Job Profile
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 Institutional Asset Management (IAM) organization, you will be based in Scranton, PA or Mechanicsburg, PA.
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
Preferred Skills and Experience:
- Strong attention to detail and ability to produce accurate, client-ready work
- Interest in financial markets and investment concepts
- Strong communication, organization, and time management skills
- Ability to manage multiple priorities in a fast-paced, team environment
- Comfort working across systems and data sources
- Experience with client service and supporting business development efforts
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.
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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.
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Performs the administration of assigned accounts in accordance with governing documents, state law, and AMG policy and procedure.
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Completes administrative account reviews and activities and resolves routine issues with minimal complexity.
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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.
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Depending on business segment, may also engage in investment support and administrative activities for the investment management business.
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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:
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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.
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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.
Account Management, Accuracy and Attention to Detail, Effective Communications, Fiduciary Responsibilities, Problem Solving
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.
Bachelors
No Required Certification(s)
No Required License(s)
PNC 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; 9 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 pncthrive.com.
If an accommodation is required to participate in the application process, please contact us via email at [email protected]. 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.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
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.
