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PNC · 2 days ago

Investment Manager - Portfolio Research Associate III

United States

Full-time

Remote

Mid Level

3+ years exp

PNC is a financial services company that values its employees as its greatest differentiator. The Investment Manager - Portfolio Research Associate III role involves performing analysis and due diligence for investment portfolios, ensuring appropriate managers are selected and monitored, and compiling reports.

BankingFinanceFinancial Services

No H1B

Responsibilities

Performs analysis, due diligence research, monitoring and analytical activities for a variety of investment portfolio disciplines

Participates in manager interviews

Actively incorporates due diligence processes and/or portfolio analyses into daily activities

Gathers information and independently generates reports

Ensures that appropriate investment managers are reviewed, selected for the platform and/or portfolios and monitored

Uses applicable systems to gather information and produce reports

Introduces new investment managers onto the platform and/or into portfolios by providing a robust analysis surrounding the fit of a sector or manager within an overall asset allocation framework

Researches and compiles information for final reports

May join specialists in authoring and presenting final reports

Qualification

FINRA Series 7FINRA Series 63Business Data AnalysisAnalytical ThinkingManaging Multiple PrioritiesAccuracyInfluencingIndustry KnowledgeRegulatory Environment - Financial ServicesEffective CommunicationsProblem SolvingAttention to DetailDecision Making