At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Sr Investor Reporting Associate within PNC' Real Estate, you will be based in Portland, OR; Louisville, KY or Pittsburgh, PA.
Job Description
Oversees investor reporting process. Provides reporting on a portfolio of funds. Key person responsible for ad hoc requests and query building.
Generates reports for accuracy. Edits, reviews and determines content for investor reports. Provides reports to internal parties as appropriate. Produces internal trend reporting, senior management and annual investor meeting reporting by understanding various fund portfolios, how they operate and differences between funds. Analyze conclusions and discuss variances with team leaders. Shares best practices and trains other team members.
Performs analysis of progress of property. Coordinates assessment of properties and fund performance with internal parties. Elevates potential investor concerns. Identifies areas of concern if noted in reporting. Makes suggestions to asset managers for modification of content, mitigation of issues etc.
Requests updates regarding capital timing from asset managers. Elevates variances with respect to capital timing internally.
Performs due diligence and provides analysis on data in response to investor queries.
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.
Competencies
Client Relationship Management – Knowledge and ability to determine and satisfy client needs and maintain a partnering relationship during engagements; includes influencing, communicating, presenting, facilitating, managing and developing others.Data Gathering and Reporting – Knowledge of and ability to utilize tools, techniques and processes for gathering and reporting data in a particular department or division of a company.Decision Making and Critical Thinking – Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately, and reach productive decisions.Effective Communications – Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.Financial Statement Analysis – Knowledge of tools, techniques, and practices, and ability to analyze and determine the credit-worthiness of a business enterprise through its financial statements.Fund Performance Analysis – Knowledge of fund activity and ability to analyze fund performance and risk through reporting practices, processes, and technologies.Problem Solving – Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply this knowledge appropriately to diverse situations.Real Estate Property Data Analysis – Knowledge of and ability to utilize diverse data analysis processes, techniques and tools in order to analyze, interpret and manage property related data.
Work Experience
Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education and experience (including military service) may be considered.
Education
Bachelors
Additional Job Description
Benefits
PNC offers employees 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; maternity and parental leave; paid holidays, vacation days and occasional absence time; 401(k), pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about these and other programs, including benefits for part-time employees, visit pncbenefits.com > New to PNC.
Disability Accommodations Statement:
The PNC workplace is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the PNC Careers website or submission process, please call 877-968-7762 and select Option 4: Recruiting or contact us via email at pathfinder@pnc.com.
The Human Resources Service Center hours of operation are Monday - Friday 9:00 AM to 5:00 PM ET.
Equal Employment Opportunity (EEO):
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
