Portfolio Administrator

Portfolio Administrator

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 a Portfolio Administrator within PNC's Private Bank organization, you will be based in Cleveland, OH. Responsibilities require time in the office though some responsibilities may be performed remotely, at the manager's discretion. 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.

Job Description

Responsible for the proper and consistent execution of account administration of PNC Private Bank Investment Management, IRA, and other Non-Trust Accounts in compliance with legal and fiduciary regulations, policies and procedures.

Performs the administration of assigned accounts in accordance with governing documents, state law, and AMG policy and procedure.

Completes administrative account reviews and activities and resolves routine issues with minimal complexity.

Utilizes the full breadth of the PNC Private Bank systems to support the investment management of a limited portfolio of accounts with relatively low complexity and fiduciary risk.

Depending on business segment, may also engage in investment support and administrative activities for the investment management business.

Collaborates with internal partners to solve problems, and escalates anticipated or known account / client issues and concerns.

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.

Qualifications

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.

Competencies

Account Management, Accuracy and Attention to Detail, Effective Communications, Fiduciary Responsibilities, Problem Solving

Work Experience

Roles at this level typically require a university / college degree with < 1 year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Education

Bachelors

Certifications

No Required Certification(s)

Licenses

No Required License(s)