Alternative Data Management, Servicing Team Lead - Assistant Vice President
$85,000–$125,000 year
Hybrid · Stamford, Connecticut, United States
Job Summary
Lead ADM servicing operations for iCapital as a Senior-level AVP, overseeing end-to-end document and data processing, capital activity, financial reporting and investor servicing. Drive operational excellence, advance STP initiatives, and implement quality-control frameworks while coordinating across Operations, Data Solutions, and Product teams. Manage and develop a team of analysts, set priorities, coach performance, and serve as escalation point for complex servicing and data issues. Oversee end-to-end processing including capital activity, NAVs, investor reporting, document ingestion/classification, and data extraction; validate outputs for client delivery; promote automation to reduce manual touches; partner with Data Solutions and Product to enhance AI/ML-driven workflows; monitor KPIs and ensure adherence to policies and data governance; support onboarding of new funds/accounts and collaborate with stakeholders on platform enhancements; develop procedures, knowledge articles, and training materials; standardize workflows for scalability; support data conversions and new product rollouts.
Required Qualifications
- 7+ years of experience in financial services, with a focus on alternative investments operations or fund administration
- 5+ years of people management experience, including coaching, performance management, and team development
- Strong knowledge of alternative investment structures and servicing workflows (i.e. capital activity, NAVs, investor reporting)
- Experience with document and data processing workflows, including exposure to automation and STP initiatives
- Proven ability to design and improve operational processes, controls, and KPIs
- Strong analytical and problem-solving skills and able to manage complex data scenarios
- Excellent organizational skills with high attention to detail and accuracy
- Strong communication skills with ability to engage cross-functional stakeholders
- Advanced proficiency in Excel; experience with data tools or automation frameworks is preferred
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