Research Analyst, Private Wealth

Glenmede; Philadelphia (Philadelphia County); Hybrid; USD 90,000 - 125,000; Full time

Benefits offered by this job

Health benefits

401k matching

Tuition reimbursement

Job summary

Glenmede is seeking a Research Analyst, Private Wealth to conduct fundamental research on domestic large-cap equities and partner with portfolio managers on a proprietary strategy. The role will generate actionable insights, support buy/sell decisions, and aid in portfolio construction and risk management.

The position operates in a hybrid environment, with 3 days per week in the Philadelphia, PA office. The ideal candidate is analytical, collaborative, and comfortable synthesizing data with

Qualifications

• Bachelor’s degree required.
• Minimum of 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: maintain a watchlist of companies, run quantitative screens, provide broad coverage, support portfolio analytics, validate outputs.
• Portfolio Construction and Management: collaborate with lead PM, execute rebalancing trades, manage models and SMA portfolios, perform tax-loss harvesting.
• Risk Management: dashboards for portfolio risk, monitor constraints, prepare monthly attribution summaries.
• Client and Internal Support: communicate portfolio updates, prepare strategy materials, support senior management and client discussions.
• Firm Building: contribute to initiatives improving investment capabilities and client experience.

Skills

Equity research

Financial analysis

Team collaboration

Education

Bachelor's degree in finance

Tools

FactSet

Bloomberg

AI-enabled tools

Job description

Empowering Financial Futures.

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 foster 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.

Private Wealth: Empowering the confident pursuit of purpose, passions and legacy through integrated wealth management.

To us, wealth is not static or one-dimensional. The complexities of wealth management require an integrated approach to anticipating, understanding and addressing unique client circumstances. Our team of experts partners with every client to personalize solutions that lead to exceptional outcomes. Our success is determined by the success of our clients.

This position will operate in a hybrid work environment, 3 days per week in the office (Philadelphia, PA).

OVERVIEW

The Research Analyst, Private Wealth will 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. The ideal candidate is analytical, collaborative, intellectually curious, and comfortable synthesizing quantitative data with qualitative judgment.

RESPONSIBILITIES

Research.

• Maintain a watchlist of companies under consideration for the strategy.
• Run quantitative screens across the S&P 500 universe and surface potential opportunities for team discussion.
• Provide broad research coverage across the investable universe, with deeper analysis where warranted.
• Support investment recommendations with portfolio-level analytics, including tracking error, sector positioning, factor exposures, and tax considerations.
• Use research tools, including AI-enabled resources, FactSet, and Bloomberg, while validating outputs and following established investment process guidelines.

Portfolio Construction and Management.

• In collaboration with the lead portfolio manager, execute rebalancing trades to maintain compliance with portfolio guidelines.
• Manage the Private Wealth Large Cap Equity Model and assigned SMA portfolios in CRIMS.
• Execute tax-loss harvesting trades in accordance with the strategy’s investment process.

Risk Management.

• Maintain dashboards tracking portfolio risk characteristics relative to the S&P 500.
• Monitor compliance with portfolio constraints and recommend corrective action as needed.
• Prepare monthly performance attribution summaries.

Client and Internal Support.

• Communicate portfolio updates and investment decisions to Private Wealth Portfolio Management stakeholders.
• Prepare materials for quarterly strategy reviews, including attribution, risk positioning, and strategy commentary.
• Support communications for senior management, the investment committee, and Private Wealth leadership.
• Update company information materials and support portfolio managers in client conversations.

Firm Building.

Contribute to departmental and firm-wide initiatives that improve investment capabilities, client experience, and operational efficiency.

REQUIRED QUALIFICATIONS

• Bachelor’s degree required
• Minimum of 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

PREFERRED QUALIFICATIONS

• Strong team orientation, initiative, and ability to work independently
• Excellent written and verbal communication skills; commitment to client privacy and confidentiality
• Detail-oriented with strong analytical, organizational, problem-solving, and prioritization skills

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
• Superior 401k match
• Tuition reimbursement