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PNC · 1 day ago

Investor Reporting Associate

PA - Pittsburgh (15222)

Full-time

Onsite

Entry Level

1+ years exp

PNC is a leading financial services institution, and they are seeking an Investor Reporting Associate within their Commercial Real Estate organization. The role involves performing reporting on a stabilizing portfolio, generating simple reports, and monitoring property construction progress to ensure effective communication with internal staff and fund managers.

BankingFinanceFinancial Services

No H1B

Responsibilities

Performs reporting on the stabilizing portfolio

Provides simple reporting on a smaller portfolio of clients or older/less complex funds

Generates simple reports

Reviews and edits investor reporting in collaboration as appropriate

Communicates with internal staff to ensure appropriateness of notes

Monitors progress of property construction or lease-up; if delays, coordinates assessment of fund performance with fund managers and stabilization managers

Track certificate of occupancy and completion of lease up

Generates regular reports which vary by fund/investor

Collect and distribute insurance certificates and property financial statements to proprietary investors

Collect information related to basic ad hoc investor requests

Creates simple queries

Qualification

Data AnalyticsFund Performance AnalysisAccountingAnalytical ThinkingEffective CommunicationsProblem SolvingDecision Making

Required

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

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

Roles at this level typically require a university / college degree with < 1 year of professional experience and/or successful completion of a formal development program

In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered

Bachelors