Capital Markets Associate-Sales (F) SWAP
PNCAbout the role
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 Capital Markets Associate - Sales within PNC's Capital Markets organization, you will be based in San Francisco, CA.As a Foreign Exchange Analyst, you will assist an assigned sales team with the sale of Foreign Exchange (FX) related products and services to corporate and institutional clients. The Analyst will directly support client inquiries, executing currency trades, data management, credit management, transaction analysis, and other functions directly related to sales call preparation and follow up.
The FX Analyst will be assigned to a sales team directly responsible for marketing Foreign Exchange products to corporate clients of PNC. Foreign Exchange Sale Team members work directly with corporate and institutional clients to advise and execute currency hedging structures and global cash management solutions.
Certifications/Licenses:
NFA Swaps Proficiency certificate – required within 15 days of employment
FINRA SIE, Series 7 and 63 licenses – required within 120 days of employment
Job Description
- Partners with senior sales team members in supporting the sales process and execution of capital markets transactions.
- Works as part of an assigned sales team to support the execution of capital markets transactions.
- Independently performs financial analyses, conducts research and prepares reports and supporting documents. Coordinates core work-sets such as due diligence, document processing and industry/company analysis.
- Partners with senior team members in developing pitches and providing client relationship support.
- Monitors and develops industry, client, product, market and regulatory knowledge. Gains proficiency with all tools, systems and other resources.
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.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
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