2,084 Performance Reporting jobs in India

Manager Investment and performance reporting

Please Note: We are looking for Mumbai based Candidates.

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 Manager role?

We are looking for an experienced Performance Reporting Manager to lead the reporting and analytics function for a sophisticated family office investment portfolio. This role involves overseeing performance measurement, data integrity, and reporting processes across marketable securities, structured products, FX, derivatives, and alternative investments .

This Reporting Manager 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 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:

• Performance Reporting & Analysis: Lead the preparation and delivery of accurate, timely, and insightful performance reports across multiple asset classes.
• Portfolio Attribution & Benchmarking: Analyze portfolio performance, risk metrics, and attribution; compare against benchmarks and peer groups.
• Data Reconciliation & Validation: Oversee reconciliation of positions, transactions, and valuations across custodians, fund managers, and internal systems.
• Control Checks: Implement and monitor data quality controls, exception reporting, and validation processes to ensure accuracy and compliance.
• Automation & Process Optimization: Develop and enhance reporting templates, dashboards, and workflows using advanced tools and SQL-based solutions.
• Technology & Data Management: Utilize SQL for data extraction, transformation, and validation; collaborate with technology teams to improve data pipelines.
• Stakeholder Engagement: Present performance insights to senior leadership and family principals in a clear, concise manner.
• Governance & Compliance: Ensure adherence to internal controls, reporting standards, and regulatory requirements.

Qualifications:

• Bachelor’s or master’s degree in finance, Accounting, Economics, or related field; FRM or CAIA preferred.
• 8–10 years of experience in performance reporting, investment analytics, or portfolio operations, ideally in a family office or multi-asset environment.
• Strong knowledge of financial instruments : equities, fixed income, structured products, FX, derivatives, and alternatives.
• Advanced proficiency in Excel , SQL , and experience with BI tools (Power BI, Tableau).
• Familiarity with portfolio management and performance measurement systems (e.g., Advent, Addepar, Black Diamond, Tamarc, or similar).
• Excellent analytical, problem-solving, and communication skills.

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 opportunities for advancement do I have?

• Opportunity to work closely with senior decision-makers in a dynamic investment environment.
• Exposure to a broad range of asset classes and sophisticated investment strategies.
• Competitive compensation and benefits package.

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

Please Note: We are looking for Mumbai based Candidates.

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 Manager role?

We are looking for an experienced Performance Reporting Manager to lead the reporting and analytics function for a sophisticated family office investment portfolio. This role involves overseeing performance measurement, data integrity, and reporting processes across marketable securities, structured products, FX, derivatives, and alternative investments.

This Reporting Manager 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 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:

• Performance Reporting & Analysis: Lead the preparation and delivery of accurate, timely, and insightful performance reports across multiple asset classes.
• Portfolio Attribution & Benchmarking: Analyze portfolio performance, risk metrics, and attribution; compare against benchmarks and peer groups.
• Data Reconciliation & Validation: Oversee reconciliation of positions, transactions, and valuations across custodians, fund managers, and internal systems.
• Control Checks: Implement and monitor data quality controls, exception reporting, and validation processes to ensure accuracy and compliance.
• Automation & Process Optimization: Develop and enhance reporting templates, dashboards, and workflows using advanced tools and SQL-based solutions.
• Technology & Data Management: Utilize SQL for data extraction, transformation, and validation; collaborate with technology teams to improve data pipelines.
• Stakeholder Engagement: Present performance insights to senior leadership and family principals in a clear, concise manner.
• Governance & Compliance: Ensure adherence to internal controls, reporting standards, and regulatory requirements.

Qualifications:

• Bachelor’s or master’s degree in finance, Accounting, Economics, or related field; FRM or CAIA preferred.
• 8–10 years of experience in performance reporting, investment analytics, or portfolio operations, ideally in a family office or multi-asset environment.
• Strong knowledge of financial instruments: equities, fixed income, structured products, FX, derivatives, and alternatives.
• Advanced proficiency in Excel, SQL, and experience with BI tools (Power BI, Tableau).
• Familiarity with portfolio management and performance measurement systems (e.g., Advent, Addepar, Black Diamond, Tamarc, or similar).
• Excellent analytical, problem-solving, and communication skills.

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 opportunities for advancement do I have?

• Opportunity to work closely with senior decision-makers in a dynamic investment environment.
• Exposure to a broad range of asset classes and sophisticated investment strategies.
• Competitive compensation and benefits package.

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

Please Note: We are looking for Mumbai based Candidates.

