Operations Advisor - Trade Settlement

PNC; Philadelphia (Philadelphia County); Presencial; USD 53.000 - 96.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health benefits

401(k) with match

Disability insurance

Educational assistance

Descripción de la vacante

PNC is seeking an Operations Advisor in the Asset Management Investment Office, based in Cleveland, OH or Philadelphia, PA. You will serve as the liaison between traders, brokers and custodians to ensure timely and accurate trade settlement.

The role emphasizes attention to detail, collaboration with the investment operations team, and ensuring compliance with policies while supporting performance metrics and process improvements.

Formación

• Experience and understanding of the investment flow process.
• Familiarity with Charles River, CTM, APX and DTCC preferred.
• Attention to detail and strong communication skills.

Responsabilidades

• Supports a critical operational support service within an operational unit and ensures performance and/or risk indicators are met.
• Establishes and monitors process performance measurements and business impact. Prepares performance statistics and reports for internal stakeholders and senior management.
• Monitors the production workflow and assists team members with escalated process issues. Independently identifies and resolves exceptions and serves as a point of escalation.
• Monitors effectiveness and efficiency of production and/or process. Determines and/or drives change and improvement efforts in production and/or processes.
• Ensures the business adheres to policies, procedures and regulatory standards. Independently resolves compliance issues and drives risk mitigation activities.

Conocimientos

Investment flow knowledge

Charles River/CTM/APX/DTCC

Attention to detail

Communication skills

Educación

Bachelor's degree

Descripción del empleo

Position Overview

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 an Operations Advisor within PNC's within the PNC Asset Management Investment Office organization, you will be based in Cleveland, OH or Philadelphia, PA.

In this role you will be the liaison between the traders, brokers, and custodians to ensure trade settlement.

Skills/Experience:

• Must have experience and understanding of the investment flow process
• Charles River, CTM, Advent Portfolio Exchange (APX), and DTCC experience is preferred
• Strong attention to detail and strong communication skills

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.

Job Description

• Supports a critical operational support service, process, capability or initiative within an operational unit and ensures performance and/or risk indicators are met.
• Establishes and monitors process performance measurements and business impact. Prepares performance statistics and reports for internal stakeholders and senior management.
• Monitors the production workflow and assists team members with escalated process issues. Independently identifies and resolves exceptions and serves as a point of escalation.
• Monitors effectiveness and efficiency of production and/or process. Determines and/or drives change and improvement efforts in production and/or processes.
• Ensures the business adheres to policies, procedures and regulatory standards. Independently resolves compliance issues and drives 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.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Preferred Skills

• Accountability, Customer Solutions, Ensure Compliance, Personal Initiative, Process Improvements, Results-Oriented, Risk Mitigation Strategies, Standard Operating Procedure (SOP)

Competencies

• Accuracy and Attention to Detail, Consulting, Decision Making and Critical Thinking, Effective Communications, Managing Multiple Priorities, Operational Functions, Problem Solving, Process Management, Products and Services, Standard Operating Procedures

Work Experience

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.

Education

Bachelors

Certifications

No Required Certification(s)

Licenses

No Required License(s)

Language Assessments

No Required or Preferred Language Assessments

Pay Transparency

Base Salary: $52,500.00 - $96,250.00

Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.

Application Window

Generally, this opening is expected to be posted for two business days from 06/26/2026, although it may be longer with business discretion.

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