Michael Lam
Research Analyst - Manager Research Group at Glenmede Trust Company
- Role
- Research Analyst - Manager Research Group at Glenmede
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Michael Lam
Michael joined Glenmede as a Research Analyst in the Manager Research Group in June 2014.…
Experience
Research Analyst - Manager Research Group
Jul 2014 — Present · Philadelphia, PA, US
Conduct due diligence and monitor approved and potential external investment funds (Mutual Funds, Separately Managed Accounts, Hedge Funds, Funds of Funds, and Exchange Traded Funds) that employs both traditional and alternative investment strategies that spans across all asset classes to ensure clients have access to a diversified list of investment options. •Utilize finance/investment based software such as Factset and Morningstar to assist in fundamental and quantitative research, and to report/monitor potential and approved investment funds.•Collaborate with Portfolio Managers, Investment Strategy team, and asset-specific research teams to develop an understanding of the clients\' needs and interests, the investment landscape, and specific investment strategies in order to properly conduct investment research and approve the appropriate investment funds.
Education
Shanghai University of Finance and Economics
Chinese Language and Literature
2012 — 2012
Beijing Language and Culture University
Chinese
2009 — 2010
Harriton High School
H.S Diploma
2005 — 2009
Temple University - Fox School of Business and Management
Bachelor of Business Administration (B.B.A.), Finance and International Business
2010 — 2014
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