Position Overview Role: Team Lead 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 clients 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 Benefits What We Offer Competitive salary and benefits package Opportunity to work with global clients and leadership teams Professional development and career growth opportunities Exposure to private markets and financial data industry Collaborative and supportive team environment Required Skills: Update fund-level data in internal databases (cash flows holdings metrics) Read and extract data from financial reports (PDF) into Excel Process and validate large datasets with attention to detail File and organize investment-related documents Collaborate with international teams (especially in Cyprus) Participate in regular virtual meetings with global colleagues Handle ad-hoc data and research projects Required Education: Bachelors Degree: Preferred in finance BAF CFA Employment Type : Full Time Experience: years Vacancy: 1 Monthly Salary Salary: 4 - 10
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