The Role
The Research Analyst performs security and industry analysis to recommend securities in portfolios, focusing on credit and equity markets, collaborating with Portfolio Managers.
Summary Generated by Built In
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 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 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.
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The Company
What We Do
Seaport Global is a leading capital markets firm providing robust sales, trading and research services, with the resources of a full-service investment bank. We apply an extensive knowledge base and network of long-term relationships to provide financial insight for clients across a variety of industries. With over 300 professionals with decades of experience and offices in the US and Europe, Seaport Global has the capability and acumen to provide our clients sound solutions to help them reach their goals. We provide deep understanding of our clients’ business and full senior attention on every deal.
