Closely Held Business Advisor III - PNC Private Bank
Core
Evaluates and administers closely-held (non-publicly traded) assets within Investment Management and Trust accounts, including complex sales, acquisitions, and fiduciary reviews.
Role type
Senior IC business advisor (closely held assets)
Builds
Fiduciary administration plans and investment recommendations for private bank clients
Domain
Private Banking / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Business valuation, Financial statement analysis, Fiduciary administration, Estate planning, Corporate finance, Investment analysis, Operating agreement interpretation, Partnership agreement interpretation, Shareholder agreement interpretation, Private equity structures
Preferred skills
Leadership, Mentoring, Management reporting, Capital management, Economic policy, Revenue recognition, Trading strategies
Technologies
N/A
Responsibilities
Evaluate ability to accept closely-held assets and determine administration plans; Coordinate committee presentations for asset oversight; Lead relationships for asset acquisition, reporting, and sale; Conduct fiduciary reviews and make investment recommendations; Provide compliance-based reporting for flagged assets.
Seniority
Senior, hands-on IC