PNC Financial Services

Portfolio Analytics and Strategy Analyst

PNC Financial Services

Dallas, TX, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

We are seeking a highly analytical and strategic individual to join our team as a Portfolio Analytics and Strategy Analyst at PNC Financial Services. In this role, you will play a crucial part in driving the success of our portfolio by utilizing your expertise in data analysis and strategic thinking. If you are a motivated and detail-oriented professional with a strong understanding of financial markets and a passion for optimizing portfolio performance, we encourage you to apply now.

  1. Conduct data analysis and develop insights to inform portfolio strategy and decision-making.
  2. Collaborate with cross-functional teams to identify and implement portfolio optimization opportunities.
  3. Monitor and evaluate portfolio performance, identifying trends and opportunities for improvement.
  4. Utilize financial modeling techniques to assess risk and develop strategic recommendations.
  5. Stay up-to-date on industry trends, market conditions, and regulatory changes that may impact the portfolio.
  6. Develop and maintain portfolio reporting and dashboards to track key performance indicators.
  7. Assist in the development and implementation of new portfolio management processes and systems.
  8. Communicate complex data and insights to stakeholders in a clear and concise manner.
  9. Identify and analyze potential risks to the portfolio and make recommendations for mitigation.
  10. Continuously review and assess portfolio strategies to ensure alignment with company goals and objectives.
  11. Support senior management in presenting portfolio performance and strategy updates to key stakeholders.
  12. Proactively identify areas for process improvement and make recommendations for increased efficiency and effectiveness.
  13. Maintain a high level of accuracy and attention to detail in all portfolio analysis and reporting.
  14. Adhere to all company policies and procedures, as well as relevant regulations and compliance standards.
  15. Continuously seek opportunities to improve knowledge and skills in data analysis, financial markets, and portfolio management.
Where is this job?
This job is located at Dallas, TX, USA
Job Qualifications
  • Bachelor's Degree In Finance, Economics, Business Administration, Or A Related Field.

  • Minimum Of 3 Years Of Experience In Portfolio Analytics Or Strategy Development In The Financial Services Industry.

  • Strong Analytical And Quantitative Skills, With Proficiency In Data Analysis And Modeling.

  • Knowledge Of Financial Products, Markets, And Risk Management Principles.

  • Excellent Communication And Presentation Skills, With The Ability To Effectively Communicate Complex Data And Insights To Stakeholders.

Required Skills
  • Data Analysis

  • Market Research

  • Forecasting

  • Financial Modeling

  • Quantitative Analysis

  • Reporting

  • Trend Analysis

  • Portfolio Management

  • Risk assessment

  • Asset allocation

  • performance tracking

  • Investment Strategies

Soft Skills
  • Communication

  • Leadership

  • Time management

  • creativity

  • Organization

  • Critical thinking

  • collaboration

  • Adaptability

  • Problem-Solving

  • Empathy

Compensation

According to JobzMall, the average salary range for a Portfolio Analytics and Strategy Analyst in Dallas, TX, USA is between $75,000 and $110,000 per year. However, this can vary based on factors such as experience, education, and the specific company or industry the analyst is working in. Additionally, bonuses and other benefits may also impact the overall salary for this role.

Additional Information
PNC Financial Services is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedDecember 1st, 2023
Apply BeforeJune 21st, 2025
This job posting is from a verified source. 
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About PNC Financial Services

PNC Financial Services Group, Inc. is an American bank holding company and financial services corporation based in Pittsburgh, Pennsylvania. Its banking subsidiary, PNC Bank, operates in 19 states and the District of Columbia with 2,459 branches and 9,051 ATMs.

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