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The PNC Financial Services Group

Investment Advisor Research Specialist

The PNC Financial Services Group - Philadelphia, PA

Job Description:

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. As an Investment Advisor Research Specialist within PNC Asset Management's Manager Research team you will be based in Philadelphia, PA . In this role, you will be responsible for manager research, due diligence, and oversight for long-only equity managers, researching and generating ideas that support PNC client portfolio strategies, and communicating your research and analysis effectively. Job Profile

  • Develops and directs analysis, due diligence research, monitoring and analytical activities for a variety of complex investment portfolio disciplines. Serves as subject matter resource for assigned area of responsibility.

  • Develops, establishes and maintains a high quality due diligence process. Responsible for the monitoring and selection of managers within the assigned coverage area. Adheres to and assists in developing internal IAR processes.

  • Provides direction to team members to ensure appropriate investment managers are reviewed, selected and monitored. Coaches and provides guidance for team members.

  • Ensures ongoing internal client support with regard to managers in assigned portfolio.

  • Produces written documents outlining investment managers' organizational structure as well as their investment process. Authors final reports that are presented to Investment Advisor Research. Updates manager profiles and is responsible for quarterly reporting. Core Competencies Manages Risk

  • Working Experience
  • Assesses and effectively manages all of the risks associated with their business objectives and activities to ensure activities are in alignment with the bank's and unit's risk appetite and risk management framework. Customer Focus
  • Extensive Experience
  • Knowledge of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions, and ability to leverage that information in creating customized customer solutions. Job Specific Competencies Industry Knowledge
  • Extensive Experience
  • Knowledge of the organization's industry group, trends, directions, major issues, regulatory considerations, and trendsetters; ability to apply this knowledge appropriately to diverse situations. Business Data Analysis
  • Extensive Experience
  • Knowledge of the investigation, evaluation, interpretation, and classification of business data; the ability to collect, identify, analyze and interpret business data using various kinds of techniques to meet business needs and requirements. Problem Solving
  • Working Experience
  • Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply this knowledge appropriately to diverse situations. Effective Communications
  • Extensive Experience
  • Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors. Decision Making and Critical Thinking
  • Extensive Experience
  • Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately, and reach productive decisions. Influencing
  • Working Experience
  • Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization. Accuracy and Attention to Detail
  • Extensive Experience
  • Understanding of the necessity and value of accuracy and attention to detail; ability to process information with high levels of accuracy. Managing Multiple Priorities
  • Extensive Experience
  • Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation. Analytical Thinking
  • Subject Matter Expertise
  • Knowledge of techniques and tools that promote effective analysis and the ability to determine the root cause of organizational problems and create alternative solutions that resolve the problems in the best interest of the business. Regulatory Environment
  • Financial Services

  • Working Experience

  • Knowledge of and ability to help an organization adapt to applicable federal, state, local, and company-specific regulations, policies, and guidelines affecting business practices. Preferences/Skills

  • Experience in Investment Manager Research required

  • Domestic equity research experience needed

  • Must have strong writing skills Certifications/Licenses CFA or working toward CFA preferred Required Education and 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 and experience (including military service) may

13 days 5 hours ago

The PNC Financial Services Group

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Investment Advisor Research Specialist The PNC Financial Services Group - Philadelphia, PA, United States

   

Location: Philadelphia, PA

Company Profile:
PNC offers a wide range of services for all our customers, from individuals and small businesses, to corporations and government entities. No matter how simple or complicated your needs, we're sure to have the products, knowledge and resources necessary for financial success. Retail Banking We provide deposit, lending, cash management and investment services to more than 6 million consumer and small business customers across 19 states and the District of Columbia. Customers can bank whenever and wherever they want via more than 2,600 branches, online and mobile services along with 9,000 ATM machines, many of which can be used to make deposits and cash checks. The award-winning Virtual Wallet® helps to save and spend smarter, and avoid unnecessary fees. Cash Flow InsightSM is an online resource for small businesses to track and manage cash flow.