Team Lead/Sr Team Lead

Incedo is a US-based consulting, data science and technology services firm with over 2,500 people helping clients from our six offices across US and India. We help our clients achieve competitive advantage through end-to-end digital transformation. Our uniqueness lies in bringing together strong engineering, data science, and design capabilities coupled with deep domain understanding. We combine services and products to maximize business impact for our clients in telecom, financial services, product engineering and life science & healthcare industries.

Working at Incedo will provide you an opportunity to work with industry leading client organizations, deep technology and domain experts, and global teams. Incedo University, our learning platform, provides ample learning opportunities starting with a structured onboarding program and carrying throughout various stages of your career. A variety of fun activities is also an integral part of our friendly work environment. Our flexible career paths allow you to grow into a program manager, a technical architect or a domain expert based on your skills and interests.

Job Title: Team Lead

Job Summary:

We are looking for an experienced and motivated Team Lead to oversee daily trade support functions and manage a team responsible for post-trade processing across multiple asset classes. This leadership role involves ensuring operational efficiency, minimizing risk, and maintaining strong relationships with internal stakeholders and external counterparties.

Key Responsibilities:

- Should possess diverse knowledge into the investment banking domain.

- Should have been part of operations management in the areas of Investment Banking (Account Operations/Maintenance, and Wealth Management etc.

- Manage customer onboarding / account opening project for a US based firm

- Engage with customer to drive process transition. Contribute and actively manage transition scoping, documentation, KPI adherence etc.

- Devise training plan for new associates and drive it to ensure optimal skilling of resources per process needs

- Manage team of associates and senior associates effectively to ensure timely and accurate delivery

- Regular connect with onshore stakeholders for process updates, discuss teams performance and seek regular feedback

- Conduct secondary reviews to check for the work done by the team

- Primary contact for expertise on process standard operating procedures.

- Initiate and coordinate client outreach for fetching client documentations and any additional information

- Able to identify red flags and judge the need for escalation

- Able to meet volume and quality check targets to meet service level agreements without compromising on quality

- Identify, recommend and implement process efficiencies

Required Qualifications:

• Bachelors/master's degree in finance, Business, Economics, or related field.
• 7- 9 years of experience in Accounts Ops within Investment Banking or Capital Markets.
• Proven leadership experience, with a track record of managing teams in a high-pressure environment.
• Excellent problem-solving, communication, and stakeholder management skills.
• High attention to detail and a proactive, solution-oriented mind-set.

We offer:

1. Chance to join a truly growth-embracing culture, which will commit to helping you grow personally and professionally.

2. An opportunity to work as part of a dynamic, ambitious and international team in an informal and pleasant working environment.

Regards,

Incedo HR Team