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Global Banking Deal Services – Billing Relationship Partner (Senior Associate)
senior · Investment Banking
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.