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Advisory Billing & Reporting Analyst

Westport, CT

About the Role

Global Advisers is seeking a Advisory Billing & Reporting Analyst in Westport, CT to support accurate advisory-fee calculations, billing controls, client reporting, and management reporting across the firm's advisory relationships. The role is designed for professionals who can exercise sound judgment, work collaboratively, and maintain high standards of accuracy, client service, and professional conduct.

Responsibilities

  • Calculate and review advisory fees using account, household, agreement, and billing data.
  • Reconcile billing outputs to custodial and internal records.
  • Prepare client and management reports and investigate reporting exceptions.
  • Maintain documentation for billing methodology, adjustments, and approvals.
  • Support quarter-end controls and issue resolution.
  • Identify opportunities to automate recurring calculations and reporting.

Qualifications

  • Bachelor's degree in finance, accounting, economics, or a related field.
  • One or more years of billing, accounting, portfolio operations, or financial-reporting experience preferred.
  • Strong Excel and numerical reasoning skills.
  • High attention to accuracy and controlled processes.
  • Ability to document calculations and resolve discrepancies.

Preferred Qualifications

  • Experience with advisory billing software, custodial data, portfolio accounting, or Power BI/Tableau.
  • Accounting coursework or certification.

Skills for This Role

Advisory Billing & Fee Calculations, Financial Operations, Client Reporting, Data Reconciliation, Excel, Quality Control, Business Intelligence

How We Evaluate Candidates

Global Advisers operates as a meritocracy. We evaluate candidates against the requirements of the role, demonstrated capability, judgment, initiative, professionalism, and the quality of their work.

Employment Notices

Equal Employment Opportunity

Global Advisers provides equal employment opportunity to qualified applicants and employees without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, military or veteran status, or any other characteristic protected by applicable federal, state, or local law. Employment decisions are based on merit, qualifications, performance, and legitimate business needs. Global Advisers does not tolerate unlawful discrimination, harassment, or retaliation.

Reasonable Accommodation

Global Advisers is committed to providing reasonable accommodation to qualified applicants with disabilities during the recruiting and application process. If you need an accommodation to apply for a role, contact careers@globaladvisers.com. Requests for accommodation are considered in accordance with applicable law.

Employment Information

Role requirements, compensation, benefits, work arrangements, licensing requirements, and employment eligibility are position-specific and subject to applicable law. Any background, credential, or licensing review is conducted only as appropriate for the role and in accordance with applicable federal, state, and local requirements.