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PNC · 1 day ago

Investor Reporting Associate

Portland, OR

Full-time

Onsite

Entry Level

1+ years exp

PNC is a leading financial services institution, and they are seeking an Investor Reporting Associate to join their Commercial Real Estate organization. The role involves generating reports, monitoring property progress, and collaborating with internal staff to ensure accurate investor reporting.

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 ThinkingCustomer SolutionsEffective CommunicationsProblem Solving

Required

Knowledge, skills, and abilities for the role

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