Investment Advisor I IAM

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 companys success. As an Investment Advisor I within PNCs Institutional Asset Management organization you will be based in Pittsburgh PA.

The position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis.


In this role you will provide operational investment and sales support to professionals serving nonprofit organizations corporations retirement plans insurance entities and other institutional clients. This role plays a key part in delivering consistent high-quality client experience and supporting both portfolio management and business development efforts.

Key Responsibilities

Investment & Reporting Support:
Prepare client reports portfolio reviews and presentation materials with accurate performance and analytics data
Support portfolio rebalances trade preparation and modeling activities
Maintain accurate client account information across internal systems
Aggregate daily financial data and monitor cash transactions and intraday flows
Research and respond to client inquiries in a timely accurate manner

Sales & Client Support:
Partner with Relationship Managers and Sales Leaders to support client relationships and new business efforts
Assist with preparation of proposals pitch materials and client meeting deliverables
Support RFP/RFI responses by coordinating data and ensuring accuracy of submissions
Maintain CRM (Salesforce) updates for client activity pipeline tracking and opportunities
Coordinate client meeting logistics and follow-up actions
Support internal sales reporting and pipeline visibility

Systems & Process Management:
Develop expertise in IAM systems including Salesforce Seismic Co-Pilot (our proprietary trust platform) FactSet Tableau and others
Ensure data integrity and process consistency across workflows

Preferred Skills and Experience:

Strong attention to detail and ability to produce accurate client-ready work
Interest in financial markets and investment concepts
Strong communication organization and time management skills
Ability to manage multiple priorities in a fast-paced team environment
Comfort working across systems and data sources
Experience with client service and supporting business development efforts

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.

• Supports the management of accounts in accordance with investment objectives that have been developed with the client.
• Supports the delivery of the PNC investment experience to clients providing actionable advice market insight and reporting on investment results.
• May be responsible for maintaining and growing assets under management. Additionally is an active participant in the sales efforts of the business through the introduction and expansion of financial services to the client.
• Supports the execution of risk management practices through the adherence to PNCs policies and procedures.

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 PNCs 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.

Accountability Budget Management Competitive Advantages Decision Making Finance Strategy Financial Modeling Investment Management Relationship Management

Client Relationship Management Decision Making and Critical Thinking Effective Communications Investment Consulting Investment Reporting Portfolio Management Products and Services Value Selling

Roles at this level typically require a university / college degree with 2 years of relevant professional lieu of a degree a comparable combination of education job specific certification(s) and experience (including military service) may be considered.

Bachelors

No Required Certification(s)

No Required License(s)

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.

If an accommodation is required to participate in the application process please contact us via email at . 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 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.

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 Federal Deposit Insurance Act (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.

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.