Investment Strategy Co-Op

Glenmede Trust Co • Philadelphia, PA

19h • Hybrid

About The Position

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
• Education Level: No Education Listed