- Develops and directs analysis, due diligence research, monitoring and analytical activities for a variety of complex investment portfolio disciplines. Serves as subject matter and technical resource for assigned area of responsibility for the platform and/or portfolios. May provide platform analysis via interviews and presentations to internal and external clients.
- Develops, establishes and maintains a high quality due diligence and/or portfolio analysis process. Responsible for the monitoring and selection of managers within the assigned coverage area for the platform and/or portfolios. Adheres to and assists in developing internal processes.
- Provides direction to team members to ensure appropriate investment managers are reviewed, selected for the platform and/or portfolios and monitored. Coaches and provides guidance for team members. Helps to research standard and acts as a resource for more junior members of team for guidance on depth and quality of research.
- Provides ongoing internal client support to managers and/or portfolios in assigned coverage. May provide external client support for retention and addition of assets under management.
- 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.
- 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.
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PNC Financial Services Group Philadelphia, United StatesJob Profile · 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 wher ...
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PNC Financial Services Group Philadelphia, United StatesPosition 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 em ...
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PNC Philadelphia, United StatesPosition 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 em ...
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PNC Financial Services Group Philadelphia, United StatesJob Profile · 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 wher ...
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Macquarie Group Philadelphia, United StatesSenior Investment Specialist, Client Portfolio Manager · Philadelphia · Join our team as a senior member of Macquarie Credit's US Investment Solutions and Strategy (ISS). In this role you will operate in a team with a strong people and client-centric culture and be in a positio ...
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Macquarie Philadelphia, United States Permanent - Full timeJoin our team as a senior member of Macquarie Credit's US Investment Solutions and Strategy (ISS). In this role you will operate in a team with a strong people and client-centric culture and be in a position to drive the growth of a successful business through client interactions ...
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Macquarie Philadelphia, United StatesJoin our team as a senior member of Macquarie Credit's US Investment Solutions and Strategy (ISS). In this role you will operate in a team with a strong people and client-centric culture and be in a position to drive the growth of a successful business through client interactions ...
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Multi-Asset Class Senior Portfolio Specialist - Philadelphia, United States - PNC Financial Services Group
Description
Position OverviewAt 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 Multi-Asset Class Senior Portfolio Specialist within the PNC Asset Management Group organization, you will be based in Philadelphia, PA or Washington, DC.
This 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 manager's discretion.
As a member of the Portfolio Strategy team, you will be focused on developing multi-manager, multi-asset class model portfolios that sit at the core of the AMG Investment Office's guidance for our clients. You will conduct detailed qualitative and quantitative analyses, partnering with our investment strategy, manager due diligence, trading implementation, and risk management teams, to deliver portfolio recommendations that maximize risk-adjusted returns for a variety of client situations. You will also be responsible for developing and maintaining detailed performance and attribution, exposure, and risk reports that are presented to the Investment Policy Committee and client-facing investment advisors. Prior experience with multi-manager, multi-asset class investing either as a research analyst or client-facing advisor along with strong quantitative capabilities, including systems like Excel with macros, Morningstar Direct, and FactSet are key to success in this role. Experience with Python is also a plus.
Job Description
Accuracy and Attention to Detail - Understanding of the necessity and value of accuracy and attention to detail; ability to process information with high levels of accuracy.
Analytical Thinking - 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.
Business Data Analysis - 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.
Decision Making and Critical Thinking - Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately, and reach productive decisions.
Effective Communications - 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.
Industry Knowledge - Knowledge of the organization's industry group, trends, directions, major issues, regulatory considerations, and trendsetters; ability to apply this knowledge appropriately to diverse situations.
Influencing - Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization.
Managing Multiple Priorities - Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
Problem Solving - Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply this knowledge appropriately to diverse situations.
Regulatory Environment - Financial Services - Knowledge of and ability to help an organization adapt to applicable federal, state, local, and company-specific regulations, policies, and guidelines affecting business practices.
Work Experience
Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry relevant experience is typically 8+ years. 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
Additional Job Description
Benefits
PNC offers employees 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; maternity and parental leave; paid holidays, vacation days and occasional absence time; 401(k), pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about these and other programs, including benefits for part-time employees, visit > New to PNC.
Disability Accommodations Statement:
If an accommodation is required to participate in the application process, please contact us via email at 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 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 to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Multi-Asset Class Senior Portfolio Specialist professionals in Philadelphia
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Tracey Williamson
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