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Tier-1 brand, mid-level finance role, metro location, and general billing skillset increase candidate competition.
Requires specific custodial, fund administration, and regulatory billing expertise, limiting cross-industry transferability.
Explicit six-year minimum and domain-specific financial services product experience make shortlisting stringent.
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Own end-to-end manual billing data operations for assigned client portfolios, ensuring timely and accurate delivery of data within agreed SLAs.
Manage escalation of data issues with clear tracking and prioritize workload across multiple clients and data providers to maintain billing timelines and positive client sentiment.
Drive identification and implementation of opportunities to consolidate manual data templates, improve process efficiency, and support onboarding of new data sources/clients.
Bachelor’s or Master’s degree in Finance, Accounting, IT, or related discipline.
Minimum 6 years of relevant experience in Financial Services or Investment Banking.
Strong understanding of Custodial Services, Fund Administration, Fund Accounting, Transfer Agency, Tax Reporting, FATCA & CRS.
Experience in billing operations or data operations preferred; Work Experience Required: 6+ years explicitly mentioned.
Experienced in managing complex client portfolios within financial services billing or data operations environments under SLAs.
Skilled at stakeholder management and collaboration with Data Sourcing, Data Governance, and Billing Operations teams.
Demonstrates strong ownership with focus on process improvements, risk and control mindset, and ability to handle multiple priorities in fast-paced settings.