Hybrid Investment Strategy Associate – Private Wealth

Glenmede; Philadelphia (Philadelphia County); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health benefits

Voluntary benefits

Commuter benefits

Paid time off

Job summary

Glenmede, headquartered in Philadelphia, seeks a Management Associate to support the Portfolio Construction Team in asset allocation, investment solutions, and integrated wealth management. You will learn portfolio construction, analytics, and client-facing processes in a hybrid setting.

Ideal candidates have CFA/ CFP progress or investment experience, strong teamwork, and initiative. The role involves coordinating with planning and advisory teams to meet client objectives.

Qualifications

• Bachelor’s degree or equivalent experience required.
• Advanced knowledge of Microsoft Office and ability to adapt to investment and CRM-oriented IT applications (e.g., Salesforce, FactSet, Bloomberg, and Charles River).
• Excellent written and verbal communication skills.

Responsibilities

• Assist Portfolio Managers and Analysts with researching asset classes and investment strategies used in Private Wealth portfolios.
• Synthesize data into messages around style/sector tilts, geographic concentrations, performance drivers, risk contribution.
• Identify opportunities to improve management processes to increase efficiency and reduce errors.
• Participate in internal investment meetings, including IPC and MRG updates.
• Communicate with colleagues and clients to address questions and resolve issues.
• Prepare and maintain client-related documentation and assist with client meetings.

Skills

Microsoft Office

Strong communication

Education

Bachelor’s degree or equivalent experience

Tools

Salesforce

FactSet

Bloomberg

Charles River

Job description

Glenmede, headquartered in Philadelphia, seeks a Management Associate to support the Portfolio Construction Team in asset allocation, investment solutions, and integrated wealth management. You will learn portfolio construction, analytics, and client-facing processes in a hybrid setting.

Ideal candidates have CFA/ CFP progress or investment experience, strong teamwork, and initiative. The role involves coordinating with planning and advisory teams to meet client objectives.