Investment Associate Jobs in Pennsylvania
Investment Associate jobs in Pennsylvania are concentrated in asset management, private equity, and financial services, with demand at every level from entry-level analyst to senior associate. Philadelphia and Pittsburgh anchor the market, with smaller but active hiring in King of Prussia and Malvern, where firms like Vanguard, Lincoln Financial Group, and SEI Investments maintain long-established investment operations. Portfolio analysis, credit research, and alternatives are the most in-demand specialties for investment associates across the state. Find a role that fits below and apply directly.
Find Investment Associate JobsOverview
Showing 5 of 8+ Investment Associate jobs
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 Investment Management Services Associate is a key member of the Investment Management Services (IMS) team at Glenmede. This dedicated group within the Product organization under the Platform Solutions department supports client service, trading, and investment teams in areas such as trade support, separately managed account (SMA) operations, private investment subscriptions, portfolio data integrity, banking services, and account maintenance. The IMS team leverages process expertise to reduce risk, improve the client experience, and enhance Glenmede’s efficiency and effectiveness. This role requires a high-performing individual with strong quantitative, analytical, communication, and collaboration skills, as well as a strategic mindset.
RESPONSIBILITIES:
Investor Services for Private Investments
- Facilitate the private investment process for clients and Relationship Management Teams by coordinating with stakeholders across Glenmede.
- Prepare private investment subscription packages using a third-party vendor, facilitate client review and execution of subscription documents, track and resolve KYC refreshes, and manage investor action items throughout the private investment lifecycle.
SMA Operations
- Coordinate daily operations for Glenmede's separately managed accounts program.
- Collaborate with investment and relationship management teams to facilitate client portfolio investments in SMA strategies and onboard new external strategies.
- Perform control tasks to ensure all workflows are completed accurately and as expected.
Portfolio Data Integrity
- Perform daily position and cash reconciliation of externally custodied accounts.
- Work closely with investment teams and external parties to troubleshoot discrepancies and ensure accurate data across investment systems.
- Complete month-end reconciliations of externally custodied accounts to ensure accurate reporting data and client statements.
Trade Support
- Contribute to trade support functions, including trade matching and settlement for Fixed Income and Equity orders.
- Serve as a liaison between trading teams, back-office operations, brokers, and custodians.
- Communicate with front office teams to address issues and proactively solve problems.
Banking Services
- Serve as the centralized point of contact for administration of securities-based lines of credit.
- Work internally and with third parties to ensure collateral control agreement obligations are implemented.
Relationship Management Services
- Support client service teams through implementing account maintenance changes and producing specialized cashflow reports.
Firm Building
- Engage in department-specific and firm-wide initiatives to complete corporate initiatives, projects, and business analysis supporting Glenmede’s strategic goals.
- Ability and willingness to contribute to the advancement of team, office and business capabilities. Perform other duties as required by position.
REQUIRED QUALIFICATIONS:
- Bachelor’s degree required
- 1-2 years of experience in financial services supporting operations, middle office, investor services, or related roles.
PREFERRED QUALIFICATIONS:
-
Prior experience in a financial services role in any of the following areas:
- Supporting middle office workflows such as trade support, fund reconciliation, alternatives investment subscription processes
- Private investment subscriptions and AML/KYC oversight
- Coordination and operational oversight of separately managed accounts
- Proficient in investment systems supporting equity trading, separately managed accounts (SMAs), as well as position and cash reconciliation
- Experience using DTC product suite, Charles River, DocuSign, Subscribe, Monday.com and other workflow management tools
- Ability to appropriately organize and prioritize tasks, coordinate with other members of the team, work well under pressure, and multi-task
- Professional demeanor and ability to communicate clearly, both orally and in writing
- Organizational and problem-solving skills with exceptional attention to detail and quality control
- Demonstrated aptitude for continual process improvement
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 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-Hybrid
See All 8 Investment Associate Jobs in Pennsylvania
Find roles in Pennsylvania that match your experience and apply in just a few clicks.
Find Investment Associate JobsInvestment Associate Jobs by City in Pennsylvania
Where Pennsylvania roles are concentrated, by current openings.
Investment Associate Job Market in Pennsylvania
A snapshot from current Pennsylvania openings, updated as new roles post.
Who's Hiring
What Pennsylvania Employers Look For
The qualifications that appear most often in investment associate jobs across Pennsylvania.
- Bachelor's degree in finance, economics, or accounting required by most Pennsylvania employers
- Series 7 and Series 63 FINRA registrations commonly required or expected within first year
- One to three years of experience in financial analysis, valuation, or investment research preferred
- Proficiency in financial modeling, Excel, and portfolio management software such as Bloomberg or FactSet
- CFA candidacy or enrollment strongly preferred by asset management and private equity firms
- Strong written and verbal communication skills for presenting investment theses to clients and committees
Investment Associate Jobs in Pennsylvania: Frequently Asked Questions
How do you become a investment associate in Pennsylvania?
Most investment associate roles in Pennsylvania require a bachelor's degree in finance, economics, or a related field. While Pennsylvania does not issue a state-specific investment associate license, most employers expect candidates to hold or quickly obtain FINRA registrations such as the Series 7 and Series 63, which require employer sponsorship. Pursuing CFA candidacy significantly strengthens applications at Philadelphia- and Pittsburgh-area asset managers and private equity firms.
Which companies hire investment associates in Pennsylvania?
Employers hiring investment associates in Pennsylvania right now include Greysteel, Legacy Advisors, and Greenberg Traurig, based on current listings on Migrate Mate as of November 2026. Pennsylvania's deep concentration of asset managers, insurance-linked investment arms, and regional banks means openings are distributed across both large institutional names and boutique firms, particularly in the Philadelphia suburbs.
Which Pennsylvania cities have the most investment associate jobs?
Philadelphia, Pittsburgh, and Conshohocken have the most investment associate openings in Pennsylvania. Philadelphia leads because it hosts major asset managers and financial institutions headquartered in the city and its western suburbs, while Pittsburgh draws investment associate hiring through its growing private equity and family office ecosystem, and suburban corridors like Malvern and King of Prussia add significant volume through firms including Vanguard and SEI.
Are there remote investment associate jobs in Pennsylvania?
Yes, though they represent a minority of openings given how much of the role involves in-person client interaction, deal team collaboration, and committee presentations. About 75% of investment associate openings tied to Pennsylvania are remote or hybrid as of November 2026, with hybrid arrangements more common than fully remote. Research-heavy and quantitative analyst sub-roles tend to offer the most schedule flexibility.
How can I get hired as a investment associate in Pennsylvania with little or no experience?
The most realistic entry path is through a financial analyst or investment analyst role at a Pennsylvania bank, insurance company, or regional asset manager, then transitioning into an associate position after one to two years. Vanguard and Lincoln Financial run structured new-graduate programs in the Philadelphia area that feed directly into investment teams. Building a CFA candidacy and completing an internship at a Pennsylvania-based firm while still in school provides a meaningful edge over other applicants.
Where can I find and apply to investment associate jobs in Pennsylvania?
You can find and apply to investment associate jobs in Pennsylvania on Migrate Mate, which lists current Pennsylvania openings updated regularly. Find roles that match your experience and target location, then apply directly to each position. No sign-up is required to search available listings.
See All 8 Investment Associate Jobs in Pennsylvania
Find roles in Pennsylvania that match your experience and apply in just a few clicks.
Find Investment Associate Jobs