Research Analyst in Philadelphia, Pennsylvania at Seaport Global Holdings
Job Function: Research
Seaport Global Holdings
Philadelphia, Pennsylvania, 19102, United States
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Job Description
Research Analyst
Penn Capital, a majority owned subsidiary of Seaport Global and a SEC registered investment adviser and manager, seeks a Research Analyst to play a key role within the portfolio team. The Research Analyst follows industry level developments and performs security level analysis to provide buy and sell recommendations regarding securities in all Penn Capital portfolios credit and equity products. The Research Analyst collaborates with each products Portfolio Manager implementing the investment process.
Responsibilities - Provide buy recommendations for each product utilizing credit and equity market analysis. The research process utilizes a combination of quantitative analysis (such as financial statement analysis and cash flow modeling) and qualitative analysis (such as interviewing industry management teams and understanding industry dynamics).
- Utilize credit market analysis such as cash flow modeling, liquidity analysis and covenant review to provide a Penn Risk Recommendation (PRR) independent of credit rating agency opinion.
- Perform equity market analysis that utilizes credit market analysis as well as the identification of fundamental catalysts, Capital Structure Catalysts and cash flow modeling.
- Demonstrate strong analytical skills, sound investment judgement, strong interpersonal skills, and a high level of energy and motivation.
- Bachelors Degree in Finance, Marketing, Business, or a related field.
- Masters of Business Administration with a focus on Investment Management or Investment Banking preferred.
- Chartered Financial Analyst (CFA) designation preferred.
- Minimum 5 years of professional investment experience, preferably in public credit and/or equity markets.
- Minimum 5 years of experience working within a buyside investment advisor preferred.
- Demonstrated ability to effectively pitch credit and/or equity ideas to portfolio managers.
- Excellent communication skills including verbal, written and presentation; ability to interact and build relationships with consultants and clients
- Ability to work as a collaborative team player, treating colleagues with the highest level of respect and professionalism.
- Excellent Bloomberg and Microsoft Office (Excel, Microsoft Word, PowerPoint) skills.
- Flexibility for business travel.
f you meet the above criteria, please apply via our Careers page.
No recruiters, please.
About the Company
Penn Capital is an SEC registered investment adviser and manager for separate accounts, private funds, and registered investment companies. Founded in 1987, Penn Capital is focused on serving the institutional investor. Penn Capitals investment strategies cover multiple investment styles that flow from our coverage of publicly traded companies in the micro-to mid- capitalization range, as well as companies that issue debt rated split-BBB and below. We conduct Complete Capital Structure Analysis to identify the best value within the capital structures of these companies. For more information visit www.penncapital.com.
Equal Opportunity Employer
As an Equal Employment Opportunity Employer, Penn Capital does not discriminate on the basis of race, color, religion, national origin, sex, gender, gender identity, gender expression, age, sexual orientation, disability (physical or mental), medical condition, marital status, ancestry, protected veteran status, genetics and any other protected group status or non-job related characteristics as directed by law.
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Job Location
Philadelphia, Pennsylvania, 19102, United States
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