About Pennington Partners:

Founded in 2016, Pennington Partners is building the leading financial services holding company and solutions-oriented platform serving the world’s most successful entrepreneurs and their families.

Pennington is young, smart, tireless, and iconoclastic. We are intellectually curious and strive to challenge ourselves every day. We are an ensemble of the best and brightest professionals with multi-disciplinary backgrounds. We like to challenge assumptions and welcome new ideas. Our people are collegial but self-reliant. We value independent judgment as much as intellect and look for people who tend to do the right thing first, can work with limited guidance, but who also know how to ask for help. While the firm is building increasing scale and institutional character, we value our entrepreneurial culture and flexibility.

About the role:

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.

What you’ll do:

• Collaborate with the investment team to conduct due diligence on private and public investment opportunities

• Work with the investment team to allocate assets for Pennington's UHNW operating partner families

• Become familiar with Performance Reporting & Data Aggregation through Addepar

• Analysis of private equity, real estate, hedge fund, and other alternative investment statements for input into the system

• Assist in the distribution of monthly/quarterly performance-related deliverables

• Day-to-day support & issue management

• Create custom reports based on client-specific needs

• Liaise with the vendor partners for enhancements and system & data issues

What we’re looking for:

• Bachelor’s degree with a concentration in Business, Finance, Math, Accounting, or Economics preferred

• Past internships or work experience in an investment analyst role

• Ability to work in a fast-paced environment under tight deadlines while exerting a high level of attention to detail

• Strong analytical and problem-solving skills in order to identify issues or unusual activity

• Self-motivated with a continuous process improvement mindset

• Fundamental interest in finance, investment due diligence and analysis, technology, and performance reporting

• Working knowledge of global security types including equities, loans, bonds, OTC securities, alternative investments, etc.

• Knowledge of data entities and attributes, such as securities, pricing, position, transaction and indices

Behavioral characteristics:

• Judgment – does the right thing first with a bias for action.

• Diplomacy – diplomatic and deferential yet assertive.

• Logic – reasons in a consistent manner with applied critical thinking.

• Analytical orientation – carefully evaluates all details presented.

• Self-reliance – takes action and moves forward without specific direction, also asks questions at appropriate times without prodding.

• Efficiency – spends a minimum of effort or resources to achieve a maximum result.

• Formality – respects but does not always follow convention(s); willing to experiment.

• Constancy – unwavering and unexcitable. “Quiet” confidence. Comfortable with ambiguity.

• Centered – unhesitating in expressing their personal values.

• Intellectual curiosity – an insatiable thirst for knowledge; a need to understand. 

• Self-possession – self-monitored, thinks before speaking.

• Pluck - courage or resolution in the face of difficulty.

• Collaboration - ability to build and maintain positive relationships with both Pennington colleagues and external stakeholders.

How to apply:

Please send your resume to careers@penningtonptrs.com.