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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in portfolio analytics, performance measurement, and investment reporting, with proficiency in programming and automation tools to enhance reporting efficiency. Strong analytical skills and attention to detail are essential for producing accurate client-facing reports and presentations.
Highest-signal resume keywords
Portfolio AnalyticsPerformance MeasurementMicrosoft ExcelPythonInvestment Reporting
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Portfolio Performance AnalysisAttribution AnalysisBenchmarkingData ValidationQuality AssuranceAutomated Reporting SolutionsAsset Allocation AnalysisDue Diligence ResearchAnalytical ActivitiesInvestment Manager Monitoring
Soft Skills
Exceptional Communication SkillsAnalytical Problem-SolvingAttention to DetailCollaborationMulti-Priority Management
Tools & Technologies
Microsoft ExcelPower BIMorningstar DirectFactSetBloombergSQLVBA
Industry Keywords
Institutional Investment ManagementFinancial MarketsMulti-Asset PortfoliosFixed IncomeEquity
Tech Stack
Tools & technologiesPythonSQLVBA
About the role
Key responsibilities & impact- Support Institutional Investment Advisors with portfolio analytics, peer universe reporting, and customized client reporting solutions
- Identify reporting objectives and fulfill portfolio analytics, peer reporting, and client reporting requests
- Produce and analyze portfolio performance, attribution, asset allocation, and portfolio characteristic reports
- Generate peer universe and benchmark comparisons for client reviews, presentations, and investment discussions
- Validate data accuracy and perform quality assurance checks
- Prepare client-facing reports and presentation materials
- Research and interpret market, portfolio, and benchmark data
- Support recurring and ad hoc reporting throughout the client lifecycle
- Improve, streamline, and automate 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
- Perform analysis, due diligence research, monitoring, and analytical activities for investment portfolio disciplines
- Participate in manager interviews
- Gather information and independently generate reports
- Support review, selection, onboarding, and monitoring of investment managers
- Analyze the fit of sectors or managers within overall asset allocation frameworks
- Research and compile information for final reports and may assist specialists with authoring and presenting them
Requirements
What you’ll need- University / college degree, typically 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
- Bachelor's degree
- Exceptional written and verbal communication skills
- Strong analytical and problem-solving skills
- Excellent attention to detail
- 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 Python, SQL, VBA, Power BI, or similar programming, scripting, or automation tools
- Experience with Morningstar Direct, FactSet, Bloomberg, or similar investment analytics and reporting platforms
- Experience building automated workflows or reporting solutions
- Understanding of institutional investment management, asset allocation, fixed income, equity, or multi-asset portfolios
- Must be eligible to work without employment visa sponsorship; PNC will not provide employment visa sponsorship or participate in STEM OPT
Benefits
Comp & perks- 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 plan
- Stock purchase plan
- Dependent care reimbursement account
- Back-up child/elder care
- Adoption, surrogacy, and doula reimbursement
- Educational assistance, including select programs fully paid
- Robust wellness program with financial incentives
- 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
- Incentive eligible, with payment based upon company, business and/or individual performance
- Reasonable accommodations for applicants and qualified individuals with disabilities