Expoint - all jobs in one place

The point where experts and best companies meet

Limitless High-tech career opportunities - Expoint

PNC Portfolio Implementation Analyst - Managed Accounts 
United States, Pennsylvania, Philadelphia 
650082053

21.07.2024
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.Preferred skills/experience:• SMA/UMA trading experience
• Experience with software including Charles River and/or Vestmark
• Ability to handle incoming Investment Advisor inquiries, provide a professional investment experience and resolve account-related issues accurately and efficiently
• Understanding of PNC’s SMA and UMA product offerings
Job Description
  • Review and analyze the selection, design, development and promotion of new or existing products utilizing traditional and emerging capabilities in technology, operations, and data analytics to offer customers a differentiated product experience.
  • Participates in customer focused quality assessments and improvement processes. Leverages knowledge of emerging technologies to contribute to business case, business plan and roll-out of specific products through all applicable channels.
  • Analyzes product, technology, and market trends and third party requirements as necessary, to develop and design innovative features of new and/or existing products or enhancements. Assists in the management of the development, production, roll-out, pricing or promotion of specific products and recognizes, anticipates and resolves operational and process problems that arise.
  • Works with internal and external partners throughout the product lifecycle. As part of the first line of defense, supports risk management, compliance, and audit needs as necessary.
  • Monitors and analyzes business results of recently introduced or existing products, coordinates reporting, and may recommend modifications to improve results.

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 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)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