Operations Team Lead

About the Company

Eton Solutions is an ERP software product (AtlasFive® and EtonAI™) and services company founded to handle the complexities of servicing Single Family Offices, Multi Family Offices, Wealth Owners, RIAs, Business Managers, Private Equity, Real Estate and Fund of Fund Firms globally. Eton Solutions flagship product, AtlasFive®, is a fully integrated, secure cloud-native AI-driven software, that holistically aggregates and manages all your liquid and alternative investment assets and data, reporting and workflow processes.

For More details visit: https://eton-solutions.com/

Team Lead

Job Description:

People management:

• Responsible for volume management & allocation of tasks
• Analysis of team’s performance & reporting to manager based on every individual’s performance
• Taking up new initiatives & projects
• Appreciate & encourage top performers to perform objectively
• Provide review & approval of daily tasks performed by analysts
• Assisting people from other teams on operations related queries
• Conducting training sessions for new joiners
• Monitoring and assisting with the quality of the work done by the team
• Manage workforce in case of emergency leaves & backup planning
• Coaching team members on effective time management

Process management:

• Perform Data Aggregation, Transactions Processing, Accounting, Data Management, and Compliance Reporting
• Processing bills pay initiation & review bill pay performed by analysts
• Overlooking data feeds across the whole organization
• Preparation of LOAs
• Managing DMS (Document Management Stream) across all clients & resource planning

Client management:

• Getting in touch with external aggregators to make sure all the feeds have been received
• Lead Daily / Weekly Operational meeting with clients
• Handling ad hoc queries by the client & raising Jira tickets along with following up on the same
• Serve as the first point of escalation for client queries, issue resolution
• Provide monthly reports to the client (Cash Balance & Cash in out reports)
• Quality management
• Responsible for meeting Service Level Agreement as agreed in the Statement of Works
• Ensuring achievement of production and quality targets

Reporting:

• Making sure all the reports are sent on or before time
• Checking production log of a team member on a weekly basis & allocating work as per the load
• Constantly focused on creative thinking & reporting issues in the product for a client to work smoothly on the product

Additional Job responsibilities:

• Establish strong break identification and resolution mechanisms before final review stages
• Own investment report accuracy at team level, ensuring all outputs meet quality benchmarks
• Monitor and drive client commitment adherence, including timelines, SLAs, and deliverable quality
• Oversee team execution of daily cash and portfolio movement analysis, ensuring consistency and completeness
• Review and validate large transaction analysis and rationale documentation prepared by the team
• Supervise tax accounting module setups, ensuring compliance with jurisdictional requirements and internal standards

The outcome will be measured by: C-sat, Attrition, E-sat, and Employee growth.

Position requirement:

• *2 yrs experience in a similar role and overall, *5 yrs and above experience in the industry
• Bachelor’s degree in commerce or MBA in Finance or CMA /CA/CPA
• CFA Foundation is preferred

NISM Courses as specified

• Securities Operations and Risk Management Exam & Certification Program | NISM
• Equity Derivatives Exam & Certification Program | NISM
• Common Derivatives Exam & Certification Program | NISM
• Alternative Investment Fund Managers Exam & Certification Program | NISM

• Enthusiastic team player who enjoys both tactical and hands-on work
• Strong interpersonal, communication, and coaching skills and the ability to work effectively with employees of all levels
• Hands-on experience in reporting, metrics, and presentation of data
• Conduct team meetings, training/coaching
• Display a high standard of integrity and work ethics.

Please share your resumes with [email protected]