Operations Advisor - Trade Settlement
About The Position
At PNC, employees work together to deliver a strong customer experience and contribute to an inclusive workplace. This Operations Advisor role is within PNC Asset Management Investment Office and is based in Cleveland, Ohio, or Philadelphia, Pennsylvania. The advisor serves as a liaison among traders, brokers, and custodians to ensure trade settlement. The role supports a critical operational service, process, capability, or initiative, ensuring performance and risk indicators are met. It measures process performance and business impact, prepares reports for stakeholders and senior management, monitors production workflow, resolves exceptions, and helps improve operational processes. It also supports compliance with policies, procedures, and regulatory standards and drives risk mitigation. PNC describes this as an in-office position. Sponsorship for employment visas and participation in STEM OPT are not available for this position.
Requirements
- Experience and understanding of the investment flow process.
- Strong attention to detail.
- Strong communication skills.
- Typically, a university or college degree and at least 2 years of relevant professional experience; a comparable combination of education, job-specific certification(s), and experience, including military service, may be considered in lieu of a degree.
- Bachelor's degree listed in the education qualifications.
Nice To Haves
- Experience with Charles River, CTM, Advent Portfolio Exchange (APX), and DTCC is preferred.
- Preferred skills include accountability, customer solutions, compliance, personal initiative, process improvement, results orientation, risk mitigation strategies, and standard operating procedures.
Responsibilities
- Act as a liaison between traders, brokers, and custodians to ensure trade settlement.
- Support operational services, processes, capabilities, or initiatives and ensure performance and risk indicators are met.
- Establish and monitor process performance measurements and business impact; prepare performance statistics and reports for internal stakeholders and senior management.
- Monitor production workflow, assist team members with escalated process issues, independently resolve exceptions, and serve as a point of escalation.
- Monitor production and process effectiveness and efficiency, and determine or drive improvement efforts.
- Ensure adherence to policies, procedures, and regulatory standards; resolve compliance issues and drive risk mitigation activities.
Benefits
- Medical and prescription drug coverage, including 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 plan
- Stock purchase plan
- Dependent care reimbursement account
- Back-up child and elder care
- Adoption, surrogacy, and doula reimbursement
- Educational assistance, including select fully paid programs
- 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
- 15 to 25 vacation days each year, depending on career level and years of service
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
