Private Wealth Equity Research Analyst (Hybrid)

Glenmede Trust Co; Philadelphia (Philadelphia County); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health benefits

Paid time off

Commuter benefits

Job summary

Glenmede Trust Co in Philadelphia seeks a Research Analyst, Private Wealth, to conduct fundamental research on domestic large-cap companies and partner with portfolio managers on a proprietary large-cap equity strategy.

This role will generate actionable investment insights, support buy/sell decisions, contribute to portfolio construction and risk management, and provide research support for Private Wealth portfolio managers and client discussions as needed.

Qualifications

• Minimum five years of experience in an investment environment, particularly equity research.
• Advanced Microsoft Office skills; experience with AI-enabled tools, FactSet, Bloomberg, or similar market data platforms preferred.

Responsibilities

• Research: evaluate companies and industries to generate investment insights and communicate findings to portfolio managers and clients.
• Portfolio construction and management: support disciplined portfolio construction, security weighting, rebalancing, exposure management, and SMA portfolios.
• Risk management: monitor portfolio risks, tracking error, sector/factor exposures, constraints and attribution.
• Client and internal support: prepare materials for quarterly strategy reviews and client discussions.
• Firm building: contribute to initiatives that improve investment capabilities and client experience.

Skills

Equity research

Advanced Microsoft Office

AI-enabled tools

Tools

FactSet

Bloomberg

Job description

Glenmede Trust Co in Philadelphia seeks a Research Analyst, Private Wealth, to conduct fundamental research on domestic large-cap companies and partner with portfolio managers on a proprietary large-cap equity strategy.

This role will generate actionable investment insights, support buy/sell decisions, contribute to portfolio construction and risk management, and provide research support for Private Wealth portfolio managers and client discussions as needed.