Team Lead

Greetings for the Day!!!

We are looking for a Team Lead Investment Management for one of our esteemed clients in Pune having experience Fund Transfer,Trust Accountants,Cash Reconcillation,Fund Switch,Team Management.

Experience : 7+Years

Job Type : Permanent

Job Location : Pune

Work Mode : Onsite

Shifts : US shift

Week Offs : 5 Days working, 2Days off

Key Responsibilities:-

Lead and supervise end-to-end execution of pension-related processes including limit reviews, fee adjustments, payment allocations, and bulk disinvestments.

Ensure compliance with government regulations and scheme-specific rules across asset transfers, corporate actions, and fund mergers.

Review and approve high-value or sensitive transactions, escalating risks or anomalies to senior stakeholders.

Oversee the preparation and accuracy of annual statements, income tax submissions, and member communications.

Act as the primary liaison between pension administrators, custodians, fund managers, and internal teams to resolve operational issues and ensure service-level adherence.

Monitor data development initiatives to improve reporting quality, automation, and audit readiness.

Implement controls and review mechanisms to ensure accuracy in application processing, investment confirmations, and transaction records.

Drive continuous improvement across operational workflows, identifying opportunities for efficiency and risk mitigation.

Mentor and support team members in handling complex pension scenarios and regulatory enquiries.

Develop and maintain a deep understanding of the UK Pensions landscape, including industry trends, an overall understanding of end-to-end insurance policy cycle, emerging technologies, and regulatory requirements.

Prepare and present reports to senior management on team performance, client satisfaction, and business metrics.

Thanks & Regards,