Research Analyst, Private Wealth

Glenmede Trust Co•Philadelphia, PA

17h•Hybrid

About The Position

Glenmede is seeking a Research Analyst, Private Wealth to 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. This position will operate in a hybrid work environment, 3 days per week in the office (Philadelphia, PA).

Requirements

Bachelor’s degree required
Minimum of five years of experience in an investment environment, particularly equity research
Advanced Microsoft Office skills

Nice To Haves

Experience with AI-enabled tools, FactSet, Bloomberg, or similar market data platforms
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

Responsibilities

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