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 Manager role?

We are looking for an experienced Performance Reporting Manager to lead the reporting and analytics function for a sophisticated family office investment portfolio. This role involves overseeing performance measurement, data integrity, and reporting processes across marketable securities, structured products, FX, derivatives, and alternative investments .

This Reporting Manager 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 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:

• Performance Reporting & Analysis: Lead the preparation and delivery of accurate, timely, and insightful performance reports across multiple asset classes.
• Portfolio Attribution & Benchmarking: Analyze portfolio performance, risk metrics, and attribution; compare against benchmarks and peer groups.
• Data Reconciliation & Validation: Oversee reconciliation of positions, transactions, and valuations across custodians, fund managers, and internal systems.
• Control Checks: Implement and monitor data quality controls, exception reporting, and validation processes to ensure accuracy and compliance.
• Automation & Process Optimization: Develop and enhance reporting templates, dashboards, and workflows using advanced tools and SQL-based solutions.
• Technology & Data Management: Utilize SQL for data extraction, transformation, and validation; collaborate with technology teams to improve data pipelines.
• Stakeholder Engagement: Present performance insights to senior leadership and family principals in a clear, concise manner.
• Governance & Compliance: Ensure adherence to internal controls, reporting standards, and regulatory requirements.

Qualifications:

• Bachelor’s or master’s degree in finance, Accounting, Economics, or related field; FRM or CAIA preferred.
• 8–10 years of experience in performance reporting, investment analytics, or portfolio operations, ideally in a family office or multi-asset environment.
• Strong knowledge of financial instruments : equities, fixed income, structured products, FX, derivatives, and alternatives.
• Advanced proficiency in Excel , SQL , and experience with BI tools (Power BI, Tableau).
• Familiarity with portfolio management and performance measurement systems (e.g., Advent, Addepar, Black Diamond, Tamarc, or similar).
• Excellent analytical, problem-solving, and communication skills.

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 opportunities for advancement do I have?

• Opportunity to work closely with senior decision-makers in a dynamic investment environment.
• Exposure to a broad range of asset classes and sophisticated investment strategies.
• Competitive compensation and benefits package.

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

Please Note: We are looking for Mumbai based Candidates.

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 Manager role?

We are looking for an experienced Performance Reporting Manager to lead the reporting and analytics function for a sophisticated family office investment portfolio. This role involves overseeing performance measurement, data integrity, and reporting processes across marketable securities, structured products, FX, derivatives, and alternative investments .

This Reporting Manager 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 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:

• Performance Reporting & Analysis: Lead the preparation and delivery of accurate, timely, and insightful performance reports across multiple asset classes.
• Portfolio Attribution & Benchmarking: Analyze portfolio performance, risk metrics, and attribution; compare against benchmarks and peer groups.
• Data Reconciliation & Validation: Oversee reconciliation of positions, transactions, and valuations across custodians, fund managers, and internal systems.
• Control Checks: Implement and monitor data quality controls, exception reporting, and validation processes to ensure accuracy and compliance.
• Automation & Process Optimization: Develop and enhance reporting templates, dashboards, and workflows using advanced tools and SQL-based solutions.
• Technology & Data Management: Utilize SQL for data extraction, transformation, and validation; collaborate with technology teams to improve data pipelines.
• Stakeholder Engagement: Present performance insights to senior leadership and family principals in a clear, concise manner.
• Governance & Compliance: Ensure adherence to internal controls, reporting standards, and regulatory requirements.

Qualifications:

• Bachelor’s or master’s degree in finance, Accounting, Economics, or related field; FRM or CAIA preferred.
• 8–10 years of experience in performance reporting, investment analytics, or portfolio operations, ideally in a family office or multi-asset environment.
• Strong knowledge of financial instruments : equities, fixed income, structured products, FX, derivatives, and alternatives.
• Advanced proficiency in Excel , SQL , and experience with BI tools (Power BI, Tableau).
• Familiarity with portfolio management and performance measurement systems (e.g., Advent, Addepar, Black Diamond, Tamarc, or similar).
• Excellent analytical, problem-solving, and communication skills.

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 opportunities for advancement do I have?

• Opportunity to work closely with senior decision-makers in a dynamic investment environment.
• Exposure to a broad range of asset classes and sophisticated investment strategies.
• Competitive compensation and benefits package.

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.

Sr. Analyst 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.

Sr. Analyst 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.

Sr. Analyst 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.

Sr. Analyst 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.

Sr. Analyst 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.