Investment Analyst 

Founded in 2016, Pennington Partners is building a leading financial services holding company and solutions-oriented platform serving the world’s most successful entrepreneurs and their families.

Pennington’s culture is vibrant, smart, tireless, and iconoclastic. We are intellectually curious and strive to challenge ourselves every day. We are an ensemble of the best and brightest professionals with multi-disciplinary backgrounds. We like to challenge assumptions and welcome new ideas. Our people are collegial but self-reliant. We value independent judgement as much as intellect and look for people who tend to do the right thing first, can work with limited guidance, but who also know how to ask for help. While the firm is building increasing scale and institutional character, we value our entrepreneurial culture and flexibility.

Investment Analyst position is one of the most critical, if not the most critical, open roles in the organization. This role is the face of Client Service excellence and engagement with our Operating Partner Families & LPs and have responsibility for the creation and delivery of monthly performance reporting, management of monthly meetings as well as diligent follow up on any action items. Driven by data and metrics, this person will ensure the high levels of engagement with our Operating Partner Families & LPs that are critical for the firm as we continue to scale. This role will be a direct report of Pennington’s Director of Operations.

This individual will take great pride in bringing alternative ways to enhance the lives of our Operating Partner Families as well as their wealth and long term success. They understand how clear, concise communication combined with reliable execution and follow through play an important part of our success as a firm. This role will bring with it someone who has a proven track record of utilizing successful CX strategies within the Private Wealth Management, RIA or Multi-Family office industries. Working with some of the most successful families in the country brings with it a commitment to Client Service excellence.

• Manage the day-to-day interactions as the Client Service owner of Pennington’s Operating Partner Families and LPs.
• Work with the Director of Operations to define and implement KPIs for the Client Service function, as well as collect and measure feedback from Operating Partner Families & LPs to inform our engagement model.
• Collaborate directly with the Market Leadership Team to design and implement Client Service processes that drive high levels of engagement.
• Provide input into the client experience roadmap and performance reporting processes that add value to Operating Partner Families & LPs.
• Work alongside the Investment and Portfolio Management teams to promote and manage Operating Partner Family & LP expectations, ensuring long-term business results through retention.
• Collaborate cross-functionally with colleagues from Finance, Operations, and Compliance to ensure seamless execution of the billing process.
• Prepare client subscription and redemption documents related to alternative investments.
• Interact with custodial platforms (Schwab, Fidelity, & Pershing) that Pennington partners with to execute client service requests and orders.

• A minimum of 2 years of proven experience managing a Client Service team at a Private Wealth Management firm, Private Bank, RIA, Multi-Family Office, Independent Broker/Dealer, or wirehouse, ideally working with the UHNW client base.
• A minimum of 3-5 years of total experience in Client Service or adjacent functions, preferably at a Private Wealth Management firm, Private Bank, RIA, Multi-Family Office, Independent Broker/Dealer, or wirehouse.
• Bachelor’s degree in business administration or a related field from a top college or university; an advanced degree or MBA is preferred but not required.
• Demonstrable competency in strategic planning, business process implementation, and business development.
• Outstanding organizational and leadership abilities and personal integrity.
• A solid grasp of various technologies (CRM, RIA Custodial Platforms, Portfolio Management & Performance Reporting) used to service Operating Partner Families & LPs.
• Strong aptitude in applying technical knowledge to create business processes that drive efficiency and innovation in serving Operating Partner Families & LPs.
• Aptitude in data analysis, business intelligence, performance metrics, data-driven decision-making, and problem-solving.
• Ability to diagnose problems quickly and use pattern recognition to provide foresight into potential issues.
• A team player and leader who personally believes in, and is willing to champion, the Core Values of the firm.

We offer competitive and comprehensive benefits to help you prioritize your wellness and your career development. Working with a company that leverages our Core Values: Developing One’s Greatest Potential, Thinking Big, Client Obsession, Tikkun Olam (Repair Our World).

• Salary – Competitive compensation (base salary + target bonus)
• Benefits – Robust benefits package with a choice of PPO Health Insurance Plans covering medical, dental, vision, disability, and group term life insurance with 100% of the employee’s premium paid by us. Optional HSA Plan, with a $600 employer contribution. 401K Plan with employer match, commuter parking benefit, and cell phone reimbursement.
• Health & Wellness – $100/month stipend to use on fitness, meditation classes, meal kits, CSA, and more. Oura Ring welcome gift and one-year subscription to the Oura Ring app, plus Pennington welcome swag! Worldwide emergency travel assistance coverage.
• Paid Time Off – 15 days PTO, unlimited sick leave, bereavement leave, 11 federal holidays, and 3 floating holidays. Paid maternity and paternity leave for biological and adoptive parents, with the option to work from home after paid leave ends to extend time with your growing family, and a $4,000 childcare stipend to help you transition back to work.

Please fill out the form below or email your resume to careers@penningtonptrs.com