Senior Securities Analyst Associate

PNC•Philadelphia, PA

1d•Onsite

About The Position

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 $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

University / college degree, with 3+ years of relevant / direct industry experience.
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

Nice To Haves

Prior experience with SMA trading, portfolio implementation, and ongoing portfolio maintenance in an investment management environment.
Familiarity with equity direct indexing solutions, including customization, rebalancing, and tracking error management.
Strong ability to work with and interpret large datasets; experience sourcing, cleaning, and validating data for analytical use.
Programming or quantitative skill set (e.g., Python, SQL, or similar), with the ability to build or enhance models, analytics, and automation tools.
Demonstrated interest in financial markets, equity investing, and portfolio construction, with a proactive and self-motivated approach to problem solving.
Exceptional attention to detail and ability to manage multiple priorities in a fast-paced, deadline-driven environment.
Experience using Fact Set and/or Bloomberg
Strong knowledge of statistical modeling, regression, and financial time series
Progress toward the CFA designation is strongly preferred

Responsibilities

Provides fixed income research coverage on assigned industry/sectors.
Analyzes financial statements, industry data and market dynamics to build a solid credit profile and valuation framework for individual issuers in the fixed income market.
Supports issuer and security recommendations with detailed financial statement models, data analysis, and valuation models.
Generates portfolio recommendations based on well-reasoned financial, technical and valuation metrics.

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.