Investment Analyst - PNC Investments

PNC Investments; Pittsburgh (Allegheny County); On-site; USD 71,000 - 147,000; Full time

Job summary

PNC Investments seeks an Investment Analyst with strong investment acumen to oversee advisory models and conduct research. The role is central to the management of $25 billion in advisory assets, requiring relevant experience and licenses for success. Competitive benefits offered to support a rewarding career.

Benefits

Comprehensive medical/prescription drug coverage

401(k) with match

Short and long-term disability protection

Educational assistance including select programs fully paid

Robust wellness program with financial incentives

Qualifications

• 2+ years of relevant professional experience required.
• Experience with investment due diligence and advisory products.
• Licenses: FINRA Series 7, 63, and 99 required.

Responsibilities

• Responsible for overseeing development and management of advisory models.
• Conducting investment research and due diligence on third-party strategies.
• Building and managing multi-asset investment portfolios.

Skills

Analytical Thinking

Business Intelligence (BI)

Market Research

Strategic Planning

Education

Bachelors

Tools

Morningstar Direct

Bloomberg

Factset

Job description

1 day ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

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.

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.

The PNC Investments Research & Due Diligence team is seeking a qualified individual who has a strong investment acumen (particularly one with experience with advisory products and investment due diligence) to join the team as an advisory portfolio analyst. PNCI manages over $25 billion in advisory assets across a variety of managed accounts and multi-asset portfolios for a wide range of client segments that include the Mass Market, Mass Affluent and Affluent investors. The successful candidate will be charged with oversight responsibility for the development and ongoing management of the firm’s various advisory models and allocations as well as perform investment research and due diligence on select third party investment strategies used in these advisory programs.

As an Investment Analyst within PNC Investments, you will be based in Pittsburgh, PA. The position will primarily be located at the Tower at PNC Plaza.

Job Description

• The candidate will have experience is building and managing multi-asset investment portfolios that use mutual funds, ETFs and separately managed accounts (SMAs)
• Experience using third party investment research databases (i.e.: Morningstar Direct, Factset, Bloomberg, eVestment) is preferred
• The successful candidate will have experience in writing investment and economic commentary and research for financial advisors and clients
• Licensing requirements: Capital Markets - FINRA Series 7 & 63. PNCI Operations - FINRA Series 99 required. PNCI Product - FINRA Series 7 required. In addition, a combination of the following licenses will be required based on the incumbents department within PNCIs Product Group: FINRA 66 (or 63/65) or Life & Health Insurance.
• Leverages analytical tools to provide business and technical expertise for the analytics process, tools and applications for a business function or business unit to create data driven solutions.
• Recommends appropriate performance measures to be produced including lifts, efficiencies, confidence intervals and other statistical metrics.
• Analyzes and processes data, builds and maintains models and report templates, and develops dynamic data-driven solutions.
• Provides business clients with detailed actionable reports documenting findings from data processing and data analysis.
• Consults on using business intelligence data for predictive analytics and facilitates implementation of new tools and data marts.
  
  

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

Analytical Thinking, Business Intelligence (BI), Concept Development, Data-Driven Decision Making, Data Integration, Market Research, Performance Metrics, Qualitative Research, Strategic Planning

Competencies

Analytical Thinking, Business Acumen, Business Analytics, Consulting, Decision Making and Critical Thinking, Effective Communications

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

Capital Markets - FINRA Series 7 & 63. PNCI Operations - FINRA Series 99 required. PNCI Product - FINRA Series 7 required. In addition, a combination of the following licenses will be required based on the incumbents department within PNCIs Product Group: FINRA 66 (or 63/65) or Life & Health Insurance.

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.

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.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

Referrals increase your chances of interviewing at PNC Investments by 2x

Sign in to set job alerts for “Investment Analyst” roles.

Portfolio Analytics & Strategy Analyst Senior - Balance Sheet Analytics & Modeling

Pittsburgh, PA $71,500.00-$146,900.00 2 days ago

International Logistics and Trade Compliance Analyst

Investment Operations Job Training Program

International Logistics and Trade Compliance Analyst

IRB Analyst - Office of the Vice President for Research (OVPR)

Financial Analyst, Inter. Magee-Womens Research Institute (Hybrid Remote)

Investment Reporting Associate, Private Wealth

Pittsburgh, PA $66,000.00-$135,600.00 2 days ago

FINRA Supervisory Principal - PNC Investments

FINRA Supervisory Principal - PNC Investments

Pittsburgh, PA $47,000.00-$92,000.00 1 week ago

Communications Lead - PNC Asset Management Group Investment Office

Communications Lead - PNC Asset Management Group Investment Office

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.