Research Analyst- Small/Mid Cap Equity

Glenmede Trust Co•Philadelphia, PA

5h•Hybrid

About The Position

Glenmede is seeking a Research Analyst to join its Equity Research team, supporting the fundamental research process for small cap, mid cap, and SMID cap equity portfolios. This role will support Co-Portfolio Managers within a modern, technology-augmented research structure. The Research Analyst will act as the primary interface between quantitative screening tools, AI-generated research inputs, and the portfolio managers responsible for primary research, macro-oversight, and portfolio construction. The ideal candidate will possess investment research experience, a rigorous approach to market analysis, and the ability to work alongside AI analytical tools to generate faster and more effective investment insights.

Requirements

Bachelor's degree in Finance, Economics, Accounting, Statistics, Mathematics, Computer Science, or a related analytical field.
2+ years of experience in equity research, investment management, or a related investment role.
Solid grounding in fundamental research, including financial statement analysis, financial modeling, and valuation.
Familiarity with the small cap and/or mid cap investment universe.
Proficiency with FactSet and/or Bloomberg.
Comfort working with AI tools and a genuine interest in how technology is reshaping the investment research process.

Nice To Haves

CFA designation or active CFA candidate.
Experience with Python or other data and analytics tools for research or screening applications.
Hands-on experience with AI platforms (e.g., Claude, ChatGPT) in a professional research or analytical context.
Strong written and verbal communication skills; ability to synthesize complex information clearly and concisely for senior decision-makers.
Self-starter with intellectual curiosity, sound judgment, and strong attention to detail.
Collaborative by nature, with the ability to manage multiple workstreams independently.

Responsibilities

Serve as the team's primary operator of AI research tools, including Claude-based workflows, structuring inputs, evaluating outputs, and translating AI-generated analysis into actionable research insights.
Maintain and refine FactSet-based screening models to systematically identify investment candidates across the small cap and mid cap universe, incorporating factor- and theme-level market analysis.
Conduct factor- and theme-level analysis of market dynamics, including investor positioning, factor exposure impacts, and thematic trends, and help identify long/short thematic and basket trade opportunities surfaced through AI agent analysis.
Deliver timely, well-synthesized information to support portfolio manager decision-making, monitoring holdings, market developments, and sector news with an emphasis on speed and clarity.
Engage with AI-generated variant views and investment personas to stress-test consensus thinking and surface differentiated perspectives.
Actively participate in investment team meetings to develop fundamental research capabilities and deepen sector and market knowledge.
Contribute to ongoing efforts to improve research workflows, expand the team's analytical toolkit, and enhance the integration of AI tools into the investment process.