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Management Associate: Portfolio Management
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This position will require the candidate to be available to start in the 2nd quarter of 2020.
The primary function of the Management Associate is to support the Director of Private Wealth Portfolio Management, working across a number of areas within the organization. Primary responsibilities will relate to portfolio construction and manager research. Secondary responsibilities will relate to communication of investment theses and portfolio analytics to client-facing portfolio managers. Ancillary tasks will include projects with business leaders and product specialists. The Management Associate position is intended for an individual with an interest in global capital markets and portfolio management, with an ability to think critically, work independently, operate in a collegial atmosphere, and detail-oriented.
Financial Theory and Practice. Analyze data to better understand financial market relationships. Demonstrate the ability to understand and interpret concepts of modern portfolio theory and distinguish between theory and practice. Areas of relevance include asset allocation, dimensions of risk and return, market inefficiencies, capital market behavior, and how economic cycles impact each component of the portfolio, as well as the portfolio in its entirety.
Portfolio Construction. Develop an understanding of how various elements of the portfolio interact to deliver optimal risk-adjusted returns. Measure strategy-level dynamics and package multiple strategies that exhibit complementary performance patterns, while preserving return asymmetry. Actively participate in internal investment meetings, including morning updates, Investment Policy Committee (IPC), and manager/strategy reviews by the Manager Research Group (MRG).
Portfolio Analytics. Utilize Bloomberg, eVestment, and Factset to analyze portfolios across dimensions of risk and complexity. Synthesize data into observable messages around portfolio efficiency, active risk attribution, return attribution, style and sector tilts, geographic concentrations, and factor exposures. Apply the aforementioned analytics to individual strategies and asset classes to understand performance dynamics and, where relevant, utilize equity research to develop an understanding of stock-specific influences on performance.
Content Creation and Messaging. Assist with the development of internal and external presentation materials. Content will consist of synthesized messages that are backed by empirical data and research. This will require the ability to construct messages that span a spectrum of complexity and resonates with multiple constituents. Serve as point of contact for internal inquiries about portfolio construction and client-specific situations.
Firm Building. Active engagement in department-specific and firm-wide initiatives in order to expand capabilities, create solutions for unmet business needs, improve client experience, or develop more efficient processes.
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 to providing employees with a work environment free of discrimination and harassment. All employment decisions at Glenmede are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history (including pregnancy) or genetic information, family or parental status, or any other 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.
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