Efficiency & Performance Manager

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.

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.

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.

Knowledge and content management (Confluence)

• Portal configuration tools to shape client reporting

• Proprietary data aggregation and processing platform

• You will be a member of the Client Service team and work closely with the globally based Client-Facing, Operations and Technology teams.

Performance Reporting & Analysis: Lead the preparation and delivery of accurate, timely, and insightful performance reports across multiple asset classes.

Analyze portfolio performance, risk metrics, and attribution; Data Reconciliation & Validation: Oversee reconciliation of positions, transactions, and valuations across custodians, fund managers, and internal systems.

Implement and monitor data quality controls, exception reporting, and validation processes to ensure accuracy and compliance.

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.

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).

~ 20% internal coordination with PCR resources to deliver cross-departmental requests

• 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 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. 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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