Who is Private Client Resources (PCR)? 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. PCR delivers a safe, efficient, and scalable technology platform to consolidate and globally share data from thousands of banks, custodians, and fund managers. We are trusted by over 250 firms that span the entire wealth management spectrum including leading global private banks, advisors, wealthy families, and wealth-tech firms. What is the Enrollment Analyst Role? A critical element of our service is obtaining the consent from account owners that direct their banks and fund managers (Counterparties) to share data with PCR as an interested party. Our team of Enrollment Analysts operate a proprietary technology platform, follow-up with clients and counterparties and ensure that these consents are obtained in a timely manner. As an Enrollment Analyst you will work as part of a global team collaborating with the world’s most important financial firms. What will my mission statement be? I will be a collaborative team member that clients enjoy working with because I deliver predictable results and communicate proactively. What tools and processes will I have to accomplish my mission? Proprietary Digital Enrollment technology to coordinate account owner and counterparty consent reconciliation Real-time monitoring portal providing status of enrollment workflows Analytics that identify needed intervention and follow-up Automated CRM tools facilitate communication to counterparties during follow Business intelligence tools to understand roadblocks and efficiency What would my day look like? 10% planning and strategizing your daily plan using our analytic tools 40% following up with counterparties on the status of our LOA requests 20% ensuring the accuracy of our activity and tracking data 10% following up with internal teams servicing the enrollment process 20% interactions with your team members for learning and improvement. What is the nature of the team I will work with? You will be a member of the Enrollment Team in our Operations group. The team is currently 6 growing to 7 with team members in the US and India. What would be my specific responsibilities? Collaborate with team members to develop clients' account enrollment plan including sequencing and expected time to activate accounts. Assist Client with use of our Enrollment Tool including bulk loading of accounts and generation of Letters of Authorization to be sent to account signers and their counterparties holding the data. Monitor enrollment process using our analytics and dashboards to identify delayed activations and contact counterparties to facilitate resolution of issues. Provide Client regular reports on progress and action items. Coordinate with internal teams to ensure counterparty data is received and processed What are the skills I must demonstrate to be successful? Comfort working in high-volume and metric-driven environments Self-starter with a drive for continuous improvement Enjoy professional interactions with a variety contacts Curious and easily adaptable to new processes and tools A team player that always supports their team members to achieve the team goals Strong Microsoft Excel skills (Vlook up and Pivot Tables) What experience will set me apart for this role? 2-6 years' experience in the financial and wealth management sector is preferable Relevant experience in fund administration is mandatory Knowledge of the workings of hedge funds and private equity investor relations is preferable Aptitude for building and maintaining client/stakeholder relationships is desirable Experience in developing operations measurement tools and processes is an added advantage Client facing experience is desirable Experience working in a ticketing environment What opportunities for advancement do I have? There are many opportunities to grow in the Enrollment Analyst role including more senior client facing responsibilities and supervisory opportunities. Additionally, the skills you learn will be valuable in other areas including our project management and customer support. For more technically aligned candidates there are high-energy opportunities in our product teams as a business analyst and as a technical analyst helping configure our solutions for clients. Am I required to work in the office? You will work Monday -Friday from office shift timing is 1.00 pm- 10.00 Pm. Why Choose to Work at PCR? While established, PCR’s culture is more closely aligned to one of a startup. We value self-starters, learners, contributors, and creators that thrive on continuous improvement. We are also committed to an environment that appreciates the personal and professional objectives of our team members and foster a culture of listening and inclusion. PCR is invested in the success of its employees. Employees are empowered through the company’s values to build trust, exhibit passion and to be team players. Through diversity and inclusion our employees bring different experiences and views that will drive innovation and collaboration that will benefit each other, our clients, partners, and stakeholders. We are committed to providing our employees with competitive compensation and benefits, training, opportunity for advancement, flexibility and work life balance and a safe place to work. PCR is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind: All employment decisions at PCR are based on business needs, job requirements and individual qualifications, without regard to national, social or ethnic origin, sex, age, physical, mental or sensory disability, sexual orientation, marital status, past or present military service, or any other status protected by the laws or regulations in the locations where we operate. Show more Show less

