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Tier-1 brand plus mid-level operations role increases applicant competition.
Requires financial services billing, custody and fund accounting domain expertise, limiting transferability.
Explicit 6-year requirement plus mandatory financial services and billing experience.
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Own end-to-end manual billing data operations for assigned client portfolios ensuring timely, accurate delivery within SLAs.
Manage data gathering, preparation, validation, escalation, and submission of manual billing data templates to Data Lake.
Identify opportunities to consolidate data templates and improve operational efficiency as part of billing transformation initiatives.
Bachelor’s or Master’s degree in Finance, Accounting, IT, or related discipline.
Minimum 6 years 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 but not mandatory.
Experienced in managing multiple client portfolios with ownership of operational delivery in billing or data operations within financial services.
Ability to prioritize workload effectively and manage escalations to maintain positive client relationships and meet deadlines.
Familiarity with billing product suites and capacity to collaborate across Data Sourcing, Governance, and Billing teams to support transformation and continuous improvement.