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 stakeholders—owning billing and 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.
• 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 escalating 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.

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