Investment Research Analyst: Fundamental, Market & Modeling

Medium; Philadelphia (Philadelphia County); On-site; USD 70,000 - 100,000; Full time

Job summary

Penn Capital, a SEC-registered investment adviser, seeks a Research Analyst to support the portfolio management team by conducting industry and company research across credit and equity portfolios. This early-career role offers hands-on exposure to fundamental research, financial markets, and security analysis while collaborating closely with senior analysts to contribute to the firm’s investment process.

Candidates should be motivated, detail-oriented, and eager to develop a disciplined

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, Business, or related field.
• Minimum two years of relevant experience in investment management, investment banking, equity research, credit research, valuation, or related financial field.
• Progress toward the CFA designation is a plus but not required.
• Strong analytical and quantitative skills with an interest in financial modeling and fundamental research.
• Excellent communication skills including verbal, written and presentation abilities.
• Knowledgeable of Bloomberg, Microsoft Office (Excel, Word, PowerPoint) and related software.
• Highly motivated, collaborative, and eager to develop as an investment professional.

Responsibilities

• Support portfolio managers by conducting industry, company, and market research.
• Perform financial statement analysis, cash flow modeling, liquidity analysis, and other quantitative analysis to support investment decisions.
• Assist with credit analysis, including covenant review and the development of Penn Risk Recommendations (PRRs).
• Assist with equity research, including company analysis, identification of potential catalysts, and valuation work.
• Monitor existing portfolio holdings and industry developments.
• Prepare research reports, presentations, and supporting materials for the investment team.
• Participate in research meetings and contribute to investment discussions.
• Demonstrate strong analytical skills, intellectual curiosity, attention to detail, and a willingness to learn.

Skills

Analytical thinking

Quantitative skills

Communication skills

Investment research

Education

Bachelor’s degree in Finance, Economics, Accounting, Business, or related field

Tools

Bloomberg

Microsoft Office

Job description

Penn Capital, a SEC-registered investment adviser, seeks a Research Analyst to support the portfolio management team by conducting industry and company research across credit and equity portfolios. This early-career role offers hands-on exposure to fundamental research, financial markets, and security analysis while collaborating closely with senior analysts to contribute to the firm’s investment process.

Candidates should be motivated, detail-oriented, and eager to develop a disciplined