PNC Wealth Management Internship – Summer 2014
During the summer of 2014, I interned with PNC’s Asset Management Group. Along with 10 other interns scattered throughout the PNC Footprint, I was responsible for analyzing and reaffirming the accuracy of the data in PNC’s Oracle-based Customer Relationship Management system. Sitting in Wilmington, Delaware, I was responsible for the analysis and clean-up of 6 markets across the footprint; containing over 7,200 total relationships.
The project was very unique, as I had to combine my data analytics skills with my knowledge of PNC’s Wealth Management division. Using a set of parameters given to us by the Asset Management upper management, I had to analyze each client relationship to ensure the data was commensurate with the parameters. To do this, I immersed myself in the day-to-day operations of Wealth Management, learning as much as I could about how the business operates. Through this experience, I was able to develop an appreciation for both the business relationship and teamwork. I worked with every member of the Wealth Management team, learning how each team member plays a role in the client relationship. I was also fortunate enough to gain some client facing experience. I participated in a loan closing as well as a number of client update team meetings.
From a data analytics perspective, I was able to become a leader among the interns. Aside from our training in Pittsburgh at the beginning of the summer, I took aside two days to develop a comprehensive understanding for both the Oracle system we were using, as well as Microsoft Excel. Through this understanding, I was able to develop a highly efficient method for making “Books of Business” for the Wealth Management team members in my markets. Using both Pivot Tables and a variety of Excel formulas, I was able to develop a well organized book of business for each advisor. The book contained a large amount of data, which was in a very easy to read format. After perfecting my methods, I took it upon myself to organize and run training sessions for the not only the other interns, but for a number of full-time sales and service specialists.
In August of 2014, I was asked by my managers to stay on board after the intern program was finished, so that I could work on the project myself for a few weeks. My managers praised my leadership, and have since asked me to assist them in developing the intern program, where I will have a leadership role next summer.
This experience was like no other, and I could not be more grateful for the opportunity to work with such a prestigious organization. I look forward to further developing my skillset and seeing both what lies ahead for me, and how I can continue to add value at PNC.