Empowering Financial Futures.
For more than 65 years, Glenmede’s independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients.Our people are invaluable. Through a team-oriented environment, your knowledge, expertise and varied backgrounds contribute to thoughtful innovation. Our culture fosters opportunities for continuous career growth and development in all areas of the organization. Working at Glenmede, you will experience the infrastructure and resources of a large firm combined with the client and employee focus of an independently owned boutique.This position will operate in a hybrid work environment, 3 days per week in the office (Philadelphia, PA).
OVERVIEW:
This Investment Analyst position is part of the Manager Research Group (MRG), a team responsible for monitoring and sourcing public market investments through external managers and vehicles for our clients. This individual will primarily be responsible for assisting the group with manager searches, analysis, market research, and ongoing monitoring of investments for our clients. Additionally, this individual will develop and maintain industry relationships and may be asked to represent the MRG or the firm internally or externally.
RESPONSIBILITIES:
Research & Analysis
- Assist in conducting searches for new investments for inclusion in client portfolios, via qualitative and quantitative analysis.
- Monitor existing managers to ensure the investment proposition is still attractive and risks are within expectations.
Quarterly Updates & Reporting
- Compile quarterly updates from each investment firm and maintain an internal database. This may include running portfolio attribution reports, performance estimates and positioning for managers on the platform.
- Produce analysis and content for client reporting, investment recommendations, and ad hoc reporting.
MRG Team Support
- Assist with preparation of the Manager Research Investment Committee materials on monthly basis.
- Assist in scheduling investment meetings with current and prospective investment firms. This will involve handling inbound and outbound calls, calendar management/meeting scheduling, developing an understanding of potential investment strategies, recording information in MRG’s research database and providing updates.
Relationship Management Support
- Respond to ad-hoc requests from the firm’s relationship managers and specialists as well as other members of the team.
- Assist with providing client service in response to both internal and external requests.
Firm Building
- Active engagement in department-specific and firm-wide initiatives to expand capabilities, create solutions to unmet business needs, improve client experience, or develop more efficient processes.
- Contribute to the advancement of team, office, and business capabilities.
- Participate in ad hoc projects requested by management.
REQUIRED QUALIFICATIONS:
- Bachelor’s degree, preferably in economics or finance
- 0-2 years of work experience, at least one internship in financial services or a related field
PREFERRED QUALIFICATIONS:
- Passionate about investing; deep knowledge of financial markets
- Proficient in Microsoft Word, PowerPoint, and Excel
- Detail-oriented with the ability to effectively prioritize time and manage multiple tasks
- Strong written and oral communication skills
- Strong analytical and investigative skills
- Excellent client service orientation, responds to requests promptly
- Ability to interact with other team members on shared goals and objectives
- Ability and willingness to travel as needed
Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit http://www.glenmede.com.Our Benefits Overview: -Competitive health and welfare benefits, including company HSA contributions-Numerous voluntary benefit choices available -Superior 401k match -Tuition reimbursement -Company subsidized commuter benefits-Generous paid time off, including parental leave -Plus more!
Glenmede is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind:
Glenmede is committed to the principle of equal employment opportunity for all employees and applicants and to providing employees with a work environment free of discrimination, retaliation, and harassment. All employment decisions, including hiring decisions, at Glenmede are based on business needs, job requirements and individual qualifications in full compliance with all local, state and federal laws prohibiting discrimination on the basis of any status protected by the laws or regulations in the locations where we operate. Glenmede will not tolerate discrimination or harassment based on any of these characteristics.
https://www.glenmede.com/equal-opportunity-employer/** We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Glenmede is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede.#LI-Hybrid
