Associate Team Leader

MorningStar

5 - 10 years

Mumbai

Posted: 21/06/2025

Job Description

General Job Responsibilities:

  • Assist in managing and developing a team of 10+ data analysts by providing clear direction, establishing SMART goals, and optimizing resource allocation.
  • Creating, maintaining, and improving data collection and processing methodology
  • Primarily responsible for team productivity and quality as per SLA to deliver clients
  • Ensure appropriate methods and techniques to improve and maintain the highest quality standards in the data collected by the team.
  • Acts as the main point of contact for his or her entire team for all questions, comments, and concerns.
  • Monitors metrics dashboards and ensures consistent usage of the tools. 
  • Tracks, measures, and reports on agreed daily, monthly, and quarterly metrics to all stakeholders.
  • Ensures entire team has the tools and resources needed to meet their goals. 
  • Capable of converting business need into tech specs and direct tech team to develop or improve tools and techniques.
  • Identifies areas for improvement across the team and proactively takes steps to improve upon these weaknesses by offering ideas, provides coaching and training to team members as appropriate and according to the specific needs of the individual and the group.
  • Sets goals and priorities for the team members and researchers in consultation with the Manager & Senior Manager/Director and ensures performance standards are consistently met or exceeded.
  • Effectively motivates and rewards the team insuring good overall morale. Emphasize on employee engagement and psychological safety within team.
    • Conducts performance reviews of each team member and explains/sets career development paths and opportunities for team members.
    • Should inculcate the first-time right concept within the team members.
    • Providing timely resolution of complex Data Collection and Client queries
    • Actively participating and contributing to Automation/Process simplification efforts in Data Collection
    • Develop and maintain JIRA dashboards to track and analyze Operation and Client Queries

Daily Job Responsibilities/Deliverables

  • Workflow management and assignment of tasks as per process priorities.
  • Production and Quality management
  • Resources allocation to the tasks; assure team members engagement and psychological safety.
  • Must be excellent in business communications and negotiations.
  • Conduct team huddles, meetings, Check-in to assure issues resolution on time.
  • Communicate any questions, issues or recommendations with regards to process, workflow, technology, methodology, team morale etc. all stakeholders. 
  • Provide floor support by answering questions, solving issues that come up throughout the day and observing the dynamics of the team. 
  • Stakeholder management and Team Leave management to see no impact on BAU and SLAs.
  • Accept/reject leave requests.
  • Arrange for job shifts based on daily staffing requirements.
  • Ensure adequate engagement levels of the staff to drive business results

Competencies

  • Delegation and decision-making
  • Excellent Organization Skills (Email, Task Management, Follow-up)
  • Automation and Quality mindset.
  • Self-Motivated; Ability to Motivate and Build Relationships with Others.
  • Willing and excited about working with and developing Team Members 
  • Demonstrated ability to develop talent. 

Desired Candidate Profile:

  • Bachelor/Master’s degree in finance/business with an exceptional academic record 
  • Professional degree (CA, CFA) preferred 
  • Around 3+ years of professional work experience at seniority level and people management 
  • Prior experience managing diverse teams of 10+ people
  • Strong understanding of Reference Data- Entity-Security mapping and Entity legal structure
  • Able to take the initiative and work without detailed guidance or supervision
  • Eager and ready to work in a high-performance culture.
  • Strong interpersonal & analytical skills with pro-active & positive attitude
  • Strong people, process, and project management skills 
  • Intermediate or Advance knowledge of SQL and Excel
  • Ability to take calls early or late some nights of the week.
  • Strategic thinking and problem solving

Morningstar is an equal opportunity employer

Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues.

I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

About Company

Morningstar is an investment research firm providing data, analysis, and investment management services. The company is well-known for its investment ratings, portfolio management tools, and comprehensive coverage of mutual funds, ETFs, and stocks, helping investors make informed decisions.

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