Operations Analyst Senior - Mutual Funds Processing

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 Income Processing organization, you will be based in Cleveland, OH.

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.

• 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 One Note 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

• 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.

• Strong proficiency in Microsoft Excel and Microsoft Office products, including One Note
• 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

• 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

• 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.

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

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

Accuracy and Attention to Detail, Effective…