Associate Process Trainer

Job Overview

The Associate Process Trainer is a key member of the PBM Training Team, responsible for onboarding and continuous education of new hires in Data Operations. Based in Mumbai, this role delivers and refines training programs covering company orientation, role-specific learning, research skills, industry knowledge, and on-the-job training. Working closely with the training team and senior management, the trainer will tailor sessions to meet batch-specific needs and ensure high-quality outcomes. This role is critical in enabling efficient onboarding and helping new hires ramp up quickly to produce quality work at scale.
 

Team Overview

At PitchBook we believe our people are what set us apart, and as a member of the Global Programs & Operations team your contributions will directly impact the success of our employees and the company. PitchBook is a value-driven company. Our team embodies these values in everything we do, and we take pride in setting a positive example for our colleagues at all levels. The Global Programs & Operations team is a centralized unit that supports PitchBook Panthers on Data Ops by leading hiring, onboarding, training, engagement, communications, and key administrative programs to ensure smooth operations and positive employee experience.
 

Outline of Duties and Responsibilities

• Learn and master finance industry concepts to facilitate foundational industry training and RTS methodologies and approaches
• Deliver group training and individual coaching to enhance employee capabilities
• Work with Training team to schedule and deliver individual and team training plans in a regular cadence
• Manage training material and suggest improvements
• Report on training program effectiveness and adjust programs as needed
• Be resourceful to learn and master the complexities of the industry that PitchBook serves
  (specifically: private equity, venture capital, M&A, debt, equity, credit etc.)

• Support the vision and values of the company through role modelling and encouraging desired behaviors

• Participate in various company initiatives and projects as requested

• Produce accurate and timely reporting of program status throughout its life cycle in Asana, the web/mobile application used by the team to organize, track, and manage projects
• Report on observations of the training batch, provide guidance, mentor, and support to enable performance improvement.
• Keep up to date with new technologies in workplace learning.

Qualifications

• Bachelor’s degree is required; an advanced degree is considered a plus.
• 3+ years of professional work experience with 1-2 years of training experience preferred.
• Experience developing training materials in a related field is desirable.
• Superior communication skills – specifically friendly, clear and strong verbal communication
• Passion for people development and training
• Knowledge of facilitation techniques and methods to keep learners engaged
• Strong project management skills with demonstrated ability to manage multiple projects or priorities at once
• Proficiency with the Microsoft Office suite including in-depth knowledge of Outlook, Word and Excel with the ability to pick up new systems and software easily.
• Self-motivated, proactive, independent, and ability to multitask.
• Critical thinking and decision-making
   

Working Conditions
 This role is based in a standard office environment. Trainers are required to work from the office five days a week during training periods, as sessions are conducted in a classroom setting.