Enrollment Analyst

2 months ago

Mumbai, India PCR Financial Aggregation Full time

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 Enrollment Analyst Role? A critical element of our service is obtaining the consent from account owners that direct their banks and fund managers (Counterparties) to share data with PCR as an interested party. Our team of Enrollment Analysts operate a proprietary technology platform, follow-up with clients and counterparties and ensure that these consents are obtained in a timely manner. As an Enrollment Analyst you will work as part of a global team collaborating with the world’s most important financial firms. What will my mission statement be? I will be a collaborative team member that clients enjoy working with because I deliver predictable results and communicate proactively. What tools and processes will I have to accomplish my mission? Proprietary Digital Enrollment technology to coordinate account owner and counterparty consent reconciliation Real-time monitoring portal providing status of enrollment workflows Analytics that identify needed intervention and follow-up Automated CRM tools facilitate communication to counterparties during follow Business intelligence tools to understand roadblocks and efficiency What would my day look like?10% planning and strategizing your daily plan using our analytic tools 40% following up with counterparties on the status of our LOA requests 20% ensuring the accuracy of our activity and tracking data 10% following up with internal teams servicing the enrollment process 20% interactions with your team members for learning and improvement. What is the nature of the team I will work with? You will be a member of the Enrollment Team in our Operations group. The team is currently 7 growing to 8 with team members in the US and India. What would be my specific responsibilities? Collaborate with team members to develop clients' account enrollment plan including sequencing and expected time to activate accounts. Assist Client with use of our Enrollment Tool including bulk loading of accounts and generation of Letters of Authorization to be sent to account signers and their counterparties holding the data. Monitor enrollment process using our analytics and dashboards to identify delayed activations and contact counterparties to facilitate resolution of issues. Provide Client regular reports on progress and action items. Coordinate with internal teams to ensure counterparty data is received and processed What are the skills I must demonstrate to be successful? Comfort working in high-volume and metric-driven environments Self-starter with a drive for continuous improvement Enjoy professional interactions with a variety contacts Curious and easily adaptable to new processes and tools A team player that always supports their team members to achieve the team goals Strong Microsoft Excel skills (Vlook up and Pivot Tables) What experience will set me apart for this role?2-8 years' experience in the financial and wealth management sector Relevant experience in fund administration Knowledge of the workings of hedge funds and private equity investor relations Aptitude for building and maintaining client/stakeholder relationships Experience developing operations measurement tools and processes Client facing experience Experience working in a ticketing environment What opportunities for advancement do I have? There are many opportunities to grow in the Enrollment Analyst role including more senior client facing responsibilities and supervisory opportunities. Additionally, the skills you learn will be valuable in other areas including our project management and customer support. For more technically aligned candidates there are high-energy opportunities in our product teams as a business analyst and as a technical analyst helping configure our solutions for clients. Am I required to work in the office? PCR has adopted a flexible work policy that recognizes the major change in how teams collaborate. This role allows you to work remotely on a consistent basis. 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 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.

  • Enrollment analyst

    2 months ago

    Mumbai, India PCR Financial Aggregation Full time

    Who is Private Client Resources (PCR)? PCR is a fast growing, dynamic, global Fin Tech 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,...

  • Enrollment Analyst

    4 months ago

    Mumbai, India PCR Financial Aggregation Full time

    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...

  • Enrollment Analyst

    4 months ago

    Mumbai Metropolitan Region, India PCR Financial Aggregation Full time

    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...

  • Enrollment Analyst

    4 months ago

    Mumbai Metropolitan Region, India PCR Financial Aggregation Full time

    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,...

  • PCR Financial Aggregation | Finance Enrollment Analyst | mumbai

    2 weeks ago

    mumbai, India PCR Financial Aggregation Full time

    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...

  • Data Analyst Developer Python

    1 month ago

    Mumbai, Maharashtra, India Evolent Full time

    Position SummaryWe are seeking a highly skilled Senior Python Developer to join our team at Evolent.The ideal candidate will have experience in developing and refining policies and procedures to ensure effective team performance.Key ResponsibilitiesDevelop and implement effective policies and procedures to ensure team members can perform their duties...

  • Zenwork, Inc | Senior Tax Analyst

    3 days ago

    Mumbai, India Zenwork, Inc Full time

    Job Summary:We are seeking an experienced Senior Tax Analyst to independently manage the preparation, review, and filing of US tax returns for individuals, corporations, and partnerships. This role is essential to maintaining compliance with federal, state, and local tax regulations, resolving tax notices, and supporting tax audits. The ideal candidate will...

  • Workday Configuration

    5 months ago

    Mumbai, India Brookfield Asset Management Full time

    Job Description Workday Configuration - Sr. Analyst HRIS – Payroll & Benefits Business Summary Brookfield Asset Management (BAM) is a leading global alternative asset manager focused on property, renewable energy, infrastructure and private equity, with over $250 billion of assets under management.  Based in Toronto and New York, we have over a...

