Document collection Operations Analyst

4 weeks ago


Pune, Maharashtra, India Input Zero Technologies Full time
What You'll Do

● Manage the Document Collection pipeline for Addepar clients, which includes

but is not limited to:

o Accessing various Fund Admin and GP portals and retrieving all relevant

documents needing to be processed.

o Ensuring that the documents are uploaded to the correct Addepar client.

o Engaging clients, GPs, or Fund Admins if a portal connection fails.

o Help maintain Document Collection workflow procedures and play-books.

● Partner with Product and Engineering to implement new processes and tooling

features that improve Document Collection UX and increase operational

workflow efficiency.

Who You Are

● Minimum 1+ years of work experience in the financial advisory, FinTech, or

banking industries.

● Outstanding communication and interpersonal skills with excellent attention to

detail.

● Ability to think critically and effectively balance multiple projects and processes

simultaneously.

● Track record of demonstrating self-motivation to take on responsibility, a strong

team-player mentality, and passion for delivering client-centric outcomes.

● Proactive and diligent in documenting team processes and finding opportunities

to improve team workflows.● Highly self-motivated to take on responsibility, forward thinking and pragmatic,

and possess a collaborative team-player mentality.

● Familiarity with using Salesforce, Jira, Google Suite, and Microsoft Excel

preferable.

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