Adarsh Swarnkar
Performance Reporting Analyst | Data Aggregation & Process Optimization | Private Markets & Multi-Asset Valuation | Ex-Morningstar | CFA Level 1 Candidate
- Role
- Performance Reporting Analyst at Pcr Financial Aggregation
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Adarsh Swarnkar
Performance Reporting Analyst with 5+ years of experience in Fund Operations Management…
Experience
Performance Reporting Analyst
Nov 2024 — Present · Mumbai, IN
Managed timely delivery of monthly and quarterly performance reports for institutional clients including JPMorgan, Trivergent Trust, and CS Pioneer, ensuring accuracy across complex multi-asset portfolios.Handled client escalations related to benchmarks, market values, private equity valuations, statement discrepancies, performance calculations, and other reporting-related issues—resolving them swiftly to uphold high service standards and client trust.Coordinated cross-functionally with backend teams to align data workflows and ensure all client households received accurate, on-time deliverables.Supported client engagement and business expansion by participating in review meetings, onboarding new accounts, and improving client experience through proactive servicing.Led process improvement by introducing tools such as baseline files, checklists, extraction workflows, audit processes, and client confirmation protocols—boosting report accuracy and reducing turnaround time.Proactively troubleshot and resolved technical/reporting issues collaborating with tech teams to reduce delivery errors and improve reporting consistency.
Education
The Institute of Company Secretaries of India
CS Foundation, Banking, Corporate, Finance, and Securities Law
West Bengal University of Technology, Kolkata
Bachelor of Business Administration - BBA, Business Administration and Management
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