Finance employee responsible for accurate processing of financial transactions and analyses at BAM. Supporting stakeholders with reliable financial reporting and insights.
About the role
- Investment Manager performing due diligence and market analysis for Glenmede, a private wealth and investment management company. Leveraging analytics and building relationships for asset growth.
Responsibilities
- Investment Manager Due Diligence. Source and maintain a robust and creative pipeline of investment opportunities for potential inclusion in portfolios.
- Conduct due diligence on prospective opportunities, including analysis of investment strategy, process, organization, portfolio positions, and performance.
- Monitor and evaluate current portfolio positions, focused on organizational changes, performance, and risks of the invested fund managers.
- Market Analysis. Complete analytical reviews of strategies and asset classes.
- Stay abreast of market conditions and developments that may affect investment holdings and strategies.
- Contribute to Glenmede’s thought leadership through published research.
- Firm Building. Assisting in building the team’s reputation for professional excellence and credibility throughout the investment management community.
- Build a strong relationship network among investment funds and peers in a subset of investment verticals.
- Portray Glenmede and our clients as a desired investor to top-tier investment managers.
- Demonstrate by example high levels of ethics, professionalism, and teamwork.
Requirements
- MBA, CFA, or equivalent work experience.
- Seven to ten years of relevant experience in an endowment, foundation or pension, asset management firm, investment company, bank or equivalent.
- Strong quantitative and qualitative problem-solving and research abilities.
- Strong verbal and written communication skills, including comfort with public speaking.
- Ability to work both independently and within the team and across the organization in a collaborative manner.
- Ability to network externally.
- Proficiency in Excel and ability to learn new technology quickly.
Benefits
- 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!
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Analista Financeiro Júnior at Fin - X supporting accounts payable/receivable and financial reports. Ideal for those seeking hands - on experience and professional growth in finance.
Senior Finance Officer supporting financial management for Refugee - Led Organizations across Africa. Collaborating with teams to ensure effective grant administration and compliance.
OFS FP&A Analyst supporting the OFS organization with financial reporting and analytics. Collaborating with senior leaders to improve profitability and financial performance in Global Services.
Financial Assistant supporting Bagaggio's treasury team in financial operations and improvements. Involves banking reconciliation and offering financial department support.
PC
Head of Private Equity & Real Estate Investments securing funding for expansive growth in flex - living sector. Building strategic partnerships and investor relations across Europe.
VP of Finance leading financial functions in Finance team for GHJ, a national accounting and advisory firm. Responsible for financial reporting, strategic advisory, and building finance teams.
Director of Finance leading financial strategy and operations across a multi - entity creative organization. Collaborating closely with executive leadership to improve financial processes and drive data - informed decision making.
Junior Financial Accountant participating in significant national and international projects at Deloitte. Involves financial management, tax compliance, and consultative services.
Senior Auditor managing multidisciplinary teams for financial services. Engaging clients for audit and financial advice while ensuring compliance with regulations and standards.