Investment Portfolio Manager, Sr. jobs in Philadelphia, PA
Investment Portfolio Manager, Sr. manages the daily activities for a given section of the company's investment operations. Reviews investment operations policies and procedures and recommends changes to increase efficiency. Being an Investment Portfolio Manager, Sr. may require a bachelor's degree in area of specialty. Typically reports to a head of a unit/department. The Investment Portfolio Manager, Sr. typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be an Investment Portfolio Manager, Sr. typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)
Recently Added Investment Portfolio Manager, Sr. jobs
- PNC
-
Philadelphia, PA
FULL_TIME
-
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 Investment Manager/Portfolio Research Specialist - Operational Due Diligence within PNC's Asset Management Group Investment Office organization, you will be based in Philadelphia, PA.
The 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 the manager’s discretion.
This position will focus on investment manager operational research and product management as well as working closely with other members of the Investment Advisor Research group.
Preferences/Skills:
•Experience in investment firm operational research, prime brokerage experience, trade execution /operations, investment accounting, or investment products audit.
•Understanding of financial markets and operational aspects of investment companies.
•Strong communication and interpersonal skills, and attention to details.
•Experience with alternative investments is a plus.
•CPA, CFA, CAIA designation is a plus.Job Description
- Develops and directs analysis, due diligence research, monitoring and analytical activities for a variety of complex investment portfolio disciplines. Serves as subject matter resource for assigned area of responsibility.
- Develops, establishes and maintains a high quality due diligence and/or portfolio analysis process. Responsible for the monitoring and selection of managers within the assigned coverage area for the platform and/or portfolios. Adheres to and assists in developing internal processes.
- Provides direction to team members to ensure appropriate investment managers are reviewed, selected for the platform and/or portfolios and monitored. Coaches and provides guidance for team members.
- Ensures ongoing internal client support with regard to managers and/or portfolios in assigned coverage area.
- Produces written documents outlining investment managers' organizational structure as well as their investment process. Authors final reports that are presented to Investment Advisor Research. Updates manager profiles and is responsible for quarterly reporting.
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.
Competencies
Accuracy and Attention to Detail – Understanding of the necessity and value of accuracy and attention to detail; ability to process information with high levels of accuracy.Analytical Thinking – Knowledge of techniques and tools that promote effective analysis and the ability to determine the root cause of organizational problems and create alternative solutions that resolve the problems in the best interest of the business.Business Data Analysis – Knowledge of the investigation, evaluation, interpretation, and classification of business data; the ability to collect, identify, analyze and interpret business data using various kinds of techniques to meet business needs and requirements.Decision Making and Critical Thinking – Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately, and reach productive decisions.Effective Communications – Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.Industry Knowledge – Knowledge of the organization's industry group, trends, directions, major issues, regulatory considerations, and trendsetters; ability to apply this knowledge appropriately to diverse situations.Influencing – Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization.Managing Multiple Priorities – Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.Problem Solving – Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply this knowledge appropriately to diverse situations.Regulatory Environment - Financial Services – Knowledge of and ability to help an organization adapt to applicable federal, state, local, and company-specific regulations, policies, and guidelines affecting business practices.Work 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
Additional Job Description
Benefits
PNC offers employees 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; maternity and parental leave; paid holidays, vacation days and occasional absence time; 401(k), pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about these and other programs, including benefits for part-time employees, visit pncbenefits.com > New to PNC.
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.
- 3 Days Ago
- Lincoln Investment
-
Fort Washington, PA
FULL_TIME
- Lincoln Investment recognized as one of Philadelphia's Top Workplaces for over ten years, is an independent broker dealer and registered investment advisor that offers brokerage, investment advisory a...
- 19 Days Ago
- CAMCO Property Management
-
Phoenixville, PA
FULL_TIME
- We are seeking an experienced condominium and homeowner's association manager to manage multiple community associations in Wilmington, DE. Experience in community management (Condominium) is preferred...
- 16 Days Ago
- CAMCO Property Management
-
Collegeville, PA
FULL_TIME
- We are seeking a qualified candidate with the expertise to oversee multiple condominium and homeowner’s associations in Collegeville, PA. Although prior experience in community management (Condominium...
- 19 Days Ago
- CAMCO Property Management
-
Philadelphia, PA
FULL_TIME
- Seeking a qualified individual to oversee multiple condominium and homeowner's associations in Northeast Philadelphia. While experience in community management (Condominium) is preferred, other releva...
- 2 Days Ago
- CAMCO
-
Cherry Hill, NJ
FULL_TIME
- We are seeking an experienced condominium and homeowner's association manager to manage multiple community associations in Cherry Hill, NJ. Experience in Community Management (Condominium) is preferre...
- 5 Days Ago
- Current Active Filter
- Philadelphia, PA
Clear All
- Filter Jobs By posted time
- Within 1 Day
- Within 2-7
- Within 1 Month
- Within 3 Months
0 Investment Portfolio Manager, Sr. jobs found in Philadelphia, PA area
- Nexwealth
-
Philadelphia, PA
- NexWealth, a multi-family office, is currently seeking a Director of Investment Research with a Chartered Financial Anal...
- 4/22/2024 12:00:00 AM
- Search Solution Group
-
Philadelphia, PA
- To manage assigned account portfolios in accordance with stated objectives, Trust Policy and State/Federal fiduciary reg...
- 4/22/2024 12:00:00 AM
- Aramark Corporation
-
Philadelphia, PA
- Whether virtual or in-person, we'd love to see you at one of our upcoming hiring events for hourly positions.With open m...
- 4/22/2024 12:00:00 AM
- Xponance Inc.
-
Philadelphia, PA
- About Xponance Xponance is a distinguished, woman-led, and entirely employee-owned multi-strategy investment firm dedica...
- 4/22/2024 12:00:00 AM
- Advice Personnel
-
North Philadelphia, PA
- Real Estate Acquisitions Associate – Multifamily (Semi-Remote) A prominent national real estate investment and managemen...
- 4/20/2024 12:00:00 AM
- Quad A Solomonedwards Company
-
King Of Prussia, PA
- Investment Analyst Our established, very successful and growing financial services client in the King of Prussia, PA are...
- 4/20/2024 12:00:00 AM
- The University of Pennsylvania
-
Philadelphia, PA
- University Overview The University of Pennsylvania, the largest private employer in Philadelphia, is a world-renowned le...
- 4/20/2024 12:00:00 AM
- QUAD, a SolomonEdwards Company
-
King of Prussia, PA
- Investment Analyst Our established, very successful and growing financial services client in the King of Prussia, PA are...
- 4/18/2024 12:00:00 AM
About Philadelphia, Pennsylvania
were up 1.0% from a year ago