Product Control Specialist

OPS- Product control

Please Note : THIS IS PURELY A NIGHT SHIT ROLE.

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 Product control Analyst role?

A critical element of our service is the ingestion, support and reconciliation of data from inbound data feeds from over 800 institutions. The Feed Operations Analyst will monitor the daily ingestion of those feeds, investigate and reconcile any breaks between PCR and the custodian, investigate and recommend ETL enhancements as well as work on special projects.

Another 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. You will be a collaborative team member that clients trust to communicate proactively and produce timely and accurate results to meet their business needs.

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

• Client request management and ticketing (JIRA)
• Knowledge and content management (Confluence)
• Operational transparency dashboards to monitor client health and requests
• Portal configuration tools to shape client reporting
• Communication tools (MS Teams, Zoom, Slack).
• 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?

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

This is a new team with a tremendous growth opportunity, and you will be one of the pillars of this once the team grows.

What would be my specific responsibilities?

Trade & Investment Operations

Position, Cash & Taxlot Reconciliation

What are the skills I must demonstrate to be successful?

What experience will set me apart for this role?

What opportunities for advancement do I have?

There are many opportunities to grow in the Reporting Analyst role including more senior client facing responsibilities and supervisory opportunities. Additionally, the skills you learn will be valuable in other areas including our product management, pre- sales, and operations.

Am I required to work in the office?

You will be working from office in Night Shift.

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.