Operations Analyst Sr

PNC; Cleveland (OH); On-site; USD 38,000 - 63,000; Full time

Job summary

PNC Financial Services Group, Inc. in Cleveland, OH is seeking an Operations Analyst Senior to join the Mutual Funds Trade Processing team. You will process and reconcile mutual fund trades, analyze data, and support operational efficiency.

The role emphasizes Excel proficiency, attention to detail, and the ability to manage priorities in a deadline-driven environment. Occasional in-office participation may be required; remote work options exist for select locations.

Qualifications

• 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.

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.

Skills

Excel

Microsoft Office

OneNote

Attention to detail

Analytical skills

Independent work

Prioritization

Tools

AMG systems

Job description

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

Key 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

Required Qualifications

• 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

Preferred Qualifications

• 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

This position may be eligible for remote work in select geographic locations, subject to approval by PNC. If approved, work must be conducted from a quiet, secure, and confidential home-based workspace. Occasional in-office participation may be required based on business needs. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

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.

Pay Transparency

Base Salary: $37,500.00 - $62,500.00

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.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at [e-mail]. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

Equal Employment Opportunity (EEO)

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the FDIA and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Company Culture

For nearly 160 years, PNC has strived to make a meaningful impact for our employees, customers, communities, and shareholders. We believe our success and positive reputation are built on open and honest dialogue, an unwavering focus on smart risk management, relationship-based customer service and community investments. Our inclusive workplace allows our employees to be heard, valued, and developed to do their best work. Being a great place to work means we are making a lasting difference for everyone we serve. Check out the top reasons to join PNC. PNC's total rewards package includes things like time off, benefits, learning and career development, wellness programs, recognition and much more. To learn more, visit our Total Rewards page.