Team Lead, ADM Ops
Core
Lead a team of analysts to review, validate, and enrich complex private fund holding data extracted from GP financial statements (SOI) using AI/ML tools.
Role type
Senior Team Lead, Data Operations (Private Fund Look-Through)
Builds
Private Fund Look-Through (PFLT) offering providing deep visibility into underlying holdings for investment professionals
Domain
Financial services / Private Equity / Alternatives investment
Deliverable
production ML models
Required skills
Private equity/alternatives investment process knowledge, Fund accounting mechanics, Schedule of Investments (SOI) processing, Data entity mapping, Pipeline monitoring, Team management, SLA compliance, Process optimization, Quality control, Client engagement
Preferred skills
SQL, Microsoft Excel, Google Suite, Atlassian Jira/Confluence, Salesforce, SOAP UI, GSM Search, PitchBook, Retool, Databricks
Responsibilities
Lead and manage a team of PFLT Analysts & Senior Analysts, Track and drive key team performance metrics, Support operational workflows and SOPs, Identify opportunities for process optimization, Act as a Subject Matter Expert for complex processing, Guide troubleshooting of extraction errors, Perform quality control reviews, Serve as primary escalation point for data issues, Partner with Product/Engineering/AIP teams, Engage directly with clients and GPs
Seniority
Senior, hands-on IC with people leadership
