Senior Capital Markets Assistant – Sales/Trade

PNC

Capital Markets Assistant Sr. supporting sales and trading transactions at PNC.

Posted 7/9/2026full-timeCleveland • Ohio, Pennsylvania • 🇺🇸 United StatesSenior💰 $75,000 - $137,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in capital markets transactions, client relationship management, and financial analysis, with a strong focus on accuracy and attention to detail. Proficient in supporting sales/trading teams and executing responsibilities autonomously while ensuring high-quality customer service.

Highest-signal resume keywords

Finra Licenses: SIE, 7, 63Fixed Income ExperienceClient Relationship BuildingFinancial AnalysisEquity Trading Systems

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Corporate FinanceInvestmentsInvestment StrategiesTrading StrategiesFinancial AccountingData Gathering and AnalysisAnalytical ThinkingDecision MakingAccuracy and Attention to DetailManaging Multiple Priorities

Soft Skills

Effective CommunicationsDecision MakingClient Services

Tools & Technologies

Sales FunctionFinancial Services Industry

Certifications & Qualifications

Finra Licenses: SIE, 7, 63

Industry Keywords

Capital MarketsClient InquiriesTrade Settlement ProcessesSales/Trading DeskCorporate and Institutional Clients

About the role

Key responsibilities & impact

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
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

Requirements

What you’ll need

Finra licenses required: SIE, 7 and 63
Fixed Income experience highly preferred
2+ years of relevant professional experience
Client Relationship Building
Corporate Finance
Decision Making
Equity Trading Systems
Financial Accounting
Investments
Investment Strategies
Trading Strategies
Accuracy and Attention to Detail
Analytical Thinking
Data Gathering and Analysis
Decision Making and Critical Thinking
Effective Communications
Financial Analysis
Financial Services Industry
Internal Sales and Marketing
Knowledge Of Customers
Managing Multiple Priorities
Products and Services
Sales Function

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