Portfolio Analyst - Equities
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 a Portfolio Analyst - Equities within PNC's Asset Management Group Investment Office organization, you will be based in Philadelphia, PA. This position is with the Custom and Direct Indexing (CDI) team, a proprietary investment team that sits within the Asset Management Group (AMG) Investment Office. The team employs a systematic investment approach to build portfolios of index constituents, leveraging quantitative optimization methods to balance active risk with client objectives. The team manages approximately $9Billion in AUM. 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
- Bachelors
- 5+ years of industry-relevant experience
Nice To Haves
- Account Management
- Budget Management
- Capital Management
- Corporate Finance
- Financial Management
- Investment Banking
- Price Management
- Revenue Recognition
- Strategic Objectives
- Wealth Management
- Analytical Thinking
- Decision Making and Critical Thinking
- Effective Communications
- Financial Analysis
- Financial Statement Analysis
- Managing Multiple Priorities
- Problem Solving
- Quantitative Research
- Quantitative Techniques
- Research Analysis
Responsibilities
- Manages Separately Managed Account Portfolios to client specific objectives and portfolio restrictions.
- Supports portfolio management in monitoring portfolio risk exposures, cash flows and tolerance bands.
- Generates reports independently that support portfolio management effort.
- Makes effective recommendations to portfolio managers due to cash flow impacts.
- Manages portfolio risk profile in line with client expectations and investment strategies.
- Utilizes expertise to make generally accepted recommendations.
- Communicates research, positioning and performance of portfolio management strategies to internal resources within their team.
- Assists technology team with analyzing and recommending portfolio management enhancements
- Administers/oversees analyst training, as well as, organizes and connects day to day activities with team of analysts
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
- years of service
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What This Job Offers
Job Type
Full-time
Career Level
Senior
