PNC Investment Performance Analyst III 

United States, Pennsylvania, Philadelphia 

136859346

This is a remote position that can sit within the PNC footprint, although it may not be available in all jurisdictions. Certain job responsibilities may require in-person, in office activities on a regular basis.Position Overview
- The Sr. Investment Performance Analysts assist the field (investment advisors) via tickets when questions arise with an account and come up with a resolution.- Ticket requests involves research and analytical work to determine and solve the issue.
- Day-to-day activity includes auditing accounts – via tickets from the field such as looking into an account to figure out the issue causing the discrepancy.- Work on creating and assigning benchmarks to accounts.
- Training the field on how to create, use and understand performance reports via the performance applications.
- Work with other applications and departments to solve issues.
Preferred skills & experience- 1-2 years of SS&C Sylvan/Portia or First Rate Performance reporting systems is a plus.
- An understanding of performance reporting standards & data reconciliation.
- Working knowledge & experience with investments and securities.
- Comfortable working with large data sets.
- Prefer some trust performance experience or someone that has a general knowledge of it.
- General knowledge of investments & securities.
- Working knowledge of portfolio accounting and daily upkeep of accounts.
- Knowledge of performance measurement concepts.Job Description

• 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 business lines in support of investment performance calculations. Assigned to our largest and most complex clients and responsible for delivering high quality investment reporting and issue resolution for our most complex clients.
• Coaches team members and leads applicable training. Leads team huddles/meetings and/or continuous improvement sessions. Provides input on team member performance and development. Leads system training sessions with investment team colleagues.
• Oversees the coordination of the most complex resolutions of issues or questions with internal operational support teams, performance vendors, advisors, performance analysts and senior analysts, and management.
• Provides interpretation and explanation of organization's investment performance portfolio analyses, actively leading performance reporting initiatives, operational improvements, system releases and enhancements. Supports analysts and senior analysts in identifying procedural or operational inefficiencies, overseeing recommendations for process improvement strategies for leadership. Actively leads special or strategic projects.
• Actively leads, participates in and serves as subject matter resource for projects.

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.

Benchmarking, Budget Management, Corporate Accounting, Data Analytics, Financial Analysis, Performance Measurement, Portfolio Management, Process Improvements, Wealth ManagementAccuracy and Attention to Detail, Coaching Others, Data Gathering and Reporting, Effective Communications, Industry Knowledge, Managing Multiple Priorities, Organizational Savvy and Politics, Problem Solving, Project Management, Regulatory Environment - Financial ServicesRoles at this level typically require a university / college degree, with 2+ years of relevant professional experience. 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 Residents

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