Investment Strategy Co-Op

Glenmede Trust Co • Philadelphia, PA

3d • Hybrid

About The Position

This job posting is for our Drexel Co-Op Program and not for external applicants to apply. 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 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. This position will operate in a hybrid work environment, 3 days per week in the office (Philadelphia, PA). Position Description: This Co-op opportunity would be a member of our Investment Strategy team. The Investment Strategy team is responsible for the research and development of Glenmede’s overall investment strategy and asset allocation process via macro-economic and market research. In addition, the Investment Strategy team is responsible for the presentation and communication surrounding both allocation decisions and processes.

Requirements

• Economic or Finance major with coursework or similar Co-op/Internship experience
• Currently pursuing a Bachelor’s or Graduate degree in business or related area
• Interest in pursuing a CFA Charter
• Excellent oral and written communication skills are necessary
• Motivated, organized, accurate, and attentive to detail
• A team orientation and strong interest in subject matter required
• Strong working knowledge of Microsoft Office, particularly with Excel

Nice To Haves

• Experience with various asset classes or economic analysis a plus
• Familiarity with PowerPoint is preferred
• Familiarity with FactSet or Bloomberg is preferred
• Experience with VBA/Visual Basic a plus

Responsibilities

• Track and report on domestic and international economic and financial market developments
• Prepare Investment Strategy materials and other presentations for internal or external meetings
• Prepare and distribute weekly Investment Strategy notes outlining important information and events regarding the financial markets
• Perform specific research of existing investments and potential opportunities
• Coordinate research efforts with other groups within Glenmede (i.e. Manager Research Group, Quantitative, Equities, and Fixed Income)
• Regularly update performance analytics and other statistical information
• Coordination, administration, and assistance of day-to-day operations of the investment strategy department
• Serve as a resource to Glenmede colleagues regarding issues relations to investment strategy

What This Job Offers

• Career Level: Intern
• Number of Employees: 251-500 employees