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
· Strong 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.
