Associate Equities Analyst

Fairygodboss; Philadelphia (Philadelphia County); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Dental & Vision

401(k) match

Paid time off

Job summary

PNC is seeking an Associate Equities Analyst in Philadelphia to support securities research and credit portfolio construction within the Asset Management Group Investment Office. You will run equity and fixed income analysis, prepare reports, and help build issuer profiles under guidance.

The role emphasizes data accuracy, strong Excel skills, and collaboration with the team to drive investment decisions and enhancements in reporting.

Qualifications

• Knowledge of fundamental equity analysis and industry drivers.
• Ability to interpret financial statements for credit and equity contexts.
• Familiarity with FactSet modules and portfolio reporting basics.

Responsibilities

• Participates in securities research efforts and special projects as assigned; runs models and generates reports for credit portfolios.
• Provides industry/sector fixed income research coverage to support decision making for the Advantage Equity team.
• Under supervision, analyzes financial data to build issuer/ security profiles and recommendations.

Skills

Fundamental equity analysis

Energy/Utilities/IT sectors

FactSet Knowledge

Excel skills

Data management

Attention to detail

Team collaboration

Creative problem solving

Education

Bachelor's degree

Tools

FactSet Research Systems

Excel

Job description

Job Profile

Position Overview

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 Associate Equities Analyst within PNC's Asset Management Group Investment Office organization, you will be based in Philadelphia, PA.

Preferred skills/experience:

• Experience in fundamental equity analysis, preferably with exposure to Energy, Utilities or Information Technology. This would include understanding the competitive advantages, margin drivers, sales growth factors, management capabilities, and basic valuation parameters across various industries in these sectors.
• Understanding of FactSet Research Systems. Ability to navigate and understand the various modules within the software to help deliver the reports needed to facilitate decision making for the Advantage Equity team.
• Proficient writing capabilities, with a focus on effectively distilling the basic drivers of portfolio performance relative to respective strategy benchmarks.
• Strong data management and Excel skills.
• Attention to detail - particularly with data retention and the ability to store data related to these projects in a timely and accurate manner.
• Ability to work well with the entire team on special projects.
• Ability to think outside the box for new solutions to problems/issues that help the efficiency of the entire team.

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.

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.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Preferred Skills

Account Management, Budget Management, Capital Management, Corporate Finance, Financial Management, Investment Banking, Price Management, Revenue Recognition, Strategic Objectives, Wealth Management

Competencies

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

Work Experience

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.

Education

Bachelors

Certifications

No Required Certification(s)

Licenses

No Required License(s)

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; 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.

To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at [e-mail]. Please include 'accommodation request' in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

Equal Employment Opportunity (EEO)

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.