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Glenmede · 2 months ago

Investment Analyst

Philadelphia, PA

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 role offers an opportunity to gain experience across various asset classes, working closely with Investment Directors and Associate Directors to conduct market research, due diligence, and performance analysis.

ConsultingFinancial ServicesInsurance

Growth Opportunities

Responsibilities

Conduct due diligence on prospective opportunities, including analysis of investment strategy, process, organization, portfolio positions, and performance

Monitor and evaluate current portfolio positions, focused on organizational changes, performance, and risks of the invested fund managers

Complete analytical reviews of strategies and asset classes

Stay abreast of market conditions and developments that may affect investment holdings and strategies

Contribute to Glenmede’s thought leadership published research

Build a strong relationship network among investment funds and peers

Portray Glenmede and our clients as a desired investor to top-tier investment managers

Participate as needed in client meetings

Assisting in building the team’s reputation for professional excellence and credibility throughout the investment management community

Coordinate as needed with our internal research groups

Demonstrate by example high levels of ethics, professionalism, and teamwork

Perform additional duties as assigned; duties, responsibilities, and activities may change at any time with or without notice

Qualification

Investment analysisMarket researchPerformance analysisQuantitative problem-solvingExcel proficiencyCuriosityVerbal communicationWritten communicationTeamwork