Private Equity Manager PCR Financial Aggregation

8.0 - 12.0 years

0 Lacs

maharashtra

On-site

PCR is a fast-growing, dynamic, global FinTech company focused on changing the way wealthy families and their advisors view their financial assets and make financial decisions. We deliver a safe, efficient, and scalable technology platform to consolidate and globally share data from thousands of banks, custodians, and fund managers. Trusted by over 250 firms spanning the entire wealth management spectrum, including leading global private banks, advisors, wealthy families, and wealth-tech firms. As an Enrollment Analyst at PCR, you play a crucial role in obtaining consent from account owners to share data with PCR. Working with a global team, you will operate a proprietary technology platform, follow-up with clients and counterparties, and ensure timely consent acquisition. Your mission is to be a collaborative team member who delivers predictable results and communicates proactively. To accomplish your mission, you will utilize tools and processes such as proprietary Digital Enrollment technology, a real-time monitoring portal, analytics for intervention identification, automated CRM tools for communication, and business intelligence tools for efficiency analysis. Your daily responsibilities will include planning and strategizing, following up with counterparties, ensuring data accuracy, coordinating with internal teams, and interacting with team members for learning and improvement. You will manage a diverse operations group consisting of 6 members in the US and India. Successful candidates will demonstrate comfort in high-volume environments, self-starting drive for improvement, enjoy professional interactions, adaptability to new processes, teamwork, and strong Microsoft Excel skills. Preferred experience includes 8-10 years in the financial and wealth management sector, fund administration or RIA experience, knowledge of banking systems, client-facing experience, and working in diverse, fast-paced environments. Opportunities for advancement include senior client-facing responsibilities, supervisory roles, and skills transferable to project management and customer support. Working hours are Monday to Friday from 1.00 pm to 10.00 pm in the office. PCR values a startup culture, self-starters, learners, contributors, and creators who thrive on continuous improvement. We are committed to an inclusive environment that fosters personal and professional growth while providing competitive compensation, benefits, training, advancement opportunities, flexibility, work-life balance, and a safe workplace. PCR is an Equal Opportunity Employer, promoting diversity, innovation, collaboration, and respect for all employees.,

Posted 1 week ago

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