Team Lead, ADM Operations

The Role

Addepar has just launched an Alternatives Product offering that gives Addepar clients the option to have their Private Funds data extracted, processed, validated, and ingested directly from Private Fund documents for a more automated end-to-end solution for handling Alternatives on the platform. This white-glove solution combines proprietary machine learning technology that automatically extracts data from Private Funds documents and human-in-loop review to validate any documents that fail to pass confidence and data quality checks.

As part of the broader Addepar Data organization, the Alternatives Data Ops team is responsible for the human-in-loop review of Private Funds documents, ensuring clients' Alternatives data is processed, validated, and available in Addepar in a timely manner. This role will include managing a team and reviewing Private Fund statements, modifying data that has been incorrectly extracted by our machine learning models, and reprocessing the data within SLAs. The Alternatives Data Ops team plays a critical role in the success of Addepar's Alternatives offering and requires daily communications with the Alternatives Product Team, Machine Learning Operations, clients, data providers (GPs and Fund Admins), and additional personnel across the organization.

Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.

What You'll Do

• Lead and manage a team of Analysts & Senior Analysts ensuring effective work allocation, timely delivery.
• Act as a Subject matter expert & support the team on complex document processing
• Guide and oversee the team in troubleshooting complex Private Fund statement processing exceptions
• Perform quality reviews and assist the team in modifying incorrectly extracted data
• Track and drive key team performance metrics, including SLA compliance, processing accuracy, and throughput.
• Act as a primary escalation point for operational and data quality issues.
• Partner with our Machine Learning Operations team to identify and relabel documents for model retraining
• Engage clients, GPs, or Fund Admins on statement data related inquiries
• Support the Maintenance Alternatives Data Operations workflow procedures and play-books.
• Identify opportunities for automation, process optimization, and standardization.
• Partner with Product and Engineering to implement new processes and tooling features that improve Alternatives Data processing UX and increase operational workflow efficiency.

Who You Are

• Minimum 5+ years of experience in a relevant role and domain
• Minimum 2+ years of people Team leader experience
• Bachelor’s or Master’s degree in Finance, Business Administration, Commerce, Economics, or a related field
• Experience in Private equity / Alternatives investment process
• Experience in the financial investment/advisory industry with strong knowledge of capital markets, middle/back-office operations systems, and preferably with experience dealing with Alternatives (Private/Draw-down) Funds reporting statements and data
• Track record of demonstrating excellent attention to detail, effective problem-solving skills, and an ability to thrive in a fast paced environment
• Outstanding communication and interpersonal skills for engaging clients, data providers, and internal stakeholders across Sales, Services, and R&D
• Highly self-motivated to take on responsibility, forward thinking and pragmatic, and possess a collaborative team-player mentality
• Technical skills preferred in any or all of the following: Microsoft Excel, Google Suite, Atlassian Jira/Confluence, SQL, Salesforce, or other common financial services systems and applications
• Willing to work in overlapping US/EMEA shifts or flexible hours to align with global stakeholders