Senior Securities Analyst Associate

This position is based in Philadelphia, PA.

About the role

As a Senior Securities Analyst Associate within PNC's Asset Management Group Investment Office organization, you will join 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 $9 billion in AUM.

Responsibilities

• 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.

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 FactSet and/or Bloomberg.
• Strong knowledge of statistical modeling, regression, and financial time series.
• Progress toward the CFA designation is strongly preferred.

Qualifications

• 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

• Bachelor's degree.

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