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 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

Benefits

What We Offer

- Competitive salary and advantages 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

📌 Senior Data Analyst Team Lead (Goregaon West)
🏢 PEOPLEOCITY
📍 Goregaon West