17 Performance Reporting jobs in India
Manager Performance Reporting
Posted today
Job Viewed
Job Description
About the Role
BOQ Group are hiring for a Manager Performance Reporting in our Group Finance Division. This is an important role reporting on key financial group results to the business and up to Exco.
Reporting to the Senior Manager, Group Performance Management, this role is key to managing and communicating the financial result of BOQ Group. The successful candidate will have extensive experience in reporting, analysis, stakeholder management, planning, forecasting and expense management. The role will work closely with Finance Business Partners, Financial Control and other areas across the business to understand the group result, problem solve and ensure the accurate presentation of information to key stakeholders
About you
About Us
BOQ Group is a truly unique group of challenger brands with a purpose – to provide a genuine alternative to Australian financial services for customers and employees.
Our family of brands (Bank of Queensland (BOQ), ME Bank, Virgin Money Australia, BOQ Specialist), each come with their own defined customer audience and brand personality, but share one goal – to build social capital through banking. That’s creating trust with customers, exploring staff potential and believing that tiny gestures and big ideas can change the world for communities.
BOQ Group’s inclusive vision is to foster a workspace that values and leverages difference and creates new possibilities, a place where our people feel confident to bring their best selves to work every day. We embrace difference and believe that our workforce should reflect the customers and communities that we serve.
Since , BOQ Group is recognised as an Employer of Choice for Gender Equality by the Workplace Gender Equality Agency (WGEA).
In , we successfully implemented an innovative Reconciliation Plan, driving positive change and promoting inclusivity across BOQ Group.
Our Benefits
At BOQ Group, we are passionate about creating an exceptional work environment that nurtures both your professional and personal growth. Our comprehensive benefits package is designed to enhance your well-being, provide financial security, and foster a sense of community and inclusion. Here are just some of the fantastic perks you can enjoy as part of our team:
• Flexible working arrangement - Balance your work and personal life with ease.
• Discounted financial products - Enjoy exclusive rates on our financial services across the Group.
• Salary sacrificing options - Maximise your take-home pay with our salary packaging options.
• Paid parental leave with no minimum requirements - Spend quality time with your new family member without any worries.
• Purchase additional annual leave - Need more time off? You can buy extra leave days.
• Discounted private health insurance plan - Take care of your health with our special rates.
• Employee Assistance Program (EAP) - Access confidential support for personal and professional challenges for you and your family
• Access to employee network groups - Connect with peers through our First Nations Reconciliation, LGBTQIA+, Multicultural, Gender, Early Careers, and accessibility groups.
• Pride in Diversity membership: We are proud members of Pride in Diversity and actively participate in the Australian Workplace Equality Index.
We are committed to creating a workplace where everyone feels valued and supported. Join us and be part of a company that truly cares about its people and community!
Performance Reporting Analyst 2 - PUNE
Posted 9 days ago
Job Viewed
Job Description
**GPC-IPS Performance-Fund Accounting Analyst 2**
**Description**
You will be part of the middle office operations team providing performance calculation and attribution analysis for our clients in the region. As a Team leader, you will be responsible for ensuring that you and your team is producing and validating performance returns, risk and attribution reports. You will be responsible for reporting all the MIS for operation as well as for team management. You will also work closely with the onshore counterparts to establish global operating models and processes.
**Key responsibilities include:**
+ Manage your team and ensure that all deliverables are completed as per the agreed SLA.
+ Identify training needs of your team members and provide it to the team members as per requirement.
+ Producing, reviewing and validating portfolio account performance calculations and performance reports associated with accounts, composites and managers
+ Creating customized reporting based on clients' requirements; maintain, produce and review client composites according to SLAs and GIPS standards
+ Participating in department projects and ensuring completion, as well as assist new clients on boarding and implementation processes
+ Provide scheduled/Ad-Hoc reports or MIS to Management as and when required.
+ Reviewing, updating and implementing new processes and procedures as required, to enhance operational controls
+ Interfacing with performance and index vendors
+ Experience in resolving data issues using Accounting systems and ability to understand the flow between accounting and performance systems.
**Qualifications**
**Education:**
+ Master degree in Accounting, Finance or related field
+ Pursuing/completed CIPM (Preference - not mandatory)
**Performance Job Experience:**
+ 5-7 years experience in performance measurement operations or experience with account/security level performance in a related field
+ Familiarity/Understanding of Segment, Security and Attribution Performance Reporting
+ Familiarity/Understanding of Global Investment Performance Standards (GIPS)
+ Performance System Experience - Factset/Statpro/MorningStar (Preferred)
**Skills:**
+ Proficient in people management and conflict management
+ Proficiency with EXCEL (macros, pivot tables etc.)
