Global Revenue Analyst Co-op, Client Invoicing
Core
Calculate and prepare quarterly management fee invoices for institutional clients and compile billing-related information for internal and external reporting.
Role type
Co-op revenue analyst (client invoicing)
Builds
Management fee invoices and billing reports for institutional clients
Domain
Investment management / Asset management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Microsoft Excel proficiency, business mathematics, data processing, client communication, report compilation
Preferred skills
Previous work or co-op experience, attention to detail, multi-tasking
Responsibilities
Process and review management fee invoices and supporting documents, calculate and present data for client reporting, update client information, resolve payment issues, participate in workflow improvement projects
Seniority
Co-op (student)
