Business Analytics Consultant Sr - Purpose Driven Investing
PNC Bank N.A. (PA375)
The ideal candidate will:
1. Work with the Investment Office to process and validate the monthly
Sustainalytics data. Process the monthly and quarterly data, ensure accuracy
and understand any changes over time. The successful candidate will be
able to work with the investment teams to assimilate Sustainalytics data into
client decisions and recommendations.
2. PDI Custom Indexing Quarterly Reporting
a. Reporting: Account restrictions in Factset for Attribution
i. Account restrictions in Factset need to be maintained for Direct Index
reporting for both attribution and the ESG relevant reporting.
ii. New accounts that opened with PDI screens from customized indexing
team
b. Positive and Negative Account Screenings
i. Work with Investment Office to automate where necessary and
manage where manual
ii. Create procedures to address both automated and manual processes
3. Purpose Driven Investing Reporting – Work with Investment Office to
maintain and improve tools; ideally proficient in Python.
a. CVR Reports (PDI Tool)
b. ESG Risk Snapshot (Factset)
c. DEI Report (may revise/recreate)
4. Work with investment teams (e.g., Custom Indexing, PNC Capital Advisors)
and other stakeholders to identify and build new scalable client solutions and
reporting tools for Purpose Driven Investing opportunities.
5. Review and refine approach to how we utilize DDQs to support client
requested data
6. “USCCB Methodology Change Monitoring” – remain apprised of
modifications to USCCB methodology changes in the industry and
communicate to Investment Solutions for inclusion in the monthly data
processes.
7. Provide proactive and ongoing information and advice regarding new PDI
screening rules (detractor and promoter) as well as adjustments to existing
rules, where applicable
8. Project Management & Reporting
a. Implement the DDQ approach, which may be continually refined and
reviewed, with the Investment Advisor Research group to ensure data
aggregation and quality control for manager DEI analysis
b. PDI Client Preferences Questionnaire – Reconfigure and Automate
c. Work with relevant teams to automate and maintain dashboards, as well
as create new dashboards, in Tableau for client tracking and business
intelligence
d. Overall goal: deliver consistent, automated, scalable reporting across the
offering
9. PDI reporting and analysis via CoPilot
This is a remote position. Work may be performed from a quiet, confidential space in a home location, approved by PNC. This position may not be available in all geographic locations.
Job Description- Leverages complex analytical tools to provide business and technical expertise for the analytics process, tools and useful applications across multiple functions or business units to create data driven solutions.
- Consulting to clients on tool and strategy implementation and monitoring, statistical scoring, business intelligence, data quality, and analytical product / solution development.
- Determining the optimal analytic approach and supporting development, implementation and enhancements.
- Conceptualizing, developing and continuously optimizing analytical solution for operations and executive management to enable data driven decision making.
- Analyze results and make recommendations for key business partners and senior management or communicate conclusions from complex analytical solutions to a wide range of audiences.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
- Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
- Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred Skills
Analytical Thinking, Business Intelligence (BI), Concept Development, Data-Driven Decision Making, Data Integration, Market Research, Performance Metrics, Qualitative Research, Strategic PlanningCompetencies
Analytical Thinking, Business Acumen, Business Analytics, Consulting, Decision Making and Critical Thinking, Effective Communications, Emerging TechnologiesWork Experience
Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.Education
BachelorsCertifications
No Required Certification(s)Licenses
No Required License(s)Pay TransparencyBase Salary: $55,000.00 – $142,350.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.Application WindowGenerally, this opening is expected to be posted for two business days from 11/05/2024, although it may be longer with business discretion.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: 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.In addition, PNC generally provides the following paid time off, depending on your eligibility*: maternity and/or parental leave; up to 11 paid holidays each year; 8 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.To learn more about these and other programs, including benefits for full time and part-time employees, visit pncbenefits.com > New to PNC.
*For more information, please click on the following links:
PNC Full-Time Benefits Summary
PNC Part-Time Benefits Summary
Disability Accommodations StatementIf an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
ApplyJob Profile
RestrictionsMay not be available in all geographic locations Not available in all geographic locations Position may not be available in all geographic locations Remote position This position may not be available in all geographic locations Work may be performed from a quiet, confidential space in a home location, approved by PNC
Benefits/PerksDental and vision options Dependent care reimbursement Disability protection Educational Assistance Health savings account Incentive eligible Inclusive workplace Inclusive workplace culture Life Insurance Opportunity for contribution Pension Remote position Remote work Stock purchase plans Vision options Wellness program
Tasks- Analyze results and make recommendations
- Automate processes
- Build client solutions
- Create dashboards
- Development
- Implement data aggregation
- Maintain and improve tools
- Monitor methodology changes
- Process and validate data
- Provide advice on screening rules
- Reporting
- Risk Management
Accuracy Analysis Analytical Analytical thinking Analytical tools Automation Business Analytics Business decisions Business Intelligence Business Objectives C Concept Development Consulting Critical thinking Customer Needs Customer solutions Data analysis Data-driven decision making Data Integration Data Quality Decision making Decision Making and Critical Thinking Effective Communications Emerging Technologies Enterprise Risk Management ESG FactSet Implementation Integration Management Market Research Monitoring Operations Organization Performance Metrics Planning Project Management Python Qualitative Research Quality Control Reporting Reporting tools Research Risk Management Service Statistical Scoring Strategic planning Sustainalytics Tableau Technical Expertise
Education