Investment Advisor I - IAM

Investment Advisor I

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As an Investment Advisor I within PNC's Institutional Asset Management organization, you will be based in Pittsburgh, PA. The position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. In this role, you will provide operational, investment, and sales support to professionals serving nonprofit organizations, corporations, retirement plans, insurance entities, and other institutional clients. This role plays a key part in delivering consistent, high-quality client experience and supporting both portfolio management and business development efforts.

Key Responsibilities

• Investment & Reporting Support: Prepare client reports, portfolio reviews, and presentation materials with accurate performance and analytics data. Support portfolio rebalances, trade preparation, and modeling activities. Maintain accurate client account information across internal systems. Aggregate daily financial data and monitor cash transactions and intraday flows. Research and respond to client inquiries in a timely, accurate manner.
• Sales & Client Support: Partner with Relationship Managers and Sales Leaders to support client relationships and new business efforts. Assist with preparation of proposals, pitch materials, and client meeting deliverables. Support RFP/RFI responses by coordinating data and ensuring accuracy of submissions. Maintain CRM (Salesforce) updates for client activity, pipeline tracking, and opportunities. Coordinate client meeting logistics and follow-up actions. Support internal sales reporting and pipeline visibility.
• Systems & Process Management: Develop expertise in IAM systems including Salesforce, Seismic, Co-Pilot (our proprietary trust platform), FactSet, Tableau, and others. Ensure data integrity and process consistency across workflows.

PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.