Penn Mutual

Information Technology Analyst

Penn Mutual$83K — $93K *
Avis, PA 17721In-Person
Information Technology
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2-3 years of relevant work experience
  • Bachelor's degree in Management of Information Systems, Computer Science, Finance, or Accounting
  • Proficiency in SQL and relational data modeling
  • Experience with programming languages such as Java, Python, and .NET C#
  • Familiarity with business intelligence reporting and cloud-based BI tools
  • Strong analytical skills and effective communication abilities

Responsibilities

  • Troubleshoot technical issues for trading infrastructure and investment tools
  • Monitor and support daily business processing automation workflows
  • Assist in the production of various investment and client reporting packages
  • Manage data transmission and enhance data acquisition processes
  • Maintain source files for reconciliation and collaborate on investment data accuracy
  • Collaborate with cross-functional teams to automate and improve workflows
  • Perform other IT-related tasks as assigned

Benefits

  • Flexible hybrid working model allowing for work-life balance
  • Ability to work onsite at least three days a week in a collaborative environment
  • Opportunities for professional growth and learning new technologies
  • Engagement in a winning company culture that values contributions
  • Collaboration with a multidisciplinary team for enhanced process improvement
Full Job Description
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

About Penn Mutual

The Penn Mutual Life Insurance Company is a mutual life insurance company. The Company offers life insurance, annuities and investment products. The Company's segments include Individual Life Insurance, Annuities, and Other. The Company's Individual Life Insurance segment includes individual whole life insurance and individual term life insurance. The Company's Annuities segment includes fixed and variable annuities. The Company's Other segment includes mutual funds and investment advisory services. The Company provides its services to individuals and small businesses through a national network of financial professionals. The Company's subsidiaries include Hornor, Townsend & Kent, Inc. (HTK), which is a securities broker-dealer, and Vantis Life Insurance Company (Vantis), which is a life insurance company. The Company's products and services are distributed through a network of financial professionals.
Learn more about Penn Mutual
Size
3,000 employees
Industry
Founded
1847

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