Position Overview Role:
Team Lead â Private Markets Data Operations
Location: Mumbai
Reports To: Manager / CEO Team Size: 8-12+ analysts
Job Summary & Purpose:
Job Summary We are seeking a detail-oriented and experienced Team Lead to oversee private markets data operations, ensuring accuracy and integrity of fund and company data in our client database. This role combines hands-on data management. With team leadership, requiring strong analytical skills, process expertise, and the ability to coordinate with global stakeholders including clients and senior leadership in cyprus.
Accountabilities:
Key Responsibilities Data Management & Operations
⢠Update various data fields relating to private markets funds in the client's database, ranging from basic cash flows to complex holdings information
⢠Create new private markets funds and companies in the database when required
⢠Process emails with document attachments; read documents and extract relevant data
⢠Process large volumes of data sourced through Freedom of Information Act (FOIA) requests
⢠Translate data from PDF documents to Excel spreadsheets
⢠Match funds to regulatory files and codes
⢠Process Excel templates with large quantities of data; validate for errors and upload to client systems
⢠File fund-related documents in client systems and reflect data in the database as necessary
⢠Ensure accuracy of all data entered into the system
⢠Maintain integrity of data captured in the client database
Client & Stakeholder Coordination
⢠Send requests and coordinate with clients regarding registration requirements to enable data submission
⢠Monitor client alerts for changes made by registered users on fund and company data; verify validity
⢠Correspond with India manager and team in Cyprus
⢠Participate in regular calls with client staff members in other global locations (primarily Cyprus)
⢠Maintain extensive knowledge of internal systems and conduct active testing for bugs
Team Leadership & Management
⢠Manage and lead a team, ensuring operational efficiency and smooth process flow
⢠Maintain team productivity and monitor workflow optimization
⢠Mentor senior analysts for process reviews and quality assurance
⢠Screen and interview potential candidates for team expansion
⢠Coordinate cross-functionally with company departments for team requirements and resource allocation
⢠Take on ad-hoc projects as assigned
· Reporting & Analytics
⢠Prepare and maintain statistics and tracking listings for internal and external usage
⢠Monitor team performance metrics and data quality KPIs
Requirements
Other Requirements:
Experience
⢠5+ years of experience in data operations, financial data management, or private markets
⢠2+ years of experience in team leadership or supervisory roles
⢠Strong experience with private markets data (funds, holdings, cash flows)
⢠Proficiency in FOIA processes and regulatory data sources (preferred)
Technical Skills
⢠Advanced Excel skills (formulas, pivots, data validation, macros)
⢠Proficiency with database management systems
⢠Experience with data extraction from PDFs and document processing
⢠Strong familiarity with internal CRM/data systems
⢠MS Office Suite proficiency
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