Manager Investment and performance reporting Who is Private Client Resources (PCR)? 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. PCR delivers a safe, efficient, and scalable technology platform to consolidate and globally share data from thousands of banks, custodians, and fund managers. We are trusted by over 250 firms that span the entire wealth management spectrum including leading global private banks, advisors, wealthy families, and wealth-tech firms. What is the Reporting Analyst role? As a Reporting Analyst, in this non-client facing role, you will play a crucial part in ensuring that our clients receive timely and accurate reports and data while collaborating with internal PCR client-facing, operations and technology teams. Your role is to uphold a high standard of client support, coordinate with various departments, and streamline processes to meet client specifications. You will work as part of a global team collaborating and interfacing with PCR teams as well as the world’s most important financial firms. As a Reporting Analyst you seek to deliver a best-in-class client experience for all clients - coordinating with various PCR teams to manage and drive activities required to provide clients with timely and accurate reports and data requests per their specifications. Activities include producing prescribed reports, documentation of processes, status, issues and continually striving for client satisfaction. The complexity of client needs varies from smaller clients which use standard reports and services to enterprise scale clients with complex technical integrations and other customizations. This Reporting Analyst role at PCR offers an opportunity to be an integral part of a global team working behind the scenes to support our clients effectively while collaborating with various internal departments. What will my mission statement be? I will be a collaborative team member that the teams I work with trust to communicate proactively and produce timely and accurate results to meet client business needs. What tools and processes will I have to accomplish my mission? • Client request management and ticketing (JIRA and proprietary system) • Knowledge and content management (Confluence) • Operational transparency dashboards to monitor client health and requests • Portal configuration tools to shape client reporting • Proprietary data aggregation and processing platform • Communication tools (MS Teams, Zoom, Slack) What would my day look like? • 70% managing client reporting and workflows working closely with client-facing teams to deliver timely and accurate end investor reports • 20% internal coordination with PCR resources to deliver cross-departmental requests • 10% managing internal reporting, task management What is the nature of the team I will work with? You will be a member of the Client Service team and work closely with the globally based Client-Facing, Operations and Technology teams. Key Responsibilities: • Internal Coordination: Collaborate with PCR's client-facing service, operational and technology teams to manage and fulfill cross-departmental requests and deliverables. • Client Reporting and Data Support: Manage client requests managing and reporting workflows to deliver timely and accurate end investor reports • Client Request Documentation: Document and manage client requests, ensuring clarity and accuracy in their execution. • Issue Resolution : Proactively identify potential issues and roadblocks for clients and develop action plans to address them effectively. • Cross-Functional Collaboration : Manage challenges and requests involving internal PCR teams to resolve client issues efficiently. • Product Development Support: Capture and document client requests for submission to development teams, contributing to product enhancements and feature prioritization. Skills and Qualifications: • Education : Any Graduate in finance or other related field • Experience : 8-10 years of experience in financial services and/or wealth management sector of with demonstrated basic knowledge of financial products, concepts especially IRRs, TWRs etc., practices, and processes • Technical Skills : Strong preference for candidates with back-office experience in Portfolio Accounting and/ or Performance Reporting applications/ software. Working knowledge of MS Windows and MS Office. • Strategic Thinking : Ability to maintain a strategic, big-picture view while effectively handling details. • Problem-Solving : Prioritize challenges, propose solutions, and track them to successful completion. • Client-Centric : Passion for delivering excellent client service, with a continuous improvement mindset. Experience in managing international clients is preferable. • Effective Communication : Proactive and clear communication, both verbal and written. • Team Collaboration : Work collaboratively with cross-functional teams to support timely and accurate investor reports. • Financial Industry Knowledge : Basic knowledge of financial products, concepts, practices, and processes. • Back Office Investment Support Experience : At least 5 years prior experience in financial services, particularly in performance reporting, portfolio accounting and/ or related roles • Asset Management Knowledge : Understanding of asset management, financial reporting, and high net worth investing. • Independence : Ability to work independently, research, and resolve client issues. • Analytical Skills : Strong problem-solving, analytical, and critical thinking skills. • Adaptability: Ability to manage multiple complex issues and adapt to changing priorities. This Reporting Analyst role at PCR offers an opportunity to be an integral part of a global team working behind the scenes to support our clients effectively while collaborating with various internal departments. Please Note: We are looking for Mumbai based Candidates. What opportunities for advancement do I have? There are many opportunities to grow in the Reporting Analyst role including more senior client facing responsibilities and supervisory opportunities. Additionally, the skills you learn will be valuable in other areas including our product management, pre-sales, and operations teams. Why Choose to Work at PCR? While established, PCR’s culture is more closely aligned to one of a startup. We value self-starters, learners, contributors, and creators that thrive on continuous improvement. We are also committed to an environment that appreciates the personal and professional objectives of our team members and fosters a culture of listening and inclusion. PCR is invested in the success of its employees. Employees are empowered through the company’s values to build trust, exhibit passion and to be team players. Through diversity and inclusion our employees bring different experiences and views that will drive innovation and collaboration that will benefit each other, our clients, partners, and stakeholders. We are committed to providing our employees with competitive compensation and benefits, training, opportunity for advancement, flexibility and work life balance and a safe place to work. PCR is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind: All employment decisions at PCR are based on business needs, job requirements and individual qualifications, without regard to national, social, or ethnic origin, sex, age, physical, mental, or sensory disability, sexual orientation, marital status, past or present military service, or any other status protected by the laws or regulations in the locations where we operate. Show more Show less

