Investment Revenue Specialist at Robert Walters

Qualifications and experience required for the Investment Revenue Specialist:

• Bachelor’s Degree with Honours in Economics, Accounting, Finance or Mathematics
• At least 5 years’ experience within the financial services sector is essential; prior exposure to asset managementenvironments is highly desirable
• Comprehensive understanding of accounting principles and practicesalongside solid tax (VAT) knowledge
• Familiarity with relevant regulations such as FSB / FIAS as well as collective investment principles or multi-management frameworks
• Proficiency in Microsoft Excel is crucial; working knowledge of Word and Access is also important while experience with JDE would be advantageous
• Experience using data analytics tools such as Qlikview, SQL or PowerBI would be considered beneficial
• Demonstrated ability to manage administration fees including broker/advisor/corporate fee structures along with initial/annual/ongoing fee management responsibilities

Key duties of the Investment Revenue Specialist:

• Develop revenue forecasts to support budgeting and inform long-term decisions.
• Analyse revenue drivers like AUM, market impacts, client flows and sales activity to guide strategy.
• Conduct scenario analyses to assess market impacts on revenue and provide recommendations.
• Perform DCF and valuation analyses for special projects to evaluate financial impact.
• Review fee arrangements for fairness, compliance, and operational feasibility.
• Advise on new fee structures in collaboration with distribution and investment teams.
• Maintain financial controls and audit trails for revenue processes.
• Oversee monthly fee reporting, ensuring accuracy and resolving discrepancies.
• Identify and implement improvements to revenue processes and models.
• Build strong relationships with internal teams, clients, and advisors.