Associate Portfolio & Trust Administrator - AMG

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 an Associate Portfolio & Trust Administrator within PNC's AMG organization, you will be based in Washington D.C. This position will be located in the PNC Place office in Washington D.C. The current schedule requires the availability to work in-office 3 days a week, with the opportunity to work from home 2 days a week. This position will have the following responsibilities : Running and reviewing quarterly performance reports, Review all reports for performance issues and correct and resolve issues, Additional non-standard report customizations, Historical performance analysis and client research, Review historical AA and holdings history, and performance differences relative to benchmarks to answer client questions, Research existing clients for additional opportunities and organizational changes to support advisors during conversations, Review current prospective client portfolios, Construct prospective client proposed portfolio options for advisors as they determine optimal strategies to present to prospects, as well as run forecasting analysis in Morning Star, Wealth Bench, and exposure tools for advisors to evaluate, Biannually review client account transaction history to ensure the net additional inflow of assets is accurate and accounts for all withdrawals within the period, Manage all additional revenue opportunities Experience with investment software (Morning Star, Wealth Bench, or other platforms) is preferred.