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 Client Solution Advisor within PNC's Fortis Advisor organization, you will be based in Florida.

Fortis Advisors is a professional services firm that serves as a shareholder representative in private M&A transactions. We allow selling shareholders to outsource the burden, responsibility and risk of the shareholder representative function, and our services are administrative and advisory in nature. Our clients include hundreds of venture capital and private equity funds and thousands of shareholders who exit their investments through private M&A transactions.

The primary contact for a post-closing distribution, the Client Solution Advisor will manage M&A post-closing distributions from start to finish which includes analyzing data/spreadsheets and transaction documents, drafting distribution related documentation, interfacing closely with the seller advisory group, banks and buyer team to bring each distribution to a successful close. The Client Solution Advisor is heavily involved in the payment mechanics and tracking post-closing activities related to each M&A transaction.

Our ideal candidate would be able to understand and decipher complex information contained in transaction documents (i.e. merger agreements, asset purchase agreements, escrow agreements). In addition, he/she must be able to critically analyze and generate reports from data contained in Excel spreadsheets (i.e. advanced excel skills are a requirement). This role requires a strong attention to detail and accuracy, high sense of ownership, focus on managing and resolving issues, and establishing and maintaining a service-oriented mentality with shareholders to keep them updated with the status of their requests.

Responsibilities:
- Manage the processing of post-closing distributions to shareholders
- Analyze and interpret complex shareholder allocation data in Excel spreadsheets (financial models)
- Work with various banks and other parties to ensure shareholders receive their transaction proceeds
- Maintain strong relationships with key internal and external clients, via both phone and email
- Investigate complicated analytical questions and clearly communicate findings to clients
- Prepare mass-distributed client correspondence, managing responses, follow-through and/or resolution
- Partner internally with senior managers to ensure appropriate and timely resolution of client issues

Candidates should have the following skills/experience:
- 3 - 5 years of experience in accounting, finance or banking roles; experience in the banking or investment management industry would be an added benefit, but is not required.
- Must be able to work well in high-volume, high-pressure situations under tight deadlines.
- Must be able to prioritize tasks on multiple assignments simultaneously, staying focused under pressure.
- Must be able to speak and write clearly, effectively and with finesse.
- Must be self-motivated, intelligent, detail-oriented, proactive and have a strong client-service mentality.
- Must be a positive, team-oriented professional familiar with having work reviewed by colleagues.
- Advanced knowledge and experience with MS Excel, including advanced formulas and functions.

Job Description

• Implements complex new products and services for clients. Analyzes requirements and gathers deliverables to complete the implementation and provide ongoing relationship management. May maintain client-specific procedures. Provides sales or consultative support to prospects or clients in select deals.
• Leverages knowledge of industry and PNC products/solutions to identify outside sales opportunities. Consults with clients and service partners to gather and utilize data to establish or update client specific information for products/services. Acts a project manager and coordinates the implementation work done by others.
• Analyzes, assesses