PNC · 19 hours ago
Operations Analyst Senior - Mutual Funds Income Processing
Cleveland, OH
Full-time
Onsite
Mid, Senior Level
3+ years expPNC is a company that values its people as a competitive advantage in the market. The Operations Analyst Senior will process and reconcile mutual fund trades, analyze operational data for trends and improvements, and collaborate with teams to ensure operational efficiency.
BankingFinanceFinancial Services
No H1B
Responsibilities
Process, review, and reconcile mutual fund trades, ensuring accuracy and timely resolution of issues
Analyze operational data to identify trends, risks, and improvement opportunities
Utilize Microsoft Excel for data analysis, reporting, and operational support
Maintain clear and accurate documentation using Microsoft OneNote and other Microsoft tools
Follow established operational procedures while proactively identifying and implementing process enhancements
Collaborate with cross-functional teams to support operational efficiency and quality
Executes routine and complex transactions/processes of varying risk and financial value utilizing standard policies and procedures. May have specific responsibility for one or multiple specialized products or functional areas
Identifies and addresses exceptions. May serve as a point of escalation for complex transactions. Partners internally with service partners to route calls, documents or other action items to complete transactions. May interact with external customers to complete transactions
Ensures the appropriate materials and documentation are available to complete transactions. Confirms equipment is operational, if applicable
Provides consultation and advice to internal and external customers. May review existing processes and recommend improvements and may assist with implementation. Participates in and may serve as a subject matter resource for process improvement projects. May assist in training and onboarding of new hires
May review transactions and related documents to verify completeness, accuracy and conformance to established service levels and compliance with applicable policies and procedures. May participate in risk mitigation activities
Qualification
Required
Strong proficiency in Microsoft Excel and Microsoft Office products, including OneNote
Exceptional attention to detail with a focus on accuracy and quality
Strong analytical and problem-solving skills
Ability to work independently and manage multiple priorities in a deadline-driven environment
Typically requires 3+ years experience
Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties
Preferred
Experience and/or working knowledge of AMG systems, platforms, or processes
Proven experience supporting mutual fund trade operations
Prior experience in a senior or lead-level operations role
Accountability
Customer Solutions
Ensure Compliance
Personal Initiative
Process Improvements
Results-Oriented
Risk Mitigation Strategies
Standard Operating Procedure (SOP)
Benefits
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
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
Company
PNC
PNC is a financial service company providing bank deposits products and services to its community.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1975-11-17IPO
Leadership Team
Keith Hayes
SVP, PNC Aviation Finance
M
Michael Gaber
Senior Vice President - Originations
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