PNC Investment Management Solutions Specialist - 

United States, Texas, Houston 

762005987

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. You will work closely with Retirement Plan Advisors, Business Development Officers, and vendor systems to create reports and other information that support Fiduciary Investment Services to Defined Contribution Plan clients. You will be responsible for coordinating ongoing investment due diligence processes for our FIS Investment platform, updating internal and external vendor systems, as well as preparing client deliverables and communications to the Retirement Plan Advisors.Preferred experience/skills:•Investment due diligence
•Experience with attribution analysis to prepare written analysis followed by writing commentary
•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 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
•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 plus
Job Description

• Leads project initiatives related to the integrated advisor workstation and the investment advisor function. Defines future development and strategic direction using a combination of experience and feedback. Serves as a subject matter and technical resource for strategic investment initiatives. Develops and delivers functional training.
• Responsible for development of applications as well as ongoing support. Defines business and functional requirements. Works with end users to understand future development needs. Works with internal and external technology partners on the design and development of the application.
• Coordinates interaction between investment services and strategy and the advisors in the field. Supports the advisor on client requests for new business or specific client issues. Oversees and leads the complex resolution of issues. Responsible for effective communication on issues to all functional advisors.
• Serves as lead functional expert for the investment management workstation and other strategic investment initiatives, as required by the business. Proactively identifies, resolves or escalates risk management issues. Partners with risk management to assess and determine appropriate action on risk issues.
• Serves as lead functional expert for the investment management workstation and other strategic investment initiatives, as required by the business. Proactively identifies, resolves or escalates risk management issues. Partners with risk management to assess and determine appropriate action on risk issues.

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.

Accuracy and Attention to Detail, Conflict Management, Effective Communications, Industry Knowledge, Influencing, Innovation, Managing Multiple Priorities, Organizational Savvy and Politics, Problem Solving, Project ManagementRoles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. 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.

California Residents

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