Investment Manager/Portfolio Research Specialist - Fixed Income
Investment Manager/Portfolio Research Specialist - Fixed Income
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1 Vacancy
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. 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 Investment Manager/Portfolio Research Specialist Fixed Income within PNCs Asset Management Group organization you will be based in Philadelphia PA.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.
In this role you will focus on taxable fixed income manager research. We are looking for the following experience/skills:
* Experience organizing preparing for and leading meetings with portfolio managers to discuss portfolio strategy investment team philosophy and investment process and strategy objectives.
* Experience analyzing fund performance risk and holdings using analytical tools including Bloomberg FactSet Morningstar Axioma eVestment Alliance and other quantitative tools.
* Strong communication skills both written and verbal
Job Description
- 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 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.
- Ensures ongoing internal client support with regard to managers and/or portfolios in assigned coverage area.
- 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.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
- 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 PNCs Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge skills and abilities for a role. Listed below are skills competencies work experience education and required certifications/licensures needed to be successful in this position.
Preferred Skills
Analytical Thinking Asset Management Capital Management Due Diligence Financial Management General Ledger (GL) Process Control Revenue RecognitionCompetencies
Accuracy and Attention to Detail Analytical Thinking Business Data Analysis Decision Making and Critical Thinking Effective Communications Industry Knowledge Influencing Managing Multiple Priorities Problem Solving Regulatory Environment Financial ServicesWork Experience
Roles at this level typically require a university / college degree with 5 years of industryrelevant experience. 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
Certifications
No Required Certification(s)Licenses
No Required License(s)Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility options for fulltime employees include: medical/prescription drug coverage (with a Health Savings Account feature) dental and vision options; employee and spouse/child life insurance; short and longterm disability protection; 401(k) with PNC match pension and stock purchase plans; dependent care reimbursement account; backup child/elder care; adoption surrogacy and doula reimbursement; educational assistance including select programs fully paid; a robust wellness program with financial incentives.In addition PNC generally provides the following paid time off depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year unless otherwise required by law; between 15 to 25 vacation days each year depending on career level; and years of service.To learn more about these and other programs including benefits for full time and parttime employees visitYour PNC Total Rewards.
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 calland 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.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and for any registered role the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA) which prohibit the hiring of individuals with certain criminal history.
California Residents
Required Experience:
Manager
Employment Type
Full-Time
