Team Lead investment and Performance reporting

As a Team Lead in Investment and performance reporting at Private Client Resources (PCR), you will play a significant role in ensuring timely and accurate reports and data for clients. Collaborating with internal PCR teams, you will contribute to upholding a high level of client support, coordinating with various departments, and streamlining processes to meet client specifications. Your responsibilities will include managing client reporting and workflows, internal coordination with PCR resources, overseeing internal reporting and task management, and collaborating closely with client-facing teams to deliver accurate end investor reports. Key Responsibilities: - Manage client reporting and workflows efficiently - Coordinate internally with PCR resources - Oversee internal reporting and task management - Collaborate with client-facing teams to deliver accurate end investor reports - Address client needs and ensure operational efficiency - Document processes and manage cross-departmental requests - Provide client request documentation, issue resolution, and product development support - Support PCR's global operations with strategic thinking, problem-solving skills, and effective communication Qualifications Required: - Graduate degree in finance or a related field - 5-8 years of experience in financial services or wealth management - Back-office experience in Portfolio Accounting and/or Performance Reporting applications/software preferred - Strong analytical abilities and client-centric approach Private Client Resources (PCR) is a rapidly growing global FinTech company dedicated to revolutionizing the management of financial assets for wealthy families and their advisors. Trusted by over 250 firms globally, PCR delivers a secure and scalable technology platform to consolidate and share data from numerous financial institutions. PCR's culture values continuous improvement, self-starters, learners, and team players, and is committed to diversity, inclusion, and employee success. By joining PCR, you will have the opportunity for personal and professional growth, competitive compensation and benefits, training, advancement opportunities, flexibility, work-life balance, and a safe and inclusive work environment. Please note that Mumbai-based candidates are preferred for this position.,