Team Lead - Data Management & Analysis

Team Lead - Data Management & Analysis

Description:

Key Responsibilities:

- Lead, manage, and mentor the DMA team to ensure timely, accurate, and high-quality data processing.

- Validate, classify, and maintain sensitive financial documents with strict adherence to confidentiality standards.

- Perform and oversee document indexing and verification of Capital Calls, Distribution Notices, and other financial correspondence.

- Manage research activities to identify and retrieve missing documentation, ensuring data completeness and accuracy.

- Handle client queries independently and maintain high levels of client satisfaction.

- Monitor team productivity and quality metrics; provide regular coaching and performance feedback.

- Identify and resolve operational challenges to ensure smooth day-to-day operations.

- Ensure compliance with internal processes, quality standards, and regulatory requirements.

- Drive continuous process improvement initiatives, including automation and efficiency enhancements.

- Collaborate with cross-functional teams to ensure seamless workflows and timely deliverables.

Required Skills & Qualifications:

- 7+ years of experience in Data Management & Analysis (Finance).

- Minimum 2 years of Team Lead experience (on paper).

- Strong understanding of financial documents, including capital calls, distribution notices, and related correspondence.

- Proven ability to manage teams in a high-volume, deadline-driven environment.

- Experience handling client communications independently.

- Strong attention to detail with a focus on data accuracy and quality.

- Excellent knowledge of compliance, confidentiality, and data security standards.

- Ability to drive process improvements and operational efficiencies.

- Strong analytical, problem-solving, and decision-making skills.

- Excellent written and verbal communication skills.