Portfolio Management Specialist
3 days ago
At Glenmede Trust Co, we are seeking a highly skilled Portfolio Management Specialist to join our team. As a key member of our Portfolio Management team, you will be responsible for providing comprehensive investment advice and management for our private clients.
Key Responsibilities:
- Develop and implement investment plans for clients, consistent with Glenmede's best thinking and practices.
- Formulate client investment objectives, create Investment Policy Statements, and develop and implement an asset allocation that enables the client to achieve stated objectives.
- Monitor overall portfolio construction to ensure alignment with client's wealth objectives.
- Prepare and maintain client information in accordance with documentation retention practices and procedures.
Requirements:
- Bachelor's degree required.
- A minimum of ten years' experience in Investment Management with a focus on Portfolio Management and a track record of investment success.
What We Offer:
- 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.
Glenmede Trust Co is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind. We are committed to the principle of equal employment opportunity for all employees and applicants and to providing employees with a work environment free of discrimination, retaliation, and harassment.
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