Equities Analyst

PNC Bank • Philadelphia, PA

1d • Onsite

About The Position

As an Equities Analyst within PNC's Asset Management Group, the role analyzes the financial viability and attractiveness of securities and recommends specific positions to portfolio managers. The analyst reviews individual companies' financial statements, runs securities analysis models, generates reports to support portfolio management, and independently draws conclusions. The position also evaluates security valuations and reviews relative industry and sector valuations with portfolio managers. The analyst communicates research and performance information about industries, sectors, and securities to internal business partners and external clients, and participates in special projects. The position is based in Philadelphia, Pennsylvania, and is part of PNC's in-office workplace model.

The preferred background includes sector coverage experience in Energy, Utilities, or Information Technology; the ability to make effective, timely, and succinct stock recommendations; familiarity with FactSet Research Systems; strong writing, data management, and Excel skills; attention to detail; teamwork; and creative problem solving. Candidates should demonstrate customer focus and effective management of business risks. PNC does not provide employment visa sponsorship or participate in STEM OPT for this position.

Requirements

• A bachelor's degree; a comparable combination of education, job-specific certifications, and experience may be considered in lieu of a degree.
• Five or more years of industry-relevant experience.
• Demonstrated knowledge, skills, and abilities appropriate to the role.
• Strong analytical thinking, decision-making, critical thinking, communication, financial analysis, financial statement analysis, problem-solving, quantitative research, quantitative techniques, and research analysis capabilities.
• Ability to manage multiple priorities.
• Customer focus and the ability to assess and manage risks in accordance with PNC's Enterprise Risk Management Framework.

Nice To Haves

• Coverage experience in Energy, Utilities, or Information Technology, including understanding competitive advantages, margin drivers, sales growth factors, management capabilities, and basic valuation parameters across industries in these sectors.
• Ability to make effective stock recommendations succinctly and in a timely manner.
• Understanding of FactSet Research Systems and ability to navigate its modules to produce reports for the Advantage Equity team.
• Proficient writing skills, including the ability to distill portfolio performance drivers relative to strategy benchmarks.
• Strong data management and Excel skills.
• Attention to detail, particularly in accurately and promptly retaining project-related data.
• Ability to work well with the team on special projects.
• Ability to develop creative solutions that improve team efficiency.
• Skills in 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.
• Recommend specific security positions to portfolio managers.
• Analyze individual securities' financial statements and make recommendations based on the results.
• Run securities analysis models, generate reports to support portfolio management, and independently draw conclusions.
• Recommend valuations for specific securities within a sector or industry.
• Review industries and sectors with portfolio managers for relative valuation and make generally accepted recommendations.
• Communicate research and performance of industries, sectors, and securities to internal business partners and external clients.
• Participate in special projects as assigned.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level