Team Lead - Portfolio Services

FactSet

Not specified; not specified; not specified
Hybrid
Minimum eight direct reports experience
Equity and fixed income analytics knowledge
Queue management and capacity planning
The role involves managing a team of at least eight direct reports to ensure accurate nightly processing of portfolio and security level returns

Job Summary

  • The role involves managing a team of at least eight direct reports to ensure accurate nightly processing of portfolio and security level returns.
  • Candidates must demonstrate granular knowledge of equity and fixed income terms while coordinating with stakeholders to maintain data quality assurance.
  • FactSet offers a hybrid work arrangement allowing remote work on Mondays and Fridays with required office presence Tuesday through Thursday.

Matching Summary

The role involves managing a team of at least eight direct reports to ensure accurate nightly processing of portfolio and security level returns.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Minimum eight direct reports experience
  • Equity and fixed income analytics knowledge
  • Queue management and capacity planning
  • Performance improvement and PIP rollouts
  • Rotational shift work availability

Nice-to-have

  • Logic or coding skills with Microsoft Excel
  • Graduate degree in relevant field
  • Strong analytical and problem-solving abilities
  • Experience with process improvement initiatives
  • Curiosity for anticipating client needs

Key Requirements

  • University Degree in Business Management, Finance, Economics, or equivalent
  • Minimum eight years of team management experience
  • Operational experience with queue management and performance metrics
  • Willingness to work rotational shifts including weekends

Work Rights

Not specified

Tailored Resume

Cover Letter