Job Overview:

The Associate Team Leader / Team Leader will lead the Document Sourcing function, ensuring timely, accurate, and complete sourcing and management of financial documents throughout the security lifecycle. The role involves managing a team of analysts, coordinating with global stakeholders, ensuring document quality and coverage, meeting SLAs, and driving operational excellence. The ideal candidate will have strong Fixed Income domain expertise, proven people leadership skills, and the ability to manage stakeholder requirements end-to-end while aligning team performance with the organization’s quality and delivery standards.

Key Responsibilities:
- Assist in managing and developing a team of analysts through transparent direction, SMART goals, and optimal resource allocation
- Act as the primary point of contact for team members
- Conduct regular coaching, training, performance reviews, and career development discussions
- Monitor staffing, shift coverage, leave approvals, and team engagement
- Motivate, reward, and maintain high team morale
- Ensure accuracy, timeliness,



and completeness of Fixed Income documents
- Track and report daily, monthly, and quarterly operational KPIs
- Monitor production and quality metrics and drive continuous improvement
- Maintain and update SOPs, workflows, and documentation
- Support onboarding of new vendors, feeds, and data sources
- Ensure timely and accurate responses to stakeholder queries
- Build strong stakeholder relationships by understanding specific requirements
- Act as an SME for Fixed Income documents for both stakeholders and internal teams
- Collaborate with New Issuance, Reference Data, Coverage, Technology, and Operations teams
- Identify bottlenecks and partner with technology teams to remove roadblocks
- Drive process improvements using Lean Six Sigma methodologies
- Oversee end-to-end document sourcing, validation, processing, and delivery across the security lifecycle
- Conduct team huddles and communic

📌 Associate Team Leader (Vellore)
🏢 FactEntry
📍 Vellore