Pritam Kumar
About Pritam Kumar
Pritam Kumar is a Client Servicing Analyst at Clearwater Analytics, where he has worked since 2023. He holds a PGDM in Finance and Marketing from G L Bajaj Institute of Management & Research and a B.Com (Hons) in Accounting from St. Xavier College Ranchi.
Work at Clearwater Analytics
Pritam Kumar serves as a Client Servicing Analyst at Clearwater Analytics, a position he has held since 2023. In this role, he is responsible for reconciling investment books of records for large insurance and investment management clients. His work involves ensuring the delivery, timeliness, and accuracy of clients' daily investment portfolio information, which includes accounting, analysis, and compliance reports. He manages client queries and oversees accounts lockdown processes, contributing to the overall client service experience.
Education and Expertise
Pritam Kumar completed his Post Graduate Diploma in Management (PGDM) with a focus on Finance and Marketing at G L Bajaj Institute of Management & Research from 2021 to 2023. Prior to this, he earned a Bachelor of Commerce (B.Com Hons) in Accounting from St. Xavier College Ranchi, where he studied from 2017 to 2020. His educational background provides a strong foundation in financial principles and client management.
Background
Pritam Kumar has a solid background in finance and client servicing. His experience includes reconciling investment records and validating clients' holdings and transactions using data from various sources, such as custodians and brokers. His role requires attention to detail and the ability to manage multiple timelines for reporting, including daily, monthly, quarterly, semi-annual, and annual reconciliations.
Responsibilities in Client Servicing
In his capacity as a Client Servicing Analyst, Pritam Kumar is tasked with ensuring the accuracy and timeliness of investment portfolio information for clients. He validates transactions and holdings by utilizing data from custodians, brokers, asset managers, and third-party providers. His responsibilities also include addressing client queries and managing the accounts lockdown processes, which are critical for maintaining client satisfaction and trust.