Financial Reporting Analyst

6 days ago

Mumbai, Maharashtra, India PCR Financial Aggregation Full time
Job Title: Financial Reporting Analyst

Join PCR Financial Aggregation as a Financial Reporting Analyst and play a crucial role in delivering timely and accurate reports to our clients. As a key member of our Client Service team, you will collaborate with internal teams to manage and fulfill cross-departmental requests and deliverables.

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.
Requirements:
  • Education: Any Graduate in finance or other related field.
  • Experience: 8-10 years of experience in financial services and/or wealth management sector with demonstrated basic knowledge of financial products, concepts, 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.
About PCR Financial Aggregation:

PCR Financial Aggregation is a fast-growing, dynamic, global FinTech company focused on changing the way wealthy families and their advisors view their financial assets and make financial decisions. We deliver a safe, efficient, and scalable technology platform to consolidate and globally share data from thousands of banks, custodians, and fund managers. 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.

Why Choose to Work at PCR Financial Aggregation?

While established, PCR Financial Aggregation'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 Financial Aggregation is invested in the success of its employees. Employees are empowered through the company's values to build trust, exhibit passion, and 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 Financial Aggregation is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. All employment decisions at PCR Financial Aggregation 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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