Multi-Asset Class Senior Portfolio Specialist

2 weeks ago

Philadelphia, Pennsylvania, United States PNC Full time
Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers.

We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the companys success.

As a Multi-Asset Class Senior Portfolio Specialist within the PNC Asset Management Group organization, you will be based in Philadelphia, PA or Washington, DC.This 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 managers discretion.

As a member of the Portfolio Strategy team, you will be focused on developing multi-manager, multi-asset class model portfolios that sit at the core of the AMG Investment Offices guidance for our clients.

You will conduct detailed qualitative and quantitative analyses, partnering with our investment strategy, manager due diligence, trading implementation, and risk management teams, to deliver portfolio recommendations that maximize risk-adjusted returns for a variety of client situations.

You will also be responsible for developing and maintaining detailed performance and attribution, exposure, and risk reports that are presented to the Investment Policy Committee and client-facing investment advisors.

Prior experience with multi-manager, multi-asset class investing either as a research analyst or client-facing advisor along with strong quantitative capabilities, including systems like Excel with macros, Morningstar Direct, and FactSet are key to success in this role.

Experience with Python is also a plus.

Job DescriptionDevelops and directs analysis, due diligence research, monitoring and analytical activities for a variety of complex investment portfolio disciplines.

Serves as subject matter and technical resource for assigned area of responsibility for the platform and/or portfolios. May provide platform analysis via interviews and presentations to internal and external clients.
Develops, establishes and maintains a high quality due diligence and/or portfolio analysis process. Responsible for the monitoring and selection of managers within the assigned coverage area for the platform and/or portfolios. Adheres to and assists in developing internal processes.

Provides direction to team members to ensure appropriate investment managers are reviewed, selected for the platform and/or portfolios and monitored.

Coaches and provides guidance for team members.

Helps to research standard and acts as a resource for more junior members of team for guidance on depth and quality of research.

Provides ongoing internal client support to managers and/or portfolios in assigned coverage. May provide external client support for retention and addition of assets under management.
Produces written documents outlining investment managers' organizational structure as well as their investment process. Authors final reports that are presented to Investment Advisor Research. Updates manager profiles and is responsible for quarterly reporting.

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 required certifications/licensures needed to be successful in this position.
Preferred SkillsAnalytical Thinking, Asset Management, Capital Management, Due Diligence, Financial Management, General Ledger (GL), Process Control, Revenue RecognitionCompetenciesAccuracy 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 ServicesWork ExperienceRoles at this level typically require a university / college degree.
Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry relevant experience is typically 8+ years. Specific certifications are often required.

In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

EducationBachelorsCertificationsNo Required Certification(s)

LicensesNo Required License(s)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; 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.

To learn more about these and other programs, including benefits for full time and part-time employees, visit > New to PNC.*For more information, please click on the following links:Time Away from Work )PNC Full-Time Benefits SummaryPNC Part-Time Benefits Summary )Disability Accommodations StatementIf an accommodation is required to participate in the application process, please contact us via email at .

Please include accommodation request in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email.

Emails not related to accommodation requests will not receive responses. Applicants may also call and say 'Workday' for accommodation assistance.

All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

At PNC we foster an inclusive and accessible workplace.

We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

Equal Employment Opportunity (EEO)PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

California ResidentsRefer to the California Consumer Privacy Act Privacy Notice ) to gain understanding of how PNC may use or disclose your personal information in our hiring practices.#J-18808-Ljbffr

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