Team Leader , Operations

FactSet combines hundreds of databases into a single, powerful information system. It is a one-stop source for financial information and analytics for business analysts, portfolio managers, investment bankers / management firms and other financial professionals to analyze companies, portfolios, markets & economies. FactSet was formed in 1978 and operates out of 64 locations worldwide. FactSet with over $1.3 billion in annual revenues, is headquartered in Norwalk, Connecticut and employs nearly 9800 people worldwide. Our operations extend within North America as well as Europe and the Pacific Rim. Since 1996, the Company has been publicly traded on the New York Stock Exchange under the symbol FDS.

FactSet Fundamentals Team collects financial statements of Public and Private (US only) companies across the continent. The team sources the company filings from various sources like stock exchanges, company websites, and regulatory body & third-party vendors. We extract & analyze the data from financial statements like Balance Sheet, Income Statement & Cash Flow Statement of the company. The team also collects the textual data like Business Activities, Officers, Shareholders, industry classification, etc.

The Team Leader provides guidance and direction to the team to ensure timeliness, accuracy, and completeness of collected data. This function is responsible for administrative work including attendance, discipline, and performance management, acts as a back-up during the absence of the Assistant Manager, and fills-in for other Team Leaders where required. The Team Leader identifies process and tool enhancement initiatives, liaises with the technology team for development, and takes the lead in the implementation of any projects. For Content Collection, the Team Leader handles a group of up to 20 members.

JOB RESPONSIBILITIES

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 in order to respect Earning Season calendar

Liaise with all other support functions to ensure smooth operations and minimum interruptions for the working team

Maintain discipline during the shifts and ensure that no inappropriate activities are pursued by any associate while in the office

Responsible to maintain confidentiality of information dealt with

Manage day-to-day team workload

Assign work to agents and facilitate clearance of bins by end of day

Responsible for organizing, designing, structuring, and developing teams for researching and subsequent processing of Financial / Business Intelligence information

Conduct weekly team meetings to discuss updates, statistics, and other information

Implement action plans for team and individual performance improvement

Conduct monthly grievance and feedback sessions with the team

Maintain the SOP's with the Process updates

Monitor production rate periodically and take appropriate action

Assign agents on projects, decision based on agent performance and knowledge attributes

JOB REQUIREMENTS

Ability to implement processes effectively

Good numerical ability and accurate reporting

Any Graduate, PG

Good communication skills for leading the teams and to align teams with client deliverables

Minimum of 5-6 years of work experience, with at least 1 year in supervising people

Should have conducted 1 appraisal cycle for his/her team

Minimum span of team managed currently should be 8

Excellent written skills ability to prepare reports

Willingness to work in U.S. shifts

Thorough knowledge of M S Office Excel, PowerPoint & Word

6 Sigma background (Green Belt, Yellow Belt, LEAN, etc.) is preferable.

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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