Head of Investment Data Processing & Innovation

About CEPRES

CEPRES is the leading and fastest growing digital investment platform for private capital markets, an institutional asset class which became very relevant in global investment portfolios of sovereign wealth funds, insurances, pension plans and others. This global institutional client base benefits from our award-winning investment solutions for their investment activities while we connect via the CEPRES platform thousands of professionals to the largest private investment network worldwide.

CEPRES GmbH / Corp is headquartered in Munich and New York, with additional offices in Denver, Chicago, London, Heidelberg, Singapore and several locations in the Middle East. Our team is incredibly diverse with over 20 nationalities globally. We value smart and innovative people who also work effectively in a team environment and who are global players.

About the role

As Head of Investment Data Processing & Innovation, you will be the operational leader responsible for reinventing and running the CEPRES Datanetwork, including CEPRES’s core investment data onboarding and processing operations. Your mission: transform legacy, manual data extraction processes into efficient, AI-driven workflows—while ensuring business continuity, team engagement, and client satisfaction. You will work closely with our large, experienced Product team, which is responsible for building the AI-based workflows that will power the next generation of CEPRES’s data platform. Your role is hands-on and operational: you will analyze, design, and implement new processes, directly manage a team of up to 100 data extraction specialists, and lead the transition to automation. The focus of our search will be to comply with the operational, hands-on nature of the role, the responsibility for managing a large team, and the importance of close collaboration with the Product team building the AI workflows. The focus is on process reinvention and leadership through change.

Key responsibilities

• Operational Leadership & Process Innovation
  • Take full ownership of day-to-day data onboarding and processing operations.
  • Analyze, redesign, and implement end-to-end workflows for collecting, verifying, and delivering investment data.
  • Think outside the box: Invent and operationalize new processes that leverage AI and automation, ensuring they are robust, scalable, and aligned with business needs.
  • Establish scalable processes and use tools that ensure accuracy, consistency, completeness, and timeliness across all datasets.
  • Optimize data management processes from end-to-end within the data value flow to increase efficiency and reduce cost.
  • Create a culture of continuous improvement, using KPIs, and automation to optimize workflows and elevate data quality.
  • Drive adoption of documentation, standardization, and best practices across the data analyst function.
  • Ensure full compliance with data governance, privacy, and security frameworks.
• Team Management & Change Leadership
  • Lead and manage CEPRES’s data management teams, including a large team of data analysts responsible for extracting, transforming, validating, and maintaining complex financial data.
  • Manage the transition from manual to automated processes, ensuring team members are engaged, supported, and upskilled where possible.
• Collaboration with Product & Technology
  • Partner closely with the Product team to align operational needs with the development of AI-based workflows.
  • Provide hands-on feedback and requirements to ensure new solutions are practical, effective, and rapidly adopted.
• Client & Stakeholder Engagement
  • Serve as the operational point of contact for large clients during process transformation.
  • Ensure data onboarding and delivery processes meet client expectations and regulatory requirements.

Requirements

• Degree in Business Administration, Computer Science, Data Science, Engineering, or a related field.
• 10+ years of hands-on operational leadership in data processing, process innovation, or analytics, with direct responsibility for large teams.
• Proven experience in process analysis, re-engineering, and automation—ideally in financial services or data-intensive environments.
• Optimally, experience in illiquid asset class data handling and data structures.
• Optimally: consulting background.
• Strong technical understanding of AI/ML solutions for document processing and workflow automation.
• Demonstrated ability to lead large teams through complex change.
• Excellent communication, organizational, and stakeholder management skills.

Preferred

• Experience managing transitions from manual to automated data operations.
• Familiarity with Intelligent Document Processing platforms and cloud-based AI/ML services.
• Nice to have: Certifications in process improvement (e.g., Lean Six Sigma) or cloud platforms (AWS, Azure, GCP).
• Prior experience in a FinTech, B2B SaaS, or institutional investment context.

Benefits

• Career Path in Private Equity: Step into one of the most in-demand and exciting industries in finance today. With us, you'll experience unparalleled opportunities for career growth and promotions, receive regular feedback, and benefit from mentorship provided by an international team of passionate experts. Be part of a unique growth story and take on an exciting, challenging role in a dynamic global environment.
• Culture That Drives Success: We are powered by core values that foster an entrepreneurial spirit, drive results, and empower ownership. At our company, collaboration and mutual support are at the heart of everything we do. Transparency in company goals ensures you’re always part of the bigger picture.
• Commitment to Our People: We care deeply about our team, offering outstanding benefits and opportunities to thrive in a diverse, inclusive, and international workplace.
• Compensation: Of attractive package that reflects your skills, contributions, and growth potential.

At CEPRES, we're committed to creating an inclusive environment for all. We celebrate diversity and encourage applicants from all backgrounds, experiences, and perspectives to apply.

Key skills/competency

• Data Processing
• Process Innovation
• Operational Leadership
• AI Transformation
• Team Management
• Data Quality
• Workflow Automation
• Financial Services
• Private Capital
• Stakeholder Engagement