Client Analytics Group Analyst - AMG Investment Office

PNC Bank•Chicago, IL

1d•Onsite

About The Position

The Client Analytics Group Analyst supports Institutional Investment Advisors in PNC’s AMG Investment Office by providing portfolio analytics, peer universe reporting, and customized client reporting. The analyst partners with advisors to assess portfolio performance, risk characteristics, asset allocation, and other investment metrics for client communications and portfolio reviews. The role is based in Philadelphia, Pittsburgh, Cleveland, Baltimore, or Chicago; other PNC Asset Management Group locations may be considered. PNC describes the position as in-office. Under limited direction, the analyst conducts analysis, due diligence research, monitoring, and analytical work across investment portfolio disciplines. The role includes gathering information, independently generating reports, supporting investment manager review and selection, and helping introduce managers to platforms or portfolios through analysis of their fit within an overall asset allocation framework. The analyst may participate in manager interviews and contribute to final reports and presentations.

Requirements

Bachelor’s degree; a comparable combination of education, job-specific certifications, and experience may be considered in lieu of a degree.
Typically, 2 or more years of relevant professional experience; comparable education, job-specific certification, and experience may be considered in lieu of a degree.
Strong analytical and problem-solving skills.
Excellent attention to detail and commitment to accurate, high-quality deliverables.
Proficiency in Microsoft Excel and other reporting or analytical tools.
Ability to manage multiple priorities and work effectively in a collaborative team environment.
Exceptional written and verbal communication, including listening carefully, asking effective questions, explaining complex analytical concepts clearly, and communicating proactively and professionally with advisors.
Demonstrated interest in financial markets, investments, and portfolio analytics.

Nice To Haves

Experience with performance measurement, portfolio analytics, attribution, benchmarking, or investment reporting.
Exposure to programming, scripting, or automation tools such as Python, SQL, VBA, or Power BI.
Experience with investment analytics and reporting platforms such as Morningstar Direct, FactSet, Bloomberg, or similar tools.
Experience building automated workflows or reporting solutions.
Understanding of institutional investment management, asset allocation, fixed income, equity, or multi-asset portfolios.
Desire to learn and expand technical automation skills within an investment analytics environment.
Knowledge or skills in analytical thinking, asset management, capital management, due diligence, financial management, general ledger, process control, or revenue recognition.

Responsibilities

Partner with Institutional Investment Advisors to identify reporting objectives and support needs, and fulfill portfolio analytics, peer reporting, and client reporting requests.
Produce and analyze portfolio performance reports, attribution analyses, asset allocation reports, and portfolio characteristic reviews.
Generate peer universe and benchmark comparisons for client reviews, presentations, and investment discussions.
Validate data accuracy and perform quality assurance checks to ensure reporting integrity.
Assist in preparing polished client-facing reports and presentation materials.
Research and interpret market, portfolio, and benchmark data to provide analytical insights.
Support recurring and ad hoc reporting throughout the client lifecycle.
Identify opportunities to improve, streamline, and automate reporting processes.
Use or develop programming and automation solutions to increase efficiency, reduce operational risk, and enhance scalability.
Collaborate with advisors, analysts, portfolio managers, and other stakeholders to meet deadlines and deliver service.
Conduct analysis, due diligence research, monitoring, and analytical activities for investment portfolio disciplines.
Participate in manager interviews and learn and apply due diligence processes and portfolio analyses.
Gather information and independently generate reports using applicable systems.
Support team members in reviewing, selecting, and monitoring investment managers for platforms or portfolios.
Analyze the fit of investment managers or sectors within an overall asset allocation framework when introducing them to platforms or portfolios.
Research and compile information for team members’ final reports, and potentially join specialists in authoring and presenting those reports.

Benefits

Medical and prescription drug coverage, with a Health Savings Account feature.
Dental and vision options.
Employee and spouse/child life insurance.
Short- and long-term disability protection.
401(k) with PNC match.
Pension and stock purchase plans.
Dependent care reimbursement account.
Back-up child and elder care.
Adoption, surrogacy, and doula reimbursement.
Educational assistance, including select fully paid programs.
Wellness program with financial incentives.
Maternity and/or parental leave.
Up to 11 paid holidays each year.
9 occasional absence days each year, unless otherwise required by law.
15 to 25 vacation days each year, depending on career level and years of service.
Incentive compensation based on company, business, and/or individual performance.