Team Lead Investment and performance reporting Who is Private Client Resources (PCR)? 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. PCR delivers a safe, efficient, and scalable technology platform to consolidate and globally share data from thousands of banks, custodians, and fund managers. We are trusted by over 250 firms that span the entire wealth management spectrum including leading global private banks, advisors, wealthy families, and wealth-tech firms. What is the Reporting Analyst role? As a Reporting Lead, in this non-client facing role, you will play a crucial part in ensuring that our clients receive timely and accurate reports and data while collaborating with internal PCR client-facing, operations and technology teams. Your role is to uphold a high standard of client support, coordinate with various departments, and streamline processes to meet client specifications. You will work as part of a global team collaborating and interfacing with PCR teams as well as the world’s most important financial firms. As a Reporting Team lead you seek to deliver a best-in-class client experience for all clients - coordinating with various PCR teams to manage and drive activities required to provide clients with timely and accurate reports and data requests per their specifications. Activities include producing prescribed reports, documentation of processes, status, issues and continually striving for client satisfaction. The complexity of client needs varies from smaller clients which use standard reports and services to enterprise scale clients with complex technical integrations and other customizations. This Reporting Lead role at PCR offers an opportunity to be an integral part of a global team working behind the scenes to support our clients effectively while collaborating with various internal departments. What will my mission statement be? I will be a collaborative team lead that the leads the teams. I work with trust to communicate proactively and produce timely and accurate results to meet client business needs. What tools and processes will I have to accomplish my mission? • Client request management and ticketing (JIRA and proprietary system) • Knowledge and content management (Confluence) • Operational transparency dashboards to monitor client health and requests • Portal configuration tools to shape client reporting • Proprietary data aggregation and processing platform • Communication tools (MS Teams, Zoom, Slack) What would my day look like? • 70% managing client reporting and workflows working closely with client-facing teams to deliver timely and accurate end investor reports • 20% internal coordination with PCR resources to deliver cross-departmental requests • 10% managing internal reporting, task management What is the nature of the team I will work with? You will be a member of the Client Service team and work closely with the globally based Client-Facing, Operations and Technology teams. Key Responsibilities: • Internal Coordination: Collaborate with PCR's client-facing service, operational and technology teams to manage and fulfill cross-departmental requests and deliverables. • Client Reporting and Data Support: Manage client requests managing and reporting workflows to deliver timely and accurate end investor reports • Client Request Documentation: Document and manage client requests, ensuring clarity and accuracy in their execution. • Issue Resolution : Proactively identify potential issues and roadblocks for clients and develop action plans to address them effectively. • Cross-Functional Collaboration : Manage challenges and requests involving internal PCR teams to resolve client issues efficiently. • Product Development Support: Capture and document client requests for submission to development teams, contributing to product enhancements and feature prioritization. Skills and Qualifications: • Education : Any Graduate in finance or other related field • Experience : 5-8 years of experience in financial services and/or wealth management sector of with demonstrated basic knowledge of financial products, concepts especially IRRs, TWRs etc., practices, and processes • Technical Skills : Strong preference for candidates with back-office experience in Portfolio Accounting and/ or Performance Reporting applications/ software. Working knowledge of MS Windows and MS Office. • Strategic Thinking : Ability to maintain a strategic, big-picture view while effectively handling details. • Problem-Solving : Prioritize challenges, propose solutions, and track them to successful completion. • Client-Centric : Passion for delivering excellent client service, with a continuous improvement mindset. Experience in managing international clients is preferable. • Effective Communication : Proactive and clear communication, both verbal and written. • Team Collaboration : Work collaboratively with cross-functional teams to support timely and accurate investor reports. • Financial Industry Knowledge : Basic knowledge of financial products, concepts, practices, and processes. • Back Office Investment Support Experience : At least 5 years prior experience in financial services, particularly in performance reporting, portfolio accounting and/ or related roles • Asset Management Knowledge : Understanding of asset management, financial reporting, and high net worth investing. • Independence : Ability to work independently, research, and resolve client issues. • Analytical Skills : Strong problem-solving, analytical, and critical thinking skills. • Adaptability: Ability to manage multiple complex issues and adapt to changing priorities. This Reporting Lead role at PCR offers an opportunity to be an integral part of a global team working behind the scenes to support our clients effectively while collaborating with various internal departments. Please Note: We are looking for Mumbai based Candidates. What opportunities for advancement do I have? There are many opportunities to grow in the Reporting Analyst role including more senior client facing responsibilities and supervisory opportunities. Additionally, the skills you learn will be valuable in other areas including our product management, pre-sales, and operations teams. Why