Portfolio Management Specialist
4 weeks ago
Glenmede is seeking a skilled Portfolio Management Specialist to join our team. As a key member of our Portfolio Management group, you will be responsible for providing comprehensive investment advice and management to our private clients.
Key Responsibilities:
- Develop and implement investment plans for clients, aligned with Glenmede's best thinking and practices.
- Formulate client investment objectives, create Investment Policy Statements, and develop asset allocation strategies.
- Monitor and maintain client portfolios to ensure alignment with their wealth objectives.
- Collaborate with other professionals to provide integrated wealth management solutions.
Requirements:
- Bachelor's degree required.
- Minimum of ten years' experience in Investment Management with a focus on Portfolio Management.
- Strong knowledge of and interest in the Capital Markets.
- Ability to work with private clients in a collaborative team-based environment.
About Glenmede:
Glenmede is a leading investment management firm with a commitment to providing exceptional service to our clients. We offer a competitive compensation package, including a comprehensive benefits program and opportunities for professional growth and development.
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