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Chief Investment Strategist

3 months ago

Pittsburgh, United States The PNC Financial Services Group, Inc Full time
Position Overview

At 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 our employees feel respected, valued and have an opportunity to contribute to the company's success.

As a Chief Investment Strategist within PNC's Asset Management organization, you will be based in Philadelphia, PA. 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.

As the Chief Investment Strategist, you will oversee all investment strategy-related activities for the Institutional Asset Management, Private Bank and Hawthorn (ultra-high-net-worth) businesses. In addition, this role leads the team that establishes overall strategic and tactical asset allocation guidance of client portfolios, manages the evolution of investment processes, provides thought leadership on key investment issues, and may author publications or represent PNC through various public outlets. Strong research and analytics will be needed to help drive the overall investment recommendations of the firm while also managing the firm's asset allocation models.

Regular travel will be involved as you partner with PNC's wealth management teams to meet with clients, serve on panels, etc.

Job Description
  • Directs investment strategy and asset allocation recommendations along with model portfolio development for PNC AMG along with corresponding investment risk appetite. Develops and manages innovative client solutions for both individual and institutional clients. Collaborates with internal partners to communicate and coordinate strategy recommendations. Acts as a chief spokesperson for internal client and external media opportunities.
  • Leverages investment expertise to rigorously analyze complex datasets and information, develop asset allocation and strategy recommendations, improve risk adjusted returns, remain within acceptable risk parameters and communicate conclusions. Synthesizes analytical results and develops, recommends and implements investment strategies that improve investment decisions, manage investment risk, enhance performance and meet business goals. Establishes baselines for strategies and tracks actual performance to expectations. Remains current on global capital market and economic trends and communicates the probable impacts on policy.
  • Oversees development and delivery of model portfolios across AMG that consider both risk and reward factors along with operational factors such as trading and implementation. Manages the development and/or application of complex predictive models, third party data and/or tools to develop and execute investment and portfolio strategies to provide client solutions and insight into portfolio expected return and risk. Manages engagements with internal and external data and research suppliers to ensure a appropriate solution while maintaining appropriate governance and oversight.
  • Coordinates and communicates with investment management functions of the business units within AMG to both communicate policy and understand client investment trends. Communicates policy recommendations to interested parties both within and external to AMG and develops topical commentary on market situations. Understands and communicates regulatory and risk impacts to regulators and PNC control functions as appropriate. Serves as the primary spokesperson and investment thought leader for client and external media opportunities.
  • Manages the Investment and Portfolio Strategy team to assist with analysis and forecasting responsibilities along with the development of client solutions. Collaborates with appropriate investment committees to assess and establish investment risk appetite and to understand its implications. Works with appropriate risk partners establish policies and procedures governing the identification, monitoring and management of investment risk. Contributes as a voting member to appropriate investment committees including the various Investment Policy Committees (IPCs) including possibly serving as chairperson.
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.
PNC also has fundamental expectations of our people managers. As a manager of talent in PNC, you will be expected to:
  • Include Intentionally - Cultivates diverse teams and inclusive workplaces to expand thinking.
  • Live the Values - Role models our values with transparency and courage.
  • Enable Change - Takes action to drive change and innovation that will transform our business.
  • Achieve Results - Takes personal ownership to deliver results. Empowers and trusts others in decision making.
  • Develop the Best - Raises the bar with every talent decision and guides the achievement of all employees and customers.


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 Skills
Asset Allocation, Capital Management, Corporate Finance, Economic Policy, Equities Trading, Financial Accounting, Investment Banking, Mergers and Acquisitions (M&A), Portfolio Strategies, Revenue Recognition

Competencies
Decision Making and Critical Thinking, Effective Communications, Influencing, Innovation, Managing Multiple Priorities, Operational Risk, Quantitative Techniques

Work Experience
Roles at this level typically require a university / college degree and higher level education such as a Masters degree, PhD, or certifications. Industry -relevant experience is typically 8+ years. At least 5 years of prior management experience is typically required. Proven leadership experience with a large scope of responsibility is required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Education
Masters

Certifications
No Required Certification(s)

Licenses
No Required License(s)

Benefits

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.

To learn more about these and other programs, including benefits for full time and part-time employees, visit pncbenefits.com > 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 AccommodationR[redacted]. 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 [redacted] 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.