Securities Analyst Associate - AMG Investment Office

PNC Bank • Philadelphia, PA

1d

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 Securities Analyst Associate within PNC's Asset Management Group Investment Office organization, you will be based in Philadelphia, PA or Pittsburgh, PA. This position is with the Custom and Direct Indexing (CDI/THOR) 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 $8Billion in AUM. Job Description Participates in securities research efforts and special projects as assigned. Runs securities analysis models and generates reports to support credit portfolio construction. Provides industry/sector fixed income research coverage on modest universe of securities with a goal of establishing a foundation in financial statement and security analysis. Under the guidance of a senior analyst, analyzes financial statements and industry data to build a credit profile for active issuers in fixed income markets. Begins to make issuer and security-specific recommendations, synthesizing and drawing conclusions from a wide variety of primary and secondary sources of market, industry, and company data. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: 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.

Requirements

• Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.
• Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience.
• In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Nice To Haves

• Be highly motivated and have a strong interest in financial markets
• Strong attention to detail
• Eager to learn and develop new skills
• Be able to work with complex datasets
• A degree in finance, statistics, math, or economics is a plus
• Programming, modeling, or other quantitative skills is a plus
• Pursuing a CFA is preferred

Responsibilities

• Oversee day to day implementation/trading activity of client portfolios
• Review & monitor portfolio risk statistics and key trigger events
• Conduct quantitative analysis to manage, measure, and monitor portfolio performance and tracking error.
• Develop performance analytics, analyze relative value, and assess portfolio performance attribution.
• Coordinate with front office to support business development and global portfolio reviews
• Participates in securities research efforts and special projects as assigned.
• Runs securities analysis models and generates reports to support credit portfolio construction.
• Provides industry/sector fixed income research coverage on modest universe of securities with a goal of establishing a foundation in financial statement and security analysis.
• Under the guidance of a senior analyst, analyzes financial statements and industry data to build a credit profile for active issuers in fixed income markets.
• Begins to make issuer and security-specific recommendations, synthesizing and drawing conclusions from a wide variety of primary and secondary sources of market, industry, and company data.

Benefits

• PNC offers a comprehensive range of benefits to help meet your needs now and in the future.
• Depending on your eligibility, options for full-time employees include: 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.
• In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 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.
• To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards .

What This Job Offers

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