Company Overview:
Insight Investment is a leading asset manager focused on designing investment solutions to meet its clients’ needs.

Founded in 2002, Insight’s collaborative approach has delivered both investment performance and growth in assets under management. Insight manages assets across its core liability-driven investment, risk management, full-spectrum fixed income, currency, and absolute return capabilities. Insight Investment is owned by BNY Mellon, a global leader in investment management and investment services.

As a leading fixed income specialist asset manager, Insight Investments aims to deliver consistent and repeatable performance by focusing on key specializations - fixed income, insurance asset management, risk management strategies including liability-driven investment (LDI), currency risk management and absolute return and multi-asset. Headquartered in London (with other key offices in New York, Boston, San Francisco, Dublin, Frankfurt, Manchester, Sydney, and Tokyo), the business employs over 1,100 people including 285-plus investment professionals.

With just under $1 trillion under management and sitting within the Bank of New York Mellon Corporation (BNY Mellon) Insight leverages the unique combination of achieving the high-performing, risk-adjusted returns of a boutique with the financial stability of a large, global financial institution. It enjoys investment decision-making autonomy, operating with an independent management structure and boards. As part of BNY Mellon’s multi-boutique structure, Insight has the backing of a sound global financial institution for which asset management is a core strategic priority.

The business has a clear mission and purpose to offer investors a different approach to achieving their investment goals; one that prioritizes the certainty of meeting their chosen objectives. Since its launch in 2002, Insight’s partnership approach has delivered an impressive record of growing assets under management based on client advocacy, making it a leading force in investment management. Insight is ranked number one in Edelman’s Asset Management Brand Index 2024 as the manager whose brand is most highly regarded in the institutional marketplace.

Insight has a global network of operations in the UK, Ireland, Germany, US, Japan, and Australia.
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.
Position Description:
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 Insights 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 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 a 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:
-3+ years’ experience in asset management or financial services, ideally in a similar fee commercials, invoicing or operational function
-Knowledge of client mandates (segregated and pooled funds), their fee arrangements and legal agreements
-Knowledge of financial asset classes (LDI, derivatives, fixed income, liquidity).
-Strong numerical, analytical, and problem-solving skills
-Strong communication skills (oral and written)
-Analytical, questioning, and commercial mindset
-Business writing
-Attention to detail
-Excel skills (pivot tables, vlookups etc)
-Motivated, organised and solutions focused
-Ability to work independently as well as part of a team
-Could suit somebody with a background in audit