E&F Investment Research Analyst

About the Role

The Endowment and Foundation (E&F) investment team manages over $12 billion in assets. This role is an opportunity to gain experience investing across asset classes, including public equities, fixed income, hedge funds, real assets (real estate and natural resources), and private equity. This position operates in a hybrid work environment, requiring 4 days per week in the office in Philadelphia, PA. The expected start date is July 2027.

Key Responsibilities

• Conduct due diligence on prospective opportunities, including analysis of investment strategy, process, organization, portfolio positions, and performance.
• Monitor and evaluate current portfolio positions, focusing on organizational changes, performance, and risks of invested fund managers.
• Complete analytical reviews of strategies and asset classes.
• Stay abreast of market conditions and developments affecting investment holdings and strategies.
• Contribute to Glenmede’s published research.
• Develop strong professional relationships with investment managers and industry peers.
• Portray Glenmede and its clients as a desired investor to top-tier investment managers.
• Participate as needed in client meetings.
• Assist in building the team’s reputation for professional excellence and credibility within the investment management community.
• Coordinate as needed with internal research groups.
• Demonstrate high levels of ethics, professionalism, and teamwork.
• Perform additional duties as assigned.

Requirements & Tech Stack

• Bachelor's degree required.
• 0-2 years of internship or work experience.
• Solid quantitative and qualitative problem-solving and research abilities.
• Clear, effective verbal and written communication.
• Genuine curiosity and desire for continuous self-improvement.
• Ability and willingness to learn new analytical tools and technology.
• Prior investment experience is not required.

Qualifications

• Conduct due diligence on prospective opportunities, including analysis of investment strategy, process, organization, portfolio positions, and performance.
• Monitor and evaluate current portfolio positions, focused on organizational changes, performance, and risks of the invested fund managers.
• Complete analytical reviews of strategies and asset classes.
• Stay abreast of market conditions and developments that may affect investment holdings and strategies.
• Contribute to Glenmede’s thought leadership published research.
• Develop strong professional relationships with investment managers and industry peers.
• Portray Glenmede and our clients as a desired investor to top-tier investment managers.
• Participate as needed in client meetings.
• Assist in building the team’s reputation for professional excellence and credibility throughout the investment management community.
• Coordinate as needed with our internal research groups.
• Demonstrate by example high levels of ethics, professionalism, and teamwork.
• Perform additional duties as assigned; duties, responsibilities, and activities may change at any time with or without notice.

Compensation & Benefits

• Salary Range: $100,000 - $100,000
• Competitive health and welfare benefits, including company HSA contributions.
• Numerous voluntary benefit choices.
• Superior 401k match.
• Tuition reimbursement.
• Company subsidized commuter benefits.
• Generous paid time off, including parental leave.