Position OverviewAs an Investment Manager/Portfolio Research Associate III within PNC's Wealth Management Research & Due Diligence organization, you will be based in Pittsburgh, PA.
The PNC Wealth Management Research & Due Diligence team is seeking a Senior Investment Research Analyst to support the development, management, and oversight of advisory portfolios and investment solutions. The ideal candidate will have solid experience in investment research, portfolio management, asset allocation, investment due diligence, mutual funds, ETFs, Separately Managed Accounts (SMAs), and private market alternatives.
This individual will help manage multi-asset portfolios, conduct manager due diligence, develop capital market assumptions (CMAs), provide investment recommendations, and communicate investment strategy to advisors, clients, and governance committees.
Key Responsibilities
Conduct investment research and due diligence on mutual funds, ETFs, SMAs, private market alternatives, and third-party investment managers.
Assist in the development, implementation, and ongoing management of advisory model portfolios and asset allocation strategies.
Monitor portfolio performance and provide performance attribution analysis and investment recommendations.
Evaluate and maintain capital market assumptions (CMAs), portfolio allocations, and risk frameworks.
Present investment recommendations and research findings to investment committees and senior leadership.
Support portfolio implementation and maintenance across platforms such as Envestnet, eMoney, and other advisory systems.
Create and deliver advisor- and client-facing investment commentary, presentations, and market insights.
Monitor industry trends, competitive offerings, and emerging investment opportunities to enhance the firm's investment platform.
PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
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.
QualificationsSuccessful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
CompetenciesAccuracy and Attention to Detail, Analytical Thinking, Business Data Analysis, Decision Making and Critical Thinking, Effective Communications, Industry Knowledge, Influencing, Managing Multiple Priorities, Problem Solving, Regulatory Environment - Financial Services
Work ExperienceRoles 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.
EducationBachelors
CertificationsNo Required Certification(s)
LicensesNo Required License(s)
Language AssessmentsNo Required or Preferred Language Assessments
BenefitsPNC 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; 9 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.
To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.