Choose to Work at PCR? While established, PCR’s culture is more closely aligned to one of a startup. We value self-starters, learners, contributors, and creators that thrive on continuous improvement. We are also committed to an environment that appreciates the personal and professional objectives of our team members and fosters a culture of listening and inclusion. PCR is invested in the success of its employees. Employees are empowered through the company’s values to build trust, exhibit passion and to be team players. Through diversity and inclusion our employees bring different experiences and views that will drive innovation and collaboration that will benefit each other, our clients, partners, and stakeholders. We are committed to providing our employees with competitive compensation and benefits, training, opportunity for advancement, flexibility and work life balance and a safe place to work. PCR is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind: All employment decisions at PCR are based on business needs, job requirements and individual qualifications, without regard to national, social, or ethnic origin, sex, age, physical, mental, or sensory disability, sexual orientation, marital status, past or present military service, or any other status protected by the laws or regulations in the locations where we operate. Show more Show less

Who is Private Client Resources (PCR)? 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. PCR delivers a safe, efficient and scalable technology platform to consolidate and globally share data from thousands of banks, custodians and fund managers. We are trusted by over 250 firms that span the entire wealth management spectrum including leading global private banks, advisors, wealthy families and wealth-tech firms. What is the Statement Automation Tech Role? A critical element of our service is converting content reported in unstructured investment statements from private asset managers into normalized digital position and transaction data. PCR has developed sophisticated digital technologies that integrate Robotic Process Automation (RPA), Optical Character Recognition (OCR) and workflow technologies to achieve this objective. As a Statement Automations Tech, you will configure these technologies to optimize our straight through processing. You will work as part of a global team collaborating with the world’s most important private banks, advisors and wealthy families. What will my mission statement be? Deliver the highest level of straight through processing with minimum human intervention . What tools and processes will I have to accomplish my mission? Document Extraction and Optical Character Recognition (OCR) technologies Robotic Process Automation (RPA) technologies Proprietary workflow and Dashboarding tools Telemetry and log analysis tools What would my day look like? 10% planning and strategizing your day plan using our reporting tools 50% developing new automation formats 20% remediating breaks in existing automation formats 10% service ticket review, analysis, and response 10% interactions with your team members for learning and improvement. What is the nature of the team I will work with? You will work on our Alternative Operations Team. It's a growing team of 17 members. What would be my specific responsibilities? Master the configuration of our RPA and OCR technologies Monitor workflow systems for ingestion failures and remediate issues promptly Manage a book for work to configure new relationships and related integrations Partner with our automation team in the development of new technologies Be accountable to our service levels for the accurate and timely process of information Review and verify accuracy of data Manage and prioritize responsibilities Assist team members with daily workload and projects Handle heavy data entry in an efficient and accurate manner, develop control checks to mitigate risk and escalate wherever necessary What are the skills I must demonstrate to be successful? Comfort working in high-volume and metric-driven environments Curious self-starter with a drive to automate manual processes Curious and easily adaptable to new processes and tools Attention to detail and the delivery of reliable solutions A team player that always supports their team members to achieve the team goals What experience will set me apart for this role? 2-3 years' experience in the alterative investment operations sector . MBA in finance preferable. Proficiency with our tooling (uiPath, Xceptor, JIRA) Relevant experience in Private Equity, Hedge Fund sector. Strong communication and Managerial Experience in handling a team. Experience developing operations measurement tools and processes What opportunities for advancement do I have? The technical and process skills you master as a Statement Automation Tech are valued across the organization. On the technical track our Automation Team is focused on introducing new technologies and processes. In operations, there are many client facing roles and supervisory opportunities. Am I required to work in the office? Yes you will work from office from Mon-Friday shift timing 12.00 pm-9.00 pm Why to choose to join PCR? While established, PCR’s culture is more closely aligned to one of a startup. We value self-starters, learners, contributors, and creators that thrive on continuous improvement. We are also committed to an environment that appreciates the personal and professional objectives of our team members and foster a culture of listening and inclusion. PCR is invested in the success of its employees. Employees are empowered through the company’s values to build trust, exhibit passion and to be team players. Through diversity and inclusion our employees bring different experiences and views that will drive innovation and collaboration that will benefit each other, our clients, partners, and stakeholders. We are committed to providing our employees with competitive compensation and benefits, training, opportunity for advancement, flexibility and work life balance and a safe place to work. PCR is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind: All employment decisions at PCR are based on business needs, job requirements and individual qualifications, without regard to national, social or ethnic origin, sex, age, physical, mental or sensory disability, sexual orientation, marital status, past or present military service, or any other status protected by the laws or regulations in the locations where we operate.

