Careers
Current Opportunities
Bethesda
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The Client Relationship Officer position is one of the most critical, if not the most critical, open roles in the organization. This role is the face of Client Service excellence and engagement with our Operating Partner Families & LPs and have responsibility for the creation and delivery of monthly performance reporting, management of monthly meetings as well as diligent follow up on any action items.
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The Sr. Investment Analyst/Investment Associate will be responsible for due diligence of alternative and traditional investments across private and public markets, analysis of client investment portfolios, asset allocation, and performance monitoring. 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. This position can be based in New York City, NY or Bethesda, MD.
Houston
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The Client Relationship Officer position is one of the most critical, if not the most critical, open roles in the organization. This role is the face of Client Service excellence and engagement with our Operating Partner Families & LPs and have responsibility for the creation and delivery of monthly performance reporting, management of monthly meetings as well as diligent follow up on any action items. Driven by data and metrics, this person will ensure the high levels of engagement with our Operating Partner Families & LPs that are critical for the firm as we continue to scale. This role will be a direct report of Pennington’s Director of Operations.
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The Lead Client Relationship Officer position at Pennington’s Houston, Texas office is one of the most critical, if not the most critical, open roles in the organization. This role is the face of Client Service excellence and engagement with our Operating Partner Families & LPs in the Houston market. The role will serve as the day-to-day contact for each Operating Partner Family & LP in the Houston Market and have responsibility for the creation and delivery of monthly performance reporting, management of monthly meetings as well as diligent follow up on any action items. Driven by data and metrics, this person will ensure the high levels of engagement with our Operating Partner Families & LPs that are critical for the firm as we continue to scale.
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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 Director, Estate Planning role will complement this team as part of the staff configuration.
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“It’s not what we do but why we do it that makes us who we are.”
-Brian Gaister, Co-Founder and CEO