Operations Analyst Senior - Mutual Funds Income Processing

PNC • Cleveland, OH

1d • $18 • Onsite

About The Position

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 Operations Analyst Senior within PNC's Mutual Funds Income Processing organization, you will be based in Cleveland, OH.

Job Description
Executes routine and complex transactions/processes of varying risk and financial value utilizing standard policies and procedures. May have specific responsibility for one or multiple specialized products or functional areas.
Identifies and addresses exceptions. May serve as a point of escalation for complex transactions. Partners internally with service partners to route calls, documents or other action items to complete transactions. May interact with external customers to complete transactions.
Ensures the appropriate materials and documentation are available to complete transactions. Confirms equipment is operational, if applicable.
Provides consultation and advice to internal and external customers. May review existing processes and recommend improvements and may assist with implementation. Participates in and may serve as a subject matter resource for process improvement projects. May assist in training and onboarding of new hires.
May review transactions and related documents to verify completeness, accuracy and conformance to established service levels and compliance with applicable policies and procedures. May participate in risk mitigation activities.
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.

Requirements

• Strong proficiency in Microsoft Excel and Microsoft Office products, including OneNote
• Exceptional attention to detail with a focus on accuracy and quality
• Strong analytical and problem-solving skills
• Ability to work independently and manage multiple priorities in a deadline-driven environment
• Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.
• Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties.
• Typically requires 3+ years experience.
• In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Nice To Haves

• Experience and/or working knowledge of AMG systems, platforms, or processes
• Proven experience supporting mutual fund trade operations
• Prior experience in a senior or lead-level operations role
• Accountability
• Customer Solutions
• Ensure Compliance
• Personal Initiative
• Process Improvements
• Results-Oriented
• Risk Mitigation Strategies
• Standard Operating Procedure (SOP)

Responsibilities

• Process, review, and reconcile mutual fund trades, ensuring accuracy and timely resolution of issues
• Analyze operational data to identify trends, risks, and improvement opportunities
• Utilize Microsoft Excel for data analysis, reporting, and operational support
• Maintain clear and accurate documentation using Microsoft OneNote and other Microsoft tools
• Follow established operational procedures while proactively identifying and implementing process enhancements
• Collaborate with cross-functional teams to support operational efficiency and quality
• Executes routine and complex transactions/processes of varying risk and financial value utilizing standard policies and procedures.
• May have specific responsibility for one or multiple specialized products or functional areas.
• Identifies and addresses exceptions.
• May serve as a point of escalation for complex transactions.
• Partners internally with service partners to route calls, documents or other action items to complete transactions.
• May interact with external customers to complete transactions.
• Ensures the appropriate materials and documentation are available to complete transactions.
• Confirms equipment is operational, if applicable.
• Provides consultation and advice to internal and external customers.
• May review existing processes and recommend improvements and may assist with implementation.
• Participates in and may serve as a subject matter resource for process improvement projects.
• May assist in training and onboarding of new hires.
• May review transactions and related documents to verify completeness, accuracy and conformance to established service levels and compliance with applicable policies and procedures.
• May participate in risk mitigation activities.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree