Equities Analyst

1 day ago

Philadelphia, Pennsylvania, United States PNC Financial Services Group 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 of our employees feel respected, valued and have an opportunity to contribute to the company's success. As an Equities Analyst within PNC's Asset Management Group organization, you will be based in Philadelphia, PA.

Preferred skills/experience:

  • Coverage experience in Energy, Utilities or Information Technology sectors is beneficial. This would include understanding the competitive advantages, margin drivers, sales growth factors, management capabilities, and basic valuation parameters across various industries in these sectors.
  • Must be able to make effective stock recommendations, succinctly and in a timely manner.
  • Understanding of FactSet Research Systems. Ability to navigate and understand the various modules within the software to help deliver the reports needed to facilitate decision making for the Advantage Equity team.
  • Proficient writing capabilities, with a focus on effectively distilling the basic drivers of portfolio performance relative to respective strategy benchmarks.
  • Strong data management and Excel skills.
  • Attention to detail - particularly with data retention and the ability to store data related to these projects in a timely and accurate manner.
  • Ability to work well with the entire team on special projects.
  • Ability to think outside the box for new solutions to problems/issues that help the efficiency of the entire team.

PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.

PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description

  • Analyzes financial viability and security attractiveness. Recommends specific security positions to portfolio managers.
  • Analyzes financial statements of individual securities and makes effective recommendations based on results. Runs securities analysis models and generates reports to support portfolio management and independently draws conclusions. Makes recommendations on valuations of specific securities within the sector or industry.
  • Reviews industries and sectors with portfolio managers on relative valuation and makes generally accepted recommendations.
  • Communicates research and performance of industries, sectors and securities to internal business partners and external clients.
  • Participates in special projects as assigned.

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 Skills
Account Management, Budget Management, Capital Management, Corporate Finance, Financial Management, Investment Banking, Pricing Management, Revenue Recognition, Strategic Objectives, Wealth Management

Competencies
Analytical Thinking, Decision Making and Critical Thinking, Effective Communications, Financial Analysis, Financial Statement Analysis, Managing Multiple Priorities, Problem Solving, Quantitative Research, Quantitative Techniques, Research Analysis

Work Experience
Roles at this level typically require a university / college degree, with 5+ years of industry-relevant experience. Specific certifications are often required. 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)

Language Assessments

No Required or Preferred Language Assessments

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/pres