What are the responsibilities and job description for the Client Portfolio Associate - Fixed Income position at PNC Financial Services Group?
Job Profile
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 Client Portfolio Associate within the PNC Asset Management Group's Fixed Income organization, you will be based in Philadelphia, PA.
This 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 manager’s discretion.
Preferred skills/experience include:
Assists senior Client Portfolio Management team and investment team members to serve clients by providing portfolio administration, portfolio reporting support, collateral material support, holding both internal and external client conversations, presenting investment strategy, process, profile and performance results to select clients and prospects.
Produces reports for senior client portfolio managers to use with highly sophisticated external parties and internal business partners, for existing clients, consultants and/or prospects; works with business partners to coordinate information delivery with clients and prospects.
Supports client portfolio managers in their work with Consultant Relations, client advisers and other business partners on coordinating information delivery with clients, consultants and prospects; provides in depth analysis and critical review on projects and for portfolio review; steps in and handles client meetings as an additional resource within the group.
Provides research and data analysis for use in strategy and thought leadership pieces such as papers, releases and other media.
Independently works with portfolio management team to develop, enhance and present investment strategies and results to external parties and internal business partners, for select existing clients, consultants and/or prospects; speaks with clients inside and outside of the office to provide solutions based on an understanding of the market, thorough review of the client account and analysis of the market, interest rates and other contributing factors.
Serves as client service representative for Portfolio Management team for select clients providing analysis and insights into the municipal market, portfolio strategies and client portfolios.
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 Asset Management, Capital Management, Corporate Finance, Data Mining, Derivatives, Economic Policy, Investment Strategies, Relationship Management
Competencies Client Relationship Management, Communicating Complex Concepts, Decision Making and Critical Thinking, Effective Communications, Financial Analysis, Financial Statement Analysis, Portfolio Management - 1
Work Experience Roles at this level typically require a university / college degree, 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.
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.
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
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.
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 Client Portfolio Associate within the PNC Asset Management Group's Fixed Income organization, you will be based in Philadelphia, PA.
This 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 manager’s discretion.
Preferred skills/experience include:
- Tax-exempt municipal, taxable municipal, and/or corporate bond knowledge
- Strong verbal communication abilities
- Data collection, analytic and reporting skills
- Python exposure or experience
Assists senior Client Portfolio Management team and investment team members to serve clients by providing portfolio administration, portfolio reporting support, collateral material support, holding both internal and external client conversations, presenting investment strategy, process, profile and performance results to select clients and prospects.
Produces reports for senior client portfolio managers to use with highly sophisticated external parties and internal business partners, for existing clients, consultants and/or prospects; works with business partners to coordinate information delivery with clients and prospects.
Supports client portfolio managers in their work with Consultant Relations, client advisers and other business partners on coordinating information delivery with clients, consultants and prospects; provides in depth analysis and critical review on projects and for portfolio review; steps in and handles client meetings as an additional resource within the group.
Provides research and data analysis for use in strategy and thought leadership pieces such as papers, releases and other media.
Independently works with portfolio management team to develop, enhance and present investment strategies and results to external parties and internal business partners, for select existing clients, consultants and/or prospects; speaks with clients inside and outside of the office to provide solutions based on an understanding of the market, thorough review of the client account and analysis of the market, interest rates and other contributing factors.
Serves as client service representative for Portfolio Management team for select clients providing analysis and insights into the municipal market, portfolio strategies and client portfolios.
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 Asset Management, Capital Management, Corporate Finance, Data Mining, Derivatives, Economic Policy, Investment Strategies, Relationship Management
Competencies Client Relationship Management, Communicating Complex Concepts, Decision Making and Critical Thinking, Effective Communications, Financial Analysis, Financial Statement Analysis, Portfolio Management - 1
Work Experience Roles at this level typically require a university / college degree, 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.
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:
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
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.
