Specialist, Business Management - Investment Operations
Core
Ensuring accuracy, transparency, and scalability of fee billing execution and revenue oversight platform development for a global financial institution.
Role type
Specialist, Business Management (Investment Operations)
Builds
Fee billing lifecycle processes and Revenue Oversight Platform enhancements
Domain
Asset Management / Investment Operations
Deliverable
production ML models | product features | dashboards & analysis
Required skills
SQL, Snowflake, business analysis, process mapping, root-cause analysis, backlog management, UAT, gap analysis
Preferred skills
Asset Management experience, advanced degree, Business Analysis certification, Project Management certification, Lean/Six Sigma
Technologies
SQL, Snowflake, Azure DevOps, Jira
Responsibilities
Support end-to-end invoicing lifecycle including development, compilation, review, validation, and distribution of client invoices; Act as subject matter expert on fee billing processes and data flows; Partner with Fee Billing Team to resolve complex billing exceptions and discrepancies; Support design, build, and enhancement of Revenue Oversight Platform; Translate business needs into functional specifications and user stories; Conduct current-state and future-state process mapping for fee billing and revenue workflows; Lead root-cause analysis on operational issues and data inconsistencies; Manage work intake through backlog management tools; Support project governance activities including documentation of decisions and risks.
Seniority
Mid-level Specialist (3-5+ years experience)
