Investment Analyst- Investment Strategy
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Job Location:
Philadelphia, PA - USA
Monthly Salary:
Not Disclosed
Posted on:
9 days ago
Vacancies:
1 Vacancy
Job Summary
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Empowering Financial Futures.
For more than 65 years Glenmedes 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 a member of Glenmedes Investment Strategy Group responsible for developing macroeconomic views supporting asset allocation decisions and translating investment insights into clear client-facing communications. This investment analyst will work closely with investment-related professionals across all functions and departments including equity and fixed income management manager research private equity marketing relationship management business development and legal to support the firms overall investment objectives. Additionally this individual will develop and maintain industry relationships and may be asked to represent the Investment Strategy Group or the firm internally or externally.
RESPONSIBILITIES:
- Investment Strategy Research and Data Analytics
- Track and report on domestic and international economic and financial markets.
- Assist in developing proprietary indicators or models
- Assist with preparation of Investment Committee materials on monthly basis.
- Perform ad-hoc investment and/or economic research.
- Presentation and Communication
- Help prepare the EMO (Economic and Market Outlook) and other presentations for client and/or prospect meetings or webinars.
- Help write/prepare regular Investment Strategy publications including but not limited to Glenmedes Investment Strategy Notes and Market Insights.
- Investment Strategy Group Support
- Support the Investment Strategy Group in other day-to-day operations
- Coordinate with other groups within Glenmede and with external research providers
- Relationship Management Support
- Respond to ad-hoc requests from the firms 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:
- Bachelors degree.
- 0-2 years of work experience at least one internship in financial services or a related field.
PREFERRED QUALIFICATIONS:
- Degree in Business Finance Engineering Mathematics Economics or related area
- Working toward or interested in pursuing a CFA charter
- Passionate about investing; deep knowledge of financial markets
- Experience with various asset classes and/or economic analysis
- Detail-oriented with the ability to effectively prioritize time and manage multiple tasks
- Excellent written and oral communication skills; client service orientation
- Strong analytical and investigative skills
- Ability to interact with other team members on shared goals and objectives
- Proficient in Microsoft Word PowerPoint and Excel
- Familiarity with FactSet / Bloomberg
Headquartered in Philadelphia PA Glenmede has 9 office locations in the US. For further information please visit .
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 workplace and is committed to ensuring equal employment opportunity without regard to any legally protected characteristics. To learn more about Glenmedes policy on equal employment opportunity please visit 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.
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Required Experience:
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