Portfolio Administrator - Institutional Asset Management

PNC Bank

Scranton, PA, US
Not specified; not specified; comprehensive benefi...
Strong attention to detail
Accurate client-ready work production
Experience with salesforce or crm systems
This role provides operational, investment, and sales support to professionals serving nonprofit organizations, corporations, and retirement plans

Job Summary

  • This role provides operational, investment, and sales support to professionals serving nonprofit organizations, corporations, and retirement plans.
  • The position requires preparing client reports, portfolio reviews, and presentation materials with accurate performance and analytics data.
  • PNC offers a comprehensive benefits package including medical coverage, 401(k) with match, and up to 25 vacation days depending on career level.

Matching Summary

This role provides operational, investment, and sales support to professionals serving nonprofit organizations, corporations, and retirement plans.

Salary

Not specified; Not specified; Comprehensive benefits including medical, dental, vision, 401(k) match, and pension

Skills & Requirements

Must-have

  • Strong attention to detail
  • Accurate client-ready work production
  • Experience with Salesforce or CRM systems
  • Ability to manage multiple priorities
  • Knowledge of financial markets

Nice-to-have

  • Interest in investment concepts
  • Strong communication skills
  • Comfort working across data sources
  • Supporting business development efforts
  • Fast-paced team environment adaptability

Key Requirements

  • Bachelor's degree required
  • Less than 1 year professional experience
  • No sponsorship provided for employment visas

Work Rights

Not specified

Tailored Resume

Cover Letter