Trust Accounting Business Analyst en 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 is a remote position with flexibility to work onsite in Philadelphia, PA office.

OVERVIEW:

The Business Analyst serves as a liaison between business stakeholders and technical teams, collaborating with IT project teams and business partners to gather, analyze, and document business requirements using appropriate tools and methodologies. In certain initiatives, the Business Analyst will also take on a lead analyst role, driving requirement definition and solution alignment.

RESPONSIBILITIES:

Business Requirements & Stakeholder Engagement. Understand business functionality and translate it into clear application requirements. Collaborate with stakeholders across multiple business lines to ensure reporting and investment application needs are met. Communicate business priorities to technology teams to drive effective solutions.

Process & Data Integration. Lead efforts to improve process efficiency and data quality. Play a key role in integrating systems such as Global Plus, Charles River, and other Glenmede applications. Responsibilities include testing, post-implementation support, and training.

Project Execution & Governance. Partner with business and technology teams to document improvements and ensure compliance with Glenmede’s Project Management, Data Governance, and Change Management standards. Proactively identify and manage risks, issues, and dependencies to minimize impact.

Communication & Collaboration. Effectively engage with stakeholders across Operations, Portfolio Management, Wealth Advisory, Compliance, and Platform Solutions to align priorities and drive business outcomes.

Firm Building & Continuous Improvement. Actively contribute to department and firm-wide initiatives aimed at expanding capabilities, solving unmet business needs, enhancing client experience, and improving operational efficiency. Support team and business development efforts as needed.

REQUIRED QUALIFICATIONS:

• Bachelor’s degree required.
• Minimum of five years’ experience as a Business Analyst or Developer in the financial services industry.
• Strong understanding of financial data, with emphasis on wealth management, operations, and trading.
• Excellent oral and written communication skills, with a focus on clarity and conciseness.
• Ability to consult, analyze, and contribute effectively to project roles and deliverables.

PREFERRED QUALIFICATIONS:

• Minimum of three to five years with a trust accounting platform. FIS/Global Plus is preferred.
• Experienced in supporting trading and portfolio management on order management systems, preferably Charles River.
• Proficient in SQL and experienced with analytics/reporting tools such as Power BI.
• Skilled in documentation, testing, and resolving business and technical issues.
• Partners with development teams and vendors to translate business needs into technical specifications and support implementation.

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.

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