Portfolio Analytics and Strategy Analyst

Welcome to PNC Financial Services, a leading financial institution committed to providing exceptional service and innovative solutions to our clients. We are seeking a highly skilled and motivated individual to join our team as a Portfolio Analytics and Strategy Analyst. In this role, you will play a crucial role in driving the success of our investment portfolios by utilizing your analytical expertise and strategic mindset. If you thrive in a dynamic and fast-paced environment and possess a strong passion for data-driven decision making, we encourage you to apply for this exciting opportunity.

1. Conduct thorough analysis of investment portfolios to identify trends, patterns, and opportunities for optimization.
2. Develop and implement data-driven strategies to enhance the performance of investment portfolios.
3. Collaborate with cross-functional teams to gather data and insights, and provide recommendations for portfolio strategy.
4. Monitor and evaluate the performance of current investment strategies and make adjustments as needed.
5. Utilize various analytical tools and techniques to assess risk and determine potential impact on portfolios.
6. Prepare and present reports and presentations to stakeholders, including senior management.
7. Stay up-to-date on industry trends and market shifts, and incorporate them into portfolio strategy.
8. Identify and assess potential risks and make recommendations for mitigation strategies.
9. Utilize predictive modeling to forecast future portfolio performance and make strategic decisions.
10. Provide support to other teams and departments by sharing insights and data analysis.
11. Conduct regular portfolio reviews and make proactive recommendations for improvements.
12. Collaborate with IT teams to ensure accurate and efficient data collection and reporting.
13. Maintain accurate and organized records of portfolio data and analysis.
14. Adhere to all company policies, regulations, and compliance standards.
15. Continuously seek ways to improve and enhance portfolio performance through innovative strategies and techniques.

According to JobzMall, the average salary range for a Portfolio Analytics and Strategy Analyst in Charlotte, NC, USA is $60,000-$90,000 per year. Salaries may vary depending on the specific company, experience level, and education of the individual.

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.