Who we’re looking for
We are looking for a highly analytical and proactive individual who combines strong operational discipline with a continuous improvement mindset.
Whilst operational excellence and accuracy are critical, we are equally looking for someone who actively challenges existing processes, identifies opportunities to simplify and automate activities, and leverages technology to improve efficiency whilst maintaining an appropriate control environment.
The successful candidate will be intellectually curious, comfortable working with data, and motivated by improving how work gets done rather than simply executing established processes.
Experience in Wealth Management is not essential. Candidates with experience in finance operations, billing, revenue administration, accounting or other operational finance environments are encouraged to apply.
About us
Schroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms.
Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies.
The team
Wealth Management Finance supports the Wealth Management business, Cazenove Capital, across statutory reporting, prudential regulation, management reporting and revenue administration.
The Revenue Administration team is responsible for the administration, control and analysis of revenue generated across the UK Wealth Management business. The team plays a critical role in ensuring revenue is accurately billed, controlled, analysed and reported, whilst continually seeking opportunities to improve efficiency, strengthen controls and enhance management information.
What you’ll do
Revenue administration and operational delivery
- Deliver revenue administration activities including fee amendments, closing fees, invoice production and related revenue processes accurately and on time.
- Manage and respond to queries received through team inboxes, escalating issues where appropriate.
- Support the successful delivery of quarterly management fee invoicing, ensuring a high degree of accuracy and operational efficiency.
- Prepare and post revenue accruals and provide analysis and commentary on revenue performance to Management Reporting teams and senior stakeholders.
- Maintain process logs and operational management information to provide transparency on workflow progress and team performance.
- Investigate recurring issues and process failures to identify root causes, recommend corrective actions and prevent repeat errors, seeking continuous improvement
- Build strong working relationships with stakeholders across Wealth Management, Group Finance and the Service Centre.
Process optimisation and automation
- Take ownership of assigned processes and identify opportunities to simplify, standardise and improve them.
- Challenge existing ways of working and recommend enhancements that improve efficiency whilst maintaining appropriate operational controls.
- Apply a risk-based approach when assessing processes and controls, ensuring effort is focused on activities that create genuine value and mitigate material risk.
- Understand upstream and downstream process impacts, ensuring changes to revenue administration activities consider wider finance, client and reporting consequences.
- Leverage Microsoft 365 tools, including Excel, Copilot, Power Query, Power Automate and other approved technologies, to automate manual activities and improve productivity.
- Develop data-driven solutions and management information that enhance transparency, control and decision-making.
- Contribute to a culture of continuous improvement by proactively identifying opportunities to remove waste, reduce manual processing and improve the colleague and client experience.
Team contribution
- Support colleagues across the wider Finance function as business demands evolve.
- Share knowledge, document processes and contribute to developing team capability.
- Demonstrate ownership, accountability and a commitment to improving team performance.
The knowledge, experience and qualifications you need
Essential
- Educated to A-Level standard or equivalent.
- Advanced Excel skills including data manipulation, reconciliation, analysis, lookup functions and complex formula construction.
- Strong analytical and problem-solving skills.
- Experience working in an operational finance, billing, revenue administration or accounting environment.
- Ability to identify process inefficiencies and propose practical solutions.
- Strong attention to detail and commitment to accuracy.
- Ability to manage multiple priorities and meet deadlines in a controlled environment.
Desirable
- Experience using Power Query, Power BI, Power Automate, VBA or equivalent automation tools.
- Experience using Microsoft Copilot or other AI-enabled productivity tools.
- Experience leading or contributing to process improvement initiatives.
- Knowledge of Wealth Management, Asset Management or Financial Services.
We Recognise Potential, Whoever You Are
Our purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.
We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. For more information, please visit our FAQs.
Billings Operations Analyst (6 month Contractor) in London employer: Schroders
Schroders is an exceptional employer that fosters a dynamic and inclusive work culture, where innovation and collaboration are at the forefront of our Asset Management team in London. We offer robust employee growth opportunities, competitive benefits, and a commitment to diversity of thought, ensuring that every voice is heard and valued. Join us to lead transformative architectural initiatives that drive measurable business value in a supportive environment.
