Team Lead private equity

You are a critical part of Private Client Resources (PCR), a fast-growing global FinTech company dedicated to revolutionizing how wealthy families and their advisors manage financial assets and decisions. PCR offers a secure, efficient, and scalable technology platform that consolidates and shares data from numerous financial institutions worldwide. Trusted by over 250 firms spanning the wealth management sector, including top private banks, advisors, families, and wealth-tech firms. Your role as a Statement Automation Tech at PCR involves utilizing advanced digital technologies like Robotic Process Automation (RPA), Optical Character Recognition (OCR), and workflow tools to convert unstructured investment statement content into standardized digital data seamlessly. Your primary mission is to achieve the highest level of straight-through processing efficiency with minimal human intervention. To accomplish your mission, you will work with tools such as Document Extraction and OCR technologies, RPA technologies, proprietary workflow tools, and telemetry and log analysis tools. Your daily activities will include planning and strategizing, developing new automation formats, remediating existing automation issues, reviewing service tickets, and collaborating with team members for continuous learning and improvement. You will be part of the Alternative Operations Team at PCR, a growing team comprising 17 members. Your responsibilities will involve mastering the configuration of RPA and OCR technologies, monitoring workflow systems, managing workbooks for new relationships and integrations, ensuring high data accuracy, and assisting team members with workload and projects. To succeed in this role, you must demonstrate skills such as comfort in high-volume environments, self-driven automation mindset, adaptability to new processes, attention to detail, and strong teamwork abilities. Valuable experience includes 6-7 years in alternative investment operations, MBA in finance, proficiency in tools like uiPath, Xceptor, JIRA, and prior exposure to Private Equity and Hedge Fund sectors. PCR offers opportunities for career advancement, both on technical tracks introducing new technologies and operational roles with client-facing responsibilities and supervisory positions. You will be required to work in the office from Monday to Friday, with shift timings from 12.00 pm to 9.00 pm. Choosing to join PCR means becoming part of a culture that values self-starters, continuous learners, contributors, and creators. The company is committed to fostering an inclusive environment where personal and professional growth is encouraged. PCR provides competitive compensation, benefits, training, advancement opportunities, flexibility, work-life balance, and a safe workplace. As an Equal Opportunity Employer, PCR prohibits all forms of discrimination and harassment, promoting diversity, innovation, and collaboration among employees, clients, partners, and stakeholders.,