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Penn Mutual · 2 hours ago

Portfolio Analytics Analyst

Greater Philadelphia

Full-time

Hybrid

Entry, Mid Level

$95K/yr - $115K/yr

2+ years exp

Penn Mutual Asset Management, LLC is a registered investment adviser dedicated to providing fixed income investment solutions. The Portfolio Analytics Analyst will support and enhance the portfolio performance and analytics infrastructure, collaborating with various teams to develop, report, and visualize analytics and performance.

Financial ServicesInsurance

H1B Sponsor Likely

Responsibilities

Leverage programming, data analytics and AI tools to automate, integrate and streamline workflows

Develop, maintain and enhance analytics infrastructure and reporting to support Portfolio Management and Operations teams

Generate fixed income portfolio risk analytics and performance attributions to support analytics-driven insights for Portfolio Management; develop expertise across a broad range of fixed income instruments and relevant benchmarks to provide deeper insights

Translate complex data into clear, actionable insights; conduct quantitative analysis (e.g., stress testing, risk analysis, hedging strategies and fixed income analytics)

Produce standard and ad hoc risk and performance reports tailored for diverse audiences, ensuring accuracy, relevance and timely delivery

Develop and manage portfolio analytics and performance dashboards for Portfolio Management's daily use

Maintain adherence to established controls and regulatory standards throughout all analytics operations

Support ongoing enhancements to analytics infrastructure, including automation and integration of new data sources

Complies with all company and site policies and procedures

Remains current in profession and industry trends

Successfully completes regulatory and job training requirements

Performs other duties as assigned

Demonstrates a commitment to AI fluency by embracing AI tools and technologies to enhance individual and team performance, decision-making, and innovation

Qualification

Financial mathematicsFixed income analysisQuantitative analysisData analyticsModeling techniquesFactSet FIPABloombergEagerness to learnCommunication skillsCollaborationAttention to detail

Required

Bachelor's degree in mathematics, statistics, finance, data science or other relevant disciplines; hold, or working towards an advanced degree and/or professional designation preferred

2–5 years of experience in financial services or a quantitative role; exceptional candidates without prior or limited work experience will also be considered

Ability to build and maintain complex models with solid understanding of financial instruments, portfolio theory and risk metrics

Understanding financial mathematics in relation to capital markets including fixed income, derivatives and alternative assets

Knowledge of fixed income instruments and fixed income portfolio construction

Ability to apply advanced analytics for trend analysis, including modeling (Monte Carlo simulation), sensitivity analysis, back testing and risk assessment

Experience with FactSet Fixed Income Portfolio Analysis (FIPA) or equivalent

Excellent written and verbal communication skills and ability to translate complex data into clear insights

Ability to collaborate effectively, manage multiple tasks simultaneously and adapt quickly within a team environment

Strong desire to pursue and deepen knowledge of financial markets and investments

Preferred

Bloomberg (AIM, PORT, PM)

Domo AI and Data Products Platform or equivalent business intelligence platform

Insurance products and investment/insurance accounting knowledge

Microsoft Office 365 Suite with Copilot integration

Company

Penn Mutual

Glassdoor3.7

Penn Mutual helps individuals and families do more in life by creating solutions that deliver the complete value of life insurance.

Founded in 1847

Philadelphia, Pennsylvania, USA

1001-5000 employees

https://www.pennmutual.com/

H1B Sponsorship

Penn Mutual has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (9)

2024 (3)

2023 (3)

2022 (12)

2021 (9)

2020 (6)