Job Profile
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 - Product Research Associate III within PNC Wealth Management, you will be based in Pittsburgh, PA at the Tower at PNC Plaza or Cleveland, OH at the 1900 E. 9th Street location. This in office position may also be located in a PNC Hub location but may not be available in all geographic locations.
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.
-
Investment Manager / Fund Research – Perform manager research, due diligence, and ongoing monitoring across investment vehicles including (but not limited to) mutual funds, exchange-traded funds (ETFs), separately managed accounts (SMAs), and third-party multi-asset solutions for the PNC Wealth Management (PNCWM) approved list. Source new ideas using industry tools (e.g., Morningstar Direct) and other resources to identify strategies that meet high standards for performance, risk management, process, and operational quality. Conduct manager interviews, document findings, develop recommendations, and present to the firm’s investment committee.
-
Portfolio Construction & Advisory Model Management – Support the management and maintenance of the firm’s wrap program model overlays. Responsibilities include evaluating capital market assumptions, selecting default strategies/funds, monitoring performance and risk, performing performance attribution, setting strategic asset allocations, and recommending tactical adjustments based on the firm’s market views. Assist with model implementation and trading coordination, and help design new model portfolios to meet a range of client objectives, constraints, and risk profiles.
-
Thought Leadership & Communication – Create and deliver timely investment perspectives and market commentary for financial advisors and, when appropriate, clients. Demonstrate strong writing skills (research notes, presentations, and committee materials) and clear verbal communication when presenting to internal stakeholders.
-
Team Strategy & Market Awareness – Continuously monitor the investment landscape for emerging trends, new products, and competitive developments. Help ensure the PNCWM platform remains high quality, differentiated, and aligned to client needs.
-
Cross-Functional Collaboration – Partner effectively across risk, legal, compliance, supervision, marketing, sales leadership, operations, and investment committees. Use a collegial, diplomatic approach to build consensus and execute research and platform initiatives with appropriate governance and controls.
-
Quantitative Analysis & Reporting – Build and maintain performance, risk, and exposure reporting (e.g., factor/sector/region/style, fees, drawdowns) to support product decisions, portfolio positioning, and advisor conversations.
-
Data & Tools – Use investment databases and analytics platforms (e.g., Morningstar Direct) and Microsoft Excel/PowerPoint to collect data, perform analysis, and produce clear, decision-ready materials.
-
Governance, Documentation & Controls – Maintain thorough research files and documentation supporting recommendations, monitoring decisions, and model changes. Ensure processes align with applicable policies, compliance requirements, and risk oversight.
-
Project & Stakeholder Management – Manage multiple research and platform initiatives concurrently, prioritize effectively, and communicate progress, timelines, and implications to stakeholders.
-
Experience – 3–5 years of relevant experience in investment research, manager due diligence, portfolio analytics, or a related role.
-
Licensing – FINRA Series 7 and SIE (or ability to obtain required licenses within the first six months of employment, per firm policy).
-
Preferred Credentials – CFA charterholder (or candidate) and/or CFP certification preferred.
-
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.
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.
Accuracy and Attention to Detail, Analytical Thinking, Business Data Analysis, Decision Making and Critical Thinking, Effective Communications, Industry Knowledge, Influencing, Managing Multiple Priorities, Problem Solving, Regulatory Environment - Financial Services
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.
Bachelors
No Required Certification(s)
FINRA Series 7 and 63 required. In addition, a combination of the following licenses will be required based on the department needs: FINRA Series 66 (or 63/65), 53, or Life & Health Insurance.
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.
If an accommodation is required to participate in the application process, please contact us via email at [email protected]. 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.
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.
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.
