Senior Investment & Portfolio Strategist jobs at Pnc in United States, Philadelphia
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Company (1)
Job type
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Job title (1)
United States
State
Philadelphia
18 jobs found
28.08.2024
PNC
PNC Senior Investment & Portfolio Strategist United States, Pennsylvania, Philadelphia
Runs complex valuation, business performance, risk and operational analytics. Develops analytical methods/models to assess market, credit and or operational risk of new and existing investment strategies. Mentors less seasoned investment...
Develops and directs analysis, due diligence research, monitoring and analytical activities for a variety of complex investment portfolio disciplines. Serves as subject matter resource for assigned area of responsibility. Develops,...
Develops, consults on and implements tax, estate and financial plans for clients, including those of the greatest complexity. Collaborates with other planning resources on specific subject matters of greatest complexity...
Leads or supports client management activities with clients and prospective clients. Responsible for the development and execution of a relationship management plan to acquire and retain clients. Is accountable for...
Review and analyze the selection, design, development and promotion of new or existing products utilizing traditional and emerging capabilities in technology, operations, and data analytics to offer customers a differentiated...
May provide portfolio/platform and relationship management services to a select number of clients with large and complex account types. Manages accounts in accordance with investment objectives that have been developed...
Oversees the delivery and analysis of complex investment performance results to AMG clients. Assists with managing and monitoring workflows, working with team members to understand the needs of PNC AMG...
Runs complex valuation, business performance, risk and operational analytics. Develops analytical methods/models to assess market, credit and or operational risk of new and existing investment strategies. Mentors less seasoned investment...
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