+ Attention to detail
+ Proven Problem solving skills
+ Effective time management skills
+ Excellent interpersonal and communication skills
+ Outstanding organizational skills
+ A proven ability to multi-task
+ Initiative in Self Development
+ Team player
+ Works well under pressure
+ Flexibility to work in all shifts
**Education Level** : Master Degree in Accounting/Finance
**Primary Location** : APAC-IND-MH-Pune
**Job Category** : Operations
**Schedule** : Full-time
**Shift** : Rotating
**Employee Status** : Regular
**Travel** : No
**Grade/Level:** C10
**Relocation:** No
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**Job Family Group:**
Operations - Transaction Services
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**Job Family:**
Fund Accounting
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**Time Type:**
Full time
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**Most Relevant Skills**
Please see the requirements listed above.
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**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
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_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi ( _._
_View Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Manager Investment and performance reporting
Posted 12 days ago
Job Viewed
Job Description
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.
Manager Investment and performance reporting
Posted 3 days ago
Job Viewed
Job Description
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.
Manager Investment and performance reporting
Posted today
Job Viewed
Job Description
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.
Manager Investment and performance reporting
Posted 3 days ago
Job Viewed
Job Description
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
Posted 12 days ago
Job Viewed
Job Description
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.
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Team Lead investment and Performance reporting
Posted 3 days ago
Job Viewed
Job Description
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.
Team Lead investment and Performance reporting
Posted 3 days ago
Job Viewed
Job Description
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.
Commercial Operations Analyst - Performance (Tableau Reporting/Dashboard Specialist)
Posted 9 days ago
Job Viewed
Job Description
Company: Norstella
Location: Remote, India
Date Posted: Jun 24, 2025
Employment Type: Full Time
Job ID: R-965
**Description**
**About Norstella**
At Norstella, our mission is simple: to help our clients bring life-saving therapies to market quicker-and help patients in need.
Founded in 2022, but with history going back to 1939, Norstella unites best-in-class brands to help clients navigate the complexities at each step of the drug development life cycle -and get the right treatments to the right patients at the right time.
Each organization (Citeline, Evaluate, MMIT, Panalgo, The Dedham Group) delivers must-have answers for critical strategic and commercial decision-making. Together, via our market-leading brands, we help our clients:
+ Citeline - accelerate the drug development cycle
+ Evaluate - bring the right drugs to market
+ MMIT - identify barrier to patient access
+ Panalgo - turn data into insight faster
+ The Dedham Group - think strategically for specialty therapeutics
By combining the efforts of each organization under Norstella, we can offer an even wider breadth of expertise, cutting-edge data solutions and expert advisory services alongside advanced technologies such as real-world data, machine learning and predictive analytics.
As one of the largest global pharma intelligence solution providers, Norstella has a footprint across the globe with teams of experts delivering world class solutions in the USA, UK, The Netherlands, Japan, China and India.
**Job Description**
**Position Overview** : We are seeking a highly skilled Commercial Performance Analyst with a strong focus on reporting and data visualization to join our dynamic team. This individual will be responsible for building insightful, data-driven reports and interactive dashboards using Tableau to support leadership in making informed business decisions. The ideal candidate will have a solid background in sales analysis, data manipulation, and reporting, with advanced expertise in Tableau for creating visually compelling and actionable insights.
**Key Responsibilities**
+ Report & Dashboard Development: Design, develop, and maintain automated Tableau dashboards and reports that provide meaningful insights into sales performance, trends, forecasts, and KPIs.
+ Data Analysis: Analyze sales data from various sources to identify trends, patterns, and opportunities. Ensure data accuracy and consistency.
+ Collaboration with Leadership: Work closely with sales leadership and other cross-functional teams to understand reporting requirements and deliver tailored analytical solutions.
+ Sales Performance Monitoring: Track and report on key sales metrics (e.g., revenue, pipeline, win rates, conversion rates, etc.), and provide actionable recommendations based on the data.
+ Data Extraction & Transformation: Use Tableau Prep, SQL, or other ETL tools to extract, clean, and transform data from different databases and systems into a usable format for analysis.
