Portfolio Associate PNC Institutional Asset Management (IAM)

Portfolio Associate

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 Associate PNC Institutional Asset Management (IAM) organization, you will be based in Phoenix, Bellevue, Denver or Irvine. The position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at the manager's discretion. As a Portfolio Associate at PNC, you will play a key role in supporting the Institutional Asset Management (IAM) Team in the West Region. This position provides critical support for investment and sales professionals responsible for PNC's Institutional Asset Management solutions for nonprofits, corporations, retirement plans, unions, insurance entities, and other institutional clients. You will collaborate with the team to provide a wide range of investment, client reporting, administrative, and sales support. Tasks include :

• Prepare client reports, portfolio book reviews & other related reporting. Ensure performance, data and numbers are accurate and ready for client consumption.
• Assist Investment Team with portfolio rebalances and / or trade preparation / modeling.
• Maintain client account level details in various systems.
• Become an expert on all relevant systems (CRM - Salesforce, Seismic, Co-Pilot, our proprietary trust system, FactSet, Tableau, etc.).
• Identify process improvement opportunities and participate in systems & process enhancement initiatives.
• Prospect research : assist sales team with ad hoc research on companies, 990s, 10ks, 5500s other requests as needed.
• Provide summary reports ahead of client meetings that include key personnel, business opportunities and any relevant company news.
• Assist with preparing decks for finals presentations.

PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.