Job Description
R195191
Job Profile 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 based at our Tower at PNC Plaza.
Job Description - 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 AccommodationRequest@pnc.com. 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.
Job Tags
Full time, Temporary work, Part time, Work experience placement,