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Tier-1 brand plus mid-level generalist experience increases competition, but billing specialization moderates density.
Specialized custody and global fee-schedule billing expertise limits transferability across industries.
Explicit 4–6 years requirement, mandatory billing domain experience, and technical Excel/systems skills raise shortlisting strictness.
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Own and manage fee schedule activities including setup, maintenance, and review across multiple geographies and business areas.
Measure and assess performance against goals, delivering efficient, high-quality results independently with an owner’s mindset.
Drive ongoing process improvements within the global billing function, focusing on fee invoices related to custody, sub-custodian, trust services, out-of-pocket expense billing, and asset management.
Bachelor’s Degree in Finance.
4 to 6 years of experience working with fee invoices in a global billing function at a large financial services institution.
Proficiency in Microsoft Office suite, especially advanced Excel skills (pivot tables, formulas).
Knowledge of billing systems and conceptual understanding of financial architecture (GL, sub-GL technology).
Experienced in improving fee schedule functions across diverse geographies and business lines within financial services.
Able to make independent decisions and demonstrate thought leadership with strong ownership and accountability for deliverables.
Highly organized and detail-oriented with the ability to manage multiple tasks under pressure in a fast-paced environment.