Senior Portfolio Manager

2 months ago

Farmers Branch, Texas, United States PNC Financial Services Group Full time
Job DescriptionPosition Overview

At PNC Financial Services Group, our workforce is our most significant differentiator and competitive edge in the markets we operate. We are all committed to providing the best experience for our clients. Each day, we collaborate to cultivate an inclusive workplace culture where all employees feel respected, valued, and have the opportunity to contribute to the organization's success. As a Senior Portfolio Manager within PNC's Midland division, you will be based in a location within the PNC Midland footprint.

Job Profile

As a Senior Portfolio Manager, you will undertake a variety of responsibilities, including:

• Assessing asset or client cash flows, balance sheets, long-term strategic plans, and other pertinent financial data.

• Analyzing financial statements related to the asset, market conditions, and economic indicators to evaluate the economic and compliance implications for asset operations.

• Managing portfolios and/or complex customer requests while conducting transaction analyses.

• Interpreting loan agreements, servicing contracts, and transaction structures.

• Potentially conducting risk assessments, generating investor reports, escalating issues as necessary, and overseeing credit risk and compliance documentation.Key Responsibilities
  • Manage portfolios and/or complex customer requests while performing transaction analyses.
  • Review and process customer requests related to asset servicing, monitor assets on the watch list, and may transition assets to specialized servicing areas. Prepare and present cases and approval documents for leadership review.
  • Coordinate inspections and compile reports as necessary.
  • Analyze financial statements related to the asset, market conditions, and economic data to assess the economic and compliance implications for asset operations. Interpret loan agreements and servicing contracts. Conduct risk assessments, generate investor reports, and escalate issues as needed while managing credit risk and compliance documentation. Identify opportunities for process improvements and may update policies and procedures as required.
  • Engage in frequent verbal and written communication with internal and external stakeholders, which may include high-touch clients and their representatives, outside counsel, agencies, special servicers, and investors.

At PNC, we take pride in our reputation, and to continue building upon that, we expect our employees to be:

  • Customer-Centric - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions, leveraging that information to create tailored customer solutions.
  • Risk Management - Assessing and effectively managing all risks associated with their business objectives and activities to ensure adherence to and support of PNC's Enterprise Risk Management Framework.
Qualifications

Successful candidates must demonstrate the necessary knowledge, skills, and abilities for this role. Below are the skills, competencies, work experience, education, and required certifications/licensures needed to excel in this position.

Preferred SkillsAsset Management, Decision Making, Financial Accounting, Financial Management, General Ledger (GL), Investment Management, Revenue RecognitionCompetenciesData Gathering and Reporting, Decision Making and Critical Thinking, Effective Communication, Financial Statement Analysis, Investment Reporting, Managing Multiple Priorities, Market Risk, Negotiation, Problem Solving, Regulatory Environment - Financial ServicesWork ExperienceRoles at this level typically require a university/college degree, with 3+ years of relevant/direct industry experience. Certifications are often preferred. In lieu of a degree, a comparable combination of education, job-specific certification(s), and experience (including military service) may be considered.EducationBachelorsCertificationsNo Required Certification(s)LicensesNo Required License(s)BenefitsPNC offers 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; 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. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 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.

To learn more about these and other programs, including benefits for full-time and part-time employees, visit PNC's official website.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email. Include "accommodation request" in the subject line and be sure to include your name and the job ID in the body of the email. 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 individuals 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 understand how PNC may use or disclose your personal information in our hiring practices.

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