Portfolio Associate – Institutional Asset Management; IAM

Description

• Engages in investment and fiduciary administrative activities under the direction and oversight of an Investment Advisor and Fiduciary Advisor. Executes activities required by PNC or governing documents in which PNC serves as trustee, guardian or agent. Assists with compliance of all legal and fiduciary regulations, policies and procedures.
• Utilizes the full breadth of the fiduciary platform and systems in order to support the investment management and fiduciary business and assure the highest level of risk management control and compliance. Administers assigned accounts in accordance with documents, state law, policy and procedure.
• Responsible for risk management and the resolution of legal and compliance related issues for assigned accounts. Communicates with Investment Advisor and Fiduciary Advisor, solves problems, and escalates anticipated or known client issues/concerns.
• Customizes customer communications or presentations to provide investment and/or fiduciary advice to meet client needs for assigned accounts. Prepares appropriate analysis and recommendations for advisor or committee review.
• Assists with the maintenance and growth of assets under management by working with relationship teams. Supports efforts to identify other bank products and services that would benefit clients.

• 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/licensures needed to be successful in this position.

Decision Making, Finance Strategy, Investment Management, Legal Practices, Real Estate Settlements, Revenue Recognition, Risk Assessments

Account Management, Accuracy and Attention to Detail, Effective Communications, Fiduciary Responsibilities, Problem Solving

Roles at this level typically require a university or 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.

Bachelor's

No required certification(s)

No required license(s)

Base Salary: $45,000.00 – $97,500.00 (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.)

Generally, this opening is expected to be posted for two business days from 09/15/2025, although it may be longer with business discretion.

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; 8 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…