The Role Part of the broader Data organization, the Document Collections team is responsible for ensuring that all of our clients fund documentation is collected from various sources within SLAs and uploaded into Client to allow the various Data Ops teams to process these documents. This roles primary responsibility is to extract documents from various sources and upload them into Client. In addition this team will be responsible for monitoring data connections and ensuring that any connections failing are addressed quickly and efficiently.

The Document

Collections team plays a critical role in the success of Clients Data offerings and requires daily communications with various Product Teams, Machine Learning Operations, clients, data providers (Custodians,GPs and Fund Admins), and additional personnel across the organization.

What Youll Do Manage the Document Collection pipeline for Client clients, which includes but is not limited to: o Accessing various Fund Admin and GP portals and retrieving all relevant documents needing to be processed.



o Ensuring that the documents are uploaded to the correct Client client. o Engaging clients, GPs, or Fund Admins if a portal connection fails. o Help maintain Document Collection workflow procedures and play-books. Partner with Product and Engineering to implement recent processes and tooling features that improve Document Collection UX and increase operational workflow efficiency.

Who You Are Minimum 1+ years of work experience in the financial advisory, FinTech, or banking industries. Outstanding communication and interpersonalskills with excellent attention to detail. Ability to think critically and effectively balance multiple projects and processes simultaneously.

Track record of demonstrating self-motivation to take on responsibility, a strong team-player mentality, and passion for delivering client-centric outcomes. Proactive and diligent in documenting team processes and finding opportunities to improve team workflows. Highly self-motivated to take on respons

📌 Data Collection Analyst (Pune)
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📍 Pune