Equities Analyst
PNC Bank
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 Equities Analyst within PNC's Asset Management Group organization, you will be based in Philadelphia, PA. Preferred skills/experience:
- Coverage experience in Energy, Utilities or Information Technology sectors is beneficial. This would include understanding the competitive advantages, margin drivers, sales growth factors, management capabilities, and basic valuation parameters across various industries in these sectors.
- Must be able to make effective stock recommendations, succinctly and in a timely manner.
- Understanding of FactSet Research Systems. Ability to navigate and understand the various modules within the software to help deliver the reports needed to facilitate decision making for the Advantage Equity team.
- Proficient writing capabilities, with a focus on effectively distilling the basic drivers of portfolio performance relative to respective strategy benchmarks.
- Strong data management and Excel skills.
- Attention to detail – particularly with data retention and the ability to store data related to these projects in a timely and accurate manner.
- Ability to work well with the entire team on special projects.
- Ability to think outside the box for new solutions to problems/issues that help the efficiency of the entire team.
Job Description
- Analyzes financial viability and security attractiveness. Recommends specific security positions to portfolio managers.
- Analyzes financial statements of individual securities and makes effective recommendations based on results. Runs securities analysis models and generates reports to support portfolio management and independently draws conclusions. Makes recommendations on valuations of specific securities within the sector or industry.
- Reviews industries and sectors with portfolio managers on relative valuation and makes generally accepted recommendations.
- Communicates research and performance of industries, sectors and securities to internal business partners and external clients.
- Participates in special projects as assigned.
- 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
Account Management, Budget Management, Capital Management, Corporate Finance, Financial Management, Investment Banking, Pricing Management, Revenue Recognition, Strategic Objectives, Wealth ManagementCompetencies
Analytical Thinking, Decision Making and Critical Thinking, Effective Communications, Financial Analysis, Financial Statement Analysis, Managing Multiple Priorities, Problem Solving, Quantitative Research, Quantitative Techniques, Research AnalysisWork Experience
Roles at this level typically require a university / college degree, with 5+ years of industry-relevant experience. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.Education
BachelorsCertifications
No Required Certification(s)Licenses
No Required License(s)Language Assessments
No Required or Preferred Language AssessmentsBenefits
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 [View email address on joinrs.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 View phone number on joinrs.com 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
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