Director, Operations

Role Summary

The Director/Senior Manager, Global Program Lead is a critical leadership role responsible

for the overall operational, commercial, and strategic success of the global delivery engagement

for Preqin. This leader will serve as the single point of accountability for a substantial operation

(~300 FTEs) across two key geographies.

The focus is on driving service excellence, profitability, and acting as a strategic partner to the

client by ensuring process maturity, efficiency, and continuous improvement.

Responsibilities

Strategic & Financial Leadership

• P&L Ownership: Directly manage and be accountable for the Profit & Loss (P&L) of the account. This includes revenue forecasting, diligent cost management, and margin expansion strategies to ensure long-term commercial health.
• Efficiency and Innovation: Proactively identify operational gaps and bottlenecks across the organization. Design, champion, and lead the implementation of high-impact efficiency initiatives (e.g., automation, workflow optimization, technology adoption) to enhance productivity and quality.
• Commercial Growth: Partner closely with Sales Partners to support the client's growth strategy, identify upselling/cross-selling opportunities, and frame solutions that deliver measurable value.

Global Operations & Governance

• Global Delivery Oversight: Direct and unify the operations for approximately ~300 FTEs spread across the two primary delivery locations: India and the Philippines.
• Subject Matter Expertise (SME): Ensure high-quality delivery by leveraging deep understanding and direct experience in alternative assets, private equity, hedge funds, financial data, or specialized financial research.
• Governance & Maturity: Create, implement, and enforce robust organizational governance (policies, quality frameworks, standardized processes, and risk management) to mature the delivery model and standardize service quality across all geographies.
• Risk Mitigation: Ensure operational stability and regulatory compliance within the financial data/research domain.

Client & Stakeholder Management

• Executive Client Relationship: Serve as the primary executive client interface and trusted operational advisor for stakeholders, maintaining a high level of client satisfaction and partnership.
• Internal Alignment: Manage communication and alignment with internal support functions (e.g., HR, Technology, Finance) and senior internal leadership (VP/SVP) to secure resources and align strategic goals.

Qualifications

• Experience Level
  : Minimum years of progressive experience in the BPO/IT-ITES or Financial Services/Data industry, with at least 5-7 years in a Senior Management or Director-level role managing large programs.
• Financial Mandate:
  Direct, verifiable experience owning and managing P&L for a multi-million-dollar program or cost center.
• Industry Expertise (Mandatory):
  Demonstrable professional experience in the Alternative Assets, Private Markets, Financial Data, or Specialized Financial Research sector that aligns directly with the business.
• Global Leadership:
  Proven success in leading and scaling operations across diverse, multi-cultural geographies, specifically with direct oversight in India and the Philippines.
• Operational Transformation:
  A track record of designing and successfully implementing efficiency, operational excellence, or process re-engineering programs across large teams.
• Education: Bachelor's degree require
  d. A Master's degree (MBA or relevant Finance/Data certification, e.g., CFA, PMP, Lean Six Sigma) is strongly preferred.

Required Skills

• Strong leadership and management skills.
• Excellent communication and interpersonal abilities.
• Proficiency in financial analysis and P&L management.
• Experience with operational efficiency initiatives.

Preferred Skills

• Experience in the alternative assets or financial data sectors.
• Familiarity with technology adoption in operational processes.
• Advanced certifications in finance or project management.

This role is a hybrid setup, candidates must be okay working in Paranaque and BGC.