Global Banking Deal Services Billing Relationship Partner Analyst

Explore this exciting opportunity in the newly established Deal Services Billing Team!

As aGlobal Banking Deal Services Billing Relationship Partner - Analyst in Billing Team you will be a key partner to deal teams clients and internal stakeholdersowning billing/invoicing executionwhile alsodriving engagement with other external stakeholders.

You will support a portfolio ofMergers & 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 isentrepreneurial client-centric commercially minded highly organized and energized by working in afast-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.

• 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 operationsideally 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.