+ Forecasting & Trend Analysis: Collaborate with the sales and finance teams to provide forecast reports, pipeline analysis, and trend identification.
+ Ad-Hoc Reporting: Respond to ad-hoc reporting requests and provide quick turnaround for leadership, offering insights and data-driven recommendations.
+ Quality Assurance: Continuously monitor data quality, ensuring accuracy, integrity, and reliability of reports and dashboards.
+ Training & Support: Provide training and ongoing support to users of Tableau dashboards, ensuring they can effectively interpret and act on the data
**Qualification**
+ Experience:2-5 years of experience as a Sales Analyst, Data Analyst, or Business Intelligence Analyst, with a focus on sales performance metrics and reporting.
+ Technical Skills:
+ AdvancedproficiencyinTableaufor building complex dashboards and reports.
+ Strong knowledge ofSQLfor data querying and extraction from relational databases.
+ Experience withTableau Prepor other ETL tools for data transformation.
+ Familiarity with CRM platforms (e.g.,Salesforce) and othersales-related systems.
+ Analytical Abilities:Strong analytical mindset with the ability to interpret complex data and translate it into actionable insights for leadership.
+ Attention to Detail:High attention to detail with the ability to work with large datasets and ensure data accuracy.
+ Communication Skills:Excellent verbal and written communication skills, with the ability to present complex data insights to non-technical stakeholders.
+ Problem Solving:Strong problem-solving skills with the ability to approach challenges creatively and think critically about data solutions.Preferred Qualifications:
+ Experience working withSalesforceor other CRM tools for sales data extraction.
+ Familiarity with advanced Tableau features (e.g., calculated fields, LOD expressions, table calculations).
+ Familiarity with data warehousing concepts and experience working with cloud data platformsEducation:
+ Bachelor's degree inBusiness,Finance,Data Science,Mathematics,or a related field.
**Our guiding principles for success at Norstella**
**01: Bold, Passionate, Mission-First** We have a lofty mission to Smooth Access to Life Saving Therapies and we will get there by being bold and passionate about the mission and our clients. Our clients and the mission in what we are trying to accomplish must be in the forefront of our minds in everything we do. **02: Integrity, Truth, Reality** We make promises that we can keep, and goals that push us to new heights. Our integrity offers us the opportunity to learn and improve by being honest about what works and what doesn't. By being true to the data and producing realistic metrics, we are able to create plans and resources to achieve our goals. **03: Kindness, Empathy, Grace** We will empathize with everyone's situation, provide positive and constructive feedback with kindness, and accept opportunities for improvement with grace and gratitude. We use this principle across the organization to collaborate and build lines of open communication. **04: Resilience, Mettle, Perseverance** We will persevere - even in difficult and challenging situations. Our ability to recover from missteps and failures in a positive way will help us to be successful in our mission. **05: Humility, Gratitude, Learning** We will be true learners by showing humility and gratitude in our work. We recognize that the smartest person in the room is the one who is always listening, learning, and willing to shift their thinking.
**Benefits**
+ Health Insurance
+ Provident Fund
+ Reimbursement of Certification Expenses
+ Gratuity
+ 24x7 Health Desk _Norstella is an equal opportunities employer and does not discriminate on the grounds of gender, sexual orientation, marital or civil partner status, pregnancy or maternity, gender reassignment, race, color, nationality, ethnic or national origin, religion or belief, disability or age. Our ethos is to respect and value people's differences, to help everyone achieve more at work as well as in their personal lives so that they feel proud of the part they play in our success. We believe that all decisions about people at work should be based on the individual's abilities, skills, performance and behavior and our business requirements. Norstella operates a zero tolerance policy to any form of discrimination, abuse or harassment._ _Sometimes the best opportunities are hidden by self-doubt. We disqualify ourselves before we have the opportunity to be considered. Regardless of where you came from, how you identify, or the path that led you here- you are welcome. If you read this job description and feel passion and excitement, we're just as excited about you._
Norstella is an equal opportunity employer. All job applicants will receive equal treatment regardless of race, creed, color, religion, alienage or national origin, ancestry, citizenship status, age, physical or mental disability or handicap, medical condition, sex (including pregnancy and pregnancy-related conditions), marital or domestic partner status, military or veteran status, gender, gender identity or expression, sexual orientation, genetic information, reproductive health decision making, or any other protected characteristic as established by federal, state, or local law.