JOB DESCRIPTION
Job responsibilities:
Banker support & relationship management
- Build and maintain strong relationships with bankers, deal teams, and key internal partners to support billing and invoicing across a portfolio of transactions.
-
Manage and monitor the deal pipeline, ensuring timely completion of core milestones and proactive engagement with bankers throughout the billing lifecycle.
-
Provide end-to-end coordination across stakeholders (e.g., Business Management, Product Control, Legal, Middle Office/Operations, Tax), escalating issues and driving timely resolution.
-
Identify opportunities to streamline workflows, improve transparency, and reduce administrative burden for deal teams. Billing, invoicing, and funds flow
-
Gather and validate required deal/legal documents and client payment instructions to support compliance checks and billing set-up.
-
Manage legal billing by liaising with law firms, preparing/validating expense estimates, and securing invoice approvals.
-
Coordinate vendor billing by identifying expected expenses, obtaining third-party invoices, and tracking delivery and turnaround against expectations/SLAs.
-
Create, review, and issue invoices, ensuring appropriate compliance checks, tax treatment, and required approvals/signoffs.
-
Serve as the primary point of contact for client and vendor billing inquiries; maintain accurate contact details and ensure timely, high-quality responses.
-
Partner with Middle Office/Operations to support timely fund transfers, invoice processing, and clean settlement outcomes.
-
Track and manage outstanding receivables, partnering with bankers and clients to drive timely collections and resolve disputes.
-
Monitor unbilled expenses, enforce SLAs, and provide clear status reporting and escalation to Deal Team Leaders and Business Heads.
-
Monitor funds flow and reconciliation (incoming funds vs. receivables), initiating refunds and adjustments where required.
-
Support change initiatives by helping prioritize technology enhancements, process improvements, and data quality controls.
Required qualifications, capabilities, and skills
- Strong written and verbal communication skills; able to deliver clear, concise updates and engage credibly with clients and stakeholders.
-
Experience and/or strong working knowledge of investment banking products, including M&A, ECM, and DCM.
-
Strong relationship management skills, with the ability to partner confidently with senior bankers and internal stakeholders (and, where applicable, clients).
-
Demonstrated ownership mindset: ability to drive end-to-end execution, operate independently, and follow through on commitments.
-
Excellent organizational skills; ability to manage multiple concurrent transactions, deadlines, and dependencies in a dynamic environment.
-
Strong judgment and problem-solving skills; ability to identify issues, reconcile discrepancies, and escalate effectively.
-
High attention to detail; comfort operating in a fast-moving, sometimes unstructured environment and managing complex situations.
-
Proficiency with financial systems/tools and interest in using technology to improve processes, controls, and data quality.
-
Inquisitive, solutions-oriented mindset with the ability to make sound, timely decisions.
Preferred qualifications, capabilities, and skills
- Background in relationship management, sales support, operations, or deal execution in a matrixed organization.
-
Experience in billing, invoicing, receivables, and/or financial operations—ideally in an investment banking or transaction environment.
-
Experience supporting operating model changes, new process implementation, or technology/process transformation.
ABOUT US
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
