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Portfolio Implementation Analyst
4 months ago
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 of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Portfolio Implementation Analyst - Managed Accounts within PNC's Asset Management Group 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.
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
Will have the opportunity to learn how investment and portfolio construction decisions are made.
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.
- 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 Skills
Business Objectives, Customer Solutions, Marketing, Product Development, Product Management, Sales, Strategic
Competencies
Business Acumen, Collaborating, Competitive Environment, Data Gathering and Analysis, Decision Making and Critical Thinking, Design Thinking, Effective Communications, Emerging Technologies, Knowledge Of Product Line, Problem Solving, Producing Results, Solutions Development
Work Experience
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.
Education
Bachelors
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.
