- Manages all aspects of client service to a particular investment strategy or strategies. Presents investment strategy, process, profile and results to highly sophisticated institutional clients, consultants and prospects.
- Continually works side by side with portfolio manager team(s) to develop, enhance and present investment strategy and results to highly sophisticated external parties and internal business partners, for existing clients, consultants and/or prospects.
- Serves as key client service representative for the Portfolio Management team, providing in-depth, sophisticated insights into capital markets, specific portfolio strategies and individual securities on their behalf.
- Works with Consultant Relations , Client Advisers and other business partners to coordinate information delivery with clients, consultants and prospects.
- Creates insightful and timely thought leadership pieces such as papers, releases and other media for specific strategies.
- 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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Director - Investment Strategy
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PNC Bank Corp. Houston, United StatesManages all aspects of client service to a particular investment strategy or strategies. Presents investment strategy, process, profile and results to highly sophisticated institutional clients, consultants and prospects. Continually works side by si Director, Investment, Strateg ...
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Director - Investment Strategy - Houston, United States - PNC
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. 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 companys success. As a Director - Investment Strategy within PNC's Asset Management Group Investment Strategy organization, you will be based in Philadelphia. Other PNC locations within the PNC Asset Management Group footprint will also be considered.
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 managers discretion.
Preferred skills/experience:
Macroeconomics experience
Investment strategy experience
Equity, fixed income, alternative investments knowledge
CFA
Excel and programming skills, e.g. Python, a plus
Job Description
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
Competencies
Client Relationship Management Knowledge and ability to determine and satisfy client needs and maintain a partnering relationship during engagements; includes influencing, communicating, presenting, facilitating, managing and developing others.
Communicating Complex Concepts Knowledge of, and the ability to use summarization and simplification techniques to explain complex technical concepts in simple, clear language appropriate to the audience.
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.
Financial Analysis Knowledge of and ability to read, interpret and draw accurate conclusions from financial and numerical material.
Financial Statement Analysis Knowledge of tools, techniques, and practices, and ability to analyze and determine the credit-worthiness of a business enterprise through its financial statements.
Portfolio Management - 1 Knowledge of and ability to utilize the tools, techniques, and acceptable business practices associated with managing a portfolio.
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 . 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.
Director - Investment Strategy professionals in Houston
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Kristopher W. McDowell
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