Investment Manager - Product Research Associate III - PNC Wealth Management

PNC•Pittsburgh, PA

5d•Onsite

About The Position

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As an Investment Manager - Product Research Associate III within PNC Wealth Management, you will be based in Pittsburgh, PA at the Tower at PNC Plaza. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Requirements

3–5 years of relevant experience in investment research, manager due diligence, portfolio analytics, or a related role.
FINRA Series 7 and SIE (or ability to obtain required licenses within the first six months of employment, per firm policy).
Bachelors degree.
FINRA Series 7 and 63 required.
Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Accuracy and Attention to Detail
Analytical Thinking
Business Data Analysis
Decision Making and Critical Thinking
Effective Communications
Industry Knowledge
Influencing
Managing Multiple Priorities
Problem Solving
Regulatory Environment - Financial Services

Nice To Haves

CFA charterholder (or candidate) and/or CFP certification preferred.
In addition, a combination of the following licenses will be required based on the department needs: FINRA Series 66 (or 63/65), 53, or Life & Health Insurance.

Responsibilities

Perform manager research, due diligence, and ongoing monitoring across investment vehicles including (but not limited to) mutual funds, exchange-traded funds (ETFs), separately managed accounts (SMAs), and third-party multi-asset solutions for the PNC Wealth Management (PNCWM) approved list.
Source new ideas using industry tools (e.g., Morningstar Direct) and other resources to identify strategies that meet high standards for performance, risk management, process, and operational quality.
Conduct manager interviews, document findings, develop recommendations, and present to the firm’s investment committee.
Support the management and maintenance of the firm’s wrap program model overlays.
Evaluate capital market assumptions, select default strategies/funds, monitor performance and risk, perform performance attribution, set strategic asset allocations, and recommend tactical adjustments based on the firm’s market views.
Assist with model implementation and trading coordination, and help design new model portfolios to meet a range of client objectives, constraints, and risk profiles.
Create and deliver timely investment perspectives and market commentary for financial advisors and, when appropriate, clients.
Demonstrate strong writing skills (research notes, presentations, and committee materials) and clear verbal communication when presenting to internal stakeholders.
Continuously monitor the investment landscape for emerging trends, new products, and competitive developments.
Help ensure the PNCWM platform remains high quality, differentiated, and aligned to client needs.
Partner effectively across risk, legal, compliance, supervision, marketing, sales leadership, operations, and investment committees.
Use a collegial, diplomatic approach to build consensus and execute research and platform initiatives with appropriate governance and controls.
Build and maintain performance, risk, and exposure reporting (e.g., factor/sector/region/style, fees, drawdowns) to support product decisions, portfolio positioning, and advisor conversations.
Use investment databases and analytics platforms (e.g., Morningstar Direct) and Microsoft Excel/PowerPoint to collect data, perform analysis, and produce clear, decision-ready materials.
Maintain thorough research files and documentation supporting recommendations, monitoring decisions, and model changes.
Ensure processes align with applicable policies, compliance requirements, and risk oversight.
Manage multiple research and platform initiatives concurrently, prioritize effectively, and communicate progress, timelines, and implications to stakeholders.

Benefits

medical/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/elder care
adoption, surrogacy, and doula reimbursement
educational assistance, including select programs fully paid
a robust 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
between 15 to 25 vacation days each year, depending on career level; and years of service.