Investment Manager - Product Research Associate III - PNC Wealth Management (Investment Research)

Location: In-office in Pittsburgh, PA or Cleveland, OH; may also be based in a hirify.global Hub location

Company

hirify.global provides banking and wealth management services with a focus on customer solutions, investment products, and risk management.

What you will do

• Research, conduct due diligence on, and monitor mutual funds, ETFs, SMAs, and third-party multi-asset solutions for the approved investment list.
• Source investment strategies, interview managers, document findings, develop recommendations, and present conclusions to the investment committee.
• Manage wrap program model overlays, including capital market assumptions, fund selection, performance and risk monitoring, attribution, and strategic asset allocation.
• Recommend tactical portfolio adjustments, coordinate model implementation and trading, and help design portfolios for different client objectives and risk profiles.
• Prepare investment perspectives, market commentary, research notes, presentations, and committee materials for advisors and clients.
• Build performance, risk, and exposure reporting while coordinating with risk, legal, compliance, supervision, marketing, sales, operations, and investment committees.

Requirements

• Bachelor’s degree or a comparable combination of education, certification, and experience.
• 3+ years of relevant experience in investment research, manager due diligence, portfolio analytics, or a related field.
• Knowledge of financial services regulation, investment analysis, risk management, and portfolio construction.
• FINRA Series 7 and Series 63 licenses are required; additional departmental licenses may include Series 66, Series 53, or Life & Health Insurance.
• Proficiency with investment databases and analytics platforms such as Morningstar Direct, plus Microsoft Excel and PowerPoint.
• Employment visas and STEM OPT sponsorship are not provided.

Nice to have

• CFA charterholder or CFA candidate.
• CFP certification.

Culture & Benefits

• Inclusive, collaborative workplace focused on customer outcomes and responsible risk management.
• Medical, prescription, dental, and vision coverage, with a Health Savings Account option.
• 401(k) matching, pension, stock purchase plans, insurance, disability protection, and dependent care support.
• Educational assistance, wellness programs, and financial incentives.
• Paid parental leave, up to 11 paid holidays, occasional absence days, and 15–25 vacation days depending on career level.