The role entails working in the institutional space of the Client Revenue Operations team, focusing on Institutional Billing Oversight, revenue-related activities, and fee calculations.
Requirements
- Bachelor's degree in finance, accounting, or a related field.
- Minimum of 2 - 4 years of experience in similar industry, specifically within Revenue functions
- Knowledge of financial instruments, investment products, and industry regulations.
- Excellent attention to detail and analytical skills.
- Strong communication and interpersonal skills.
- Ability to work effectively in a team and independently.
- Strong problem-solving abilities.
- Exposure to project-based work, especially with thinking through and delivering policy and process improvements.