Research Analyst, Private Wealth

Glenmede Trust Company; Philadelphia (Philadelphia County); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health benefits

Commuter benefits

Paid time off

Parental leave

Job summary

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.

Qualifications

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

Responsibilities

• 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.

Skills

Equity research

Financial analysis

Microsoft Office

Bloomberg

FactSet

AI tools

Tools

Bloomberg Terminal

FactSet

CRIMS

Job description

Research Analyst, Private Wealth

Full Time Exempt Professional Philadelphia, PA, US

4 days ago Requisition ID: 1417

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 fosters 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. As directed by the portfolio management team, evaluate companies and industries to generate investment insights, including analysis of financial statements, business models, competitive positioning, valuation, earnings expectations, and market trends. Conduct quantitative and qualitative research to identify risks and opportunities and communicate findings to portfolio managers and, when appropriate, clients.

• 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

Partner with the portfolio management team to support disciplined portfolio construction, security weighting, rebalancing, exposure management, and ongoing oversight of the Private Wealth Large Cap Equity Model and related separately managed accounts.

• 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

Monitor portfolio risks and exposures to help ensure positioning remains aligned with the strategy’s investment process, including tracking error, sector and factor exposures, constraints, and performance attribution.

• 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

Support portfolio managers, client-facing discussions, investment communications, quarterly strategy reviews, and materials for senior leadership and investment committees.

• 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

• 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
• Company subsidized commuter benefits
• Generous paid time off, including parental leave

Glenmede is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to any legally protected characteristics. To learn more about Glenmede’s policy on equal employment opportunity, please visithttps://www.glenmede.com/equal-opportunity-employer/ .