Shreya Agrawal
Team Lead @FactSet
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WORK HISTORY
Team Lead @FactSet
Hyderabad, IN
EDUCATION
Institute of Management, Nirma University
Master of Business Administration - MBA
The Bhopal School of Social Sciences
Graduation
Mount Carmel Convent School - India
Business/Commerce, General
ABOUT SHREYA AGRAWAL
Currently working with FactSet as a Team Lead – Portfolio Services Operations, where I manage a team of 6-7 professionals to deliver high-quality portfolio analysis and reporting solutions for global clients. My role bridges team leadership, client servicing, and operational excellence, ensuring accuracy, efficiency, and client satisfaction in every deliverable. Core Responsibilities:Lead and mentor a team by monitoring daily performance, driving productivity, and ensuring adherence to quality benchmarks.Oversee preparation, validation, and delivery of portfolio analysis reports, supporting clients with accurate and timely data.Act as a client liaison—handling queries, providing portfolio insights, and ensuring smooth communication between operations and stakeholders.Prepare and review production, performance, and operational reports, enabling data-driven decision making and workflow improvements.Implement process enhancements, foster accountability, and create a collaborative environment to achieve both team and client goals.Ensure compliance with internal quality standards while maintaining high service levels and quick issue resolution.
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