Portfolio Specialist Associate

3 weeks ago

Bridgewater NJ USA, United States PNC Financial Services Group Full time
Job Description

Key Responsibilities
  • Support investment activities under the direction of an Investment Advisor.
  • Assist with investment compliance and risk management.
  • Present investment advice and market insights to clients.
  • Execute risk management practices and adhere to PNC's policies and procedures.
  • Communicate with Investment Advisors to solve problems and escalate client issues.
  • Customize customer communications and presentations to provide investment advice.
  • Prepare analysis and recommendations for Investment Advisors or committee review.

Qualifications

Preferred Skills
Accountability, Budget Management, Competitive Advantages, Decision Making, Finance Strategy, Financial Modeling, Investment Management, Relationship Management

Competencies
Accuracy and Attention to Detail, Decision Making and Critical Thinking, Effective Communications, Investment Consulting, Investment Management, Managing Multiple Priorities, Problem Solving, Products and Services

Work Experience
Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Education
Bachelors (Required)

Certifications
No Required Certification(s)

Licenses
No Required License(s)

Pay Transparency

Base Salary: $49,000.00 - $90,000.00

Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.

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 > 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

  • Associate Portfolio Specialist

    3 weeks ago

    Bridgewater, New Jersey, United States PNC Financial Services Group Full time

    Position OverviewPNC Financial Services Group is a leading financial institution that values its employees as its greatest differentiator and competitive advantage. We strive to foster an inclusive workplace culture where all employees feel respected, valued, and have the opportunity to contribute to the company's success. As an Associate Portfolio...

  • Investment Portfolio Associate

    4 weeks ago

    US-, Westchester, IL, USA Coda Search│Staffing Full time

    Portfolio Management AssociateCoda Search│Staffing is seeking a highly skilled Portfolio Management Associate to join our client's growing team in Westchester. As a key member of the investment management team, you will be responsible for assisting in portfolio construction, preparing client materials, and supporting asset allocation and portfolio...

  • Portfolio Management Specialist

    3 weeks ago

    St. Louis, MO, USA, United States NISA Investment Advisors Full time

    NISA Investment Advisors is seeking a talented Portfolio Management Specialist to join our team. As a key member of our Portfolio Management team, you will assist in constructing and supporting portfolios for our institutional clients.Responsibilities:Assist in the development of investment strategies and portfolio constructionSupport the Portfolio...

  • Cybersecurity Solutions Specialist

    4 weeks ago

    Bridgewater, NJ , USA, United States Cognizant North America Full time

    Cybersecurity Solutions SpecialistCognizant North America is seeking a highly skilled Cybersecurity Solutions Specialist to join our team. As a key member of our Cybersecurity Service Line, you will be responsible for driving business growth and pipeline generation in partnership with our sales leaders.Key Responsibilities:Responsible for Cybersecurity...

  • Seasonal Sales Associate

    4 weeks ago

    Bridgewater, NJ , USA, United States Lego Services LLC Full time

    Job DescriptionSeasonal Sales Associate - Brick SpecialistDeliver Inspirational Retail ExperiencesJoin the LEGO Brand Retail team as a Seasonal Brick Specialist and provide inspirational guest experiences in an interactive and vibrant store environment. We are looking for energetic, enthusiastic individuals to join us on a seasonal, part-time basis.Key...

  • Cybersecurity Solutions Specialist

    4 weeks ago

    Bridgewater, NJ , USA, United States Cognizant North America Full time

    About CognizantCognizant is a leading professional services company that helps clients become data-enabled and data-driven in the digital era. Our industry-based, consultative approach enables companies to evolve into modern businesses by leveraging technologies such as IoT, artificial intelligence, digital engineering, cybersecurity, and cloud.Job SummaryWe...

  • Laboratory Specialist

    4 weeks ago

    Bridgewater, NJ , USA, United States Global Channel Management Full time

    About the JobThe Laboratory Specialist will be responsible for evaluating, collecting, and recording data in a laboratory setting. The ideal candidate will have 3 years of demonstrated laboratory experience and be proficient in Microsoft Office products, including Word, Excel, and PowerPoint. Additionally, the Laboratory Specialist will be able to understand...

  • Commercial Portfolio Support Specialist

    3 weeks ago

    Greensboro, NC , USA, United States Truist Financial Corporation Full time

    Job SummaryAs a Commercial Client Portfolio Manager at Truist Financial Corporation, you will provide sales, service, and loan support to Relationship Managers, Commercial Credit staff, and Sales Leaders managing and supporting Commercial client portfolios. This role requires moderate supervision and involves providing support across all Commercial Community...

  • Commercial Lending Portfolio Specialist

    3 weeks ago

    Hillsboro, OR, USA, United States First Technology Federal Credit Union Full time

    Job SummaryThe Commercial Lending Specialist plays a crucial role in the ongoing servicing of the commercial loan portfolio. This position requires a detail-oriented individual with strong analytical and problem-solving skills to ensure the timely and accurate processing of loan requirements.Key ResponsibilitiesCollect, track, and review active loan...

