Financial Navigator guiding patients through their financial journey during their stay and post discharge at healthcare facilities. Involves educating patients and addressing financial queries.
About the role
- Investment Manager performing due diligence and market analysis for Glenmede, a private wealth and investment management company. Leveraging analytics and building relationships for asset growth.
Responsibilities
- Investment Manager Due Diligence. Source and maintain a robust and creative pipeline of investment opportunities for potential inclusion in portfolios.
- 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.
- Market Analysis. 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 through published research.
- Firm Building. Assisting in building the team’s reputation for professional excellence and credibility throughout the investment management community.
- Build a strong relationship network among investment funds and peers in a subset of investment verticals.
- Portray Glenmede and our clients as a desired investor to top-tier investment managers.
- Demonstrate by example high levels of ethics, professionalism, and teamwork.
Requirements
- MBA, CFA, or equivalent work experience.
- Seven to ten years of relevant experience in an endowment, foundation or pension, asset management firm, investment company, bank or equivalent.
- Strong quantitative and qualitative problem-solving and research abilities.
- Strong verbal and written communication skills, including comfort with public speaking.
- Ability to work both independently and within the team and across the organization in a collaborative manner.
- Ability to network externally.
- Proficiency in Excel and ability to learn new technology quickly.
Benefits
- Competitive health and welfare benefits, including company HSA contributions
- Numerous voluntary benefit choices available
- Superior 401k match
- Tuition reimbursement
- Company subsidized commuter benefits
- Generous paid time off, including parental leave
- Plus more!
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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