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    Closely Held Business Advisor - New Orleans, United States - U-Haul

    U-Haul
    U-Haul New Orleans, United States

    2 weeks ago

    Default job background
    Description
    Position Overview

    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers.

    We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success.

    As a Closely Held Business Advisor within PNC Private Bank, you are able to be located in any geographical location within the PNC footprint.

    This is a remote position. Work may be performed from a quiet, confidential space in a home location, approved by PNC. This position may not be available in all geographic locations.


    Preferred Skills/Experience :

    • Desire to be a part of a highly collaborative team.
    • Attention to detail with the ability to drive the "process" (on-boarding,
    sale/purchase, distribution, etc.)


    • Strong analytical, financial statement analysis and/or investment analysis
    skills.


    • Experience with wealth management account administration and/or
    investment management.


    • Understanding of trust governing documents, and closely held business
    operating agreements, partnership agreements, shareholder agreements,
    and other corporate documents.


    • Interest in or understanding of closely held businesses and private equity
    structures. Other alternative asset experience a plus.


    • Undergraduate degree in Accounting or Finance helpful.

    Job Duties may Include:

    • Conducts initial and ongoing due diligence relating to closely held
    businesses and private alternative funds (non-publicly traded assets), held
    in Wealth Management and Institutional accounts.


    • Conducts Asset reviews and analysis and makes investment/fiduciary
    recommendations.


    • Reviews asset financial information, governing instruments, and related
    business documents.


    • Address corporate actions including shareholder vote/meetings and
    responding to proxy requests.


    • Address CHB Asset impacts related to routine account activities such as
    closings/distributions/transfers which may involve re-registering the asset.

    This is a remote position. Work may be performed from a quiet, confidential space in a home location, approved by PNC. This position may not be available in all geographic locations.

    Job Description


    Monitors, coordinates, interprets and processes financial and non-financial information on a monthly basis relating to closely-held, defined as non-publicly traded, assets held within Investment Management and Trust accounts.

    Performs approval and onboarding of new closely-held assets as well as the disposition of those assets.

    Conducts reviews of assigned closely-held business assets held within wealth accounts and makes investment/fiduciary recommendations related to the assets for presentation at the monthly committee meeting.

    Works with various internal partners to help support the acquisition, accurate reporting and sale of assigned closely-held assets.

    At acquisition, reviews financial information, governing instruments and related business documents to determine whether a closely-held asset can be accepted into a specific account.

    Provides compliance-based reporting for assets that have been flagged as exceptions.

    PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
    Customer Focused

    • Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
    Managing Risk

    • Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
    Competencies


    Consulting - Knowledge of techniques, roles, and responsibilities in providing technical or business guidance to clients, both internal and external; ability to apply this knowledge appropriately to diverse situations.


    Effective Communications - Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.


    Fiduciary Responsibilities - Knowledge of tools and facilities for fiduciary products and services; ability to design, develop, and support fiduciary responsibilities and transactions.

    Financial Analysis - Knowledge of and ability to read, interpret and draw accurate conclusions from financial and numerical material.


    Investment Management - Knowledge of and ability to utilize the tools, techniques, and acceptable business practices associated with managing a client's various investments.


    Investment Operations Management - Knowledge of and ability to effectively and efficiently manage investment operations through various investment operations principles, procedures, and techniques.


    Problem Solving - Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply this knowledge appropriately to diverse situations.


    Products and Services - Knowledge of major products and services and product and service groups; ability to apply this knowledge appropriately to diverse situations.


    Regulatory Environment - Financial Services - Knowledge of and ability to help an organization adapt to applicable federal, state, local, and company-specific regulations, policies, and guidelines affecting business practices.


    Risk & Control Self Assessment (RCSA) - Knowledge of and ability to assess, clarify, and appraise significant risks inherent in investment activities as well as to ensure that internal controls, policies, and procedures are accurate and adequate.

    Work Experience

    Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience.

    In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

    Education

    Bachelors

    Additional Job Description


    Base Salary:
    [$45,000 - $106,600]

    Salaries may vary within the range based on geographic location, market data and on individual skills, experience, and education.


    Incentive:
    Role is incentive eligible with the payment based upon company, business and/or individual performance.


    Application Window:
    Generally, this opening is expected to be posted for 48 business hours from

    [Posting Date -4/03/2024],

    although longer with business discretion

    Benefits

    PNC offers employees 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; maternity and parental leave; paid holidays, vacation days and occasional absence time; 401(k), pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption assistance; educational assistance and a robust wellness program with financial incentives.

    To learn more about these and other programs, including benefits for part-time employees, visit > New to PNC.


    Disability Accommodations Statement:


    If an accommodation is required to participate in the application process, please contact us via email at Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email.

    Emails not related to accommodation requests will not receive responses. Applicants may also call and

    say "Workday"

    for accommodation assistance.

    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 persons 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 gain understanding of how PNC may use or disclose your personal information in our hiring practices.

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