Team Lead- Investor Accounting

EXPERIENCE REQUIRED: 6+ Years

NUMBER OF POSITIONS: 01

DEPARTMENT: Operations

REPORTS TO: Manager Investor-Accounting

LOCATION: Vadodara, IN


OVERVIEW

AIS is seeking to hire an experienced Team Lead - Investor Accounting who will be responsible for overseeing daily investor accounting operations, ensuring accurate reconciliations, timely reporting, compliance with investor guidelines, and leading a team of analysts. The role serves as the primary escalation point, drives process improvements, and ensures operational excellence.

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Lead and mentor the Investor Accounting team
  • Review and approve investor, custodial, escrow, and clearing account reconciliations
  • Monitor aging items and ensure timely issue resolution
  • Support month-end close, audits, and compliance requirements
  • Act as the escalation point for complex accounting and reconciliation issues
  • Develop and maintain SOPs, controls, and quality standards
  • Drive process improvements, automation initiatives, and operational efficiencies
  • Collaborate with Finance, Operations, Treasury, and Investor Reporting teams
  • Track team performance and ensure adherence to SLAs and deadlines
  • Prepare management reports and present key operational metrics

SKILLS

  • Mortgage servicing and investor accounting experience
  • Process improvement and automation mindset
  • Strong communication and team management abilities

QUALIFICATIONS

  • Bachelor’s degree in accounting, Finance, or related field
  • 6+ years of Investor Accounting/Reconciliation experience
  • 2-3 years of team leadership or supervisory experience preferred
  • Strong analytical, problem-solving, and stakeholder management skills
  • Advanced Excel knowledge and experience with financial systems

DISCLAIMER

The information in this job description is designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this position and may be changed at the company’s discretion to conform to business needs.

ABOUT THE COMPANY

AIS is a Texas-based fintech firm committed to lowering operating costs, improving quality and reducing cycle time with back-office automation, highly skilled talent and standardized reporting and analytics solutions. AIS manages the day-to-day work so our clients can focus on growing their business. We review client processes, eliminate non-value adds, and enhance productivity. We build financial and legal technology to automate and optimize workforce performance. We recruit, train, and manage specialized human resources to meet staff augmentation needs. We equip decision makers with deep data sets and forward-thinking analytics so they can make smarter business decisions and create better customer experiences. We serve a variety of industries including banking, automotive finance, credit card, mortgage, insurance and telecommunications.

 

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