Manager Investment and performance reporting Who is Private Client Resources (PCR)? 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. PCR delivers a safe, efficient, and scalable technology platform to consolidate and globally share data from thousands of banks, custodians, and fund managers. We are trusted by over 250 firms that span the entire wealth management spectrum including leading global private banks, advisors, wealthy families, and wealth-tech firms. What is the Reporting Analyst role? As a Reporting Analyst, in this non-client facing role, you will play a crucial part in ensuring that our clients receive timely and accurate reports and data while collaborating with internal PCR client-facing, operations and technology teams. Your role is to uphold a high standard of client support, coordinate with various departments, and streamline processes to meet client specifications. You will work as part of a global team collaborating and interfacing with PCR teams as well as the world’s most important financial firms. As a Reporting Analyst you seek to deliver a best-in-class client experience for all clients - coordinating with various PCR teams to manage and drive activities required to provide clients with timely and accurate reports and data requests per their specifications. Activities include producing prescribed reports, documentation of processes, status, issues and continually striving for client satisfaction. The complexity of client needs varies from smaller clients which use standard reports and services to enterprise scale clients with complex technical integrations and other customizations. This Reporting Analyst role at PCR offers an opportunity to be an integral part of a global team working behind the scenes to support our clients effectively while collaborating with various internal departments. What will my mission statement be? I will be a collaborative team member that the teams I work with trust to communicate proactively and produce timely and accurate results to meet client business needs. What tools and processes will I have to accomplish my mission? • Client request management and ticketing (JIRA and proprietary system) • Knowledge and content management (Confluence) • Operational transparency dashboards to monitor client health and requests • Portal configuration tools to shape client reporting • Proprietary data aggregation and processing platform • Communication tools (MS Teams, Zoom, Slack) What would my day look like? • 70% managing client reporting and workflows working closely with client-facing teams to deliver timely and accurate end investor reports • 20% internal coordination with PCR resources to deliver cross-departmental requests • 10% managing internal reporting, task management What is the nature of the team I will work with? You will be a member of the Client Service team and work closely with the globally based Client-Facing, Operations and Technology teams. Key Responsibilities: • Internal Coordination: Collaborate with PCR's client-facing service, operational and technology teams to manage and fulfill cross-departmental requests and deliverables. • Client Reporting and Data Support: Manage client requests managing and reporting workflows to deliver timely and accurate end investor reports • Client Request Documentation: Document and manage client requests, ensuring clarity and accuracy in their execution. • Issue Resolution : Proactively identify potential issues and roadblocks for clients and develop action plans to address them effectively. • Cross-Functional Collaboration : Manage challenges and requests involving internal PCR teams to resolve client issues efficiently. • Product Development Support: Capture and document client requests for submission to development teams, contributing to product enhancements and feature prioritization. Skills and Qualifications: • Education : Any Graduate in finance or other related field • Experience : 8-10 years of experience in financial services and/or wealth management sector of with demonstrated basic knowledge of financial products, concepts especially IRRs, TWRs etc., practices, and processes • Technical Skills : Strong preference for candidates with back-office experience in Portfolio Accounting and/ or Performance Reporting applications/ software. Working knowledge of MS Windows and MS Office. • Strategic Thinking : Ability to maintain a strategic, big-picture view while effectively handling details. • Problem-Solving : Prioritize challenges, propose solutions, and track them to successful completion. • Client-Centric : Passion for delivering excellent client service, with a continuous improvement mindset. Experience in managing international clients is preferable. • Effective Communication : Proactive and clear communication, both verbal and written. • Team Collaboration : Work collaboratively with cross-functional teams to support timely and accurate investor reports. • Financial Industry Knowledge : Basic knowledge of financial products, concepts, practices, and processes. • Back Office Investment Support Experience : At least 5 years prior experience in financial services, particularly in performance reporting, portfolio accounting and/ or related roles • Asset Management Knowledge : Understanding of asset management, financial reporting, and high net worth investing. • Independence : Ability to work independently, research, and resolve client issues. • Analytical Skills : Strong problem-solving, analytical, and critical thinking skills. • Adaptability: Ability to manage multiple complex issues and adapt to changing priorities. This Reporting Analyst role at PCR offers an opportunity to be an integral part of a global team working behind the scenes to support our clients effectively while collaborating with various internal departments. Please Note: We are looking for Mumbai based Candidates. What opportunities for advancement do I have? There are many opportunities to grow in the Reporting Analyst role including more senior client facing responsibilities and supervisory opportunities. Additionally, the skills you learn will be valuable in other areas including our product management, pre-sales, and operations teams. Why Choose to Work at PCR? While established, PCR’s culture is more closely aligned to one of a startup. We value self-starters, learners, contributors, and creators that thrive on continuous improvement. We are also committed to an environment that appreciates the personal and professional objectives of our team members and fosters a culture of listening and inclusion. PCR is invested in the success of its employees. Employees are empowered through the company’s values to build trust, exhibit passion and to be team players. Through diversity and inclusion our employees bring different experiences and views that will drive innovation and collaboration that will benefit each other, our clients, partners, and stakeholders. We are committed to providing our employees with competitive compensation and benefits, training, opportunity for advancement, flexibility and work life balance and a safe place to work. PCR is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind: All employment decisions at PCR are based on business needs, job requirements and individual qualifications, without regard to national, social, or ethnic origin, sex, age, physical, mental, or sensory disability, sexual orientation, marital status, past or present military service, or any other status protected by the laws or regulations in the locations where we operate.

