Expoint - all jobs in one place

המקום בו המומחים והחברות הטובות ביותר נפגשים

Limitless High-tech career opportunities - Expoint

PNC Investment Manager/Portfolio Research Specialist 
United States, Pennsylvania, Philadelphia 
208411012

30.06.2024
The position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at the manager’s discretion.This position will focus on investment manager operational research and product management as well as working closely with other members of the Investment Advisor Research group.•Experience in investment firm operational research, prime brokerage experience, trade execution /operations, investment accounting, or investment products audit.
•Understanding of financial markets and operational aspects of investment companies.
•Strong communication and interpersonal skills, and attention to details.
•Experience with alternative investments is a plus.
•CPA, CFA, CAIA designation is a plus.
Job Description
  • 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, establishes and maintains a high quality due diligence and/or portfolio analysis process. Responsible for the monitoring and selection of managers within the assigned coverage area for the platform and/or portfolios. Adheres to and assists in developing internal processes.
  • Provides direction to team members to ensure appropriate investment managers are reviewed, selected for the platform and/or portfolios and monitored. Coaches and provides guidance for team members.
  • Ensures ongoing internal client support with regard to managers and/or portfolios in assigned coverage area.
  • Produces written documents outlining investment managers' organizational structure as well as their investment process. Authors final reports that are presented to Investment Advisor Research. Updates manager profiles and is responsible for quarterly reporting.

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 requiredneeded to be successful in this position.

Analytical Thinking, Asset Management, Capital Management, Due Diligence, Financial Management, General Ledger (GL), Process Control, Revenue RecognitionRoles at this level typically require a university / college degree, with 5+ years of industry-relevant experience. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.No Required Certification(s)No Required License(s)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.

*For more information, please click on the following links:

California Residents

Refer to the