Portfolio Management Associate

3 weeks ago


Cleveland, Ohio, United States Glenmede Full time
About the Role

Glenmede is seeking a highly motivated and detail-oriented Management Associate to join our team. As a key member of our relationship team, you will support Portfolio Managers and investment specialists in the daily execution of portfolio management responsibilities and client service requirements.

Key Responsibilities
  • Assist in the management of client portfolios, including analysis of asset allocation, portfolio construction, and strategy-specific investments.
  • Participate in internal investment meetings, including morning updates, Investment Policy Committee (IPC), and manager/strategy updates by the Manager Research Group (MRG).
  • Proactively handle client inquiries, respond to client requests, and identify potential issues in the normal course of business.
  • Develop a strong foundational understanding of wealth management topics, including financial, estate, and income tax planning.
  • Assist with firm compliance and regulatory reviews to reduce firm-level risk and employment of portfolio management best practices.
Requirements
  • Bachelor's degree or equivalent experience required.
  • Two to four years of experience in an investment environment is required.
  • Interest or progress toward CFA or CFP designations is preferred.
About Glenmede

Glenmede is a leading independent investment management firm with a long history of serving private wealth, endowment, and foundation clients. We are committed to empowering financial futures and providing exceptional client service.


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