Equities Analyst

PNC; Pennsylvania; On-site; USD 85,000 - 130,000; Full time

Benefits offered by this job

401(k) with company match

Pension plan

Stock purchase program

Medical and dental coverage

Job summary

PNC seeks an Equities Analyst in its Asset Management Group, based in Philadelphia, PA. The role analyzes financial viability and security attractiveness, recommending positions to portfolio managers and generating reports to support decision making.

Ideal candidates will have 5+ years of experience, strong analytical skills, proficiency with FactSet, and excellent written communication. Strong Excel/data management skills are essential to contribute to team projects.

Qualifications

• University degree with 5+ years of industry-relevant experience.
• Strong analytical thinking and financial statement analysis.
• Ability to translate research into actionable investment ideas.
• Experience with equity research and portfolio communications.

Responsibilities

• Analyze financial viability and security attractiveness.
• Recommend specific security positions to portfolio managers.
• Run securities analysis models and generate reports for portfolio management.
• Communicate research and performance of industries and securities to internal partners.

Skills

Energy/utilities/IT sectors

Stock recommendations

FactSet

Writing capabilities

Data management

Excel

Attention to detail

Team collaboration

Education

Bachelor's degree

Tools

FactSet

Excel

Stock analysis tools

Job description

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

Preferred skills/experience

• Coverage experience in Energy, Utilities or Information Technology sectors is beneficial. This would include understanding the competitive advantages, margin drivers, sales growth factors, management capabilities, and basic valuation parameters across various industries in these sectors.


• Must be able to make effective stock recommendations, succinctly and in a timely manner.


• 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.

Job Description

Analyzes financial viability and security attractiveness. Recommends specific security positions to portfolio managers. Analyzes financial statements of individual securities and makes effective recommendations based on results. Runs securities analysis models and generates reports to support portfolio management and independently draws conclusions. Makes recommendations on valuations of specific securities within the sector or industry. Reviews industries and sectors with portfolio managers on relative valuation and makes generally accepted recommendations. Communicates research and performance of industries, sectors and securities to internal business partners and external clients. Participates in special projects as assigned.

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, Pricing 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 5+ years of industry-relevant experience. Specific certifications are often required. 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).

Language Assessments No Required or Preferred Language Assessments.

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. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

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.

For nearly 160 years, PNC has strived to make a meaningful impact for our employees, customers, communities, and shareholders. We believe our success and positive reputation are built on open and honest dialogue, an unwavering focus on smart risk management, relationship-based customer service and community investments. Our inclusive workplace allows our employees to be heard, valued, and developed to do their best work. Being a great place to work means we are making a lasting difference for everyone we serve. Check out the top reasons to join PNC. PNC’s total rewards package includes things like time off, benefits, learning and career development, wellness programs, recognition and much more. The benefits and programs highlighted below are just a sampling of what PNC offers its employees. To learn more, visit our Total Rewards page.