Billing Ops Specialist: AI-Driven Automation

Advyzon Investment Management, LLC. (AIM); Lisle (IL); In loco; USD 65.000 - 90.000; Tempo pieno

Descrizione del lavoro

Advyzon Investment Management (AIM) is seeking a Billing Operations Specialist to manage AIM’s day-to-day billing across multiple custodians, ensuring accuracy and timeliness.

You will collaborate with Operations, Product, Technology, Finance, and Client Service to automate processes, improve controls, and support audits. A bachelor’s degree and at least two years in investment or billing operations are required, with strong Excel skills and attention to detail.

Competenze

• Bachelor's degree with a minimum of 2 years in investment operations, billing operations, portfolio accounting, financial operations, or a related financial services role.
• Experience processing advisory fee billing, financial reconciliations, payment processing, or other high-volume operational workflows within the investment management industry.
• Strong analytical and problem-solving skills with exceptional attention to detail and the ability to identify, investigate, and resolve operational discrepancies.
• Advanced proficiency in Microsoft Excel and experience working with custodial platforms, portfolio accounting systems, investment management technology, or similar financial systems.
• Excellent organizational, communication, and time management skills with the ability to manage multiple priorities and recurring operational deadlines in a fast-paced environment.
• Demonstrated ability to collaborate across business and technology teams while supporting automation initiatives and leveraging technology and AI to improve operational efficiency, controls, and the client experience.

Mansioni

• Execute all billing operations for AIM products and services, including scheduled billing cycles and event-driven billing requests.
• Champion the use of automation and artificial intelligence within the billing function by identifying process improvement opportunities.
• Validate billing calculations, reconcile billing activity across custodians and internal systems, research discrepancies, and resolve exceptions.
• Calculate, reconcile, and process payments to third-party investment managers, strategists, and other program partners with proper documentation.
• Maintain and enhance billing procedures, QA processes, reconciliations, and documentation to support accuracy and audit readiness.
• Partner with Client Service, Finance, Product, and Technology to resolve billing inquiries, define business requirements, and test system enhancements.
• Support new product launches and continuous process improvement by identifying opportunities to increase efficiency and controls.

Conoscenze

Analytical thinking

Attention to detail

Problem solving

Communication

Time management

Cross-functional collaboration

Automation / AI in billing

Formazione

Bachelor's degree in a related financial services field

Strumenti

Microsoft Excel

Custodial platforms

Portfolio accounting systems

Investment management tech

Descrizione del lavoro

Advyzon Investment Management (AIM) is seeking a Billing Operations Specialist to manage AIM’s day-to-day billing across multiple custodians, ensuring accuracy and timeliness.

You will collaborate with Operations, Product, Technology, Finance, and Client Service to automate processes, improve controls, and support audits. A bachelor’s degree and at least two years in investment or billing operations are required, with strong Excel skills and attention to detail.