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Tech Stack
Tools & technologiesPythonSQL
About the role
Key responsibilities & impact- Lead the daily implementation and trading activity for client portfolios, ensuring timely execution, adherence to investment guidelines, and alignment with portfolio objectives
- Own portfolio-level risk oversight, including monitoring exposures, tracking error, factor risks, and key trigger events that may require portfolio action or escalation
- Conduct quantitative analysis to manage, measure, and monitor portfolio performance, implementation efficiency, and deviations from benchmarks and models
- Develop and maintain performance analytics, including attribution, relative value analysis, and diagnostics to explain portfolio outcomes and inform investment decisions
- Analyze portfolio construction decisions, rebalancing impacts, and tax-aware implementation outcomes (as applicable), particularly within SMA and direct indexing frameworks
- Partner with front-office teams to support client reporting, global portfolio reviews, and business development initiatives, including ad hoc analysis and presentation support
- Collaborate cross-functionally with technology, operations, and investment teams to improve tools, workflows, and data quality related to portfolio analytics and implementation
Requirements
What you’ll need- 3+ years of relevant / direct industry experience
- Prior experience with SMA trading, portfolio implementation, and ongoing portfolio maintenance in an investment management environment
- Familiarity with equity direct indexing solutions, including customization, rebalancing, and tracking error management
- Strong ability to work with and interpret large datasets; experience sourcing, cleaning, and validating data for analytical use
- Programming or quantitative skill set (e.g., Python, SQL, or similar), with the ability to build or enhance models, analytics, and automation tools
- Demonstrated interest in financial markets, equity investing, and portfolio construction, with a proactive and self-motivated approach to problem solving
- Exceptional attention to detail and ability to manage multiple priorities in a fast-paced, deadline-driven environment
- Experience using Fact Set and/or Bloomberg
- Strong knowledge of statistical modeling, regression, and financial time series
- Progress toward the CFA designation is strongly preferred
Benefits
Comp & perks- 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
- 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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
quantitative analysisportfolio implementationdata sourcingdata cleaningdata validationstatistical modelingregressionfinancial time seriesPythonSQL
Soft Skills
attention to detailproblem solvingability to manage multiple prioritiesself-motivatedcollaborationcommunication
Certifications
CFA designation