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.
The Endowment and Foundation (E&F) investment team manages over $11 billion in assets on behalf of clients.
The investment research analyst role is an outstanding 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 Investment Directors and Associate Directors in all asset classes performing market research, manager due diligence, performance and risk analysis.
Responsibilities:
- 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.
Required qualifications:
- Bachelor's degree required
- 0-2 years of work experience
Preferred qualifications:
- Strong quantitative and qualitative problem-solving and research abilities
- Strong verbal and written communication skills
- Insatiable curiosity and desire for continuous self-improvement
- Proficiency in Excel and ability to learn new technology quickly
Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US.
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.