Investment Analyst- Investment Strategy

About the position This investment analyst position is a member of Glenmede’s 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 firm’s 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. This position will operate in a hybrid work environment, 3 days per week in the office (Philadelphia, PA).

Responsibilities

• 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.
• 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 Glenmede’s “Investment Strategy Notes” and “Market Insights.”
• Support the Investment Strategy Group in other day-to-day operations
• Coordinate with other groups within Glenmede and with external research providers
• 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.

Requirements

• Bachelor’s degree.
• 0-2 years of work experience, at least one internship in financial services or a related field.

Nice-to-haves

• 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

Benefits

• 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!

Apply tot his job Apply To this Job