  • Analyst, Data Operations

    2 months ago

    Mumbai, India Third Bridge Full time

    Job DescriptionPosition OverviewAs an Analyst, you will be joining the Data Operations team, which looks at streamlining business data, deriving intelligence from it and helping internal technology become “smarter” thereby propelling efficiency and creating new potential.If you are interested in working with data, and learning data management and...

  • Trade & Working Capital - Supply Chain Finance - Supplier Sales, Analyst/ Associate

    6 months ago

    Mumbai, India JPMorgan Chase & Co. Full time

    Job summary: . Morgan is seeking talented candidates for a position as Analyst/ Associate for Supplier Sales, within Trade & Working Capital (TWC) based in Mumbai.  As an Analyst/ Associate for Supplier Sales within Trade & Working Capital at . Morgan, you will gain exposure to the Trade & Working Capital organization with a specific focus on...

  • Designer - Intern (Graphic designer and Video editor)

    6 months ago

    Mumbai, India Zycus Full time

    Designer - Intern (Graphic designer and Video editor) (MAR04336) MarketingBengaluru, Mumbai, PuneAbout UsZycus is a pioneer in Cognitive Procurement software and has been a trusted partner of choice for large global enterprises for two decades. Zycus has been consistently recognized by Gartner, Forrester, and other analysts for its Source to Pay integrated...

  • Crude Oil Trader

    6 months ago

    Mumbai, Maharashtra, India Nayara Energy Full time

    **ACCOUNTABILITIES **ACTIVITIES **1** - Crude procurement for the refinery in line with PlanContinuous discussion with Suppliers / Market to capture opportunities. Get offers from Suppliers Price negotiations Negotiation of all aspects of deal Finalise spot deals **2** - Contract finalisationReview contractual clauses. Discuss with internal...

  • Senior IT Infrastructure Specialist

    3 weeks ago

    Mumbai, Maharashtra, India Experian Full time

    Job OverviewWe are seeking a Senior IT Infrastructure Specialist to join our Experian team. This role involves delivering Identity and Fraud systems, partner onboardings in EMAP markets, and participating in SRE activities on the EMAP cloud platform.About the RoleThe successful candidate will be responsible for the intake and enrollment of new global...

  • Technical Consultant

    5 months ago

    Mumbai, India Experian Full time

    Job Description Job Description  We are currently looking for a  Technical Consultant  to join our EMAP Service Operations Platform team. The Technical Consultant is responsible for the successful delivery of Identity and Fraud systems and partner onboardings in EMAP markets with involvement in SRE activities over EMAP cloud platform. In the...

  • Admission Counsellor

    2 weeks ago

    Borivali, Mumbai, Maharashtra, India FPA Edutech Private limited Full time

    **About Company** The Most Trusted Name in Finance Education **FPA EduTech **is an award-winning ed-tech company offering coaching for globally recognized accounting & finance programs. We are a classroom and online training institute that is committed to helping individuals achieve their educational and career goals. Whether you are a college student...

  • Career Counselor

    3 days ago

    Borivali West, Mumbai, Maharashtra, India FPA Edutech Private limited Full time

    **Be the first step in shaping successful futures!** **FPA EduTech**is an award-winning ed-tech company offering coaching for globally recognized accounting & finance programs. We are a classroom and online training institute that is committed to helping individuals achieve their educational and career goals. Whether you are a college student trying to...

  • Technical Consultant

    4 weeks ago

    Mumbai, India Experian Full time

    Job DescriptionJob DescriptionWe are looking for a Technical Consultant to join our EMAP Service Operations Platform team.The Technical Consultant is responsible for the delivery of Identity and Fraud systems and partner onboardings in EMAP markets with involvement in SRE activities over EMAP cloud platform.In the heart of the successful intake and...

  • Creative Graphic Design and Video Editing Intern

    2 weeks ago

    Mumbai, Maharashtra, India Zycus Full time

    About ZycusZycus is a pioneering company in Cognitive Procurement software, serving as a trusted partner for large global enterprises over two decades.We have been consistently recognized by Gartner, Forrester, and other analysts for our Source to Pay integrated suite. Our innovative Merlin AI Suite powers our S2P software, automating tactical tasks and...

  • Regular Intern

    6 months ago

    Mumbai, Maharashtra, India UBS Full time

    India - Information Technology (IT) - Group Functions **Job Reference #** - 297299BR **City** - Mumbai, Pune **Job Type** - Full Time **Your role** - As a Regular intern in the Technology Organization, you will: - Have the opportunity to work on real-world projects that impact the company and our clients. - Collaborate with experienced engineers and...

  • Data Operations Transformation Associate

    6 months ago

    Mumbai, Maharashtra, India MSCI Inc Full time

    Job Description - Data Operations Transformation Associate (2400001Q) - Job Number: 2400001Q Requisition Title : Data Operations Transformation Associate **Description**: **Your team responsibilities** ***You will play a key role in defining the data product roadmap and prioritization as well as driving execution of MSCI Real Asset data initiatives. This...