Investment Performance Analyst III

1 month 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 company's success. As an Investment Performance Analyst III within PNC's Asset Management Group organization, you will be based in Philadelphia, PA.

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 manager's discretion.

The Performance Measurement Team looks at rates of return on trade accounts and verifies that they are correct. Through audits, they verify that the investment performance is accurate. Additionally, the Investment Performance Analyst III will assist the field (Investment Advisors) via tickets when questions arise with an account and come up with a resolution. Responsibilities include:

• Review query tickets from the field, review the items and work within the team to solve the issues. Ticket requests involves research and analytical work to determine and solve the issue.

• Audit accounts, via tickets from the field, looking into an account to figure out the issue causing the discrepancy.

• Work on different group related projects including onboarding and decommissioning of software related to the Performance Team.

• Work on creating and assigning benchmarks to accounts.

• Train 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

• First Rate Performance reporting systems experience is a plus

• Understanding of performance reporting standards & data reconciliation

• Knowledge & experience with investments and securities

• Ability to work with large data sets

• General knowledge/experience with trust performance

• Working knowledge of portfolio accounting and daily upkeep of accounts

• Knowledge of performance measurement conceptsJob 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 required certifications/licensures needed to be successful in this position.

Preferred SkillsBenchmarking, Budget Management, Corporate Accounting, Data Analytics, Financial Analysis, Performance Measurement, Portfolio Management, Process Improvements, Wealth ManagementCompetenciesAccuracy 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 ServicesWork ExperienceRoles 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.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 Summary

PNC Part-Time Benefits Summary

Disability Accommodations Statement

If 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 Residents

Refer 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.

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