Investment Analyst- Manager Research Group

Glenmede•Philadelphia, PA

27d•Hybrid

About The Position

This Investment Analyst position is part of the Manager Research Group (MRG), a team responsible for monitoring and sourcing public market investments through external managers and vehicles for our clients. This individual will primarily be responsible for assisting the group with manager searches, analysis, market research, and ongoing monitoring of investments for our clients. Additionally, this individual will develop and maintain industry relationships and may be asked to represent the MRG or the firm internally or externally.

Requirements

Bachelor's degree, preferably in economics or finance
0-2 years of work experience, at least one internship in financial services or a related field

Nice To Haves

Passionate about investing; deep knowledge of financial markets
Proficient in Microsoft Word, PowerPoint, and Excel
Detail-oriented with the ability to effectively prioritize time and manage multiple tasks
Strong written and oral communication skills
Strong analytical and investigative skills
Excellent client service orientation, responds to requests promptly
Ability to interact with other team members on shared goals and objectives
Ability and willingness to travel as needed

Responsibilities

Assist in conducting searches for new investments for inclusion in client portfolios, via qualitative and quantitative analysis.
Monitor existing managers to ensure the investment proposition is still attractive and risks are within expectations.
Compile quarterly updates from each investment firm and maintain an internal database. This may include running portfolio attribution reports, performance estimates and positioning for managers on the platform.
Produce analysis and content for client reporting, investment recommendations, and ad hoc reporting.
Assist with preparation of the Manager Research Investment Committee materials on monthly basis.
Assist in scheduling investment meetings with current and prospective investment firms. This will involve handling inbound and outbound calls, calendar management/meeting scheduling, developing an understanding of potential investment strategies, recording information in MRG's research database and providing updates.
Respond to ad-hoc requests from the firm's relationship managers and specialists as well as other members of the team.
Assist with providing client service in response to both internal and external requests.
Active engagement in department-specific and firm-wide initiatives to expand capabilities, create solutions to unmet business needs, improve client experience, or develop more efficient processes.
Contribute to the advancement of team, office, and business capabilities.
Participate in ad hoc projects requested by management.