JOB DESCRIPTION: Team LeadABOUT FACTSET

                                                          

FactSet is a leader in providing research and analytical tools to finance professionals. FactSet offers instant access to accurate financial data and analytics around the world. FactSet clients combine hundreds of databases from industry-leading suppliers into a single powerful information system.

PROCESS BRIEF

Portfolio Services is an integrated suite of client services that ensures consistent, accurate and timely nightly processing of portfolio and security level returns and analytics. The Portfolio Services Reconciliation Team conducts daily analytics research on client portfolios.  We address security analytics issues.  The team closely supports and coordinates with other Portfolio Services stakeholders to ensure clients’ analytics data are quality assured in real-time, and to address questionable inputs or settings in their holdings.

JOB RESPONSIBILITIESReport to and coordinate with Assistant Manager Operations and collaborate closely with portfolio services stakeholders to manage all analytics work of direct reportsProvide direction and perspective to direct reports to attain team goals and deliverablesDemonstrate granular knowledge of the different tools, utilities and processes used by the team to execute and manage process improvement and quality assurance processesDemonstrate knowledge of equity and fixed income terms and analytics at a conceptual and application levelManage the business queue and perform queue managementRun effective operations under normal circumstances and within the confines of a BCPSet and manage team workload and accountabilities to maximize team productivity and outputImplement performance metrics to capture specialist’s performance and contributions to overall team successMentor and recognize top performers. Implement action plans for team and individual performance improvementReport to and consult team mentor/leader/manager for all work-related questions and concernsWork with little instruction on day-to-day work, and achieve results when presented with only general instructions on new assignmentsConduct periodic Performance Appraisals to facilitate performance managementResponsible for managing leave requests to respect Business volumes & prioritiesLiaise with all other support functions to ensure smooth operations and minimum interruptions for the working teamMaintaining discipline during the shifts and ensuring that no inappropriate activities are pursued by any associate while in officeResponsible to maintain confidentiality of information dealt withManages day to day team workload and build an effective capacity planning with appropriate shift & work week rosters

SKILLS REQUIRED

University Degree holder - Business Management, Business Administration, Financial Management, Mathematical Finance, Economics or equivalent - and in good standingGraduate degree and/or certifications preferredDemonstrated strength in analytical and problem-solving skillsDemonstrated effective coaching skillsDemonstrated knowledge of portfolio services workflows and researchExperience with and knowledge of Microsoft Excel, logic/coding an advantageTrack record in effectively managing individuals and teams with a minimum of eight direct reports.Operational experience in dealing with queue management, performance improvement, coaching for correction, PIP rolloutsExperience in and/or willingness to work under rotational work shifts, including being assigned alternatively between a Monday to Friday or Tuesday-Saturday work schedule.Agreeable to a Mon and Fri WFH and Tuesday-Thursday-Friday RTO hybrid arrangementStrong organizational and interpersonal skillsDemonstrated ability to work independently and collaborativelyGood command of the English language – written and oral

At FactSet, we celebrate diversity of thought, experience, and perspective. We are committed to disrupting bias and a transparent hiring process. All qualified applicants will be considered for employment regardless of race, color, ancestry, ethnicity, religion, sex, national origin, gender expression, sexual orientation, age, citizenship, marital status, disability, gender identity, family status or veteran status. FactSet participates in E-Verify.

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