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)
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