Sr. Manager leading financial planning, forecasting, and reporting processes at Taco Bell. Providing actionable insights to drive business performance through data - driven recommendations.
About the role
- Co-op opportunity on Glenmede’s Investment Strategy team responsible for research and development of investment strategy. Analyzing financial market developments and preparing presentations for meetings.
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
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
- Experience with various asset classes or economic analysis a plus
- 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
- Familiarity with PowerPoint is preferred
- Familiarity with FactSet or Bloomberg is preferred
- Experience with VBA/Visual Basic a plus
Benefits
- Hybrid work environment, 3 days per week in the office (Philadelphia, PA)
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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