Team Lead Investment and performance reporting Who is Private Client Resources (PCR)? 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. PCR delivers a safe, efficient, and scalable technology platform to consolidate and globally share data from thousands of banks, custodians, and fund managers. We are trusted by over 250 firms that span the entire wealth management spectrum including leading global private banks, advisors, wealthy families, and wealth-tech firms. What is the Reporting Analyst role? As a Reporting Lead, in this non-client facing role, you will play a crucial part in ensuring that our clients receive timely and accurate reports and data while collaborating with internal PCR client-facing, operations and technology teams. Your role is to uphold a high standard of client support, coordinate with various departments, and streamline processes to meet client specifications. You will work as part of a global team collaborating and interfacing with PCR teams as well as the world’s most important financial firms. As a Reporting Team lead you seek to deliver a best-in-class client experience for all clients - coordinating with various PCR teams to manage and drive activities required to provide clients with timely and accurate reports and data requests per their specifications. Activities include producing prescribed reports, documentation of processes, status, issues and continually striving for client satisfaction. The complexity of client needs varies from smaller clients which use standard reports and services to enterprise scale clients with complex technical integrations and other customizations. This Reporting Lead role at PCR offers an opportunity to be an integral part of a global team working behind the scenes to support our clients effectively while collaborating with various internal departments. What will my mission statement be? I will be a collaborative team lead that the leads the teams. I work with trust to communicate proactively and produce timely and accurate results to meet client business needs. What tools and processes will I have to accomplish my mission? • Client request management and ticketing (JIRA and proprietary system) • Knowledge and content management (Confluence) • Operational transparency dashboards to monitor client health and requests • Portal configuration tools to shape client reporting • Proprietary data aggregation and processing platform • Communication tools (MS Teams, Zoom, Slack) What would my day look like? • 70% managing client reporting and workflows working closely with client-facing teams to deliver timely and accurate end investor reports • 20% internal coordination with PCR resources to deliver cross-departmental requests • 10% managing internal reporting, task management What is the nature of the team I will work with? You will be a member of the Client Service team and work closely with the globally based Client-Facing, Operations and Technology teams. Key Responsibilities: • Internal Coordination: Collaborate with PCR's client-facing service, operational and technology teams to manage and fulfill cross-departmental requests and deliverables. • Client Reporting and Data Support: Manage client requests managing and reporting workflows to deliver timely and accurate end investor reports • Client Request Documentation: Document and manage client requests, ensuring clarity and accuracy in their execution. • Issue Resolution : Proactively identify potential issues and roadblocks for clients and develop action plans to address them effectively. • Cross-Functional Collaboration : Manage challenges and requests involving internal PCR teams to resolve client issues efficiently. • Product Development Support: Capture and document client requests for submission to development teams, contributing to product enhancements and feature prioritization. Skills and Qualifications: • Education : Any Graduate in finance or other related field • Experience : 5-8 years of experience in financial services and/or wealth management sector of with demonstrated basic knowledge of financial products, concepts especially IRRs, TWRs etc., practices, and processes • Technical Skills : Strong preference for candidates with back-office experience in Portfolio Accounting and/ or Performance Reporting applications/ software. Working knowledge of MS Windows and MS Office. • Strategic Thinking : Ability to maintain a strategic, big-picture view while effectively handling details. • Problem-Solving : Prioritize challenges, propose solutions, and track them to successful completion. • Client-Centric : Passion for delivering excellent client service, with a continuous improvement mindset. Experience in managing international clients is preferable. • Effective Communication : Proactive and clear communication, both verbal and written. • Team Collaboration : Work collaboratively with cross-functional teams to support timely and accurate investor reports. • Financial Industry Knowledge : Basic knowledge of financial products, concepts, practices, and processes. • Back Office Investment Support Experience : At least 5 years prior experience in financial services, particularly in performance reporting, portfolio accounting and/ or related roles • Asset Management Knowledge : Understanding of asset management, financial reporting, and high net worth investing. • Independence : Ability to work independently, research, and resolve client issues. • Analytical Skills : Strong problem-solving, analytical, and critical thinking skills. • Adaptability: Ability to manage multiple complex issues and adapt to changing priorities. This Reporting Lead role at PCR offers an opportunity to be an integral part of a global team working behind the scenes to support our clients effectively while collaborating with various internal departments. Please Note: We are looking for Mumbai based Candidates. What opportunities for advancement do I have? There are many opportunities to grow in the Reporting Analyst role including more senior client facing responsibilities and supervisory opportunities. Additionally, the skills you learn will be valuable in other areas including our product management, pre-sales, and operations teams. Why Choose to Work at PCR? While established, PCR’s culture is more closely aligned to one of a startup. We value self-starters, learners, contributors, and creators that thrive on continuous improvement. We are also committed to an environment that appreciates the personal and professional objectives of our team members and fosters a culture of listening and inclusion. PCR is invested in the success of its employees. Employees are empowered through the company’s values to build trust, exhibit passion and to be team players. Through diversity and inclusion our employees bring different experiences and views that will drive innovation and collaboration that will benefit each other, our clients, partners, and stakeholders. We are committed to providing our employees with competitive compensation and benefits, training, opportunity for advancement, flexibility and work life balance and a safe place to work. PCR is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind: All employment decisions at PCR are based on business needs, job requirements and individual qualifications, without regard to national, social, or ethnic origin, sex, age, physical, mental, or sensory disability, sexual orientation, marital status, past or present military service, or any other status protected by the laws or regulations in the locations where we operate.

