Senior Securities Analyst Associate - AMG Investment Office

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 a Senior Securities Analyst Associate within PNC's Asset Management Group (AMG) Investment Office organization, you will be based in Philadelphia, PA.

This position is with the Custom and Direct Indexing (CDI/THOR) team, a proprietary investment team that sits within the Asset Management Group (AMG) Investment Office. The team employs a systematic investment approach to build portfolios of index constituents, leveraging quantitative optimization methods to balance active risk with client objectives. The team manages approximately $9Billion in AUM.

Key Responsibilities Include:

• Lead the daily implementation and trading activity for client portfolios, ensuring timely execution, adherence to investment guidelines, and alignment with portfolio objectives.
• Own portfolio-level risk oversight, including monitoring exposures, tracking error, factor risks, and key trigger events that may require portfolio action or escalation.
• Conduct quantitative analysis to manage, measure, and monitor portfolio performance, implementation efficiency, and deviations from benchmarks and models.
• Develop and maintain performance analytics, including attribution, relative value analysis, and diagnostics to explain portfolio outcomes and inform investment decisions.
• Analyze portfolio construction decisions, rebalancing impacts, and tax-aware implementation outcomes (as applicable), particularly within SMA and direct indexing frameworks.
• Partner with front-office teams to support client reporting, global portfolio reviews, and business development initiatives, including ad hoc analysis and presentation support.
• Collaborate cross-functionally with technology, operations, and investment teams to improve tools, workflows, and data quality related to portfolio analytics and implementation.

Preferred Skills & Experience:

• Prior experience with SMA trading, portfolio implementation, and ongoing portfolio maintenance in an investment management environment.
• Familiarity with equity direct indexing solutions, including customization, rebalancing, and tracking error management.
• Strong ability to work with and interpret large datasets; experience sourcing, cleaning, and validating data for analytical use.
• Programming or quantitative skill set (e.g., Python, SQL, or similar), with the ability to build or enhance models, analytics, and automation tools.
• Demonstrated interest in financial markets, equity investing, and portfolio construction, with a proactive and self-motivated approach to problem solving.
• Exceptional attention to detail and ability to manage multiple priorities in a fast-paced, deadline-driven environment.
• Experience using Fact Set and/or Bloomberg
• Strong knowledge of statistical modeling, regression, and financial time s series
• Progress toward the CFA designation is strongly preferred

PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.

PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description

• Provides fixed income research coverage on assigned industry/sectors. Analyzes financial statements, industry data and market dynamics to build a solid credit profile and valuation framework for individual issuers in the fixed income market.
• Supports issuer and security recommendations with detailed financial statement models, data analysis, and valuation models.
• Generates portfolio recommendations based on well-reasoned financial, technical and valuation metrics.

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.

Competencies
Analytical Thinking, Decision Making and Critical Thinking, Effective Communications, Financial Analysis, Financial Statement Analysis, Managing Multiple Priorities, Problem Solving, Quantitative Research, Quantitative Techniques, Research Analysis

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; 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 click.appcast.io. 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 click.appcast.io 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

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.