The Research Analyst in the Manager Research Group (MRG) will be responsible for assisting the group with conducting manager searches and analysis, market research, and ongoing monitoring of investments.
Research and reporting. Assist in conducting searches for new investments through both quantitative and qualitative analysis. Respond to ad-hoc requests from the firm’s relationship managers and specialists as well as other members of the team. Produce analysis and content for client reporting, investment recommendations, and ad hoc reporting. Work with team in providing client service in response to both internal and external requests.
Team support. Assist in scheduling investment meetings with current and prospective investment firms. This will involve handing inbound and outbound calls, calendar management/meeting scheduling, developing an understanding of potential investment strategies, recording information in the Team’s research database and providing updates to the MRG research group. Assist with preparation of the Manager Research Committee materials on monthly basis.
Quarterly updates. Compile quarterly updates from each investment firm and maintain an internal database. This may include running portfolio attribution reports, performance estimates and positioning for managers on the platform.
Firm-building. Active engagement in department-specific and firm-wide initiatives in order to expand capabilities, create solutions to unmet business needs, improve client experience, or develop more efficient processes. Ability and willingness to contribute to the advancement of team, office and business capabilities. Other duties as required by the position.
- Bachelor’s degree, preferably in economics or finance, required.
- At least one internship in financial services or related field, required.
- Demonstrated interest in financial markets.
- Proficient in Microsoft Word, PowerPoint, and Excel.
- Understanding of global capital markets and securities along with a passion for investing.
- Strong analytical and quantitative skills.
- Ability to interact with other team members on shared goals and objectives.
- Ability to work independently and demonstrate follow-up capabilities with solid attention to detail.
- Excellent verbal and written communication skills.
Glenmede requires our employees to be vaccinated as a condition of employment, subject to accommodation. If you are hired, we will require you to prove that you received your Covid-19 vaccine or have a valid religious or medical reason not to be vaccinated.
Glenmede is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: Glenmede is committed to the principle of equal employment opportunity for all employees and applicants and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Glenmede are based on business needs, job requirements and individual qualifications in full compliance with all local, state and federal laws prohibiting discrimination on the basis of race, color, religious creed or belief, national origin, ethnicity, ancestry, age, physical or mental disability, HIV Status, sex including pregnancy, childbirth, breastfeeding or medical conditions related to breastfeeding, and medical conditions related to pregnancy or childbirth, gender, sexual orientation, gender identity and/or expression including a person’s actual or perceived gender-related self-image, appearance, behavior, expression, or other gender-related characteristic, regardless of the sex assigned to that person at birth, sexual and reproductive health decisions, marital, civil union or domestic partnership status, past or present military service, alienage or citizenship status, family medical history (including pregnancy), genetic information or characteristic, family or parental status, caregiver status, status as a victim of domestic violence, an individual’s status as having a known relationship or association with a member or members of a protected category, or any other status protected by the laws or regulations in the locations where we operate. Glenmede will not tolerate discrimination or harassment based on any of these characteristics.
** 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.