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PNC
PNC
B2BBanku darbībaFinanses
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Vakances uzņēmumā

Senior Mutual Fund Operations Analyst

Process and reconcile mutual fund trades at PNC while analyzing operational data, resolving exceptions, and improving workflows. The role also supports transaction quality, risk mitigation, and cross-functional service delivery.

USAmerikas Savienotās ValstisOHOhaio
37 500 $ – 62 500 $ / gads
HibrīdiPilna slodzeVecākais speciālistsNepieciešamā Valoda: angļuOperācijas

Apraksts

  • Process and reconcile mutual fund trades, reviewing transactions for accuracy.
  • Resolve trade issues promptly and accurately.
  • Analyze operational data to identify trends, risks, and opportunities to improve processes.
  • Use Microsoft Excel for analysis, reporting, and operational support.
  • Maintain clear, accurate records in Microsoft OneNote and other Microsoft tools.
  • Follow established procedures and implement process enhancements.
  • Work with cross-functional teams to improve operational efficiency and quality.
  • Handle routine and complex transactions across specialized products or functional areas.
  • Address exceptions and escalate complex transactions.
  • Coordinate with internal service partners to route calls, documents, and action items.
  • Ensure required materials and documentation are ready for transactions.
  • Advise internal and external customers.
  • Recommend process improvements and help put them into practice.
  • Contribute to improvement projects and help train and onboard new hires.
  • Check transactions and documentation for completeness, accuracy, service-level compliance, and regulatory compliance.
  • Take part in activities that mitigate risk.

Prasības

  • Associate degree or equivalent.
  • Typically, at least 3 years of experience.
  • A comparable combination of education, job-specific certifications, and experience, including military service, may substitute for a degree.
  • Strong command of Microsoft Excel and Office tools, including OneNote.
  • Exceptional attention to detail and commitment to accuracy and quality.
  • Strong analytical and problem-solving abilities.
  • Ability to work independently, manage multiple priorities, and meet deadlines.
  • Experience or working knowledge of AMG systems, platforms, or processes is preferred.
  • Experience supporting mutual fund trade operations is preferred.
  • Previous experience in a senior or lead operations role is preferred.
  • Must not require employment visa sponsorship; PNC does not participate in STEM OPT.
  • If approved to work remotely, must have a quiet, secure, and confidential home workspace.

Priekšrocības

  • Medical and prescription drug coverage with a Health Savings Account feature.
  • Dental and vision plan options.
  • Life insurance for employees and their spouses or children.
  • Short-term and long-term disability coverage.
  • 401(k) plan with PNC matching contributions.
  • Pension plan.
  • Stock purchase plan.
  • Dependent care reimbursement account.
  • Backup care for children and older adults.
  • Reimbursement for adoption, surrogacy, and doula services.
  • Educational assistance, with select programs fully paid.
  • Wellness program with financial incentives.
  • Maternity and/or parental leave.
  • Up to 11 paid holidays per year.
  • Nine occasional absence days per year.
  • 15 to 25 vacation days per year, depending on career level.
  • Eligibility for incentives based on company, business, and/or individual performance.
  • Remote work may be available in select geographic locations, subject to approval.

Saistītās vakances

PNC

Senior Operations Analyst, Mutual Fund Trade Operations

PNC
H1B vīzas sponsorsBanku darbībaFinansesPersonāla tehnoloģijas
USAmerikas Savienotās ValstisOHOhaio
37 500 $ – 62 500 $ / gads
HibrīdiPilna slodzeVecākais speciālistsNepieciešamā Valoda: angļuOperācijas

At PNC, the Senior Operations Analyst processes and reconciles mutual fund trades while analyzing operational data and resolving exceptions. The role also supports improvements to trade-processing workflows.

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Westfield Insurance

Senior Treasury Operations Analyst – Hybrid in Westfield Center

Westfield Insurance
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ApdrošināšanaB2BB2C
USAmerikas Savienotās ValstisOHOhaioHibrīdiPilna slodzeVecākais speciālistsNepieciešamā Valoda: angļuOperācijas

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