Financial Planning and Analysis

• Consults on investment and insurance strategies, as well as the development of financial plans for clients
• Grows and retains an investment and insurance book of business
• Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate
• Acquires, expands and maintains client relationships through business development and client networking
• Grows client loyalty and share of wallet through an exceptional client experience
• Applies product and procedural knowledge to solve client problems appropriately and efficiently
• Develops and implements investment and insurance strategies for clients
• Determines the best products to support such strategies
• Presents sound financial recommendations and guidance to clients
• Establishes individual financial plans based on client financial needs and objectives
• Monitors financial plans and recommends changes as needed
• Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities
• Drives investment education and visibility among branch staff
• In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results
• Shows urgency with activities and leads by example
• Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity
• Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management
• Meets service level agreements on lead and referral follow up
• Adheres to all applicable laws, regulations, policies and guidelines

Financial Advisor

Engineering Manager

• Serve as a hands ‑ on technical leader, actively designing, coding, reviewing, and troubleshooting software solutions.
• Lead the architecture and development of Java ‑ based microservices using Spring Boot and modern API ‑ driven patterns.
• Drive technical standards, best practices, and code quality across the team.
• Partner with architects and platform teams to design scalable, resilient, and secure systems.
• Participate directly in critical technical discussions, design reviews, and complex problem solving.
• Manage and mentor a team of 10–15 software engineers, supporting performance, growth, and career development.
• Foster a culture of accountability, collaboration, and continuous improvement.
• Support hiring, onboarding, and workforce planning in alignment with technology and business needs.
• Provide clear direction, coaching, and feedback while empowering engineers to deliver high ‑ quality solutions.

Senior Software Engineering Manager

Consultant

• Leverages complex analytical tools to provide business and technical expertise for the analytics process, tools and useful applications across multiple functions or business units to create data driven solutions.
• Consulting to clients on tool and strategy implementation and monitoring, statistical scoring, business intelligence, data quality, and analytical product / solution development.
• Determining the optimal analytic approach and supporting development, implementation and enhancements.
• Conceptualizing, developing and continuously optimizing analytical solutions for operations and executive management to enable data driven decision making.
• Analyze results and make recommendations for key business partners and senior management or communicate conclusions from complex analytical solutions to a wide range of audiences.

Business Analytics Consultant

• Lead the daily implementation and trading activity for client portfolios, ensuring timely execution, adherence to investment guidelines, and alignment with portfolio objectives
• Own portfolio-level risk oversight, including monitoring exposures, tracking error, factor risks, and key trigger events that may require portfolio action or escalation
• Conduct quantitative analysis to manage, measure, and monitor portfolio performance, implementation efficiency, and deviations from benchmarks and models
• Develop and maintain performance analytics, including attribution, relative value analysis, and diagnostics to explain portfolio outcomes and inform investment decisions
• Analyze portfolio construction decisions, rebalancing impacts, and tax-aware implementation outcomes (as applicable), particularly within SMA and direct indexing frameworks
• Partner with front-office teams to support client reporting, global portfolio reviews, and business development initiatives, including ad hoc analysis and presentation support
• Collaborate cross-functionally with technology, operations, and investment teams to improve tools, workflows, and data quality related to portfolio analytics and implementation

Senior Securities Analyst Associate – AMG Investment Office

SDET

• Lead QA strategy, planning, and execution across multiple projects and agile teams
• Provide technical leadership and mentorship to onshore and offshore QA teams
• Design, develop, and maintain robust automation frameworks for UI and API testing
• Act as a hands-on contributor in test automation development using Java-based frameworks
• Drive quality engineering practices aligned with SDET principles (shift-left, CI/CD integration, test-driven development)
• Collaborate with development, product, and DevOps teams to ensure high-quality deliverables
• Define and track quality metrics, test coverage, and defect trends
• Support continuous integration pipelines by integrating automated tests into CI/CD workflows
• Ensure test environments, test data management, and execution strategies are optimized

Quality Assurance Lead – SDET, Java/API Testing

Full-stack Engineer

• Provides detailed technical design and development of software solutions using existing and emerging technology platforms
• Proposes & designs software solutions to address complex business needs
• Writes code, tests and deploys software
• Prepares technical and procedural documentation required for software
• Maintains and debugs software

Senior Software Engineer

Project Manager

• Lead end‑to‑end project delivery across assigned C&IB business segments.
• Partner with Business leaders and stakeholders to support strategic initiatives within lending, leasing, and other transformation areas.
• Develop and manage comprehensive project plans, including scope, timelines, risks, and dependencies.
• Drive budget management as a core responsibility, ensuring financial discipline and transparency throughout the project lifecycle.
• Coordinate resource allocation across teams, ensuring proper staffing and prioritization.
• Utilize project management tools (e.g., Clarizen, Jira) to track progress, manage tasks, and ensure accurate reporting.
• Prepare executive‑level updates, dashboards, and documentation.
• Collaborate closely with technology, operations, and business stakeholders.
• Identify opportunities to integrate AI capabilities to improve project execution and efficiency.
• Ensure adherence to project governance standards and compliance requirements.

