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. As an Investment Advisor Research Specialist within PNC's Investment Advisor Research (IAR) organization, you will be based in Philadelphia, PA.
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 process. Responsible for the monitoring and selection of managers within the assigned coverage area. Adheres to and assists in developing internal IAR processes.
Provides direction to team members to ensure appropriate investment managers are reviewed, selected and monitored. Coaches and provides guidance for team members.
Ensures ongoing internal client support with regard to managers in assigned portfolio.
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.
Roles at this level typically require a university / college degree, with 5+ years of industry-relevant experience. Specific certifications are often required. In lieu of a degree, a comparable combination of education and experience (including military service) may be considered.
The PNC Financial Services Group, Inc. (NYSE: PNC) is one of the largest diversified financial services institutions in the United States with assets of $361 billion as of March 31, 2016. Operating primarily in 19 states and the District of Columbia, PNC is organized around its customers and communities for strong relationships and local delivery of retail and business banking; residential mortgag...e banking; specialized services for corporations and government entities, including corporate banking, real estate finance and asset-based lending; wealth management and asset management.