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 ReimagineTeam 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 statement like Balance Sheet, Income Statement & Cash flow statement of the company. The team also collects the textual data like Business Activities, Officers, Shareholder, 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
• 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
• 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 session with team
• Maintain the SOP's with the Process updates
• Monitor production rate periodically and take appropriate action
• Assigns agents on project, decision based on agent performance and knowledge attributes

JOB REQUIREMENTS

Must have Fundamentals Knowledge and familiar with financial documents

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.

Returning from break

We are here to support you! If you have taken time out of the workforce and are looking to return, we encourage you to apply and chat with our recruiters about our available support to help you relaunch your career

Skills Required

Leadership, Microsoft Office, Performance Management, Communication Skills