Revenue Operations Analyst

• Calculate, prepare, process, and review management fee invoices and supporting documentation, including base fees, performance/variable fees, and applicable taxes, using multiple systems and data sources
• Collaborate with internal stakeholders to evaluate existing and proposed Most Favored Nation (MFN) arrangements and analyze their revenue impact
• Respond to ad hoc requests from internal teams and external clients regarding invoicing and revenue matters
• Support the preparation and organization of data for System and Organization Controls (SOC) audits
• Assist with testing, validation, and implementation of system enhancements, including a major platform upgrade planned for later this year
• Review and approve the setup of new accounts in the revenue platform to ensure accuracy, compliance, and completeness
• Develop and maintain clear process documentation for current workflows and future onboarding
• Identify opportunities for operational efficiencies and contribute to continuous process improvement initiatives

• Bachelor’s degree required
• 1–2 years of relevant professional experience preferred
• Prior invoicing experience within financial services strongly preferred
• Strong analytical and mathematical skills, with solid business judgment and interest in financial markets
• Ability to manage multiple priorities, problem-solve effectively, and thrive in a fast-paced environment
• Proficiency in Microsoft Excel and the ability to quickly learn proprietary systems
• Excellent written and verbal communication skills
• Strong organizational skills and exceptional attention to detail
• Demonstrated willingness to learn, take initiative, and grow

Experience with RevPort is a plus, but not required