Research Analyst- Small/Mid Cap Equity at Glenmede Trust Co

Philadelphia, Pennsylvania, United States -

Full Time

Start Date

Immediate

Expiry Date

04 Aug, 26

Salary

0.0

Posted On

06 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Equity Research, Financial Statement Analysis, Financial Modeling, Valuation, FactSet, Bloomberg, AI Prompt Engineering, Quantitative Screening, Market Analysis, Small Cap Equity, Mid Cap Equity, Python, CFA, Data Analytics, Investment Management, Communication Skills

Industry

Financial Services

Description

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. Glenmede Investment Management: Exceeding client expectations through our consistent approach to active management, unparalleled access to our team of experts and excellent service. Our professionals are dedicated to outperforming our clients’ expectations. Going above and beyond is our imperative. We work to keep clients a step ahead in today’s markets by consistently using our insights, rigor and discipline to develop differentiated strategies — even if it means taking a new path when others are headed in a different direction. This position will operate in a hybrid work environment, 3-4 days per week in the office (Philadelphia, PA). OVERVIEW: The individual will be a member of Glenmede’s Equity Research team, supporting the fundamental research process underlying our small cap, mid cap, and SMID cap equity portfolios. The Research Analyst will support the Co-Portfolio Managers and will operate within a modern, technology-augmented research structure. The Research Analyst will serve as the team's primary interface between quantitative screening tools, AI-generated research inputs, and the portfolio managers responsible for primary research, macro-oversight, and portfolio construction. The ideal candidate will bring investment research experience, thinks rigorously about markets, and work alongside AI analytical tools to produce better, faster investment insights. RESPONSIBILITIES: * AI Input Management. Serve as the team's primary operator of AI research tools, including Claude-based workflows. Structure inputs, evaluate outputs, and translate AI-generated analysis into actionable research insights for portfolio manager consumption. * Quantitative Screening. Maintain and refine FactSet-based screening models to systematically identify investment candidates across the small cap and mid cap universe. Incorporate factor- and theme-level market analysis to keep screens current and relevant. * Market & Factor Analysis. Conduct factor- and theme-level analysis of market dynamics, including investor positioning, factor exposure impacts, and thematic trends. Help identify long/short thematic and basket trade opportunities surfaced through AI agent analysis. * Portfolio Support. Deliver timely, well-synthesized information to support portfolio manager decision-making. Monitor holdings, market developments, and sector news with an emphasis on speed and clarity of communication. * Variant View Development. Engage with AI-generated variant views and investment personas to stress-test consensus thinking and surface differentiated perspectives for team discussion. * Research Skill Development. Actively participate in investment team meetings to develop fundamental research capabilities and deepen sector and market knowledge over time, with an eye toward expanded analytical responsibilities. * Firm Building. Contribute to ongoing efforts to improve research workflows, expand the team's analytical toolkit, and enhance the integration of AI tools into the investment process. REQUIRED QUALIFICATIONS: * Bachelor's degree in Finance, Economics, Accounting, Statistics, Mathematics, Computer Science, or a related analytical field. * 2+ years of experience in equity research, investment management, or a related investment role. * Solid grounding in fundamental research, including financial statement analysis, financial modeling, and valuation. * Familiarity with the small cap and/or mid cap investment universe. * Proficiency with FactSet and/or Bloomberg. * Comfort working with AI tools and a genuine interest in how technology is reshaping the investment research process. PREFERRED QUALIFICATIONS: * CFA designation or active CFA candidate. * Experience with Python or other data and analytics tools for research or screening applications. * Hands-on experience with AI platforms (e.g., Claude, ChatGPT) in a professional research or analytical context. * Strong written and verbal communication skills; ability to synthesize complex information clearly and concisely for senior decision-makers. * Self-starter with intellectual curiosity, sound judgment, and strong attention to detail. * Collaborative by nature, with the ability to manage multiple workstreams independently. Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit http://www.glenmede.com [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 workplace and is committed to ensuring equal employment opportunity without regard to any legally protected characteristics. To learn more about Glenmede’s policy on equal employment opportunity, please visit https://www.glenmede.com/equal-opportunity-employer/ [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

Responsibilities

The analyst will support the fundamental research process for small and mid-cap equity portfolios by integrating AI-generated insights with quantitative screening. They are responsible for maintaining screening models, conducting factor analysis, and providing synthesized information to portfolio managers.