Hiring: Revenue Operations Analyst Company: JSR Tech Consulting Location: New Jersey, United States Job Posted Time: 2026-09-10 15:09:23 Employment Type: Contract / Hybrid Target Skills & Keywords : Fixed Income, Microsoft Excel, Microsoft Office, Salesforce About the job Experience: •2-3 years related experience, preferably in a similar role focusing on asset management. •3 years related experience, preferably in a similar role focusing on asset management. Required Skills: •Review investment management agreements to determine appropriate fee terms and calculations to be applied to client invoices. •Set up new accounts in the Envestnet Revenue Manager system according to contracted fee terms, which enables accurate invoicing and revenue accounting. •Actively facilitate and support monthly accruals for third party institutional asset management clients via Envestnet Revenue Manager. •Partner with account managers to address and resolve client inquiries related to their fees. •Support completion of the annual SOX audit by gathering sample information and answering inquiries for our external auditor. •Assist with the preparation, review, and finalization of quarterly/monthly client invoices. Ensure invoices are prepared in accordance with the contractual terms and within expected times. •Provide timely responses to client inquires and special requests. •Assist in identifying causes of accrual/billing issues as the need arises and work to provide prompt resolution. Qualifications: •Bachelor's degree in economics, Mathematics, Accounting, or Finance. •Previous experience working in an Operations, Billing, Reporting, or Finance department for an institutional investment management organization is a plus. •Previous experience with Envestnet (Revenue Manager), Oracle and Salesforce are preferred. •Operational familiarity with investment performance reporting and calculation of incentive-based fee schedules is preferred. •Essential skills include strong written communication abilities and attention to detail. Candidate must also demonstrate exceptional interpersonal, organizational, and time management skills. •Must be capable of maintaining focus on both internal and external customers. •Candidate should be self-motivated and proactive with a willingness & a strong desire to learn. •Strong proficiency with Microsoft Office applications is required, especially Excel Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!