Hybrid  Investment Performance Analyst, Officer at Glenmede

Empowering Financial Futures.

For more than 65 years, Glenmede’s independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients.

Our people are invaluable. Through a team-oriented environment, your knowledge, expertise and varied backgrounds contribute to thoughtful innovation. Our culture fosters opportunities for continuous career growth and development in all areas of the organization. Working at Glenmede, you will experience the infrastructure and resources of a large firm combined with the client and employee focus of an independently owned boutique.

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

OVERVIEW:

The primary function of the Performance Analyst, Officer position, within the Platform Solutions organization, entails participation in the calculation and review of performance measurement tasks and data supporting Glenmede’s investment businesses. The role will focus on inquiry responses and support, data validation and correction where appropriate, and the delivery of performance and analytical investment data for portfolio management and client consumption. This includes completion of business-critical recurring tasks of varying frequency, ad hoc analysis, reporting and technical projects and enhancement support, as assigned.  

RESPONSIBILITIES:

Data Quality Ownership Relating to Daily and Monthly Performance Returns. Leadership, Coordination and execution of the daily and monthly data validation process within the performance measurement system for Glenmede account performance.  Resolution of issues relating to the delivery of accurate performance calculated and processed account data.   Perform necessary investigation, analysis, and evaluation to determine accuracy of return metrics where applicable.  Lead the monthly composite process for Private Wealth, Institutional, and Endowments and Foundations businesses to ensure accuracy of post composited returns for marketing to prospects.   

Glenmede Internal Stakeholder Support. Serve as a primary point of contact for internal clients and constituents across Glenmede businesses such as the Portfolio Management, Sales, Marketing, and RFP teams as it relates to performance measurement, attribution and contribution analysis, and portfolio risk with broad investment analytics.   

Participation in Maintaining GIPS® Compliance. Lead in the administration of GIPS® principles, which includes managing regulated policies and procedures; maintenance of, review, and updating of GIPS Presentations; and support in completion of the annual GIPS® verification process at Glenmede. 

Ensure World Class Accuracy.  Maintain high standards of quality control review and thoughtfulness in operating model design, ensuring procedures lead to best practices for full day to day accuracy. Lead in development and review of control processes for large scale business changes.  Drive idea generation in the Performance Measurement and Portfolio Analytics operating model with the goal of improving process efficiency.  Identify and correct data and process issues as they are found; engage with relevant internal teams in assessing improvement factors for their reporting and analytical needs or issues. 

Strategic Project Implementation. Given a strong knowledge of investments, data management, client reporting, and other related analytical factors, the Performance Measurement team is uniquely suited to contribute to firm-wide projects supporting all lines of business. In this role, the Performance Analyst. Officer will generate, manage deliverables and contribute to operating model and structural initiatives within the Performance team providing high value-add analytics with a self-service focus.  Mutli-focal project implementations and successes therein is a must.

REQUIRED QUALIFICATIONS:

• Bachelor’s degree in Finance, Economics, Business, Computer Science or Mathematics.
• Demonstrated proficiency in Investment and Finance knowledge inclusive of an understanding of equity and fixed income markets and indices that track those markets. 
• Previous direct experience in a Performance Measurement or Portfolio Analytics role, 3-5 years of experience required.

PREFERRED QUALIFICATIONS:

• Working knowledge of Microsoft Excel, Python, Alteryx, R, or similar software packages. 
• Ability to communicate complex quantitative concepts to stakeholders with varying degrees of understanding, flexibility in communication of quantitative topics.  
• Ability to work independently and as part of a team, being proactive and self-motivated while prioritizing competing tasks successful day to day.  
• Proven analytical, organizational and problem-solving skills. Demonstrated ability to set prioritization across multiple competing high priority deliverables and work in a non-linear fashion to achieve results dynamically across priorities. 
• Proven ability to excel in a fast paced, dynamic environment while always maintaining alert attention to detail. 
• Excellent written and oral communication skills with proven ability to present, write, edit, and organize thoughts in a clear, concise, and well-organized manner. 
• Ability to think strategically and solve complex problems through root cause analysis and structural issue resolution that maintains efficiency and increases value add.
• Demonstrated understanding of foundational accounting concepts and PnL generation to be applied to Performance Measurement and Portfolio Analytics Computations.

Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit http://www.glenmede.com.

Our Benefits Overview:

-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!

Glenmede is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: Glenmede is 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. All employment decisions, including hiring decisions, at Glenmede are based on business needs, job requirements and individual qualifications in full compliance with all local, state and federal laws prohibiting discrimination on the basis of any status protected by the laws or regulations in the locations where we operate. Glenmede will not tolerate discrimination or harassment based on any of these characteristics. https://www.glenmede.com/equal-opportunity-employer/

** We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Glenmede is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede.

#LI-Hybrid