Team Lead – Private Equity Account

5 days ago

Bonifacio Global City Metro Manila, Philippines SPi Global (now Straive) Full time ₱144,000 - ₱600,000 per year

We are looking for a Team Lead to manage day-to-day operations for our Private Equity account, leading a team of Fund Administrators and Investor Analysts. The role is focused on people management, performance monitoring, and ensuring smooth delivery of operational requirements for the account.

Key Responsibilities:

  • Manage a team of Fund Administrators and Investor Analysts, ensuring effective workload distribution and adherence to targets.
  • Provide coaching, mentoring, and performance feedback to drive individual and team development.
  • Monitor daily operations to ensure accuracy, timeliness, and compliance with account requirements.
  • Handle escalations and provide guidance on complex tasks and client-related concerns.
  • Conduct regular team huddles and one-on-one sessions to align on priorities, address challenges, and reinforce account standards.
  • Track team performance against SLAs, KPIs, and client expectations; prepare and present regular updates to management.
  • Collaborate with internal support teams (Quality, Training, HR, and Operations) to maintain service excellence and continuous improvement.
  • Support recruitment, training, and onboarding of new hires within the team.
  • Identify opportunities for process improvements to enhance efficiency and service delivery.

Qualifications:

  • Bachelor's degree in Business, Finance, Accounting, or a related field preferred.
  • At least 1–3 years of leadership experience in operations, preferably within Private Equity, Financial Services, or BPO.
  • Strong people management skills with proven experience in coaching, mentoring, and developing teams.
  • Excellent communication and stakeholder management abilities.
  • Strong organizational and problem-solving skills; ability to make sound decisions in a fast-paced environment.
  • Flexible and adaptable to shifting priorities and client requirements.

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