OCIO Senior Investment Advisor - Institutional Asset Management

PNC • Akron, OH

288d

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 OCIO Senior Investment Advisor within PNC's Institutional Asset Management organization, you will be based in Akron, OH. This position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at manager's discretion. Reporting to the Institutional Asset Management Market Leader, you will deliver OCIO (Outsourced Chief Investment Officer) solutions to non-profit organizations, defined benefit pension plans, and corporations.

Requirements

• 8+ years of industry relevant experience.
• Bachelor's degree required; higher level education such as a Master's degree or PhD is desirable.
• CFA® designation is strongly preferred.
• Knowledge of investment management and financial modeling.

Nice To Haves

• Accountability
• Budget Management
• Competitive Advantages
• Decision Making
• Finance Strategy
• Investment Management
• Relationship Management

Responsibilities

• Deliver OCIO solutions to non-profit organizations, defined benefit pension plans, and corporations.
• Manage portfolios in accordance with the investment policy statement.
• Provide recommendations for strategic and tactical changes in allocation based on each client's unique needs.
• Support the development of new business opportunities.
• Maintain and grow assets under management.
• Execute risk management practices through adherence to PNC's policies and procedures.
• Support and may lead the sales efforts of the business through the introduction and expansion of financial services to the client.
• Provide actionable advice, market insight, and reporting on investment results.

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
• Robust wellness program with financial incentives
• Paid time off including maternity and/or parental leave, up to 11 paid holidays each year, 8 occasional absence days each year, and between 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
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree