Investment Advisor I

PNC•Washington, DC

2d•$90,000 - $150,000•Onsite

About The Position

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. 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.

Requirements

Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Accountability
Budget Management
Competitive Advantages
Decision Making
Finance Strategy
Financial Modeling
Investment Management
Relationship Management
Client Relationship Management
Decision Making and Critical Thinking
Effective Communications
Investment Consulting
Investment Reporting
Portfolio Management
Products and Services
Value Selling

Nice To Haves

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

Responsibilities

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
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
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
Supports the management of accounts in accordance with investment objectives that have been developed with the client.
Supports the delivery of the PNC investment experience to clients, providing actionable advice, market insight and reporting on investment results.
May be responsible for maintaining and growing assets under management. Additionally, is an active participant in the sales efforts of the business through the introduction and expansion of financial services to the client.
Supports the execution of risk management practices through the adherence to PNC's policies and procedures.
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.

Benefits

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
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.