Global Banking Deal Services - Billing Relationship Partner - Analyst
IT, Customer Service
Warsaw, Poland
Explore this exciting opportunity in the newly established Deal Services Billing Team!
As a Global Banking Deal Services – Billing Relationship Partner - Analyst in Billing Team, you will be a key partner to deal teams, clients, and internal stakeholders—owning billing/invoicing execution while also driving engagement with other external stakeholders.
You will support a portfolio of Mergers & Acquisitions (M&A), Equity Capital Markets (ECM), and Debt Capital Markets (DCM) transactions by coordinating critical milestones, managing billing and receivables, and ensuring a high-quality, consistent client experience. This role is ideal for someone who is entrepreneurial, client-centric, commercially minded, highly organized, and energized by working in a fast-paced, matrixed environment.
Job responsibilities
- 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.
- 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.
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Track and manage outstanding receivables, partnering with bankers and clients to drive timely collections and resolve disputes.
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.
Success factors in this role:
- Recognized as a trusted partner to deal teams: proactive, dependable, and solutions oriented.
- Delivers accurate, timely billing execution while improving transparency and control across the deal lifecycle.
- Communicates confidently with stakeholders and keeps parties aligned through deal close.
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.
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.
Explore this exciting opportunity in the newly established Deal Services Billing Team!