Investment Manager/Portfolio Research Manager

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.

As a(n) position title within PNC's name of division organization, you will be based in city / state location of position .

Job Profile

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.

As an Investment Manager / Portfolio Research Manager within PNC Asset Management's Investment Advisor Research team, you will be based in Philadelphia, PA.

In this role, you will lead the Alternative Investments Manager Research team. Preferences / skills include :

• Alternative investments experience with a preference for private equity / private debt experience.
• 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.
• Experience leading / managing a team.
• Strong communication skills both written and verbal
• CPA, CFA, CAIA designation is a plus

Job Description

Manages and guides respective team. Sources and monitors investment managers. Drives strategy which includes creating and implementing processes and best practices and coordinating with business lines to align IAR efforts with business line goals.

Provides sales support and subject matter expertise to the investment field. Provides input to portfolios and partners with Investment Strategy and Portfolio Management to publish thought leadership.

Coordinates with business lines Hawthorn, Institutional, Wealth and PNC Investments and Investment Strategy and Portfolio Management to align goals of alternative, traditional or operational due diligence teams.

Determines and implements strategy to support and meet the business line goals.

Provides sales support to Hawthorn, Wealth Management, Institutional and PNC Investments in the retention of existing clients and attraction of new clients where appropriate.

Designs and oversees creation of educational materials and regular reports to enhance the knowledge of the investment field and the client experience.

Participates in client or prospect meetings with the largest and most sophisticated clients who tend to be the most demanding and sensitive.

Monitors and selects managers within assigned coverage area for the platform and / or portfolios. Continuously improves platform, applicable processes and PNC's subject matter expertise by screening third party databases, attending industry conferences and networking with industry contacts.

Develops and implements internal investment advisor research processes focused on manager selection, monitoring and risk management.

Manages analysts and associates in execution of team strategy.

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.

PNC also has fundamental expectations of our people managers. As a manager of talent in PNC, you will be expected to :

• Include Intentionally - Cultivates diverse teams and inclusive workplaces to expand thinking.
• Live the Values - Role models our values with transparency and courage.
• Enable Change - Takes action to drive change and innovation that will transform our business.
• Achieve Results - Takes personal ownership to deliver results. Empowers and trusts others in decision making.
• Develop the Best - Raises the bar with every talent decision and guides the achievement of all employees and customers.

Competencies

Decision Making and Critical Thinking Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately, and reach productive decisions.

Effective Communications Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.

Industry Knowledge Knowledge of the organization's industry group, trends, directions, major issues, regulatory considerations, and trendsetters;

ability to apply this knowledge appropriately to diverse situations.

Influencing Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization.

Managing Multiple Priorities Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.

Problem Solving Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems;

ability to apply this knowledge appropriately to diverse situations.

Regulatory Environment - Financial Services Knowledge of and ability to help an organization adapt to applicable federal, state, local, and company-specific regulations, policies, and guidelines affecting business practices.

Work Experience

Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable.

Industry experience is typically 8+ years. At least 5 years of prior management experience is typically required. In lieu of a degree, a comparable combination of education and experience (including military service) may be considered.

Education

Disability Accommodations Statement :

The PNC workplace is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the PNC Careers website or submission process, please call 877-968-7762 and select Option 4 : Recruiting or contact us via email at [email protected].

The Human Resources Service Center hours of operation are Monday - Friday 9 : 00 AM to 5 : 00 PM ET.

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.

California Residents

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