Project Manager III – C&IB

Analyst

• Reviews and investigates customer cases, reports and work for potential and actual loss
• Minimizes fraud, Anti-Money Laundering and/or organizational risk
• Performs early detection of suspicious activity
• Controls and prevents losses
• May lead the work of and/or train detection and investigation staff
• Researches and analyzes bank activities and reports to detect and prevent possible fraudulent and suspicious activities
• Recommends disposition
• Identifies gaps and control enhancements
• Uses defined research procedures to identify and resolve issues
• Identifies trends and escalates as appropriate
• Follows standards and practices to mitigate fraud, Anti-Money Laundering and other risk exposure and loss
• Shares best practices among the team and/or service partners
• Prepares and maintains appropriate documentation of analysis performed and coordinates with internal or external stakeholders as appropriate

Detection & Investigation Analyst Lead

Product Manager

• Drives business and financial results through the selection, design, development and promotion of new and existing products or experiences
• Uses knowledge of emerging technologies to deliver products to customers through all applicable channels
• Develops business case, business plan and roll-out of specific products or experiences
• Monitors the marketplace to assess product, technology, and market trends to identify a market need or opportunity

Senior Product Manager

Data Analyst

• Own and operate a centralized reporting intake and delivery process, partnering with cross‑functional teams to define reporting needs
• Design, develop, and maintain automated reporting solutions that improve efficiency, accuracy, and scalability
• Build high‑quality dashboards, reports, and visualizations that clearly communicate insights and trends
• Deliver insights related to GenAI programs, translating complex data into meaningful narratives for operational and executive audiences
• Support digitalization initiatives by modernizing reporting workflows and reducing manual processes
• Collaborate with business partners to ensure reports align to decision‑making needs and business priorities
• Present findings, insights, and recommendations clearly and confidently to leadership at multiple levels
• Continuously improve reporting standards, visualization quality, and presentation effectiveness

Insurance

• applies advanced specialty product knowledge to the day-to-day servicing of a portfolio of commercial real estate loans
• supports the day-to-day servicing of a portfolio of commercial real estate loans, ensuring compliance with loan document
• resolves non-compliant issues through written and verbal communication with both internal and external parties
• may review and process loan payments, escrows and reserve account disbursements
• may assist in the preparation of periodic reporting including investor, internal and regulatory reports
• must maintain accurate and up-to-date loan servicing records in the servicing system

Loan Support Consultant – Insurance Servicing

Operations

• Leads a critical operational support service, process, capability or initiative within an operational unit and ensures performance and/or risk indicators are met.
• Provides training and mentoring support to the team.
• Establishes process performance measurements and oversees business impact.
• May implement critical business support services.
• Communicates performance statistics to internal stakeholders and senior management.
• Promotes and monitors the production workflow and assists team members with complex escalation process issues.
• Independently identifies and resolves exceptions and serves as a point of escalation.
• Monitors effectiveness and efficiency of production and/or process.
• Determines and/or drives change and improvement efforts in production and/or processes.
• Actively seeks out business partners and team members for collaboration.
• Ensures the business adheres to policies, procedures and regulatory standards.
• Independently resolves compliance issues and drives risk mitigation activities.

Senior Operations Advisor – Investor Reporting

Systems Engineer

• Participates in developing functional requirements for business systems; tests, trains and implements applications.
• Translates clients requirements to functional documentation; participates in technical designs and test planning.
• Designs, prototypes, configures, and tests new or enhanced applications.
• Performs customer support processes and activities for the implementation of new or existing applications.
• Monitors the efficiency and effectiveness of application operations and troubleshoots problems, as necessary.

Business Systems Analyst

Director

• Constructs and guides originating and structuring activities for a specific capital markets product, strategy or industry.
• Performs and utilizes complex financial analyses, due diligence and research related to capital markets transactions to manage and develop client relationships directly and as part of deal teams.
• Partners with sales team, relationship managers, traders and other internal service partners to originate and structure fundamental capital markets solutions to our more complex clients.
• Works with management and senior members of the team to identify and suggest appropriate solutions based on client objectives and market conditions.
• Develops and maintains client relationships.
• Assumes increasing responsibility to develop and maintain client relationships.
• Works in support of key comprehensive capital markets strategies to maximize sales, new business activity and customer support.
• Actively participates in the execution and leadership of these activities.
• Maintains current knowledge of industry and market developments, deal flow and regulatory requirements.
• Ensures compliance with policies and regulations.

PNC

Financial Advisor

Financial Advisor

Senior Software Engineering Manager

Business Analytics Consultant

Senior Securities Analyst Associate – AMG Investment Office

Quality Assurance Lead – SDET, Java/API Testing

Senior Software Engineer

Project Manager III – C&IB

Detection & Investigation Analyst Lead

Senior Product Manager

Data Analyst

Loan Support Consultant – Insurance Servicing

Senior Operations Advisor – Investor Reporting

Business Systems Analyst

Associate Director – Capital Markets, Structuring/Originations