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 clear 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 communicate updates, changes, and issues

Provide floor support and resolve real-time operational queries

Monitor daily production, quality, and engagement levels

Coordinate shifts and staffing based on workload

Conduct weekly check-ins with team members

Ensure accurate document mapping to the relevant ISIN, issuer, and instrument, and proactively address missing or unavailable documents

Key Qualifications:

Bachelor s or Master s degree in Finance/Business

5+ years of experience in Financial Services, Fixed Income, or Document Operations

Strong knowledge of Fixed Income securities and bond documentation

Proven people and project management experience

Experience leading teams of 10+ members preferred

Willingness to work flexible shifts and attend early/late stakeholder calls

Key Skills:

Fixed Income domain expertise

Strong communication (written & verbal)

Advanced Excel, PowerPoint and other MS Office tools

SQL, Power BI, Python (preferred)

High attention to detail and accuracy

Strong leadership, collaboration, and problem-solving skills

Core Competencies:

Analytical & detail-oriented

Methodical problem-solving

Solid organization and follow-up

Self-motivated and goal-oriented

Integrity and accountability

Ability to motivate and develop teams

We welcome applications from people of all backgrounds and are committed to fair, inclusive hiring. Every qualified candidate is considered on merit, regardless of race, gender, age, disability, or any other characteristic protected by law.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Associate Team Leader / Team Leader (Madurai)
🏢 Factentry Data Solutions
📍 Madurai