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Mid-level, metro, generalist BA/data role at a known financial tech firm attracts many qualified applicants.
Requires fund/billing domain and Revport-related expertise, so candidates from other industries fit poorly.
Mandatory 3+ years, financial billing domain expertise and SQL/Excel macros create stringent shortlisting filters.
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Provide regional support for implementing and maintaining the Revport application and its supporting modules.
Analyze and translate complex business and technical requirements into solutions, focusing on long-term automation and efficiency.
Serve as subject matter expert in fee billing functions, facilitating communication between project teams and supporting project growth.
Bachelor's or Master's degree preferred in finance, programming, or related quantitative field.
3+ years industry experience in financial billing, Institutional, Mutual Funds, Capital Markets, Fund Accounting, or Wealth.
Experience with financial technology, quantitative methods, database administration, requirements analysis, and working with large/complex data sets.
Intermediate to advanced skills in Microsoft Excel/macros; intermediate to advanced SQL and/or programming skills advantageous.
Experienced in fee billing and billing systems, preferably with knowledge of Revport or similar systems like FiServ Advantage, Quartal Fee Manager, or Redi2 Revenue Manager.
Strong analytical skills with a focus on problem solving and creating long-term automated solutions to reduce manual work.
Capable of bridging business and technical teams through clear communication and expert consultation in a client-facing environment.