Portfolio Administrator – Institutional Asset Management

PNC

Portfolio Administrator providing operational support to institutional clients at PNC. Preparing reports, managing data, and assisting in client relationship efforts.

Posted 6/4/2026full-timeScranton • Pennsylvania • 🇺🇸 United StatesMid-LevelSeniorWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

financial data aggregationportfolio managementtrade preparationdata modelingclient reportingRFP response coordinationdata integrityprocess consistencyanalyticsinvestment concepts

Soft Skills

attention to detailcommunicationorganizationtime managementability to manage multiple prioritiesclient serviceteam collaborationproblem-solvingresponsivenessadaptability

Tools & Technologies

SalesforceSeismicCo-PilotFactSetTableauCRM systemsfinancial analytics toolsportfolio management systemsdata visualization toolsclient relationship management

Industry Keywords

nonprofit organizationscorporate financeretirement plansinsurance entitiesinstitutional clientsinvestment supportsales supportfinancial marketsbusiness developmentclient relationships

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

Provide operational, investment, and sales support to professionals serving nonprofit organizations, corporations, retirement plans, insurance entities, and other institutional clients
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
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
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

Requirements

What you’ll need

university / college degree with < 1 year of professional experience and/or successful completion of a formal development program
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

Benefits

Comp & perks

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
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