Investment Management Services Associate Blog Post

Allocator Jobs; Cleveland (OH); On-site; USD 60,000 - 100,000; Full time

Job summary

Join an established industry player in investment management as an Investment Management Services Associate. This role offers a unique opportunity to work with a leading firm that manages substantial assets for high-net-worth individuals and institutions. You will be part of a dynamic team responsible for analyzing investment opportunities and supporting the management of diverse portfolios. Your analytical skills will be crucial in conducting research across various asset classes, including public equities and private investments. If you are passionate about finance and eager to contribute to impactful investment strategies, this position is perfect for you.

Qualifications

• Strong analytical skills with a focus on investment analysis.
• Experience with financial modeling and data interpretation.

Responsibilities

• Assist in managing investment portfolios for high-net-worth clients.
• Conduct research and analysis on various asset classes.

Skills

Analytical Skills

Investment Analysis

Financial Modeling

Education

Bachelor's Degree in Finance or related field

Tools

Excel

Bloomberg Terminal

Job description

Investment Management Services Associate

January 27, 2025

Type of Role: Investments

Experience Level: Analyst/Associate

Location: Cleveland, Ohio

Founded in 1956 by the Pew family to manage their charitable assets, Glenmede is among the nation’s leading investment and wealth management firms. The company oversees $41.6 billion of assets under management (as of 9/30/2023), for high-net-worth individuals, families, family offices, endowments, foundations, and institutional clients. Headquartered in Philadelphia, the firm has offices in Delaware, Florida, New Jersey, New York, Ohio, Pittsburgh, and Washington, DC. The Endowment and Foundation (E&F) investment team is responsible for over $10 billion in assets: approximately $6 billion for the Pew Charitable Trusts and $4 billion in E&F OCIO portfolios. Private Investments, an integral team within E&F investments, manages approximately $2.5 billion in assets across our E&F and Private Wealth clients. The investment team has decades of experience investing with fund managers across all asset classes, including public equities, fixed income, hedge funds, buyouts, and venture capital. In addition to fund investing, the team also co-invests directly in companies and purchases assets in the secondary market.