Operations Analyst Sr

PNC; United States; Hybrid; USD 38,000 - 63,000; Full time

Job summary

PNC in Cleveland, OH is seeking an Operations Analyst Senior to join the Mutual Funds Trade Processing team. You will process and reconcile trades, analyze data with Excel, and document work using OneNote to support accurate, timely operations.

The role emphasizes attention to detail, independent work, and collaboration across teams, with potential remote work in select locations and occasional in-office participation as needed.

Qualifications

• Strong proficiency in Microsoft Excel and Microsoft Office, 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

Detail-oriented

Analytical

Multi-tasking

Education

Associates

Tools

Microsoft Excel

OneNote

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.

R238231

Job Profile

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.

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, 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 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.

Education

Associates

Certifications

No Required Certification(s)

Licenses

No Required License(s)

Language Assessments

No Required Or Preferred Language Assessments

Pay Transparency

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

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 10/17/2026, 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 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