Ivy Gluck, CFA

Ivy Gluck, CFA

Summer Intern

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  • Timeline

  • About me

    Senior Research Analyst and ESG Lead at Brandywine Global

  • Education

    • Bryn Mawr College

      2010 - 2014
      Bachelor's degree Mathematics 4.0

      Graduated Summa Cum Laude

  • Experience

    • StepStone Group

      Jun 2012 - Aug 2012
      Summer Intern

      • Completed Fund Summaries - Condensed qualitative and quantitative analyses of track record, team and strategy, for client review prior to fund due diligence.• Independently analyzed top startups to identify consistently successful, seed funding Venture Firms.• Attended and wrote team notes for quarterly updates, informational calls and webinars.• Researched and analyzed firms and funds, created charts and contributed to Investment Memorandums for the Investment Committee to vote on whether or not to advise a client to invest in that fund.• Continually updated data and analysis in SPI, StepStone’s online database. Show less

    • Brandywine Global Investment Management

      Jun 2013 - Aug 2013
      Summer Intern

      • Independently researched and wrote about Mexico for Brandywine’s Global Portfolio - including macro trends, the financial sector, governmental reforms and future implications.• Researched and led interview with the CFO of Mexico’s 3rd largest bank, Santander Mexico and completed a report analyzing quarterly earnings.• Evaluated companies across industries including financial services, healthcare and utilities from a macro, industry and company-specific level, assessing governmental reforms, financial statements, annual and quarterly reports. •Researched and wrote a report on RINs (Renewable Identification Numbers) - an issue with environmental, financial and political implications. Show less

    • Brandywine Global

      Jul 2014 - now
      Senior Research Analyst

      Senior equity analyst on the Fundamental Equity team at Brandywine Global Investment Management serving as a generalist. This includes sourcing new ideas, financial modeling, in-depth company and industry research, evaluating risks, meeting with management teams, and valuing companies using various methodologies.

  • Licenses & Certifications

  • Volunteer Experience

    • Mentor

      Issued by Philadelphia Futures on Jan 2020
      Philadelphia FuturesAssociated with Ivy Gluck, CFA
    • Trustee and Vice Chair of the Committee on Investment Responsibility

      Issued by Bryn Mawr College on Oct 2020
      Bryn Mawr CollegeAssociated with Ivy Gluck, CFA