Associate Team Leader or Team Leader
5 days ago
Position: Associate Team Leader / Team Leader
Team: Reference Data – New Issuance
Location: Vellore, Tamil Nadu [5 days WFO]
Job Overview:
The Associate Team Leader / Team Leader will oversee day-to-day operations of the Reference Data – New Issuance team supporting Fixed Income products. The role involves managing researchers, coordinating with global stakeholders, ensuring data quality, meeting SLAs, and driving operational excellence. The ideal candidate will have strong Fixed Income domain expertise, proven people leadership skills, and the ability to manage client requirements end-to-end while aligning team performance with FactEntry's quality and delivery standards.
Key Responsibilities:
- Assist in managing and developing a team of 10+ analysts through clear direction, SMART goals, and optimal resource allocation
- Act as the primary point of contact for team members
- Conduct regular coaching, training, performance reviews, and career development discussions
- Monitor staffing, shift coverage, leave approvals, and team engagement
- Motivate, reward, and maintain high team morale
- Ensure accuracy, timeliness, and completeness of Fixed Income reference data
- Track and report daily, monthly, and quarterly operational KPIs
- Monitor production and quality metrics and drive continuous improvement
- Maintain and update SOPs, workflows, and documentation
- Support onboarding of new vendors, feeds, and data sources
- Ensure timely and accurate responses to client queries
- Build strong client relationships by understanding client-specific requirements
- Act as an SME for Fixed Income products for both clients and internal teams
- Collaborate with global, product, technology, and operations teams
- Identify bottlenecks and partner with technology teams to remove roadblocks
- Drive process improvements using Lean Six Sigma methodologies
- Prepare tech requirements, test cases, and conduct UAT
- Conduct team huddles and communicate updates, changes, and issues
- Provide floor support and resolve real-time operational queries
- Monitor daily production, quality, and engagement levels
- Coordinate shifts and staffing based on workload
- Conduct weekly check-ins with team members
- Support operational and technology initiatives
Key Qualifications:
- Bachelor's or Master's degree in Finance/Business
- Professional qualifications (CA, ICWA, CFA – ongoing or completed) preferred
- 5+ years of experience in the Fixed Income domain
- Strong knowledge of Fixed Income securities
- Proven people and project management experience
- Experience leading teams of 10+ members preferred
- Willingness to work flexible shifts and attend early/late client calls
Key Skills:
- Fixed Income domain expertise
- Strong communication (written & verbal)
- Advanced Excel, PowerPoint and other MS Office tools
- SQL, Power BI, Python (preferred)
- High attention to detail and accuracy
- Strong leadership, collaboration, and problem-solving skills
Core Competencies:
- Analytical & detail-oriented
- Methodical problem-solving
- Strong organization and follow-up
- Self-motivated and goal-oriented
- Integrity and accountability
- Ability to motivate and develop teams
We are committed to building an inclusive and diverse workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, age, marital status, disability, veteran status, nationality, or any other characteristic protected by applicable laws.
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