Team Lead
3 days ago
What You'll Do:
- 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 & 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 & work week rosters
What We Are Looking For:
- University Degree holder - Business Management, Business Administration, Financial Management, Mathematical Finance, Economics or equivalent - and in good standing
- Graduate degree and/or certifications preferred
- Demonstrated strength in analytical and problem-solving skills
- Demonstrated effective coaching skills
- Demonstrated knowledge of portfolio services workflows and research
- Experience with and knowledge of Microsoft Excel, logic/coding an advantage
- Experience with Financial Services
- Track record in effectively managing individuals and teams with a minimum of eight direct reports.
- Operational experience in dealing with queue management, performance improvement, coaching for correction, PIP rollouts
- Experience in and/or willingness to work under rotational work shifts, including being assigned alternatively between a Monday to Friday or Tuesday-Saturday work schedule.
- Agreeable to a Mon and Fri WFH and Tuesday-Thursday-Friday RTO hybrid arrangement
- Strong organizational and interpersonal skills
- Demonstrated ability to work independently and collaboratively
- Good command of the English language – written and oral
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