Private Wealth Research Analyst - Hybrid & Equity Insights

Glenmede Trust Company; Philadelphia (Philadelphia County); Hybrid; USD 90.000 - 130.000; Vollzeit

Benefits dieser Stelle

Health benefits

Commuter benefits

Paid time off

Parental leave

Zusammenfassung

Glenmede is hiring a Research Analyst, Private Wealth, to conduct fundamental research on domestic large-cap companies and partner with portfolio managers on a proprietary equity strategy.

The role supports portfolio construction, risk management, and client discussions in a hybrid environment with 3 days in the Philadelphia office. Strong analytical, collaborative, and communication skills are essential.

Qualifikationen

• Minimum five years of experience in an investment environment, equity research oriented.
• Proficiency with market data platforms such as FactSet or Bloomberg.

Aufgaben

• Conduct fundamental research on domestic large-cap companies and support buy/sell decisions.
• Develop portfolio-level analytics including tracking error and risk assessment.
• Prepare materials for client discussions and investment committees.
• Collaborate with portfolio managers on equity models and SMA accounts.
• Utilize AI-enabled tools and verify outputs per process guidelines.

Kenntnisse

Equity research

Financial analysis

Microsoft Office

Bloomberg

FactSet

AI tools

Tools

Bloomberg Terminal

FactSet

CRIMS

Jobbeschreibung

Glenmede is hiring a Research Analyst, Private Wealth, to conduct fundamental research on domestic large-cap companies and partner with portfolio managers on a proprietary equity strategy.

The role supports portfolio construction, risk management, and client discussions in a hybrid environment with 3 days in the Philadelphia office. Strong analytical, collaborative, and communication skills are essential.