Full-Time

Investment Analyst

Institutional Defined Contribution

Posted on 2/1/2025

PNC Financial Services

PNC Financial Services

10,001+ employees

Offers banking services and financial solutions

Fintech
Financial Services

Compensation Overview

$55k - $124.8kAnnually

+ Incentive Eligible

Mid

Indianapolis, IN, USA + 5 more

More locations: Cleveland, OH, USA | Philadelphia, PA, USA | Chicago, IL, USA | Charlotte, NC, USA | Pittsburgh, PA, USA

Category
Quantitative Analysis
Quantitative Research
Quantitative Finance
Required Skills
Risk Management
Data Analysis
Excel/Numbers/Sheets

You match the following PNC Financial Services's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Investment due diligence
  • Experience with attribution analysis to prepare written analysis followed by writing commentary
  • Experience with mutual funds, CIT’s or other investments used by Defined Contribution plans
  • Morningstar Direct, Morningstar Report Portal and Morningstar Presentation Studio
  • fi360’s FirmPlus interface and Seismic a plus
  • Microsoft Excel, including use of formulas, advanced formulas, Pivot Tables, and macros to assist with for data analysis and quality assurance
  • Strong verbal and written communications skills
  • Ability to juggle projects along with daily tasks and adapt to, and embrace change
  • Creative problem-solving skills, able to meet deadlines and strong client focus
  • Strong work ethic with examples of past successes
Responsibilities
  • Leads project initiatives related to the integrated advisor workstation and the investment advisor function
  • Defines future development and strategic direction using a combination of experience and feedback
  • Serves as a subject matter and technical resource for strategic investment initiatives
  • Develops and delivers functional training
  • Responsible for development of applications as well as ongoing support
  • Defines business and functional requirements
  • Works with end users to understand future development needs
  • Works with internal and external technology partners on the design and development of the application
  • Coordinates interaction between investment services and strategy and the advisors in the field
  • Supports the advisor on client requests for new business or specific client issues
  • Oversees and leads the complex resolution of issues
  • Responsible for effective communication on issues to all functional advisors
  • Proactively identifies, resolves or escalates risk management issues
  • Partners with risk management to assess and determine appropriate action on risk issues
Desired Qualifications
  • Administrative Support Work
  • Asset Allocation
  • Campaign Organizing
  • Capital Management
  • Change Management
  • Client Management
  • Community Based Services
PNC Financial Services

PNC Financial Services

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PNC Bank provides a variety of banking services, including checking and savings accounts, credit cards, home and auto loans, and retirement planning. It caters to individual consumers, small businesses, and large corporations, primarily in the United States. PNC's services include traditional banking options as well as digital solutions like the PNC Virtual Wallet, which combines checking, savings, and financial management tools in one platform. Unlike many competitors, PNC emphasizes community involvement and corporate responsibility, focusing on supporting local communities and stakeholders. With a history of nearly 160 years, PNC aims to assist clients in achieving their financial goals through expert advice and dependable service.

Company Stage

IPO

Total Funding

N/A

Headquarters

Pittsburgh, Pennsylvania

Founded

1845

Simplify Jobs

Simplify's Take

What believers are saying

  • PNC's new online platform will enhance digital banking capabilities and customer experience.
  • PNC's $128 million affordable housing fund strengthens its community involvement and social impact.
  • PNC's appointment of Douglas Dachille to the board enhances its risk management expertise.

What critics are saying

  • Increased fintech competition threatens PNC's market share in digital banking.
  • Departure of key executives like Michael Lyons may impact strategic initiatives.
  • Lukewarm lending environment could limit PNC's growth in loan origination and interest income.

What makes PNC Financial Services unique

  • PNC offers a unique Virtual Wallet integrating checking, savings, and financial management.
  • PNC has a 160-year history, emphasizing community support and corporate responsibility.
  • PNC's tax credit syndication leadership supports affordable housing across the U.S.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k) Retirement Plan

401(k) Company Match

Company Equity

Paid Vacation

Paid Sick Leave

Wellness Program

Professional Development Budget