Equities Analyst

PNC•Philadelphia, PA

2d•Onsite

About The Position

The Equities Analyst role is part of PNC's Asset Management Group and is based in Philadelphia, Pennsylvania. The analyst evaluates the financial viability and attractiveness of securities, analyzes financial statements, runs security-analysis models, produces reports, and independently develops conclusions and recommendations for portfolio managers. The role also reviews industry and sector valuations with portfolio managers and communicates research and performance information to internal business partners and external clients. Special projects may be assigned. PNC describes itself as an in-office company and encourages candidates to discuss workplace expectations with their recruiter and hiring manager. PNC will not provide employment visa sponsorship or participate in STEM OPT for this position. The role requires a university or college degree and typically five or more years of industry-relevant experience; a comparable combination of education, job-specific certifications, and experience may be considered in lieu of a degree. A bachelor's degree is listed, with no required certifications or licenses.

Requirements

Typically, a university or college degree and five or more years of industry-relevant experience are required; comparable education, job-specific certifications, and experience may be considered in lieu of a degree.
Bachelor's degree listed as the education level.
Ability to make effective stock recommendations succinctly and in a timely manner.
Proficient writing skills, including the ability to explain portfolio performance drivers relative to strategy benchmarks.
Strong data management and Excel skills.
Attention to detail, including timely and accurate data retention and storage.
Ability to work collaboratively with the team on special projects.
Analytical thinking, decision-making and critical thinking, effective communication, financial analysis, financial statement analysis, managing multiple priorities, problem solving, quantitative research, quantitative techniques, and research analysis.
Customer focus and the ability to assess and manage business risks.
No required certifications or licenses.
No required or preferred language assessments.

Nice To Haves

Coverage experience in Energy, Utilities, or Information Technology sectors, including understanding competitive advantages, margin drivers, sales growth factors, management capabilities, and basic valuation parameters.
Understanding of FactSet Research Systems and ability to navigate its modules to produce reports for the Advantage Equity team.
Ability to identify new solutions that improve team efficiency.
Preferred skills include account management, budget management, capital management, corporate finance, financial management, investment banking, pricing management, revenue recognition, strategic objectives, and wealth management.

Responsibilities

Analyze the financial viability and attractiveness of securities and recommend specific security positions to portfolio managers.
Analyze individual securities' financial statements and make recommendations based on the results.
Run security-analysis models, generate reports to support portfolio management, and independently draw conclusions.
Recommend valuations for specific securities within a sector or industry.
Review industry and sector relative valuations with portfolio managers and provide recommendations.
Communicate research and the performance of industries, sectors, and securities to internal business partners and external clients.
Participate in special projects as assigned.
Assess and manage risks associated with business objectives and activities in accordance with PNC's Enterprise Risk Management Framework.
Apply customer needs and satisfaction as primary considerations in business decisions and develop customized customer solutions.

Benefits

Medical and prescription drug coverage, including a Health Savings Account feature, subject to eligibility.
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 programs that are fully paid.
Wellness program with financial incentives.
Maternity and/or parental leave, depending on eligibility.
Up to 11 paid holidays each year, depending on eligibility.
Nine occasional absence days each year, unless otherwise required by law, depending on eligibility.
Between 15 and 25 vacation days each year, depending on career level and eligibility.