Platform Implementation Lead

About the Role:

We are looking for a seasoned, strategic, and hands-on leader to join our implementation team as an Associate Director. In this role, you will lead complex, high-impact platform implementation efforts across the client’s private markets portfolio monitoring and valuation platform. This is a cross-functional leadership role, requiring deep expertise in project delivery, stakeholder management, and domain knowledge of private markets.

Location: Mumbai (on-site)

Key Responsibilities:

• Lead complex, enterprise-grade implementation of financial platforms across the firm, serving as the primary point of accountability
• Independently manage the full lifecycle of implementations, from project planning to execution and closure
• Operate as Subject Matter Expert, guiding internal teams through nuanced technical, data, and financial requirements.
• Drive user education efforts to ensure platforms are used effectively and consistently, by developing interactive onboarding, diverse learning content, live training sessions, etc.

• Develop and own best practices, frameworks, and toolkits for the implementation lifecycle; continuously optimize to improve speed, quality, and internal client satisfaction.
• Make sure data privacy, security protocols, and regulatory standards are met.

• Partner with vendors to drive optimal platform setup and usage, while being aligned with delivery standards, methodologies, and quality expectations.

Requirements:

• Bachelor’s or advanced degree with a minimum of 7 years of experience in professional services, implementation, or consulting within financial services, private equity, fintech, or related industries.

• Demonstrated expertise in independently managing complex, global implementation projects (technology/platforms implementation) with multiple internal and external stakeholders.

• Deep understanding of the Private Market environment (Private Equity and Private Credit), including valuation methodologies, fund operations, and portfolio reporting.

• Experience with 73 Strings platform is mandatory

• Experience in developing and managing an ecosystem of external partners or subcontractors.

• Proven leadership and team development skills, with experience mentoring and scaling a team of implementation professionals.

• Experience with enterprise data integration (e.g., APIs, SFTP, data lakes) and working knowledge of SQL is advantageous.

• Proficiency in Microsoft Office Suite (PowerPoint, Excel), project management tools (e.g., Jira, Asana), and visualization platforms like Power BI.
• Strong written, verbal, and collaboration skills.