Principal, Endowments & Foundations Investment Strategy

Glenmede Trust Co; Philadelphia (Philadelphia County); Hybrid; USD 110.000 - 180.000; Vollzeit

Benefits dieser Stelle

Health benefits

Voluntary benefits

Commuter benefits

Paid time off

401k match

Tuition reimbursement

Plus more!

Zusammenfassung

Glenmede Trust Co. in Philadelphia, PA, is seeking a Principal, Investments- Endowments & Foundations to join the E&F investment team. The role focuses on long-only public equities initially, with opportunities to become a generalist as you advance, developing relationships with fund managers and market participants.

This hybrid role requires 4 days in the office and up to 50% travel. You will conduct market research, due diligence, and portfolio monitoring while contributing to thought

Qualifikationen

• Bachelor's degree required.
• MBA or CFA preferred.

Aufgaben

• Source and maintain a robust and creative pipeline of investment opportunities for potential inclusion in portfolios.
• Conduct due diligence on prospective opportunities, including analysis of investment strategy, process, organization, portfolio positions, and performance.
• Monitor and evaluate current portfolio positions, focused on organizational changes, performance, and risks of the invested fund managers.
• Complete analytical reviews of strategies and asset classes.
• Stay abreast of market conditions and developments that may affect investment holdings and strategies.
• Contribute to Glenmede’s thought leadership through published research.
• Assisting in building the team’s reputation for professional excellence and credibility throughout the investment management community.
• Build a strong relationship network among investment funds and peers in a subset of investment verticals.
• Portray Glenmede and our clients as a desired investor to top-tier investment managers.
• Demonstrate by example high levels of ethics, professionalism, and teamwork.

Ausbildung

Bachelor's degree

MBA or CFA preferred

Jobbeschreibung

Glenmede Trust Co. in Philadelphia, PA, is seeking a Principal, Investments- Endowments & Foundations to join the E&F investment team. The role focuses on long-only public equities initially, with opportunities to become a generalist as you advance, developing relationships with fund managers and market participants.

This hybrid role requires 4 days in the office and up to 50% travel. You will conduct market research, due diligence, and portfolio monitoring while contributing to thought