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 d... more details
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 an Investment Management Solutions Specialist within the PNC Asset Management Group Investment Office organization, you will be based in Indianapolis, IN. Other PNC locations within the PNC Asset Management Group footprint will also be considered.
The position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at the manager’s discretion.
This position works as part of an investment service team in the AMG Investment Office reporting to the Investment Director for Institutional Defined Contribution Plans. You will work closely with Retirement Plan Advisors, Business Development Officers, and vendor systems to create reports and other information that support Fiduciary Investment Services to Defined Contribution Plan clients. You will be responsible for coordinating ongoing investment due diligence processes for our FIS Investment platform, updating internal and external vendor systems, as well as preparing client deliverables and communications to the Retirement Plan Advisors.
Preferred experience/skills:
•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
•AIF, CFA or CIMA designation or in process of obtaining a plus
Job Description
- 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.
- Serves as lead functional expert for the investment management workstation and other strategic investment initiatives, as required by the business. Proactively identifies, resolves or escalates risk management issues. Partners with risk management to assess and determine appropriate action on risk issues.
- Serves as lead functional expert for the investment management workstation and other strategic investment initiatives, as required by the business. Proactively identifies, resolves or escalates risk management issues. Partners with risk management to assess and determine appropriate action on risk issues.
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
Administrative Support Work, Asset Allocation, Campaign Organizing, Capital Management, Change Management, Client Management, Community Based Services
Competencies
Accuracy and Attention to Detail, Conflict Management, Effective Communications, Industry Knowledge, Influencing, Innovation, Managing Multiple Priorities, Organizational Savvy and Politics, Problem Solving, Project Management
Work Experience
Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. 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)
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; 8 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 pncbenefits.com > New to PNC.
*For more information, please click on the following links:
Time Away from Work
PNC Full-Time Benefits Summary
PNC Part-Time Benefits Summary
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. 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.
California Residents
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