Hybrid Private Wealth Research Analyst

Glenmede

Philadelphia (Philadelphia County)

Hybrid

USD 85,000 - 125,000

Full time

2 days ago
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Benefits offered by this job

Competitive health and welfareBenefits
Numerous voluntary benefit choices
Company subsidized commuter benefits
Generous paid time off, including Par-
Discretionary bonuses

Job summary

Glenmede in Philadelphia, PA seeks a Research Analyst for Private Wealth to conduct fundamental research on domestic large-cap companies and support portfolio managers with investment insights.

You will contribute to portfolio construction, risk management, and client discussions in a hybrid work environment, collaborating with the Private Wealth team to deliver thoughtful, evidence-based recommendations.

Qualifications

  • Five+ years in an investment environment, with equity research focus.
  • Proficiency in MS Office; familiarity with FactSet/Bloomberg is preferred.
  • Strong written and verbal communication and client privacy.

Responsibilities

  • Research domestic large-cap companies to generate investment insights.
  • Support buy/sell decisions, portfolio construction, and risk management.
  • Maintain a watchlist and run quantitative screens across the S&P 500.
  • Provide research support for client discussions and portfolio managers.
  • Prepare monthly performance and attribution materials.

Skills

Equity research
Fundamental analysis
Quantitative data synthesis
Collaborative work
Effective communication

Tools

FactSet
Bloomberg
Microsoft Office
AI-enabled tools

Job description

Glenmede in Philadelphia, PA seeks a Research Analyst for Private Wealth to conduct fundamental research on domestic large-cap companies and support portfolio managers with investment insights.

You will contribute to portfolio construction, risk management, and client discussions in a hybrid work environment, collaborating with the Private Wealth team to deliver thoughtful, evidence-based recommendations.

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