Capital Markets Assistant Sr-Sales/Trade (F)

PNC
Pittsburgh, PA Full Time
POSTED ON 4/11/2024 CLOSED ON 4/22/2024

What are the responsibilities and job description for the Capital Markets Assistant Sr-Sales/Trade (F) position at PNC?

Position Overview

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 Capital Markets Assistant Sr. within PNC's Capital Markets organization, you will be based in Pittsburgh, PA or Cleveland, OH.

Finra licenses required: SIE, 7 and 63

Fixed Income experience highly preferred

Job Description

  • Assists with complex capital markets transactions and supports the assigned sales/trading team; provides high quality customer service with respect to client inquiries, transaction support, reporting and database management.
  • Executing assigned responsibilities proactively with a high degree of autonomy. This includes self-directed problem solving and trade execution on a reverse inquiry basis. Processes or coordinates corporate and institutional client requests for the purchase or sale of capital markets products. Acts as primary liaison between front office and operations team for the sales/trading desk.
  • Performs administrative and support tasks for a sales/trading team. Tracks client documentation and trade settlement processes.
  • Develops a working knowledge of the products and capabilities of the assigned business.
  • Provides support for client relationships and ensures consistency and continuity in their support role.
  • Acts as first point of escalation for client services requests to provide an enhanced customer experience. Training and providing job-related guidance on processes, products, and clients to junior members of the team.

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

Accuracy and Attention to Detail – Understanding of the necessity and value of accuracy and attention to detail; ability to process information with high levels of accuracy.

Analytical Thinking – Knowledge of techniques and tools that promote effective analysis and the ability to determine the root cause of organizational problems and create alternative solutions that resolve the problems in the best interest of the business.

Data Gathering and Analysis – Knowledge of data gathering and analysis tools, techniques and processes; ability to use these to gather and analyze data on the learning needs of a target population.

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 Analysis – Knowledge of and ability to read, interpret and draw accurate conclusions from financial and numerical material.

Financial Services Industry – Knowledge of financial services industry trends, directions, major issues, regulatory considerations and trendsetters; ability to provide specific financial knowledge and experience to help organizational development.

Internal Sales and Marketing – Knowledge of internal marketing strategies and ability to look, listen for, and communicate opportunities for providing new or enhanced services to internal clients.

Knowledge Of Customers – Knowledge of various types of customers and ability to analyze customer activities, profiles and information.

Managing Multiple Priorities – Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.

Products and Services – Knowledge of major products and services and product and service groups; ability to apply this knowledge appropriately to diverse situations.

Sales Function – Knowledge of and the ability to conduct daily and strategic activities in an organization's sales function.

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

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:

If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses.  Applicants may also call 877-968-7762 and select Option 4: Recruiting for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.


At PNC we foster an inclusive and accessible workplace.  We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

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.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

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