Job Description

Job Title: Research Analyst, Manager Research Group

Overview:

The Research Analyst in the Manager Research Group will be responsible for assisting the group with meeting scheduling, meeting minute recording, and investment committee packet production.  Duties will also include support of the team’s quarterly review process and research database as well as client service.

Responsibilities:

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 database system and providing updates to the MRG research group. Assist with preparation of the Manager Research Committee materials on monthly basis.  In addition, take minutes at the Committee meeting.

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.

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.

Required Qualifications:

• Bachelor’s degree, preferably in economics or finance, required.
• At least one internship in financial services or related field required.

Preferred Qualifications:

• Demonstrated interest in financial markets.
• Proficient in Microsoft Word, PowerPoint, and Excel.
• Understanding 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 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 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, without regard to 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 breast-feeding, and medical conditions related to pregnancy or childbirth, gender, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history (including pregnancy), genetic information or characteristic, family or parental status, 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.  

**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.

How to Apply

Job Types: Full-Time.

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