Team Leader - FFR

ABOUT FACTSET:

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.

PROCESS BRIEF:

FactSet Fundamentals Team 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.

JOB RESPONSIBILITIES:

Operations Management: 

• Responsible for ensuring that his/her team provides accurate and reliable content/financial and/or quantitative financial and non-financial market data to internal database and/or external clients based on various data sources, financial reports and resources. 

• Incumbent may handle multiple collection or quality processes and/or markets.

• Ensures timeliness, accuracy and completeness of the coverage of their teams' collection and drive actions to continuously improve the same. 

• Timely, accurate, complete collection and update of data 

People Management:  

• Manage performance evaluation metrics and formulate, execute, monitor and assess motivation plans for enhanced employee morale and appropriate rewards systems. 

• Build strong connection with team members, act as a mentor, motivate the team and lead by example. 

• Improved motivation and continuous development of the core competencies of the team members resulting to better employee satisfaction and retention

Process Improvement Projects:

• Identifies improvement projects/tool enhancement initiatives, new sources, and liaises with Content Development for development and implementation.

• Observes the values and principles around Business Enterprise Agility and Digital Transformation in handling projects and process improvement initiatives. 

• Continuous improvements in the process/database by following the Agile and Digital Transformation principles, which will lead to client satisfaction 

Stakeholder Management:

• Works with Senior management and respective stakeholders to build plans and improvement strategies for greater output. 

• Smooth execution of operational plans and business strategies

• Workload Management:

• Prepares capacity planning, manages shifts and workload distribution. Drives goals through cross-production, shift and overtime requirement. 

• Efficiently managing resources for productive results that contributes to timely delivery of data to clients. 

Workforce/Resource Management:

• Hires appropriate candidates to fulfill resources requirement 

• New resource hiring for timely production delivery 

• Knowledge Management:

• Serves as escalation point for complex data quality-related queries, production and technical issues. 

• Conducts spot check / detailed reviews of market coverage by Collection Analysts and provide qualitative feedback. 

• Improved collection efficiency and data quality standards 

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.

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