Investment Systems Co-op

G

Glenmede Trust Co

Applications Closed

Posted about 1 month ago

Internship

Philadelphia, Pennsylvania

Hybrid

Smart Summary

The role involves ensuring the success of high-priority strategic initiatives using data-driven approaches, utilizing tools like Power BI for reporting and analytics support in investment management projects. Responsibilities also include providing technology support for trading and compliance, and assisting teams across various investment-related projects.

We're seeking detail-oriented students for an Investment Systems Co-op, focusing on supporting strategic initiatives within trading, portfolio management, and compliance. A strong knowledge of Microsoft Office, basic understanding of equity and fixed income products, and familiarity with data visualization tools are desired.

Must Have Skills for ATS

Power Bi

Data Visualization

Reporting

Analytics

Technology Support

Fixed Income

Equity Trading

Compliance

Business Requirements Gathering

Software Development

Data-centric Solutions

Microsoft Office Suite

Excel

Word

PowerPoint

Visio

Job Description

 **This job posting is for our Drexel Co-Op Program and not for external applicants to apply.**

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 Platform Solutions department works with different business lines in support of strategic initiatives and support of Trading, Portfolio Management, and Compliance within the organization. The department is made up of Investment Management Services, Performance Measurement, Investment Systems, and Technology teams. The Investment Systems team acts as an intermediary between the business community and technical community in working with both internal development teams and external software vendors.

RESPONSIBILITIES:

  • Ensure the success of high-priority and strategic tactical initiatives by leveraging data-driven approaches
  • Utilize data visualization tools such as Power BI and to support reporting and analytics needs for investment management projects 
  • Provide technology support for fixed income, equity trading, and compliance 
  • Assist Private Wealth and Technology teams across multiple investment-related projects 
  • Partner with development teams to gather business requirements and assist with software development, especially for data-centric solutions

QUALIFICATIONS:

  • Strong knowledge of Microsoft office suite (Excel, Word, PowerPoint, and Visio) 
  • Basic understanding of equity and fixed income products 
  • Flexibility and quick learning
  • Familiarity with SQL a plus 
  • Familiarity with data visualization applications (ex: PowerBI, Sisense)

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/

** 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-DNI

G

Glenmede Trust Co

We believe every client is a universe of one. Our commitment to clients is guided by our values and driven by the pursuit of excellence. Privately owned and independent, our innovation and unparalleled commitment to our clients have made us a trusted partner for more than 65 years. To read our social media terms of use, visit: https://tinyurl.com/4pdmuuhp

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