Operations Analyst Sr

PNC Bank•Cleveland, OH

About The Position

PNC is hiring an Operations Analyst Senior in its Mutual Funds Trade Processing organization, based in Cleveland, Ohio. The role processes and reviews mutual fund trades and other routine and complex transactions, identifies and addresses exceptions, and helps ensure that work is accurate, timely, and compliant with established procedures. The analyst may handle specialized products or functional areas, serve as an escalation point for complex transactions, and coordinate with internal service partners and, when applicable, external customers to complete transactions. The position includes analyzing operational data, supporting reporting and operational work with Microsoft Excel, and maintaining documentation using Microsoft OneNote and other Microsoft tools. The analyst follows standard operating procedures while identifying opportunities to improve processes and may participate in improvement projects, risk mitigation, training, and onboarding. The position may be eligible for remote work in select locations with PNC approval; remote work must take place in a quiet, secure, confidential home workspace, and occasional office attendance may be required based on business needs. PNC will not sponsor employment visas 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 requires 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 requires 3 or more years of experience.
No required certifications or licenses.

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.
Execute routine and complex transactions and processes using established policies and procedures.
Identify and address exceptions and potentially serve as an escalation point for complex transactions.
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.
Ensure appropriate materials and documentation are available to complete transactions, and confirm equipment is operational when applicable.
Collaborate with internal service partners and cross-functional teams to route action items and support operational efficiency and quality.
Provide consultation and advice to internal and external customers, and interact with external customers when needed to complete transactions.
Review processes and recommend improvements; participate in process improvement projects and assist with implementation.
Review transactions and related documents for completeness, accuracy, service-level compliance, and conformance with applicable policies and procedures.
Participate in risk mitigation activities.
May assist with training and onboarding new hires.
Follow established operational procedures while proactively identifying and implementing process enhancements.

Benefits

Medical and prescription drug coverage, including a Health Savings Account feature, subject to eligibility.
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, depending on eligibility.
Up to 11 paid holidays each year, depending on eligibility.
9 occasional absence days each year, unless otherwise required by law, depending on eligibility.
15 to 25 vacation days each year, depending on career level and years of service, subject to eligibility.
Incentive-eligible compensation based on company, business, and/or individual performance.