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:
As a member of Glenmede’s Finance team, this individual will perform various reporting and analytical functions.
Responsibilities for this role will include a focus on reporting and analysis responsibilities that span multi-disciplinary functions related to the firm’s financial and business development results, clients, lines of business and products. This role requires a strong analytical foundation, advanced technology skills, and the ability to clearly communicate insights to stakeholders across all levels of the organization. The ideal candidate will bring a proactive mindset to efficiency, data interpretation, and automation efforts that drive operational excellence and strategic insight.
RESPONSIBILITIES:
- Develop and maintain routine and ad-hoc reports and dashboards, with a focus on firm-wide performance metrics including assets under management, business development, and line-of-business results.
- Lead complex ad-hoc analysis to assist with arising business needs, including communicating results and recommendations to firm leadership.
- Analyze client data to identify trends and insights that support strategic decision-making.
- Advance the automation, standardization and simplification of modeling, reporting, and analysis through the development of process improvements.
- Participate in projects supporting firm-wide initiatives.
REQUIRED QUALIFICATIONS:
- Bachelor’s degree required; accounting/finance related degree preferred
- Minimum 5 years of experience in business and financial analysis, or a related role.
- Demonstrated expertise in working with large data sets, financial modeling, and reconciliations.
- A strong proficiency with Microsoft Excel and other Microsoft products (Teams, PowerPoint, Outlook, Word).
- Ability to learn and utilize multiple technology platforms and data sources including data aggregation tools. Experience with business intelligence platforms a plus.
- Ability to take initiative in resolving complex challenges through strong analytical thinking and attention to detail.
- Excellent written and verbal communication skills, with the ability to present complex information clearly to various audiences.
- Demonstrated initiative, problem-solving skills, and the ability to improve processes.
- Familiarity with VBA, SQL, PowerQuery, Power BI, or similar data visualization and query tools
PREFERRED QUALIFICATIONS:
- Experience or desire to work in a financial services environment.
- Experience with financial operations in a wealth management or investment advisory environment.
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.
