**This job posting is for our Drexel Co-Op Program and not for external applicants to apply.**
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:
The Platform Solutions Department works with different business lines to support strategic initiatives and client service across the organization. The department is made up of Relationship Management Services, Investment Management Services, Performance Measurement, Investment Systems Support, and application administrators. Investment Management Services supports both Institutional and Private Wealth Portfolio Management by providing high quality data oversight across systems to ensure up to date positions and cash figures to facilitate trading.
The team also supports investment-related goals and initiatives by partnering with teams across business lines to support change management within Glenmede.
RESPONSIBILITIES:
- Ensure the success of the highest priority strategic and tactical initiatives
- Act as the bridge between business sponsors and infrastructure partners
- Establish a partnership culture for every project
- Syndicate deliverables, timelines, and ROIs for projects of all sizes
- Perform cash and security position reconciliations for external custody accounts
- Troubleshoot and investigate exceptions through communications with portfolio management and custodians
- Support the Separately Managed Accounts Operations team
- Reconcile daily cash flows for mutual funds
- Provide middle office trade support for fixed income and equity trading
- Perform data oversight and control functions for client accounts and security positions in the trading system
- Investigate and resolve cash overdrafts in a timely manner
- Assist Private Wealth and Technology teams across multiple investment-related projects
- Respond in a timely manner to ad hoc portfolio manager and trader requests
QUALIFICATIONS:
- Strong knowledge of Microsoft office suite (Excel, Word, PowerPoint, and Visio)
- Basic understanding of equity and fixed income products
- Flexibility and quick learning
- Desire to work in a team environment
- Experience taking on leadership roles for class projects
- Desire to sit for CFP or CFA designations after college
Glenmede is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to any legally protected characteristics. To learn more about Glenmede’s policy on equal employment opportunity, please visit 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-DNI
