oversight of estate planning and advanced wealth planning. The individual will bring with them deep experience serving the ultra-high net worth client segment. They will be part of the Bethesda leadership team, working alongside the Managing Director/Market Leader, Investment team and Client Service team.
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The ideal candidate is a self-starter with "can-do" attitude and strong work ethic with knowledge and experience in full life-cycle recruiting, including strong sourcing and research. In this role, you will be an integral part of the team, providing important deliverables to senior leadership and having an impact on the business directly. Identifying top talent and recruiting them to the organization.
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The ideal candidate will work closely with the Managing Director of Pennington Private Access (PPA) to develop and deepen relationships with family offices, registered investment advisors, broker dealers, and large potential clients as investors in our industry leading and award winning tax-advantaged alternative business. PPA is an investment platform offering exposure to targeted segments of the private equity asset class, led by an experienced institutional investor. PPA is one of several alternative investment strategies within Pennington’s alternative investment business. This role will serve as the organization back-bone of our alternatives business while helping to lead outbound efforts in developing optimal long-term partnerships for the firm.
Houston
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Pennington is seeking an Investment Analyst to join our investment advisory team based in Houston, TX. The Investment Analyst will be responsible for the performance reporting generation and analysis of client investment portfolios, asset allocation, due diligence of public and private investments, and the bridge between the investment team and the firm's advisory technology. You must be comfortable working in a fast-paced, dynamic, performance-driven environment, and committed to delivering a high-quality, accurate product on a time-sensitive basis.
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This role sits in one of the most important if not the most critical seats in the organization. This role is the face of Client Service excellence and engagement with our client families in the Houston market. The role will be responsible for oversight of performance reporting and client service delivery setting the tone for how our client families connect with Pennington’s purpose and business model. Driven by data and metrics, this person will drive high levels of engagement with our clients that will be tantamount to achieving our goals as an organization. This individual understands how successful communication and succinct execution and follow through play an important part of success as well. The role will bring with it someone who has a proven track record of utilizing successful CX strategies within the financial or family office industry. service team, supporting and strategizing with these families on constructive and innovative ways to structure their estates, wills and trusts. Working with some of the most successful families brings with it a commitment client service excellence. This individual will take great pride in bringing alternative ways to enhance these families’ wealth and long term success.
“It’s not what we do but why we do it that makes us who we are.”
-Brian Gaister, Co-Founder and CEO