Closely Held Business Advisor I - Military Veterans
Company: PNC Bank
Posted on: November 26, 2022
To apply for this position please CLICK HERE 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(n) [position title] within PNC's [name of
division] organization, you will be based in [city/state location
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. We
are looking for a Closely Held Business Advisor I within the PNC
Asset Management Group organization. This is a remote position.
Work may be performed from a quiet, confidential space in a home
location, approved by PNC. This position may not be available in
all geographic locations.
The ideal candidate will be a self-starter and preferably have the
* Strong analytical and financial statement and/or investment
* Experience with account administration or investment management
* Understanding of trust governing documents, operating
partnership agreements, shareholder agreements, and other
* Interest in or understanding of closely held businesses and
structures. Other alternative asset experience a plus. Job
Monitors, coordinates, interprets and processes financial and
non-financial information on a monthly basis relating to
closely-held, defined as non-publicly traded, assets held within
Investment Management and Trust accounts. Performs approval and
onboarding of new closely-held assets as well as the disposition of
Conducts reviews of assigned closely-held business assets held
within wealth accounts and makes investment/fiduciary
recommendations related to the assets for presentation at the
monthly committee meeting.
Works with various internal partners to help support the
acquisition, accurate reporting and sale of assigned closely-held
At acquisition, reviews financial information, governing
instruments and related business documents to determine whether a
closely-held asset can be accepted into a specific account.
Provides compliance-based reporting for assets that have been
flagged as exceptions.
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
Competencies Consulting - Knowledge of techniques, roles, and
responsibilities in providing technical or business guidance to
clients, both internal and external; ability to apply this
knowledge appropriately to diverse situations.Effective
Communications - Understanding of effective communication concepts,
tools and techniques; ability to effectively transmit, receive, and
accurately interpret ideas, information, and needs through the
application of appropriate communication behaviors.Fiduciary
Responsibilities - Knowledge of tools and facilities for fiduciary
products and services; ability to design, develop, and support
fiduciary responsibilities and transactions.Financial Analysis -
Knowledge of and ability to read, interpret and draw accurate
conclusions from financial and numerical material.Investment
Management - Knowledge of and ability to utilize the tools,
techniques, and acceptable business practices associated with
managing a client's various investments.Investment Operations
Management - Knowledge of and ability to effectively and
efficiently manage investment operations through various investment
operations principles, procedures, and techniques.Problem Solving -
Knowledge of approaches, tools, techniques for recognizing,
anticipating, and resolving organizational, operational or process
problems; ability to apply this knowledge appropriately to diverse
situations.Products and Services - Knowledge of major products and
services and product and service groups; ability to apply this
knowledge appropriately to diverse situations.Regulatory
Environment - Financial Services - Knowledge of and ability to help
an organization adapt to applicable federal, state, local, and
company-specific regulations, policies, and guidelines affecting
business practices.Risk & Control Self Assessment (RCSA) -
Knowledge of and ability to assess, clarify, and appraise
significant risks inherent in investment activities as well as to
ensure that internal controls, policies, and procedures are
accurate and adequate. Work Experience Roles at this level
typically require a university / college degree, with 3+ years of
relevant / direct industry experience. Certifications are often
desired. In lieu of a degree, a comparable combination of education
and experience (including military service) may be considered.
Education Bachelors Additional Job Description
Base Salary: Commensurate with skills and experience
PNC offers employees 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; maternity and parental leave; paid
holidays, vacation days and occasional absence time; 401(k),
pension and stock purchase plans; dependent care reimbursement
account; back-up child/elder care; adoption assistance; educational
assistance and a robust wellness program with financial incentives.
To learn more about these and other programs, including benefits
for part-time employees, visit pncbenefits.com > New to PNC.
Disability Accommodations Statement:
The PNC workplace is inclusive and supportive of individual needs.
If you have a physical or other impairment that might require an
accommodation, including technical assistance with the PNC Careers
website or submission process, please call 877-968-7762 and select
Option 4: Recruiting or contact us via email at
The Human Resources Service Center hours of operation are Monday -
Friday 9:00 AM to 5:00 PM ET.
Equal Employment Opportunity (EEO):
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.
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.
Keywords: PNC Bank, Columbus , Closely Held Business Advisor I - Military Veterans, Other , Columbus, Ohio
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