Investment Manager - Product Research Associate III - PNC Wealth Management
Core
Conduct investment research, due diligence, and ongoing monitoring of mutual funds, ETFs, and separately managed accounts to support portfolio construction and advisory models for PNC Wealth Management.
Role type
Investment Manager / Fund Research Associate
Builds
Investment vehicle recommendations, model portfolio overlays, and market commentary for financial advisors and clients.
Domain
Wealth Management / Asset Allocation
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Manager due diligence, portfolio construction, performance attribution, strategic asset allocation, quantitative analysis, regulatory compliance
Preferred skills
CFA charterholder, CFP certification
Technologies
Morningstar Direct, Microsoft Excel, Microsoft PowerPoint
Responsibilities
Perform manager research and due diligence across investment vehicles; support management of wrap program model overlays; create investment perspectives and market commentary; monitor investment landscape for emerging trends; build performance and risk reporting; maintain research files and documentation.
Seniority
Mid-level (3-5 years experience)
