Client Analytics Group Analyst - AMG Investment Office
About The Position
The Client Analytics Group Analyst supports Institutional Investment Advisors in PNC's Asset Management Group Investment Office by delivering 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 used in 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 this as an in-office position. Under limited direction, the analyst performs analysis, due diligence research, monitoring, and analytical activities across investment portfolio disciplines. The analyst gathers information, independently generates reports, contributes research to final reports, and may join specialists in authoring and presenting those reports. The role also supports investment manager review, selection, monitoring, and introduction to platforms or portfolios, including analysis of how a sector or manager fits within an asset allocation framework. The analyst works with advisors, analysts, portfolio managers, and other stakeholders and may use or develop programming and automation solutions to improve efficiency, reduce operational risk, and scale reporting.
Requirements
- A bachelor's degree is typically required; a comparable combination of education, job-specific certifications, and experience may be considered in lieu of a degree.
- At least 2 years of relevant professional experience is typical for roles at this level.
- Strong written and verbal communication skills, including the ability to explain complex analytical concepts clearly and communicate professionally with advisors.
- Strong analytical and problem-solving skills.
- 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 collaboratively.
- 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, or Bloomberg.
- 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 in an investment analytics environment.
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 conduct 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 improve efficiency, reduce operational risk, and enhance scalability.
- Collaborate with advisors, analysts, portfolio managers, and other stakeholders to meet deadlines and provide service.
- Perform 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 reviews, selection, and monitoring of investment managers for platforms or portfolios.
- Analyze the fit of new investment managers or sectors within an overall asset allocation framework.
- Research and compile information for final reports and, potentially, join specialists in authoring and presenting them.
Benefits
- Medical and prescription drug coverage, including 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
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
