PNC BANK

Investment Performance Analyst Sr

Posted on: 12 Mar 2021

Philadelphia, PA

Job Description

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. In AMG Operations, we want to inspire new and innovative ideas on how to provide best in class service to our customers. As an Investment Performance Analyst Sr., within the Performance Measurement organization, you will be based in Philadelphia, PA.

We seek motivated, driven and creative individuals that enjoy working as part of a team in a high-energy environment which thrives on innovation and ingenuity. You will work together to create new solutions which will provide our clients with an exceptional customer experience. Valued opinions, supported by collaborative teams, impact the success of AMG Operations.

The ideal candidate will have solid knowledge & experience with investments and securities, portfolio accounting, and comfortable working with large data sets.

Trust performance experience is preferred but not required.

Job Description

* Delivers complex investment performance results to AMG and PNC Investment clients. Manages and supports various internal advisors and associates and responds, resolves and communicates performance information and any issues that arise in those business lines. Mentors investment performance analysts, leads in-depth analyses of individual portfolios and identifies and participates in process improvement initiatives.
* Manages and coordinates delivery of investment performance measurement support and resolution of performance questions and issues. Manages calculation and analysis of complex reporting situations using previous industry experience and performance reporting query tools.
* Coordinates and leads complex resolutions of issues or questions with internal operational support teams, performance vendors, advisors, performance analysts and management as appropriate.
* Develops and leads training of field personnel on usage of various performance systems. Educates them on various industry standards and their application in calculation of returns and usage of the systems.
* Actively participates and leads performance reporting Initiatives, operational improvements, system releases and enhancements. Manages and identifies procedural or operational inefficiencies, recommends and coordinates process improvement solutions. Actively participates or leads special and strategic projects.

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.

Competencies

Accuracy and Attention to Detail Understanding of the necessity and value of accuracy and attention to detail; ability to process information with high levels of accuracy.

Coaching Others Knowledge of coaching concepts and methods; ability to encourage, motivate, and guide individuals or teams in learning and improving effectiveness.

Data Gathering and Reporting Knowledge of and ability to utilize tools, techniques and processes for gathering and reporting data in a particular department or division of a company.

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.

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

Organizational Savvy and Politics Knowledge of organizational politics and political tactics; ability to effectively navigate formal and informal communication and decision-making channels.

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.

Project Management Ability to plan, organize, monitor, and control projects, ensuring efficient utilization of technical and administrative resources, to achieve project objectives.

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 with < 1 year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education and experience (including military service) may be considered.

Education

Bachelors

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 pathfinder@pnc.com.

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

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.

PNC BANK

Pittsburgh, PA

The PNC Financial Services Group, Inc. operates as a diversified financial services company in the United States. The Retail Banking segment offers deposit, lending, brokerage, insurance, and investment and cash management services to consumer and small business customers through a network of branches, ATMs, call centers, and online banking and mobile channels. The Corporate & Institutional Banking segment provides secured and unsecured loans, letters of credit, and equipment leases; and cash and investment management, receivables management, disbursement, fund transfer, information reporting, and global trade services, as well as foreign exchange, derivative, security underwriting, loan syndication, merger and acquisition advisory, and equity capital market advisory related services for corporations, government, and not-for-profit entities. This segment also offers commercial loan servicing and technology solutions for the commercial real estate finance industry.

The Asset Management Group segment provides investment and retirement planning, customized investment management, private banking, tailored credit, and trust management and administration solutions; and multi-generational family planning products, such as estate, financial, tax planning, fiduciary, investment management and consulting, private banking, personal administrative, asset custody, and customized performance reporting services. This segment also provides chief investment officer, custody, private real estate, cash and fixed income client solutions, and retirement administration services; and mutual funds and investment strategies.

The BlackRock segment offers single- and multi-asset class portfolios; and investment and risk management services technology platform. As of December 31, 2018, it operated 2,372 branches and 9,162 ATMs. The PNC Financial Services Group, Inc. was founded in 1852 and is headquartered in Pittsburgh, Pennsylvania.

  • Industry
    Banking/Financial Services
  • No. of Employees
    50, 928
  • Jobs Posted
    4028

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