E&F Investment Research Analyst

Posted 8 Days Ago
2 Locations
Hybrid
100K-100K Annually
Junior
Financial Services
The Role
Conduct investment due diligence, monitor portfolio positions, analyze investment strategies and asset classes, assess performance and risk, research market developments, contribute to thought leadership, and support client meetings and relationships with investment managers. The role covers public and private markets, including equities, fixed income, hedge funds, real assets, and private equity.
Summary Generated by Built In

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.

Endowments & Foundations: Empowering our clients to achieve their mission and make a lasting impact.

Every endowment and foundation has a distinct set of values and a defining mission. As a long-standing partner, we share in those values, fully align with your vision and work as one to bring you innovative investment and advisory solutions. With the same goals in mind, we will work together to help position your assets for growth and support your organization to deliver on its commitments.

This position will operate in a hybrid work environment, 4 days per week in the office (Philadelphia, PA or New York, NY).

OVERVIEW: 
 
The Endowment and Foundation (E&F) investment team manages over $12 billion in assets on behalf of clients.   
 
The investment research analyst role is an excellent opportunity for you to gain experience investing across asset classes, such as public equities, fixed income, hedge funds, real assets (real estate and natural resources), and private equity, as part of a world-class investment team. You will work with Managing Directors and Principals in all asset classes performing market research, manager due diligence, performance, and risk analysis.

The expected start date for this position is July 2027. Please include your cumulative GPA on your resume.

RESPONSIBILITIES:

 
Due Diligence

  • 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.

Analysis

  • 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.

Client Service

  • Develop strong professional relationships with investment managers and industry peers. 
  • Portray Glenmede and our clients as a desired investor to top-tier investment managers. 
  • Participate as needed in client meetings.

Firm Building

  • Assist 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.

REQUIRED QUALIFICATIONS: 

  • Bachelor's degree required
  • 0-2 years of internship or work experience

PREFERRED QUALIFICATIONS: 

  • Solid quantitative and qualitative problem-solving and research abilities
  • Clear, effective verbal and written communication
  • Genuine curiosity and desire for continuous self-improvement
  • Ability and willingness to learn new analytical tools and technology
  • Prior investment experience is not required

Salary Range: $100,000 - $100,000

Actual compensation packages are based on several factors unique to each candidate, including but not limited to job-related knowledge and skills, experience, education/training, business needs, market demands, and geographical location. Base salary is only part of the total compensation package.

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 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-Hybrid 

Skills Required

  • Bachelor's degree
  • 0–2 years of internship or work experience
  • Cumulative GPA included on resume
  • Quantitative and qualitative problem-solving and research abilities
  • Clear, effective verbal and written communication
  • Curiosity and commitment to continuous self-improvement
  • Ability and willingness to learn new analytical tools and technology
  • Prior investment experience
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The Company
HQ: Philadelphia, PA
492 Employees
Year Founded: 1956

What We Do

We are a company of reliable stewards who seek to provide innovative solutions and the highest level of investment and wealth management services to serve the best interests of our clients: individuals, families, endowments, foundations, institutional investors and consultants throughout the United States. To learn more, visit our website: https://direc.to/gCXk Terms of use for Glenmede social media: https://bit.ly/2UL0zUw

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