Private Equity Analyst

Who is Private Client Resources (PCR)?

PCR is a fast growing, dynamic, global FinTech company focused on changing the way wealthy families and their advisors view their financial assets and make financial decisions. PCR delivers a safe, efficient and scalable technology platform to consolidate and globally share data from thousands of banks, custodians and fund managers. We are trusted by over 250 firms that span the entire wealth management spectrum including leading global private banks, advisors, wealthy families and wealth-tech firms.

What is the Statement Automation Tech Role?

A critical element of our service is converting content reported in unstructured investment statements from private asset managers into normalized digital position and transaction data. PCR has developed sophisticated digital technologies that integrate Robotic Process Automation (RPA), Optical Character Recognition (OCR) and workflow technologies to achieve this objective. As a Statement Automations Tech, you will configure these technologies to optimize our straight through processing. You will work as part of a global team collaborating with the world's most important private banks, advisors and wealthy families.

What will my mission statement be?

Deliver the highest level of straight through processing with minimum human intervention.

What tools and processes will I have to accomplish my mission?

• Document Extraction and Optical Character Recognition (OCR) technologies
• Robotic Process Automation (RPA) technologies
• Proprietary workflow and Dashboarding tools
• Telemetry and log analysis tools

What would my day look like?

• 10% planning and strategizing your day plan using our reporting tools
• 50% developing new automation formats
• 20% remediating breaks in existing automation formats
• 10% service ticket review, analysis, and response
• 10% interactions with your team members for learning and improvement.

What is the nature of the team I will work with?

You will work on our Alternative Operations Team. It's a growing team of 17 members.

What would be my specific responsibilities?

• Master the configuration of our RPA and OCR technologies
• Monitor workflow systems for ingestion failures and remediate issues promptly
• Manage a book for work to configure new relationships and related integrations
• Partner with our automation team in the development of new technologies
• Be accountable to our service levels for the accurate and timely process of information
• Review and verify accuracy of data
• Manage and prioritize responsibilities
• Assist team members with daily workload and projects
• Handle heavy data entry in an efficient and accurate manner, develop control checks to mitigate risk and escalate wherever necessary

What are the skills I must demonstrate to be successful?

• Comfort working in high-volume and metric-driven environments
• Curious self-starter with a drive to automate manual processes
• Curious and easily adaptable to new processes and tools
• Attention to detail and the delivery of reliable solutions
• A team player that always supports their team members to achieve the team goals

What experience will set me apart for this role?

• 2-3 years' experience in the alterative investment operations sector.
• MBA in finance preferable.
• Proficiency with our tooling (uiPath, Xceptor, JIRA)
• Relevant experience in Private Equity, Hedge Fund sector.
• Strong communication and Managerial Experience in handling a team.
• Experience developing operations measurement tools and processes

What opportunities for advancement do I have?

The technical and process skills you master as a Statement Automation Tech are valued across the organization. On the technical track our Automation Team is focused on introducing new technologies and processes. In operations, there are many client facing roles and supervisory opportunities.

Am I required to work in the office?

Yes you will work from office from Mon-Friday shift timing 12.00 pm-9.00 pm

Why to choose to join PCR?

While established, PCR's culture is more closely aligned to one of a startup. We value self-starters, learners, contributors, and creators that thrive on continuous improvement. We are also committed to an environment that appreciates the personal and professional objectives of our team members and foster a culture of listening and inclusion.

PCR is invested in the success of its employees. Employees are empowered through the company's values to build trust, exhibit passion and to be team players. Through diversity and inclusion our employees bring different experiences and views that will drive innovation and collaboration that will benefit each other, our clients, partners, and stakeholders. We are committed to providing our employees with competitive compensation and benefits, training, opportunity for advancement, flexibility and work life balance and a safe place to work.

PCR is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind:

All employment decisions at PCR are based on business needs, job requirements and individual qualifications, without regard to national, social or ethnic origin, sex, age, physical, mental or sensory disability, sexual orientation, marital status, past or present military service, or any other status protected by the laws or regulations in the locations where we operate.