About
Grace Ogden is an Investment Analyst at Penn Mutual Asset Management in Philadelphia, where she is responsible for research and analysis of investment-grade corporate and municipal securities. Her work emphasizes the credit markets, with particular focus on sectors including energy, pipelines, technology, and broader investment-grade fixed income markets.
Before joining Penn Mutual Asset Management in November 2024, Ms. Ogden worked as a Credit Research Analyst at Barclays Investment Bank, where she specialized in investment-grade corporate securities, especially in the energy and pipeline sectors. She previously held the role of Research Associate and Materials Sector Leader at The Cayuga Fund, contributing sector-specific insights and leading research in materials industries.
Ms. Ogden earned her Bachelor of Science in Industrial and Labor Relations with minors in Applied Economics and Business from Cornell University. She holds FINRA Series 7 and 63 licenses, and has published market commentaries on topics ranging from artificial intelligence in technology financing to macroeconomic risks in global credit markets.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Penn Mutual Asset Management, LLC | Investment Analyst | Nov 2024 to Present | — |
| Barclays Corporate & Investment Bank | Credit Research Analyst | Jul 2022 to Aug 2024 | — |
| The Cayuga Fund | Research Associate and Materials Sector Leader | Aug 2021 to Aug 2022 | — |
| Cornell University | Cornell Votes Fellow | Jan 2020 to Aug 2022 | Focused on promoting civic engagement on Cornell's campus through partnering with student organizations, staff, faculty, and other resources on campus, as well as building coalitions across college ca... |
| Cornell Lab of Ornithology | Administrative Assistant | Jan 2020 to Aug 2022 | Sort and assess thousands of nesting records of North American birds for "Nest Quest Go!" Build and create individual projects in Zooinverse for the community to interact with and work on our nesting ... |
| Cornell Lab of Ornithology | Marketing Assistant | Jun 2020 to Aug 2020 | — |
| Vulcan Value Partners | Client Service Intern | Jun 2021 to Aug 2021 | — |
| LJMB Capital Advisors LLC | Summer Financial Analyst | Jun 2020 to Aug 2020 | — |
| Self-Employed | Tutor | Sep 2015 to Nov 2019 | Tutor for Math up to Calculus II, Physics, and English. |
| Villanova University | Administrative Assistant at Office of the Provost | Oct 2018 to Aug 2019 | Help onboard new adjunct factuly by creating and sending out welcome packets and letters, updating data across multiple platforms, and communicating with department heads about new hires. Analyze, com... |
| Ridley Park Republican Party | Team Member | Mar 2017 to May 2019 | Work on campaigns for various positions, attending fundraisers, doorknocking, and analyzing voter data. |
| State Representative Stephen Barrar | Intern | Jul 2018 to Aug 2018 | Serve as a liason between the office and the PA Veterans' Affairs Committee. Prepare speeches for upcoming events. Draft resolutions to commemorate women in the military. Analyze data relating to vete... |
| Ridley Park Borough | Junior Councilor | Mar 2018 to Jul 2018 | Serve as a non-voting member of Ridley Park's Council, attending all council meetings and working with individual council members and the mayor. Assist in preparation for community-wide events, as wel... |
| State Representative Nick Miccarelli | Intern | May 2017 to Aug 2017 | Assist constituents with various needs, including reaching out to different government agencies on their behalf. Research and data analysis on the PA state bugdet, looking for creative solutions to ra... |
Education
Cornell University
Bachelor's degree, Labor and Industrial Relations
2019 — 2022
Ridley High School
2014 — 2018
Others at Penn Mutual Asset Management, LLC (6)
| Name | Role | Location |
|---|---|---|
| Investment Analyst | Philadelphia, PA , United States | |
| Portfolio Manager | Malvern, PA , United States | |
| Investment Analyst | Atlanta, GA , United States | |
| Chief Investment Officer | Horsham, PA , United States | |
A Afton Schikore | Investment Analyst | Jacksonville, FL , United States |
G Greg Zappin | Portfolio Manager | Spring House, PA , United States |