Team Lead - Portfolio Services

Overview

FactSet Quezon City, National Capital Region, Philippines

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FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions.

At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients’ needs and exceeding their expectations.

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.

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 and 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 and work week rosters

Prerequisites (Eligibility Criteria – Skills Required)

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.

Returning from a 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.

Company Overview

FactSet (NYSE : FDS | NASDAQ : FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner. Learn more at and follow us on X and LinkedIn.

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