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Glenmede · 1 month ago

Investment Analyst- Manager Research Group

Philadelphia, PA, US

Full-time

Hybrid

New Grad, Entry Level

0+ years exp

Glenmede is a trusted partner for private wealth, endowment & foundation, and investment management clients. The Investment Analyst position involves monitoring and sourcing public market investments, conducting manager searches, and maintaining industry relationships to support the Manager Research Group's objectives.

ConsultingFinancial ServicesInsurance

Growth Opportunities

Responsibilities

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

Compile quarterly updates from each investment firm and maintain an internal database

Produce analysis and content for client reporting, investment recommendations, and ad hoc reporting

Assist with preparation of the Manager Research Investment Committee materials on monthly basis

Assist in scheduling investment meetings with current and prospective investment firms

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

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

Qualification

Financial markets knowledgeMicrosoft ExcelAnalytical skillsMicrosoft WordMicrosoft PowerPointClient service orientationDetail-orientedCommunication skillsTeam collaboration