PNC Investment Manager/Portfolio Research Specialist 

United States, North Carolina, Raleigh 

591083831

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 works as part of an investment service team in the AMG Investment Office reporting to the Investment Director for Institutional Defined Contribution Plans and supports a growing business. You will work closely with the Institutional Asset Management Retirement Plan Advisors and Business Development Officers, input, creation and monitoring of internal systems, and vendor systems to create reports and other information that support Fiduciary Investment Services to Defined Contribution Plan clients. You will be a contributor to the ongoing investment due diligence processes for our FIS Investment platform, write and review fund commentary, update internal and external vendor systems, as well as prepare client deliverables and communications to the Retirement Plan Advisors. You will lead certain team processes and functions including identifying opportunities for continuous improvement and assist with mentoring and training others.Preferred experience/skills:• Investment due diligence
• Attribution analysis and writing client-facing fund commentary
• Leadership & training of co-workers
• Experience with mutual funds, CIT’s or other investments used by Defined Contribution plans
• Morningstar Direct, Morningstar Report Portal and Morningstar Presentation Studio
• fi360’s FirmPlus or Fiduciary Toolkit interface and Seismic a plus
• Microsoft Excel, including use of formulas, advanced formulas, Pivot Tables, and macros to assist with for data analysis and quality assurance
• Knowledge of investment aspects of Employee Retirement Income Security Act of 1974 & regulations, helpful
• Strong verbal and written communications skills
• Ability to juggle projects along with daily tasks and adapt to, and embrace change
• Creative problem-solving skills, able to meet deadlines and strong client focus
• Strong work ethic with examples of past successes
• AIF, CFA or CIMA designation or in process of obtaining a plusJob 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.

Roles 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)

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

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