PNC Financial Services

Senior Investment & Portfolio Strategist

PNC Financial Services

Cleveland, OH, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you a seasoned financial professional with a passion for investment and portfolio management? Do you possess exceptional analytical skills and a deep understanding of market trends? If so, we have an exciting opportunity for you to join our team as a Senior Investment & Portfolio Strategist at PNC Financial Services. As a leading financial institution, we are looking for a dynamic individual to help drive our investment and portfolio strategies to new heights. Join us and be a part of a collaborative and innovative team that is dedicated to delivering top-notch financial services to our clients. If you have the required qualifications and a strong desire to make a significant impact in the world of finance, we invite you to apply for this role.

  1. Develop and implement investment and portfolio strategies that align with the organization's overall financial objectives.
  2. Conduct thorough research and analysis of market trends, economic conditions, and investment opportunities.
  3. Monitor and evaluate the performance of existing investments and portfolios, and make recommendations for adjustments as needed.
  4. Provide expert insights and advice to senior management and key stakeholders on investment and portfolio strategies.
  5. Stay up-to-date with industry developments and regulatory changes to ensure compliance and mitigate risk.
  6. Collaborate with cross-functional teams such as risk management, legal, and compliance to ensure alignment and consistency in investment and portfolio strategies.
  7. Lead and mentor a team of investment and portfolio professionals, providing guidance and support for their individual development.
  8. Build and maintain relationships with clients and external partners to drive business growth and enhance the organization's reputation.
  9. Continuously assess and improve investment and portfolio processes and procedures to maximize efficiency and effectiveness.
  10. Represent the organization at industry events and conferences, promoting the organization's services and expertise.
Where is this job?
This job is located at Cleveland, OH, USA
Job Qualifications
  • Minimum Of 10 Years Of Experience In Investment Management And Portfolio Strategy Development, Preferably Within A Financial Services Institution.

  • Advanced Degree In Finance, Economics, Or A Related Field.

  • Strong Understanding Of Financial Markets, Investment Products, And Asset Allocation Strategies.

  • Proven Track Record Of Successfully Managing Large Portfolios And Generating Positive Returns.

  • Excellent Communication And Presentation Skills, With The Ability To Articulate Complex Investment Strategies To Clients And Colleagues.

Required Skills
  • Risk Management

  • Strategic Planning

  • Market Research

  • Financial Modeling

  • Portfolio Management

  • economic forecasting

  • Client Relationship Management

  • wealth management

  • Asset allocation

  • Performance

  • Investment Analysis

  • Asset Valuation

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Attention to detail

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Senior Investment & Portfolio Strategist in Cleveland, OH, USA is between $120,000 - $160,000 per year. This may vary depending on the specific company, years of experience, and additional qualifications.

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 PostedNovember 4th, 2024
Apply BeforeMay 22nd, 2025
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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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