Client Analytics Group Analyst - AMG Investment Office

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 Client Analytics Group Analyst within PNC's AMG Investment Office organization, you will be based in Philadelphia, PA, Pittsburgh, PA, Cleveland, OH, Baltimore, MD or Chicago, IL. Other PNC Asset Management Group (AMG) locations may be considered.

Position Summary
The Client Analytics Group (CAG) Analyst supports Institutional Investment Advisors by delivering portfolio analytics, peer universe reporting, and customized client reporting solutions. This role serves as a key partner to advisors, helping them evaluate portfolio performance, risk characteristics, asset allocation, and other investment metrics used in client communications and portfolio reviews.

Responsibilities:
• Partner closely with Institutional Investment Advisors to identify reporting objectives and support needs, and fulfill portfolio analytics, peer reporting, and client reporting requests.
• Produce and analyze portfolio performance reports, attribution analyses, asset allocation reports, and portfolio characteristic reviews.
• Generate peer universe and benchmark comparisons to support client reviews, presentations, and investment discussions.
• Validate data accuracy and perform quality assurance checks to ensure reporting integrity.
• Assist in preparing polished client-facing reports and presentation materials.
• Research and interpret market, portfolio, and benchmark data to provide meaningful analytical insights.
• Support recurring and ad hoc reporting throughout the client lifecycle.
• Identify opportunities to improve, streamline, and automate existing reporting processes.
• Utilize or develop programming and automation solutions to increase efficiency, reduce operational risk, and enhance scalability.
• Collaborate with advisors, analysts, portfolio managers, and other stakeholders to meet deadlines and deliver exceptional service.

Preferred Skills/Experience:
• Exceptional written and verbal communication skills, including the ability to listen carefully, ask effective questions, explain complex analytical concepts clearly, and communicate proactively and professionally with advisors.
• Strong analytical and problem-solving skills.
• Excellent attention to detail and commitment to producing accurate, high-quality deliverables.
• Proficiency in Microsoft Excel and other reporting or analytical tools.
• Demonstrated interest in financial markets, investments, and portfolio analytics.
• Ability to manage multiple priorities and work effectively in a collaborative team environment.
• Experience with performance measurement, portfolio analytics, attribution, benchmarking, or investment reporting.
• Exposure to programming, scripting, or automation tools such as Python, SQL, VBA, Power BI, or similar technologies.
• Experience with investment analytics and reporting platforms such as Morningstar Direct, FactSet, Bloomberg, or similar tools.
• Experience building automated workflows or reporting solutions.
• Understanding of institutional investment management, asset allocation, fixed income, equity, or multi-asset portfolios.
• Desire to learn and expand technical automation skills within an investment analytics environment.PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description

• Under limited direction, performs analysis, due diligence research, monitoring and analytical activities for a variety of investment portfolio disciplines. Participates in manager interviews.
• Actively learns and incorporates due diligence processes and/or portfolio analyses into daily activities. Gathers information and independently generates reports.
• Supports team members to ensure that appropriate investment managers are reviewed, selected for the platform and/or portfolios and monitored. Uses applicable systems to gather information and produce reports.
• Introduces new investment managers onto the platform and/or into portfolios by providing a robust analysis surrounding the fit of a sector or manager within an overall asset allocation framework.
• Researches and compiles information to team members to be included in final reports. May join specialists in authoring and presenting final reports.

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 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 Recognition

Competencies

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 Services

Work Experience

Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Education

Bachelors

Certifications

No Required Certification(s)

Licenses

No Required License(s)

Language Assessments

No Required or Preferred Language Assessments

Pay Transparency

Base Salary: $63,750.00 – $127,500.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.

Application Window

Generally, this opening is expected to be posted for two business days from 11/06/2026, although it may be longer with business discretion.

Benefits

PNC offers 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; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up 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; 9 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 part-time employees, visit pncthrive.com.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at [email protected]. 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 877-968-7762 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.

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

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.