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- Performs analysis, due diligence research, monitoring and analytical activities for a variety of investment portfolio disciplines. Participates in manager interviews.
- Actively incorporates due diligence processes and/or portfolio analyses into daily activities. Gathers information and independently generates reports.
- Ensures that appropriate investment managers are reviewed, selected for the platform and/or portfolios and monitored. Uses applicable systems to gather information and produce reports.
- Introduces new investment managers onto the platform and/or into portfolios by providing a robust analysis surrounding the fit of a sector or manager within an overall asset allocation framework.
- Researches and compiles information for final reports. May join specialists in authoring and presenting final reports.
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.
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 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)
California ResidentsRefer to the