Research Analyst

Seaport Global Holdings LLC; Philadelphia (Philadelphia County); On-site; USD 80,000 - 120,000; Full time

Job summary

A leading company, a subsidiary of Seaport Global, is seeking a Research Analyst to join the portfolio team. The role requires in-depth market analysis and strategic investment recommendations for credit and equity products. Ideal candidates will possess strong analytical abilities along with significant investment experience, effectively collaborating with Portfolio Managers while thriving in a dynamic environment.

Qualifications

• Minimum 5-10 years of professional investment experience, preferably in public credit and/or equity markets.
• Demonstrated ability to pitch credit and/or equity ideas to portfolio managers.
• Flexibility for business travel.

Responsibilities

• Provide buy recommendations for credit and equity products based on quantitative and qualitative analysis.
• Perform cash flow modeling and liquidity analysis for credit market recommendations.
• Collaborate with Portfolio Managers in the investment process.

Skills

Analytical skills

Communication

Interpersonal skills

Financial analysis

Market analysis

Education

Bachelor’s Degree in Finance, Marketing, Business, or related field

Master of Business Administration (MBA)

Chartered Financial Analyst (CFA)

Tools

Bloomberg

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job description

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 product’s 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.

Qualifications:

• Bachelor’s 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 5-10 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.

If you meet the above criteria, please apply via ourCareers 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 Capital’s 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.