Senior Multi-Asset Portfolio Analyst

PNC Financial Services Group, Inc.; Philadelphia (Philadelphia County); On-site; USD 105,000 - 145,000; Full time

Benefits offered by this job

Health insurance

401(k) with match

Stock purchase plan

Job summary

PNC is seeking a Multi-Asset Class Portfolio Associate III in Philadelphia to support the Portfolio Construction and Management team. You will oversee multi-manager, multi-asset class model portfolios and produce detailed performance, attribution, exposure, and risk reports for the Investment Policy Committee and client advisors.

Success requires strong quantitative skills, experience with Excel, Morningstar Direct, and FactSet, plus Python or data visualization tools.

Qualifications

• 3+ years of relevant/ direct industry experience in asset management or portfolio management.
• Bachelor's degree required; certifications are a plus.
• Strong proficiency with Excel, Morningstar Direct, and FactSet; coding in Python and data visualization is a plus.

Responsibilities

• Perform analysis, due diligence research, monitoring and analytical activities for investment portfolios; participate in manager interviews.
• Gather information and independently generate reports to support portfolio decisions.
• Ensure investment managers are reviewed, selected, and monitored within the platform/portfolios.
• Introduce new investment managers with robust analyses for fit within allocation framework.
• Research and compile information for final reports and collaborate on presentations.

Skills

Analytical Thinking

Asset Management

Due Diligence

Financial Management

General Ledger (GL)

Process Control

Regulatory Knowledge

Decision Making

Education

Bachelor's degree

Tools

Morningstar Direct

FactSet

Excel (with macros)

Python

Tableau/Power BI

Job description

PNC is seeking a Multi-Asset Class Portfolio Associate III in Philadelphia to support the Portfolio Construction and Management team. You will oversee multi-manager, multi-asset class model portfolios and produce detailed performance, attribution, exposure, and risk reports for the Investment Policy Committee and client advisors.

Success requires strong quantitative skills, experience with Excel, Morningstar Direct, and FactSet, plus Python or data visualization tools.