Team Lead - Portfolio Services

Job Description: Team Leader, PS Ops

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.

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 RESPONSIBILITIES

• Report to and coordinate with Assistant Manager Operations and collaborate closely with portfolio services stakeholders to manage all analytics work of direct reports
• Provide direction and perspective to direct reports to attain team goals and deliverables
• Demonstrate granular knowledge of the different tools, utilities and processes used by the team to execute and manage process improvement and quality assurance processes
• Demonstrate knowledge of equity and fixed income terms and analytics at a conceptual and application level
• Manage the business queue and perform queue management
• Run effective operations under normal circumstances and within the confines of a BCP
• Set and manage team workload and accountabilities to maximize team productivity and output
• Implement performance metrics to capture specialist’s performance and contributions to overall team success
• Mentor and recognize top performers. Implement action plans for team and individual performance improvement
• Report to and consult team mentor/leader/manager for all work-related questions and concerns
• Work with little instruction on day-to-day work, and achieve results when presented with only general instructions on new assignments
• Conduct periodic Performance Appraisals to facilitate performance management
• Responsible for managing leave requests to respect Business volumes & priorities
• Liaise with all other support functions to ensure smooth operations and minimum interruptions for the working team
• Maintaining discipline during the shifts and ensuring that no inappropriate activities are pursued by any associate while in office
• Responsible to maintain confidentiality of information dealt with
• Manages day to day team workload and build an effective capacity planning with appropriate shift & work week rosters

PREREQUISITES (Eligibility criteria – Skills required)

• University Degree holder - Business Management, Business Administration, Financial Management, Mathematical Finance, Economics or equivalent - and in good standing
• Graduate degree and/or certifications preferred
• Demonstrated strength in analytical and problem-solving skills
• Demonstrated effective coaching skills
• Demonstrated knowledge of portfolio services workflows and research
• Experience with and knowledge of Microsoft Excel, logic/coding an advantage
• Track 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 rollouts
• Experience 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 arrangement
• Strong organizational and interpersonal skills
• Demonstrated ability to work independently and collaboratively
• Good 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, gender, national origin, gender expression, gender orientation, maturity, citizenship, marital status, disability, gender identity, family status or veteran status. FactSet participates in E-Verify.

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