Research Analyst

Strong analytical and quantitative skills with an interest in financial modeling and fundamental research.

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.