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, fiduciary reviews, and compliance reporting.
Role type
Senior IC business advisor (closely held assets)
Builds
Fiduciary recommendations and compliance reports for special asset acceptance, administration, or disposition
Domain
Wealth management / Private banking / Closely held business valuation
Required skills
Business valuation, Fiduciary administration, Financial statement analysis, Corporate finance, Estate planning, Trust governing documents, Operating agreements, Partnership agreements, Shareholder agreements, Private equity structures
Preferred skills
Leadership, Mentoring, Investment analysis, Alternative asset experience, CPA, ASA, CFA, CFP, CTFA, LL.M
Technologies
None stated
Responsibilities
Evaluate ability to accept closely-held assets and determine administration plans; Coordinate committee presentations for asset oversight; Lead relationships for acquisition, reporting, and sale of assigned assets; Conduct fiduciary reviews and make investment recommendations; Provide compliance-based reporting for flagged exceptions.
Seniority
Senior, hands-on IC