Management Associate, Portfolio Management

3 weeks ago

Philadelphia, United States Glenmede Trust Co Full time

This position will operate in a hybrid work environment, 3 days per week in the office **(Philadelphia, PA)**.

**Overview**:
**Responsibilities**:
**Portfolio Management and Investments.** Assist Portfolio Managers in the management of client portfolios. This includes analysis of asset allocation, portfolio construction, and strategy-specific investments to ensure that portfolios are aligned with the client’s wealth objectives and Glenmede’s best thinking. Analyze asset-specific data to formulate perspectives around asset allocation, portfolio construction, and strategy specific investments. Synthesize data into observable messages around style/sector tilts, geographic concentrations, performance drivers, risk contribution, and company-specific information. Actively participate in internal investment meetings, including morning update, Investment Policy Committee (IPC), and manager/strategy updates by the Manager Research Group (MRG).

**Relationship Management and Client Service. **Proactively and independently handle certain moderately complex client (internal and/or external clients) inquiries as part of RM team. Respond to client requests or proactively identify potential issues in the normal course of business, undertake research or take needed action to resolve (with guidance from senior officers where appropriate) and keep all relevant parties informed. Cover situations that arise when other team members are out of the office. Act as initial point of contact for client and internal communications, manage information flow, prioritize needs, assist with and draft communications, as required. Participate in client meetings and conference calls, as requested. Prepare and maintain client related documentation in accordance with best practices. Develop a strong foundational understanding of wealth management topics including; financial, estate and income tax planning.

**Firm Building.** Active engagement in department-specific and firm-wide initiatives in order to expand capabilities, create solutions to unmet business needs, improve client experience, or develop more efficient processes. Ability and willingness to contribute to the advancement of team, office and business capabilities. Other duties as required by the position.

**Required Qualifications**:

- Bachelor’s degree or equivalent experience required.
- Two to four years of experience in an investment environment is required.

**Preferred Qualifications**:

- Interest or progress toward CFA or CFP designations is preferred.
- Superior team orientation.
- Self-starter with a great deal of initiative.
- Excellent written and verbal communication skills.
- Full understanding of client privacy and confidentiality.
- Proven competence in the following; ability to work well under pressure; detail-oriented, particularly with financial calculations; organizational and problem solving skills; ability to multi-task and prioritize work.

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