Special Assets Associate II – Trust Real Estate

PNC

Special Assets Associate II managing fiduciary processes and asset valuations at PNC's Asset Management Group in San Antonio. Analyzing documentation and consulting on regulatory compliance for special assets.

Posted 7/10/2026full-timeSan Antonio • Maryland, Texas • 🇺🇸 United StatesJuniorMid-Level💰 $57,750 - $96,250 per yearWebsite

About the role

Key responsibilities & impact

Provides management and analysis of fiduciary, investment and operational processes surrounding special asset valuations and asset set up and movement.
Analyzes complex documentation including subscription agreements, operating agreements, management letters, annual reports, and financial statements to ensure proper documentation, valuation, and treatment of special assets to conform with regulatory and compliance requirements.
Provides consultation, direction and advice to internal and external customers & service providers related to special assets.
Reviews existing processes and drives improvements/implementation.
Updates standard operating procedures and ensures non-standard processing is in accordance with AMG's risk appetite.
Participates in and serves as subject matter resource for projects.
Reviews reports to identify exceptions, monitor quality, and ensure compliance.
Participates in risk mitigation activities and ensures all activities comply with regulatory and policy and procedure requirements.
Executes complex transactions/processes utilizing standard procedures and at times addresses unique situations and verifies work processes to ensure completeness, accuracy, and conformance to established service levels and applicable procedures.

Requirements

What you’ll need

2+ years of relevant professional experience
Knowledge of Real Estate and/or experience with Oil, Gas and Mineral Interests a plus
Strong Excel and OneNote experience
Solutions focused, adaptable and flexible
Excellent communicator
University / college degree, or a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Fiduciary ManagementInvestment AnalysisRegulatory ComplianceProcess ImprovementSpecial Asset ValuationTransaction ExecutionDocumentation AnalysisRisk MitigationFinancial Statement ReviewOperating Procedure Updates

Soft Skills

Excellent CommunicationSolutions FocusedAdaptableFlexible