Position Overview

As a Senior Portfolio Administrator within PNC's Institutional Asset Management organization, you will be based in Washington, DC.

In this role, you will provide operational, investment, and sales support to professionals serving nonprofit organizations, corporations, retirement plans, insurance entities, and other institutional clients. This role plays a key part in delivering consistent, high-quality client experience and supporting both portfolio management and business development efforts.

Key Responsibilities

Investment & Reporting Support:
• Prepare client reports, portfolio reviews, and presentation materials with accurate performance and analytics data
• Support portfolio rebalances, trade preparation, and modeling activities
• Maintain accurate client account information across internal systems
• Aggregate daily financial data and monitor cash transactions and intraday flows
• Research and respond to client inquiries in a timely, accurate manner

Sales & Client Support:
• Partner with Relationship Managers and Sales Leaders to support client relationships and new business efforts
• Assist with preparation of proposals, pitch materials, and client meeting deliverables
• Support RFP/RFI responses by coordinating data and ensuring accuracy of submissions
• Maintain CRM (Salesforce) updates for client activity, pipeline tracking, and opportunities
• Coordinate client meeting logistics and follow-up actions
• Support internal sales reporting and pipeline visibility

Systems & Process Management:
• Develop expertise in IAM systems including Salesforce, Seismic, Co-Pilot (our proprietary trust platform), FactSet, Tableau, and others
• Ensure data integrity and process consistency across workflows

Preferred Skills and Experience:
• Strong attention to detail and ability to produce accurate, client-ready work
• Interest in financial markets and investment concepts
• Strong communication, organization, and time management skills
• Ability to manage multiple priorities in a fast-paced, team environment
• Comfort working across systems and data sources
• Experience with client service and supporting business development efforts

PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.

PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description

• Responsible for the proper and consistent execution of account administration of PNC Private Bank Investment Management, IRA, and other Non-Trust Accounts in compliance with legal and fiduciary regulations, policies and procedures.
• Performs the administration of assigned accounts in accordance with governing documents, state law, and AMG policy and procedure. Completes administrative account reviews and activities and resolves routine issues with increasing complexity.
• Utilizes the full breadth of the PNC Private Bank systems to support the investment management of a portfolio of accounts with relatively low complexity and fiduciary risk.
• Depending on business segment, may also engage in investment support and administrative activities for the investment management business.
• Collaborates with internal partners to solve problems, and escalate anticipated or known account / client issues and concerns.
• Participates, as needed, in upcoming technology or product design, development, and testing using operational flow and product knowledge to identify and document defects as well as suggest enhancements.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

• Customer Focused - 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.
• Managing Risk - 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.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Preferred Skills
Decision Making, Finance Strategy, Investment Management, Legal Practices, Real Estate Settlements, Revenue Recognition, Risk Assessments

Competencies
Account Management, Accuracy and Attention to Detail, Effective Communications, Fiduciary Responsibilities, Problem Solving

Work Experience
Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Education
Bachelors

Certifications
No Required Certification(s)

Licenses
No Required License(s)

Pay Transparency

Base Salary: $63,000.00 - $105,000.00

Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.

Application Window

Generally, this opening is expected to be posted for two business days from 06/17/2026, although it may be longer with business discretion.

Benefits

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: 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.

In addition, PNC generally provides the following paid time off, depending on your eligibility: 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.

To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.