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Portfolio Implementation Analyst - Managed Accounts

PNC
PNC Bank N.A. (PA375), United Statesfull_timeVerifiedPosted 15 Jul 2024

About the role

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 company’s success. As a Portfolio Implementation Analyst - Managed Accounts within PNC's 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 manager’s discretion.

Preferred skills/experience:

• SMA/UMA trading experience
• Experience with software including Charles River and/or Vestmark
• Ability to handle incoming Investment Advisor inquiries, provide a professional investment experience and resolve account-related issues accurately and efficiently
• Understanding of PNC’s SMA and UMA product offerings

Will have the opportunity to learn how investment and portfolio construction decisions are made.

Job Description

  • Review and analyze the selection, design, development and promotion of new or existing products utilizing traditional and emerging capabilities in technology, operations, and data analytics to offer customers a differentiated product experience.
  • Participates in customer focused quality assessments and improvement processes. Leverages knowledge of emerging technologies to contribute to business case, business plan and roll-out of specific products through all applicable channels.
  • Analyzes product, technology, and market trends and third party requirements as necessary, to develop and design innovative features of new and/or existing products or enhancements. Assists in the management of the development, production, roll-out, pricing or promotion of specific products and recognizes, anticipates and resolves operational and process problems that arise.
  • Works with internal and external partners throughout the product lifecycle. As part of the first line of defense, supports risk management, compliance, and audit needs as necessary.
  • Monitors and analyzes business results of recently introduced or existing products, coordinates reporting, and may recommend modifications to improve results.

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 PNC's 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

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Company

PNC

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