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Client Invoice Services Associate
Ref No.: 18-08710
Location: Wilmington, Delaware
Job Title: Assoicate, Client Invoice Services
Duties: The Reporting and Invoicing Strategic Enterprise Team (RISE) is responsible for the ongoing tactical and strategic development of process improvements and migration of accounts onto existing and newly developed Aladdin Platforms spanning both Client Invoicing Services and Reporting and Distribution Services. The team is currently focused on re-engineering the client experience by expanding our data sourcing capabilities, continuting to adapt reporting to fit the ever-changing needs of the industry, building an in-house calculator for Management and Performance Fees, and centralizing our distribution platforms. This role provides an excellent opportunity to be part of a significant change initiative for the firm during an exciting period for the relevant teams and ultimately be able to add input into the future state of both teams.
Skills: Key Responsibilities:• Build and maintain relations with stakeholders in support of newly acquired Mexican business• Working with relevant stakeholder (e.g. application owners / application user groups / special interest groups) to evaluate system functionality requirements, upstream data dependencies, and business process needs to support the new business• Work with functional SME's to design, analyze & centralize critical Reporting & Invoicing data requirements in support of the project • Co-ordinate and Execute delivery of all relevant Reporting & Invoicing work streams• Work with Technical Teams on Project Delivery, define test strategy and maintain test & use cases to facilitate user acceptance and regression testing• Streamline requirements across regions, where appropriate, and lead conversations as necessary to affect innovative solutions• Lead with clear, level-appropriate communication and documentation • Thrive in a culture of excellence, innovation, communication and accountability, where all stakeholders are both engaged and motivated to go above and beyond, • Act as the key point of contact for change in support of global effort
Keywords:
Education: Knowledge/Experience: • Knowledge of investment products and preferably 3 years or more of financial services experience, ideally in investment management• Proven track record in successful Project delivery, including strong knowledge of; - Project Management methodology and best practices - Business Analysis techniques - Lifecycle of various investment vehicles• Additionally, the candidate must have strong technical skills, including; - Understanding of application design concepts, architecture, and infrastructure - Experienced in using data provisioning, reporting and/or Business Intelligence tools - Flair for data visualization
Competencies:• Candidates should possess a high level of self-motivation and adaptability• Demonstrate an affinity for teamwork and to contribute as a partner within a truly global team• Possess strong interpersonal skills with an ability to communicate constructively at all levels• Be highly organized and mature, focused with practiced skills in operating effectively to tight deadlines within a high risk and high-volume environment• Organized and detail-oriented with strong emphasis on time management. Capacity for working effectively and efficiently on multiple projects simultaneously in a fast-paced environment• Strong analytical and problem-solving skills with the ability to synthesize information and summarize issues• Be passionate about using technology to drive efficiency• Possess the ability to communicate well to all levels across business and technology – highly confident in bridging the business technology gap Skills and Experience:
Required Skills:
APPLICATION DESIGN
ARCHITECTURE
BUSINESS ANALYSIS
BUSINESS INTELLIGENCE
DATA VISUALIZATION
Additional Skills:
DETAIL-ORIENTED
DOCUMENTATION
FINANCIAL SERVICES
HIGHLY ORGANIZED
INVOICE
INVOICING
PROBLEM-SOLVING
PROJECT MANAGEMENT
PROVISIONING
REGRESSION TESTING
SME
TIME MANAGEMENT
USE CASES
USER ACCEPTANCE
VISUALIZATION
PROCESS IMPROVEMENTS
RE-ENGINEERING
SUBJECT MATTER EXPERT
VERY ORGANIZED