Apply on Employer Site

PNC · 1 day ago

Investment Manager - Portfolio Research Associate III

United States

Full-time

Remote

Mid Level

3+ years exp

PNC is a company that values its people as its greatest differentiator and competitive advantage. They are seeking an Investment Manager - Portfolio Research Associate III who will perform analysis and due diligence for investment portfolios, generate reports, and monitor investment managers. The role requires strong analytical skills and a focus on customer satisfaction while managing risks associated with investment activities.

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 PrioritiesIndustry KnowledgeInfluencingRegulatory EnvironmentEffective CommunicationsProblem SolvingAttention to DetailDecision Making