Investment Advisor II

5 days ago


Baltimore, Maryland, United States PNC Financial Services Group Full time
Job Summary

PNC Financial Services Group is seeking a highly skilled Investment Advisor II to join our Institutional Asset Management organization. As an Investment Advisor II, you will be responsible for delivering OCIO (Outsourced Chief Investment Officer) solutions to non-profit organizations, defined benefit pension plans, and corporations.

Key Responsibilities
  • Client Relationship Management: Develop and maintain strong relationships with existing clients, providing exceptional customer service and ensuring their investment objectives are met.
  • Portfolio Management: Manage client portfolios in accordance with their investment policy statements, providing recommendations for strategic and tactical changes in allocation as needed.
  • Business Development: Identify and pursue new business opportunities, collaborating with colleagues to develop and implement sales strategies.
  • Risk Management: Execute risk management practices through adherence to PNC's policies and procedures, ensuring the safety and security of client assets.
Requirements
  • Education: Bachelor's degree in a related field, such as finance, economics, or business administration.
  • Experience: 3+ years of experience in investment advisory, portfolio management, or a related field.
  • Certifications: Relevant certifications, such as CFA or CFP, are highly desirable.
What We Offer
  • Competitive Compensation: A competitive salary and bonus structure.
  • Benefits Package: A comprehensive benefits package, including medical, dental, and vision coverage, as well as a 401(k) plan and pension plan.
  • Professional Development: Opportunities for professional growth and development, including training and education programs.
Why Join PNC?
  • Company Culture: PNC is a values-driven organization that prioritizes diversity, equity, and inclusion.
  • Employee Benefits: We offer a range of benefits to support our employees' physical, emotional, and financial well-being.
  • Community Involvement: PNC is committed to giving back to the communities we serve, through volunteerism and philanthropy.


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