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
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