Senior Securities Analyst Associate

PNC Financial Services Group, Inc.; Philadelphia, Northern (Philadelphia County, KY); Hybrid; USD 90,000 - 140,000; Full time

Benefits offered by this job

Medical insurance

Dental & vision

401(k) plan

Job summary

PNC Financial Services Group, Inc. is seeking a Senior Securities Analyst Associate in Philadelphia to join the CDI/THOR team within the AMG Investment Office. The role emphasizes fixed income research, quantitative analysis, and portfolio construction using data-driven methods.

You will analyze financial statements, model valuations, and support security recommendations, leveraging tools like FactSet and Bloomberg while advancing toward CFA designation.

Qualifications

• 3+ years of relevant / direct industry experience.
• Bachelor's degree in a related field is required.
• Strong analytical and data-driven decision making.

Responsibilities

• Provides fixed income research coverage on assigned issuers and sectors.
• Builds credit profiles and valuation frameworks from financial statements and market data.
• Supports issuer and security recommendations with models and data analysis.
• Generates portfolio recommendations based on quantitative metrics.

Skills

SMA trading

Portfolio implementation

Direct indexing

Data cleaning

Python

SQL

Data validation

Financial markets

CFA candidate

Education

Bachelor's degree

Tools

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. 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 preferredPNC 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*** 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**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.## **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**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.