Experience

PCR Financial Aggregation

• United States
• Financial Services
• 1 - 100 Employee

• Senior Operations Analyst

  • Jun 2018 - Present

  • Incorporated automation technology to scale the processing of 85% of previous manual aggregation portfolio • Operationalized collection and execution of client alternative investment data via FTP and email based platforms• Primary point of contact for client onboarding and operational due diligence• Trained new employees to utilize proprietary operations systemshttps://www.pcrinsights.com/

• Operations Analyst

  • Jun 2016 - Jun 2018

  • Aggregated alternative investment data such as valuations, capital calls, distributions and other unstructured content through a proprietary portfolio accounting system for advisors, family offices, pensions, OCIOs, and technology providers totaling $400B in assets• Provided tailored reporting solutions on a variety of alternative investments including private equity, real estate, and hedge funds• Maintained high quality control and data accuracy of 99.98%