Senior Securities Analyst Associate

PNC; Philadelphia (Philadelphia County); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Medical/prescription drug coverage

Dental and vision options

401(k) with PNC match

Pension and stock purchase plans

Educational assistance

Job summary

PNC is seeking a Senior Securities Analyst Associate based in Philadelphia, PA, to join the Custom and Direct Indexing team within the Asset Management Group Investment Office. The role involves building systematic portfolios, analyzing large data sets, and leveraging quantitative methods to balance active risk with client objectives.

The ideal candidate has experience in SMA trading, equity direct indexing, and strong programming skills (Python/SQL).

Qualifications

• SMA trading experience in an investment management environment.
• Familiarity with equity direct indexing, customization, rebalancing.
• Ability to source, clean, and validate large datasets for analytics.
• Programming or quantitative skills (Python, SQL) to build or enhance models.
• Demonstrated interest in financial markets and portfolio construction.
• Strong attention to detail and ability to manage multiple priorities.
• Experience using FactSet and Bloomberg for research.
• Progress toward CFA designation is preferred.

Responsibilities

• Provide fixed income research coverage on assigned issuers and sectors.
• Analyze statements, data, and market dynamics to develop valuation frameworks.
• Support issuer and security recommendations with models and analyses.

Skills

SMA trading

Equity direct indexing

Large datasets

Python/SQL

Financial markets

Attention to detail

FactSet/Bloomberg

Statistical modeling

CFA progression

Education

Bachelor's degree

Tools

Python

SQL

FactSet

Bloomberg

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

R238010

Job Profile

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

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.

Preferred Skills & Experience

• 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 s series
• Progress toward the CFA designation is strongly preferred

PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance.

PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description

• 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.

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

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 3+ years of relevant / direct industry experience. Certifications are often desired. 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

• 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.