Jyothi Agarwal
Vice president
- Role
- Vice President Operations at Pcr Financial Aggregation
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Jyothi Agarwal
A forward-thinking professional, with over 21 years of experience running global teams to…
Experience
Vice President Operations
Nov 2024 — Present · US
I serve as a key liaison between high-net-worth clients and our internal operations team, ensuring seamless communication and alignment on data aggregation and reporting objectives.Responsible for managing client expectations, tracking deliverables, and ensuring all investment data — including illiquid and held-away assets — is processed accurately and delivered on time.Work closely with operations and data teams to proactively monitor timelines, resolve data discrepancies, and uphold service-level agreements.Help maintain high levels of client satisfaction by providing prompt support, clear updates, and effective issue resolution.Contribute to continuous process improvements that enhance data quality and client experience across PCR\'s wealth data ecosystem.
Education
Bangalore University
Bachelor of Commerce (B.Com.), Accounting and Business/Management
2003
The ICFAI University, Tripura
Diploma in Business administration
2008 — 2009
Skills
- Account Reconciliation
- Internal Controls
- Global Custody
- Investment Banking
- Collateral Management
- Equities
- Fx Options
- Management
- Financial Services
- Reconciliations
- Derivatives
- Financial Analysis
- Business Analysis
- Fund Services
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