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Portfolio Associate – PNC Institutional Asset Management (IAM)

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PNC
📍 Phoenix, United States
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Location Phoenix
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Posted June 16, 2026
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Commute Local Area
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Job Description

Description

  • Engages in investment and fiduciary administrative activities under the direction and oversight of an Investment Advisor and Fiduciary Advisor. Executes activities required by PNC or governing document in which PNC serves as trustee, guardian or agent. Assists with compliance of all legal and fiduciary regulations, policies and procedures.
  • Utilizes the full breadth of the fiduciary platform and systems in order to support the investment management and fiduciary business and assure the highest level of risk management control and compliance. Administers assigned accounts in accordance with documents, state law, policy and procedure.
  • Responsible for risk management and the resolution of legal and compliance related issues for assigned accounts. Communicates with Investment Advisor and Fiduciary Advisor, solves problems, and escalates anticipated or known client issues/concerns
  • Customizes customer communications or presentations...

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    📍 Location Details

    🌆
    City
    Phoenix
    🗺️
    Country
    United States
    🚗
    Commute
    Local Area

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