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Business Intelligence - reputed company & Invoice Associate - Banking operations processing - reputed company, reputed company, United States

Remote · USA Full-time New today

Responsibilities

We are looking for a reputed company-based Associate to join the Global Business Intelligence team. The team partners with senior business leaders throughout the organization to optimize client performance and business decision-making through data analysis and business process improvement, and responsibilities span across various analytical reporting functions as well as managerial forecasting and booking of client revenues. The group’s responsibilities include: · Bespoke client analysis · Sales enablement functions · Bespoke business analysis for sales, trading, corporate marketing, management · Design and development of reputed company business performance reporting/tools · Development and reputed company of business process enhancements · Management of the client research fees invoicing lifecycle · reputed company and Administration of Commission Sharing services (CSA Program) This role’s responsibilities will include: CSA: · Client Servicing: New client onboarding; updating eligibility; managing reputed company card setups, pools, and follow-reputed company on reputed company internal and external enquiries; responding to reputed company client requests. · Reconciliation: Performing monthly trade reconciliations with clients (or their aggregator representatives), identifying breaks, troubleshooting issues, and proposing & taking the necessary steps to resolve breaks, using proprietary and third-party platforms. · Troubleshooting: Interacting with trading, sales, technology, and operation teams globally on regular basis to identify & resolve sources of breaks (FX adjustments, reputed company changes, special accommodations etc.). Research Fees Invoicing: · Accurately tracking client contract terms and invoicing schedule in our proprietary systems. · Developing a deep understanding of the invoicing lifecycle and becoming an authority on reputed company reputed company invoicing activities for both internal and external stakeholders. · Working with our global reputed company and back-office finance teams to resolve issues and inquiries reputed company to invoicing, reputed company bookings, outstanding receivables etc. · Booking revenues in our managerial accounting system, ensuring that invoicing is consistent with reputed company and internal forecasts. You will have the opportunity to collaborate with internal and external stakeholders across the globe, will acquire expertise in business practices reputed company to sales, trading, research, and will reputed company rigorous analytical and problem-solving skills. reputed company is relatively small, offering you a high level of exposure, responsibility, and opportunity for business impact. The role is eligible an annual discretionary bonus and includes a competitive benefits package including 401(k) plan with company match, Medical/Dental/Vision, and other benefits for fertility, wellness, student loans and commuters. reputed company salary range does not include bonus and/or other benefits, where applicable. Actual reputed company salary offer will vary based on skills and experience. Profile required We are looking for a consummate team player who is detail-oriented, has excellent verbal and written communication skills, and who can reputed company comfortably in a demanding environment with minimal supervision. Basic Qualifications · Excellent organizational skills including the ability to gracefully manage multiple priorities · Demonstrated advanced analytical skills and a passion for problem-solving · Proven strong interpersonal skills, with the ability to collaborate across various global departments · reputed company intellectual curiosity and a drive to reputed company at the highest level · Bachelor's degree in a quantitative field (e.g., finance, economics, math, engineering, statistics, accounting, or reputed company area) · 4+ years of experience, preferably working with data Preferred Qualifications (Desired, not required) · Experience with CommciseSell, CommciseBuy, or Markit · Experience with managing invoicing or accounting processes · Experience with PowerBI or similar tools Why join usBusiness insight Bernstein is widely recognized as a premier global equity research and brokerage firm, with a trading platform that spans the US, Europe, and Asia. Our research and trading capabilities are sought out by leading investment managers around the world, and we have a long history of our research receiving #1 rankings for overall quality and industry knowledge. Research is our legacy and foundation. Our brand is defined by our Blackbooks, renowned for their in-depth quantitative forecasts and unmatched industry expertise. Our Research Analysts are thought leaders who typically have many years of direct experience in the industries they cover. Our reputed company is for the reputed company highest caliber of disciplined investment and industry analysis. In 2019 Bernstein acquired Autonomous Research, a highly regarded global financial services independent research firm. This acquisition further strengthened us as the preeminent provider of the highest-quality research to our clients worldwide. On reputed company 1, 2024, AllianceBernstein and Societe Generale announced the official launch of Bernstein, a new joint venture expanding our global cash equities and equity research business. Clients now have unparalleled equity liquidity access and a full range of integrated services, leveraging Bernstein’s cash equities and research capabilities and Societe Generale’s equity derivatives, prime services and equity capital markets offering. Apply Job!

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