Alm Investments – Portfolio Management Director jobs at Pnc in United States, New York
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25 jobs found
19.03.2025
PNC
PNC Chief Investment Office - ALM Portfolio Management United States, New York, New York
Oversees moderately complex transaction and portfolio level analysis, research and report preparation. Performs and/or oversees due diligence and statistical analysis related to portfolio management. Frequently utilizes an understanding of financial...
Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience,...
Performs or assists in banking activities, including relationship management and/or product suite activities. Works under supervision and may have limited approval and/or exception authority. Identifies and appropriately mitigates different types...
Provides sales, service and execution support for new and ongoing client relationships. Gathers required documentation. Prepares, reviews and verifies documents and relevant information for accuracy. Performs common processing and ensures...
QualificationsSuccessful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and requiredneeded to be successful in this position.Roles at this...
Responds to Request for Proposals (RFPs) for new client acquisition, growth of client relationships, and retention of existing client relationships for all supported business units. Determines appropriate base content to...
Leads transaction and portfolio level analysis, conducts research and prepares reports. Performs due diligence and statistical analysis related to portfolio management. Utilizes a working knowledge of financial instruments for the...
Oversees moderately complex transaction and portfolio level analysis, research and report preparation. Performs and/or oversees due diligence and statistical analysis related to portfolio management. Frequently utilizes an understanding of financial...
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