Lead, Client Services Operations overseeing projects and team management in financial research and analysis. Engage in quality control, operational governance, and employee development for optimal performance.
Responsibilities
Lead various internal/external projects by gathering project requirements and identify appropriate resource needs and track overall project progress.
Perform extensive research and analysis on company, industry, sectors and economy.
Perform through Quality check on the research and analysis performed by team member and ensure successful delivery of final output.
Highlight any potential challenges to the process and delivery.
Ensure timely follow up on upcoming projects and provide timely updates during live project runs.
Ensure timely updation of Ms dynamics and any other tools, reports, regular updates by self and team members.
Work on the capacity/FTE estimation in coordination with SMs.
Design and develop operational dashboards with real-time/ daily metrics to track & monitor metrics.
Requirements
Qualification: MBA in Finance.
5+ years of operations experience in financial research / analysis and a passion for data.
5+ years of experience in supervising teams, including training team members, reviewing their output and providing constructive feedback.
Extensive experience in navigating and usage of market platforms like S&P Cap IQ, Bloomberg, Pitchbook, Refinitiv etc
Strong Financial knowledge and familiarity with accounting concepts and financial statements.
Excellent communication skills.
Strong decision-making and strategic planning skills
Strong people and project management skills
Strong Stakeholder management skills including peers, operational leadership and project BUs.
Excellent working knowledge on MS Excel, Word, Presentation and Reporting skills.
Benefits
Ensure appropriate governance for your team and adherence to kroll policies.
Employee Experience and Development: Ensure Pulse survey score is 80% and above.
Encourage everyone to have a voice and invite opinion from all, including quieter members of the team.
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