Operations Advisor – Trade Settlement

PNC

. Serve as liaison between traders, brokers, and custodians to ensure trade settlement .

Posted 10/27/2026full-timeUnited StatesJuniorMid-Level💰 $52,500 - $96,250 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in trade settlement processes and operational support, with a strong focus on performance measurement, compliance, and risk management. Capable of driving process improvements and effectively communicating with stakeholders.

Highest-signal resume keywords

Trade SettlementOperational SupportPerformance MeasurementCompliance KnowledgeRisk Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment Flow ProcessPerformance Statistics PreparationException ResolutionProcess Effectiveness MonitoringChange Management

Soft Skills

Attention To DetailStrong Communication Skills

Tools & Technologies

Charles RiverCTMAdvent Portfolio Exchange (APX)DTCC

Industry Keywords

Regulatory StandardsOperational RisksEnterprise Risk Management Framework

About the role

Key responsibilities & impact

Serve as liaison between traders, brokers, and custodians to ensure trade settlement
Support a critical operational support service, process, capability, or initiative within an operational unit
Ensure performance and risk indicators are met
Establish and monitor process performance measurements and business impact
Prepare performance statistics and reports for internal stakeholders and senior management
Monitor production workflow and assist team members with escalated process issues
Independently identify and resolve exceptions and serve as a point of escalation
Monitor production and process effectiveness and efficiency
Determine and drive change and improvement efforts in production and processes
Ensure adherence to policies, procedures, and regulatory standards
Independently resolve compliance issues and drive risk mitigation activities
Apply customer-focused practices and manage operational risks within PNC's Enterprise Risk Management Framework

Requirements

What you’ll need

University/college degree typically required
Bachelor's degree listed under Education
2+ years of relevant professional experience
Comparable combination of education, job-specific certification(s), and experience may be considered in lieu of a degree
Experience and understanding of the investment flow process
Experience with Charles River, CTM, Advent Portfolio Exchange (APX), and DTCC preferred
Strong attention to detail
Strong communication skills
Ability to support operational processes and meet performance and risk indicators
Knowledge of compliance with policies, procedures, and regulatory standards
Must work from a quiet, secure, and confidential home-based workspace if approved for remote work
Employment visa sponsorship and STEM OPT are not provided

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 plan
Stock purchase plan
Dependent care reimbursement account
Back-up child/elder care
Adoption, surrogacy, and doula reimbursement
Educational assistance, including select programs fully paid
Wellness program with financial incentives
Maternity and/or parental leave
Up to 11 paid holidays each year
9 occasional absence days each year
15 to 25 vacation days each year, depending on career level and years of service
Potential remote work in select geographic locations, subject to approval
Reasonable workplace accommodations