  • Investment Portfolio Manager Assistant

    1 month ago

    Madison, WI , USA, United States U.S. Bank Full time

    About the RoleAt U.S. Bank, we're committed to helping our customers and businesses make informed financial decisions. As an Investment Specialist Assistant, you'll play a key role in supporting our Wealth Management team, providing exceptional client service, and ensuring the quality of our portfolios.Key ResponsibilitiesProvide timely and accurate support...

  • Product Manager, Branded Marketing Specialist

    4 weeks ago

    Bridgewater, NJ , USA, United States Cosette Pharmaceuticals Inc. Full time

    Job Title: Product Manager, Branded MarketingCosette Pharmaceuticals, Inc. is a US-based, fully integrated pharmaceutical company with capabilities in product development, manufacturing, and commercial operations. Our fast-growing portfolio of branded pharmaceuticals consists of products in the cardiology, women's health, and migraine markets.Key...

  • Store Associate

    4 weeks ago

    Bridgewater, New Jersey, United States Burlington Full time

    **Secure the Shopping Experience**As a Store Associate - Security Specialist, you will play a critical role in maintaining a safe and secure shopping environment for our customers. Your expertise in shortage control and customer service will enable you to effectively mitigate theft and create a positive experience for our customers.**Key...

  • Customer Experience Associate

    3 weeks ago

    Bridgewater, NJ , USA, United States Bob's Discount Furniture Full time

    Unlock Your Potential as a Retail Guest Experience SpecialistAt Bob's Discount Furniture, we're dedicated to helping our customers find the perfect home furnishings to match their unique style and needs. As a Retail Guest Experience Specialist, you'll play a vital role in delivering exceptional customer service and creating unforgettable shopping...

  • Investment Portfolio Support Specialist

    3 weeks ago

    Madison, WI , USA, United States U.S. Bank Full time

    Job Description:This position is a key member of the Wealth Management team, providing exceptional client service and support to Portfolio Managers. The successful candidate will be responsible for handling day-to-day client calls, answering questions, and resolving client problems in a timely and professional manner. They will also perform and monitor...

  • Portfolio Strategy Director

    4 weeks ago

    Tampa, FL , USA, United States Moffitt Cancer Center Full time

    About Moffitt Cancer CenterMoffitt Cancer Center is a leading cancer hospital in the Southeast, recognized for its commitment to excellence in patient care, research, and education. As a National Cancer Institute-designated Comprehensive Cancer Center, we strive to be at the forefront of cancer treatment and prevention.Job SummaryWe are seeking a highly...

  • Seasonal Sales Associate

    3 weeks ago

    Bridgewater, New Jersey, United States The LEGO Group Full time

    Job Title: Seasonal Sales Associate - Brick SpecialistJob Summary: We are seeking a Seasonal Sales Associate - Brick Specialist to join our team at The LEGO Group. As a Seasonal Sales Associate - Brick Specialist, you will be responsible for delivering inspirational retail experiences to LEGO fans of all ages.Key Responsibilities:Ensure a signature...

  • Senior Portfolio Manager

    3 weeks ago

    Springfield, MO , USA, United States Commerce Bank Full time

    About Commerce BankAt Commerce Bank, we're committed to helping our clients achieve financial safety and success. As a Senior Portfolio Manager, you'll play a key role in managing assigned client portfolios, including establishing investment objectives, asset allocation, and selecting specific securities. Your expertise will be essential in providing...

  • Energy Portfolio Manager

    4 weeks ago

    Madison, WI , USA, United States APTIM Full time

    Job OverviewAPTIM's Energy Transition team is seeking an experienced Associate Energy Portfolio Manager to support Wisconsin's Focus on Energy Program. This position is based in Wisconsin and serves as critical leadership providing guidance and oversight to residential and business energy efficiency programs.The successful candidate will immediately assume...

  • Commercial Portfolio Manager

    3 weeks ago

    UPPR CHICHSTR, PA , USA, United States Sun East Federal Credit Union Full time

    Commercial Portfolio Manager Job DescriptionJob Summary: We are seeking a highly skilled Commercial Portfolio Manager to join our team at Sun East Federal Credit Union. As a Commercial Portfolio Manager, you will be responsible for overseeing the analysis and management of our commercial loan portfolio, ensuring that it is operating efficiently and...

  • Portfolio Governance Lead

    4 weeks ago

    Miami, FL , USA, United States Lennar Homes Full time

    About the RoleLennar Homes is seeking a highly skilled Portfolio Governance Lead to join our team. As a key member of our organization, you will be responsible for directing governance efforts across one or more business lines, ensuring they align with our strategic goals.Key ResponsibilitiesDevelop and refine governance policies, processes, and best...