As a Team Lead in Investment and performance reporting at Private Client Resources (PCR), you will contribute significantly to ensuring timely and accurate reports and data for clients while collaborating with internal PCR teams. PCR is a rapidly growing global FinTech company dedicated to revolutionizing the management of financial assets for wealthy families and their advisors. Trusted by over 250 firms globally, including prominent private banks, advisors, wealthy families, and wealth-tech firms, PCR delivers a secure and scalable technology platform to consolidate and share data from numerous financial institutions. Your role as a Reporting Lead at PCR involves upholding a high level of client support, coordinating with various departments, and streamlining processes to meet client specifications. Working as part of a global team, you will collaborate with PCR teams and major financial firms worldwide to deliver a best-in-class client experience. From producing prescribed reports to documenting processes and addressing client needs, you will strive for client satisfaction across a range of client complexities. You will be responsible for managing client reporting and workflows, internal coordination with PCR resources, and overseeing internal reporting and task management. Your day-to-day activities will involve collaborating closely with client-facing teams to deliver accurate end investor reports, managing cross-departmental requests, and ensuring operational efficiency. Collaborating with PCR's client-facing service, operational, and technology teams, you will oversee internal coordination, client reporting, and data support, client request documentation, issue resolution, cross-functional collaboration, and product development support. A successful candidate for this role would possess a graduate degree in finance or a related field with 5-8 years of experience in financial services or wealth management. Strong preference will be given to candidates with back-office experience in Portfolio Accounting and/or Performance Reporting applications/software. Your strategic thinking, problem-solving skills, client-centric approach, effective communication, team collaboration, back-office investment support experience, and analytical abilities will be crucial in delivering exceptional client service and supporting PCR's global operations. This role offers opportunities for growth into more senior client-facing roles and supervisory positions within PCR, providing valuable skills transferable to other areas of the organization. PCR's culture fosters continuous improvement, values self-starters, learners, and team players, and is committed to diversity, inclusion, and employee success. By joining PCR, you will be part of a team that appreciates personal and professional growth, offers competitive compensation and benefits, training, advancement opportunities, flexibility, work-life balance, and a safe and inclusive work environment. Please note that Mumbai-based candidates are preferred for this position.,

Who is Private Client Resources (PCR)? 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. PCR delivers a safe, efficient, and scalable technology platform to consolidate and globally share data from thousands of banks, custodians, and fund managers. We are trusted by over 250 firms that span the entire wealth management spectrum including leading global private banks, advisors, wealthy families, and wealth-tech firms. What is the Enrollment Analyst Role? A critical element of our service is obtaining the consent from account owners that direct their banks and fund managers (Counterparties) to share data with PCR as an interested party. Our team of Enrollment Analysts operate a proprietary technology platform, follow-up with clients and counterparties and ensure that these consents are obtained in a timely manner. As an Enrollment Analyst you will work as part of a global team collaborating with the world’s most important financial firms. What will my mission statement be? I will be a collaborative team member that clients enjoy working with because I deliver predictable results and communicate proactively. What tools and processes will I have to accomplish my mission? Proprietary Digital Enrollment technology to coordinate account owner and counterparty consent reconciliation Real-time monitoring portal providing status of enrollment workflows Analytics that identify needed intervention and follow-up Automated CRM tools facilitate communication to counterparties during follow Business intelligence tools to understand roadblocks and efficiency What would my day look like? 10% planning and strategizing your daily plan using our analytic tools 40% following up with counterparties on the status of our LOA requests 20% ensuring the accuracy of our activity and tracking data 10% following up with internal teams servicing the enrollment process 20% interactions with your team members for learning and improvement. What is the nature of the team I will work with? You will be a Managing a team in our diverse operations group consisting of 6 members within the US and India. What would be my specific responsibilities? Collaborate with team members to develop clients' account enrollment plan including sequencing and expected time to activate accounts. Assist Client with use of our Enrollment Tool including bulk loading of accounts and generation of Letters of Authorization to be sent to account signers and their counterparties holding the data. Monitor enrollment process using our analytics and dashboards to identify delayed activations and contact counterparties to facilitate resolution