Team Lead – Financial Research

Job Summary

We are seeking an experienced Team Lead to manage and drive service delivery for financial research processes. The role involves leading a team of analysts, ensuring high-quality client deliverables, and continuously improving processes. The ideal candidate will have strong domain knowledge, client-handling skills, and proven people management experience.

Key Responsibilities

• Understanding and analyzing SEC documents and regulatory filings.

• Building and maintaining financial models for credit assessment and tear sheet development.

• Performing financial spreading for technical analysis and modelling purposes.

• Collecting relevant information from company filings and external sources to maintain industry/sector databases.

• Analyzing quarterly earnings and preparing structured earnings snapshots.

• Running and delivering custom data requests for internal and cli...