OCIO Portfolio Manager

Glenmede Investment Management LP; Philadelphia (Philadelphia County); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Competitive health and welfare benefits

Company subsidized commuter benefits

Generous paid time off including parental leave

Job summary

Glenmede Investment Management LP is seeking a Full Time Exempt Professional to work in a hybrid environment in Philadelphia, PA. The role involves serving as a trusted advisor to institutional clients, overseeing multi-asset portfolios, and mentoring junior colleagues.

The ideal candidate will have 7-10 years of experience in institutional investing, strong communication skills, and an advanced degree or CFA/CAIA designation. Benefits include competitive health options and generous paid time off.

Qualifications

• 7-10+ years’ experience in institutional investing or related fields.
• Demonstrated ability to engage with investment committees.
• Strong grounding in portfolio construction and manager evaluation.

Responsibilities

• Serve as an advisor to institutional clients.
• Lead oversight of multi-asset portfolios.
• Mentor junior colleagues and support firm initiatives.

Skills

Institutional investing knowledge

Investment consulting experience

Asset allocation strategies

Portfolio management

Communication with investment committees

Education

Advanced degree or CFA/CAIA

Job description

Full Time Exempt Professional – Philadelphia, PA, US

For more than 65 years, Glenmede’s independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients.

Our people are invaluable. Through a team-oriented environment, your knowledge, expertise and varied backgrounds contribute to thoughtful innovation. Our culture fosters opportunities for continuous career growth and development in all areas of the organization. Working at Glenmede, you will experience the infrastructure and resources of a large firm combined with the client and employee focus of an independently owned boutique.

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.

This position will operate in a hybrid work environment, 3 days per week in the office, ideally in Philadelphia, PA but are open to all office locations.

OVERVIEW

We believe effective OCIO partnerships are rooted in alignment, transparency, and shared purpose. Our work is grounded in a long-term perspective, a disciplined investment process, and a commitment to helping clients fulfill their missions.

RESPONSIBILITIES

• Serve as a trusted advisor to institutional clients, building durable relationships grounded in transparency, responsiveness, and sound judgment
• Engage directly with investment committees and boards, presenting recommendations and facilitating thoughtful discussion around strategy, risk, and trade-offs
• Support clients in aligning investment programs with mission, spending needs, and long-term objectives
• Contribute to the development and refinement of investment policy frameworks and governance practices

Portfolio Management & Investment Thinking

• Lead the design and ongoing oversight of multi-asset portfolios, incorporating both public and private investments
• Develop and implement asset allocation strategies that reflect client objectives, risk tolerance, and liquidity needs
• Participate in manager research, selection, and monitoring, drawing on both internal insights and external partnerships
• Continuously evaluate portfolio positioning in light of evolving market conditions and long-term capital market perspectives
• Contribute to portfolio construction, implementation, rebalancing, liquidity management, performance analysis, and reporting
• Collaborate closely with internal teams to ensure consistency and quality of execution across client portfolios

Team & Firm Contribution

• Participate actively in a team-based investment process, contributing perspective while remaining open to challenge and refinement
• Mentor junior colleagues and contribute to a culture of learning, curiosity, and shared accountability
• Support broader firm initiatives, including thought leadership and client development efforts, as appropriate

REQUIRED QUALIFICATIONS

• 7-10+ years’ experience in institutional investing, OCIO, or investment consulting

PREFERRED QUALIFICATIONS

• Demonstrated ability to engage effectively with sophisticated investment committees and fiduciaries
• Strong grounding in asset allocation, portfolio construction, and manager evaluation, including alternatives
• Advanced degree and/or CFA/CAIA preferred

Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit http://www.glenmede.com.

OUR BENEFITS OVERVIEW

• Competitive health and welfare benefits, including company HSA contributions
• Numerous voluntary benefit choices available
• Company subsidized commuter benefits
• Generous paid time off, including parental leave

Glenmede is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to any legally protected characteristics. To learn more about Glenmede’s policy on equal employment opportunity, please visit https://www.glenmede.com/equal-opportunity-employer/.