of issues. Provide Client regular reports on progress and action items. Coordinate with internal teams to ensure counterparty data is received and processed What are the skills I must demonstrate to be successful? Comfort working in high-volume and metric-driven environments Self-starter with a drive for continuous improvement Enjoy professional interactions with a variety contacts Curious and easily adaptable to new processes and tools A team player that always supports their team members to achieve the team goals Strong Microsoft Excel skills (Vlook up and Pivot Tables) What experience will set me apart for this role? 8-10 years' experience in the financial and wealth management sector is preferable Relevant experience in fund administration or RIA or Family Offices is mandatory Knowledge of the banking system (Retail, Private, Custody) workings of hedge funds and private equity investor relations is preferable Aptitude for building and maintaining client/stakeholder relationships is desirable Experience in developing operations measurement tools and processes is an added advantage Client facing experience is preferable Experience working in a fast paced, diverse and multi-tasking environment What opportunities for advancement do I have? There are many opportunities to grow in the manager role including more senior client facing responsibilities and supervisory opportunities. Additionally, the skills you learn will be valuable in other areas including our project management and customer support. Am I required to work in the office? You will work Monday -Friday from office shift timing is 1.00 pm- 10.00 Pm. Why Choose to Work at PCR? While established, PCR’s culture is more closely aligned to one of a startup. We value self-starters, learners, contributors, and creators that thrive on continuous improvement. We are also committed to an environment that appreciates the personal and professional objectives of our team members and foster a culture of listening and inclusion. PCR is invested in the success of its employees. Employees are empowered through the company’s values to build trust, exhibit passion and to be team players. Through diversity and inclusion our employees bring different experiences and views that will drive innovation and collaboration that will benefit each other, our clients, partners, and stakeholders. We are committed to providing our employees with competitive compensation and benefits, training, opportunity for advancement, flexibility and work life balance and a safe place to work. PCR is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind: All employment decisions at PCR are based on business needs, job requirements and individual qualifications, without regard to national, social or ethnic origin, sex, age, physical, mental or sensory disability, sexual orientation, marital status, past or present military service, or any other status protected by the laws or regulations in the locations where we operate.

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.,

PCR is a fast-growing, dynamic, global FinTech company dedicated to revolutionizing the way wealthy families and their advisors manage financial assets and make financial decisions. We provide a secure, efficient, and scalable technology platform that consolidates and globally shares data from numerous banks, custodians, and fund managers. Trusted by over 250 firms spanning the wealth management spectrum, including leading global private banks, advisors, wealthy families, and wealth-tech firms. As a Statement Automation Tech at PCR, your mission is to deliver the highest level of straight-through processing with minimal human intervention. You will be utilizing Document Extraction and Optical Character Recognition (OCR) technologies, Robotic Process Automation (RPA) technologies, proprietary workflow and Dashboarding tools, as well as telemetry and log analysis tools to achieve this objective efficiently. Your day-to-day responsibilities will include planning and strategizing your day plan using reporting tools, developing new automation formats, remediating breaks in existing automation formats, reviewing and analyzing service tickets, and collaborating with team members for learning and improvement. You will be part of the Alternative Operations Team, working with a growing team of 17 members. To succeed in this role, you must demonstrate skills such as comfort in high-volume, metric-driven environments, being a curious self-starter with a drive to automate manual processes, adaptability to new processes and tools, attention to detail, and reliability in delivering solutions. Relevant experience in the alternative investment operations sector, proficiency with tools like UiPath, Xceptor, and JIRA, as well as managerial experience in handling a team will set you apart. Opportunities for advancement in PCR include mastering technical and process skills, transitioning to client-facing roles, supervisory opportunities, and exploring new technologies and processes within the Automation Team. The work schedule is Monday to Friday with shift timings from 12:00 pm to 9:00 pm. PCR values self-starters, learners, contributors, and creators who thrive on continuous improvement. The company is committed to providing employees with competitive compensation and benefits, training, advancement opportunities, flexibility, work-life balance, and a safe working environment. Diversity and inclusion are emphasized to drive innovation and collaboration, benefiting employees, clients, partners, and stakeholders. PCR is an Equal Opportunity Employer, prohibiting discrimination and harassment of any kind.,