Job Description:
Position Overview
The Information Technology Analyst position will provide essential technical support and assistance to the Information Technology team and portfolio management operations within PMAM. This role will focus on providing technical support to overall infrastructure and applications, assisting in daily and month-end business processing automation, supporting the production of reports, and collaborating with the senior team members to enhance IT and investment operations processes. The primary responsibility of this position is to ensure the smooth operation of technology systems and processes related to investment management. We are looking for a result-driven, execution-focused individual with a collaborative style who will contribute to our winning culture.
We’ve embraced a flexible, hybrid approach to work. Based on your role and personal preference, we empower you to choose where you work best. This model allows you to balance your life and bring your whole self to work.
Candidate Note: For this position, you will be required to work onsite in our Conshohocken, PA office at least three days each week.
Responsibilities
- Infrastructure and Application Technical Support: Troubleshoot technical issues related to trading infrastructure, investment-related desktop tools and on-premise/cloud enterprise applications. Provide timely support to end-users, addressing their technical queries and issues. Install hardware, software, and perform routine maintenance. Responsibilities also include procedural documentation for issue resolution.
- Recurring Business Processing Automation (BPA) Support: Monitor daily automated workflow execution. Work independently to identify the underlying issues and assist senior team members in resolving system breakdown. Perform recurring month-end processing tasks. Tasks include but not limited to security fair value pricing, price variance analysis, and portfolio analytics and risk review.
- Reporting Assistance: Assist Operations team in the production of daily derivative reporting, investment portfolio review, investment accounting review, portfolio performance reporting and other client reporting packages as required.
- Data Management: Aid in managing system interoperability and data transmission, with a focus on bilateral data feeds. Assist in the maintenance and enhancement of data acquisition, aggregation, and transformation processes.
- Reconciliation Support: Maintain production of source files for reconciliation, including holdings and transaction files on a monthly basis. Collaborate on ad-hoc reconciliation of investment data from various service providers to support investment operations.
- Collaboration and Enhancement: Collaborate with broader multidisciplinary functional teams across PMAM to enhance and automate existing processes and workflows. Assist in the implementation of new technology solutions to improve overall investment data management.
- General Support: Undertake other information technology related activities and tasks as assigned by senior team members.
Skills and Abilities
- 2-3 years of work experience required
- Excellent oral, written communication and presentation skills
- Ability to work effectively in a collaborative, team-oriented environment
- Willingness to learn and adapt to new technologies and processes
- Strong analytical skills and inquisitive mind
- Some experience in financial services is a plus
Education
- Bachelor's Degree Bachelor's degree in Management of Information System, Computer Science, Finance or Accounting Required
Experience
- Excellent knowledge of relational data modeling and structured query language (SQL). Knowledge of Oracle database is a plus Required and
- Programming experience in Java, Python, and .NET C# Required and
- Knowledge of building business intelligence reports; experience with any cloud based BI tools is a plus Required and
- Proficiency in Microsoft Office Suite and ability to write EXCEL VBA and macros Required and
Base Salary Range - $83,000 - $93,000
For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit www.pennmutual.com.
Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.
Skills Required
- 2-3 years of work experience
- Bachelor's degree in Management of Information Systems, Computer Science, Finance, or Accounting
- Excellent oral, written communication and presentation skills
- Excellent knowledge of relational data modeling and SQL
- Knowledge of Oracle database
- Programming experience in Java
- Programming experience in Python
- Programming experience in .NET C#
- Knowledge of building business intelligence reports
- Experience with cloud-based BI tools
- Proficiency in Microsoft Office Suite and ability to write Excel VBA and macros
- Some experience in financial services
What We Do
For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help generations grow stronger by instilling the confidence and reliability that comes from a secure financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive and robust solutions to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit www.pennmutual.com








