Job Information
PNC Senior Investment & Portfolio Strategist in Cleveland, Ohio
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 a Senior Investment & Portfolio Strategist within PNC's Asset Management Group Investment Office organization, you will be based in Cleveland, OH or 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 include:
• Macroeconomics experience
• Investment strategy experience
• Equity, fixed income, alternative investments knowledge
• CFA and/or CAIA designation or pursuing designation(s)
• Excel and programming skills, e.g. Python, a plus
Job Description
Runs complex valuation, business performance, risk and operational analytics. Develops analytical methods/models to assess market, credit and or operational risk of new and existing investment strategies. Mentors less seasoned investment and portfolio strategists.
Leverages investment expertise to rigorously analyze more complex datasets, to improve risk adjusted returns, to deliver profitable growth and to communicate conclusions. Synthesizes analytical results and develops, recommends and implements investment strategies that improve investment decisions, assist in managing risk, enhance performance and meet business goals. Establishes baselines for strategies and tracks actual performance to expectations.
Develops and/or applies more complex predictive models, third party data and other tools to develop and execute investment and portfolio strategies to provide insight into portfolio expected return and risk. Manages engagements with internal and external information suppliers to ensure solution is fit for purpose while maintaining appropriate governance and oversight.
Works with investment and model development partners to design, develop and monitor test designs and analytical reporting to track and enhance strategies. May design or enhance standard reporting suites for regular product and portfolio reviews.
Collaborates with appropriate investment committee and risk partners to assess and establish investment risk appetite and to understand its implications, as well as to establish policies and procedures governing the identification, monitoring and management of risk appetite.
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
Analytical Thinking, Business Intelligence (BI), Concept Development, Data-Driven Decision Making, Data Integration, Market Research, Performance Metrics, Qualitative Research, Strategic Planning
Competencies
Analytical Thinking, Effective Communications, Financial Engineering, Investment Management, Market Risk, Mathematics of Financial Instruments, Operational Risk, Pricing Models and Analytics, Quantitative Techniques, Regulatory Environment - Financial Services
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)
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 (https://www.pncbenefits.com/timeaway.html)
PNC Full-Time Benefits Summary
PNC Part-Time Benefits Summary (https://www.pncbenefits.com/ft-benefits-overview.html)
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . 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 877-968-7762 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 (https://content.pncmc.com/live/pnc/aboutus/HR/Onboarding/PNC_CCPA_Privacy_Disclosure_Employee.pdf) to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
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