Insight Investment is seeking a Fee Commercials Analyst to join the London Finance team.
Division Description:
The Finance function is responsible for ensuring Insight’s numbers are accurate and clearly communicated. It is a global team with staff in London, New York, Dublin, and Pune.
The Finance team consists of several sub-teams: Financial Control, Financial Analysis, Finance Change, and Finance Operations.
Finance Operations is responsible for ensuring Insight’s clients are billed correctly. The team covers invoicing and fee commercial control and analysis.
Role Overview:
This role primarily involves drafting, reviewing, and approving fee commercial terms for Insight clients. Additionally, it includes a secondary focus on reviewing and approving revenue calculations within the invoices produced by our outsourced provider.
The fee commercial review and fee billing processes are fundamental to everything that Insight does. This role presents a great opportunity for someone to immerse themselves in Insight and the asset management industry. The individual in this role will have exposure to all of Insight's products and services, requiring them to understand the associated fees, how these are calculated, and the reason for any differences. The role has a high degree of interaction with the Client Solutions team.
This is a great opportunity for someone who is ambitious, embraces change, and is keen to be part of a team that is focused on delivering tangible improvements to the current process.
Role Responsibilities:
1. Fee Commercials – Drafting and Review
- Gain in-depth knowledge of Insight’s fee structures and gain exposure to complex financial products offered by Insight
- Draft and review of fee schedules, fee agreements, and fee templates
- Ensure all fee documentation is drafted in line with policy and intention
- Interpret fees and products to ensure alignment with fee documentation
2. Relationship Management
- Collaborate, build strong relationships with and challenge Client Services and Client Directors on fee structures
- Build working relationship with outsourced provider and support them to deliver high performance
- Communicate with key stakeholders to ensure alignment and understanding
3. Support the Revenue Calculation Process
- Review complex fee calculations produced by outsourced provider
- Generate complex exposure value calculations
- Ensure high priority invoices are dispatched accurately and within the specified time frame
- Address queries from both the outsourced provider and key stakeholders within Insight
4. Performance Tracking and Improvement
- Monitor KPIs and SLAs
- Track errors and identify issues within the processes handled for the Finance Operations Team
- Identify and drive process improvement opportunities
5. Assist in Ad Hoc Requests from the Business
Experience and Skills Required:
1. - 3+ years’ experience in asset management or financial services, ideally in a similar fee commercials, invoicing, or operational function
2. - Knowledge of client mandates (segregated and pooled funds), their fee arrangements, and legal agreements
3. - Knowledge of financial asset classes (LDI, derivatives, fixed income, liquidity)
4. - Strong numerical, analytical, and problem-solving skills
5. - Strong communication skills (oral and written)
6. - Analytical, questioning, and commercial mindset
7. - Business writing
8. - Attention to detail
9. - Excel skills (pivot tables, vlookups, etc.)
10. - Motivated, organized, and solutions-focused
11. - Ability to work independently as well as part of a team
12. - Could suit somebody with a background in audit
Insight is committed to being an inclusive employer and encourages applications from all suitably qualified applicants irrespective of background, circumstances, age, disability, gender identity, ethnicity, religion or belief, and sexual orientation. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at TalentAcquisition@InsightInvestment.com
#J-18808-Ljbffr