Operations Analyst Sr
About The Position
At PNC, the Operations Analyst Senior will work in the Mutual Funds Trade Processing organization and be based in Cleveland, Ohio. The role executes routine and complex transactions and processes of varying risk and financial value, using standard policies and procedures, and may focus on specialized products or functional areas. It processes, reviews, and reconciles mutual fund trades; identifies exceptions and may serve as an escalation point for complex transactions; and partners with internal service teams to route items needed to complete transactions. The role may also interact with external customers. The position ensures appropriate materials and documentation are available, verifies transaction completeness and accuracy, and may support risk mitigation and compliance. It analyzes operational data, helps improve processes, and may contribute to process improvement projects, training, and onboarding. Remote work may be available in select locations with PNC approval, provided the employee has a quiet, secure, and confidential home workspace; occasional in-office participation may be required. PNC will not provide employment visa sponsorship or participate in STEM OPT for this position.
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.
- Typically, an associate degree or equivalent and related experience or product knowledge; a comparable combination of education, job-specific certifications, and experience may be considered in lieu of a degree.
- Typically, 3 or more years of experience.
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.
Responsibilities
- Process, review, and reconcile mutual fund trades, ensuring accuracy and timely resolution of issues.
- Analyze operational data to identify trends, risks, and opportunities for improvement.
- Use 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 and identify and implement process enhancements.
- Collaborate with cross-functional teams to support operational efficiency and quality.
- Execute routine and complex transactions and processes of varying risk and financial value using standard policies and procedures.
- Identify and address exceptions, and serve as a point of escalation for complex transactions when needed.
- Partner with internal service partners to route calls, documents, and other action items required to complete transactions; interact with external customers when needed.
- Ensure appropriate materials and documentation are available to complete transactions and confirm equipment is operational, if applicable.
- Provide consultation and advice to internal and external customers.
- Review processes, recommend improvements, and assist with implementation; participate in process improvement projects and may serve as a subject matter resource.
- Assist with training and onboarding of new hires when needed.
- Review transactions and related documents for completeness, accuracy, service-level conformance, and compliance with applicable policies and procedures when needed.
- Participate in risk mitigation activities and manage risks in support of PNC's Enterprise Risk Management Framework.
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 and stock purchase plans.
- 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.
- Between 15 and 25 vacation days each year, depending on career level and years of service.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
