Portfolio Management Associate (Hybrid) – Private Wealth

Glenmede Trust Company; Philadelphia (Philadelphia County); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health and welfare benefits includingH

Voluntary benefits

Company commuter benefits

Generous paid time off and parental/le

Job summary

Glenmede Trust Company in Philadelphia, PA, seeks a Management Associate to support a team of Relationship Managers and investment professionals in daily portfolio management and client service. This hybrid role offers exposure to holistic wealth management and a path toward CFA/CFP designations, with in-office three days a week in Philadelphia.

You will assist with portfolio construction, client communications, CRM data, and coordination with tax and planning departments, contributing to client

Qualifications

• 0–5 years of investment experience.
• Preference for CFA/ CFP progress toward designation.
• Advanced knowledge of Microsoft Office and CRM IT applications.
• Strong teamwork and communication skills.
• Ability to handle multiple tasks and maintain client confidentiality.

Responsibilities

• Support portfolio managers with asset allocation, construction, and strategy-specific investments.
• Assist in client communications and meetings, draft correspondence and update CRM notes.
• Review daily reports and help prepare client meeting materials.
• Participate in business development activities and firm initiatives.
• Collaborate with planning, tax, and advisory teams to meet deadlines.

Skills

Portfolio management support

Client service

CRM systems

Microsoft Office

Communication

Tools

CRM software

Investment platforms

Job description

Glenmede Trust Company in Philadelphia, PA, seeks a Management Associate to support a team of Relationship Managers and investment professionals in daily portfolio management and client service. This hybrid role offers exposure to holistic wealth management and a path toward CFA/CFP designations, with in-office three days a week in Philadelphia.

You will assist with portfolio construction, client communications, CRM data, and coordination with tax and planning departments, contributing to client