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ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
quantitative analysisportfolio implementationdata sourcingdata cleaningdata validationstatistical modelingregressionfinancial time seriesPythonSQL
Soft Skills
attention to detailproblem solvingability to manage multiple prioritiesself-motivatedcollaborationcommunication
Tools & Technologies
Fact SetBloomberg
Certifications & Qualifications
CFA designation
Industry Keywords
SMA tradingportfolio maintenanceequity direct indexingtracking error managementportfolio constructioninvestment managementperformance analyticsrelative value analysisportfolio risk oversightclient reporting
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