Sr. Investment Analyst, Investment Analyst/Investment Associate

Pennington Partners is looking for a Sr. Investment Analyst/Investment Associate to join their team. In this role, you’ll be responsible for analyzing investment opportunities and monitoring client portfolios. The firm offers a dynamic work environment where you can collaborate with experienced professionals and contribute to high-quality investment decisions. If you have a passion for finance and a knack for analysis, this could be a great fit for you.

What You’ll Do

• Conduct due diligence on various investment opportunities.
• Source and evaluate fund commitments and co-investment opportunities.
• Develop investment memos and materials for committee meetings.
• Monitor existing investments and analyze client portfolios.
• Collaborate with the investment team on asset allocation.

What You Need

• 3-5 years of experience in investment analysis or related fields.
• Strong financial analysis and modeling skills.
• Experience with alternative investments and co-investments.
• Bachelor’s degree in Business, Finance, Math, Accounting, or Economics preferred.
• Ability to work under tight deadlines with attention to detail.
• Strong analytical and problem-solving skills.
• Self-motivated and eager to improve processes.

What You’ll Love

• Competitive salary with bonus potential.
• Robust benefits package including health, dental, and vision insurance.
• Generous paid time off and flexible work options.
• Wellness stipends for fitness and health activities.
• Supportive and collaborative work environment.

About the Firm

• Founded in 2016, Pennington Partners is a multi-family office.
• Manages over $4 billion in assets across various investment strategies.
• Focuses on serving high-income earners and entrepreneurial founders.
• Values agility, creativity, and a strong client focus.