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Equities Client Billing Product Lead Vice President
lead · Corporate Finance
Exciting opportunity to join the Cost & Commission Services team and grow your career as an Equities Client Billing Product Lead.
As an Equities Client Billing Product Lead Vice President in the Cost & Commission Services (CCS) group, you will be a part of a group of specialised individuals shaping how trading-related billing is calculated, controlled and delivered at scale. You will have the opportunity to work with global functions and stakeholders, using your influence to contribute to key areas of importance such as payment processes and controls, savings initiatives, reconciliations, cost accruals and allocations.
You will be responsible for on-boarding client billing to the CCS strategic cost & commission calculator, working hands-on with the detail of billing logic while partnering with front office, technology and operations colleagues to make the end-to-end billing process robust, repeatable and operationally efficient. You are as comfortable running the day-to-day process as you are re-engineering it — willing to roll up your sleeves on recurring tasks and using this insight to automate and simplify the process. You will build scalable solutions, embed strong controls with clear documentation, creating a blueprint for scalable billing solutions across the program. This is an opportunity to make a visible, lasting impact on how we manage cost, commission and client billing across the firm.
The Cost and Commission Services (CCS) group plays a pivotal role in managing JP Morgan's annual trading-related expenses, including commissions and receivables.
Job responsibilities
Run and monitor the monthly billing cycle, working with technology to oversee the runbook and communicating status to operations and front office partners, with a clear focus on reducing this manual effort as the process becomes increasingly automated
On-board client billing to strategic cost & commission calculator
Transform manual and ad-hoc processes into stable, repeatable and scalable solutions
- Review and document operating models and procedures with a strong focus on controls
Partner with CCS process owners and supporting stakeholders to understand requirements
- Partner with Operations Risk & Control Management to ensure adherence to firm-wide guidelines
- Document progress and present to global stakeholders
- Collate metrics to measure, mitigate, monitor and report risk
- Design strategic and tactical solutions to solve problems using automation and AI
Required qualifications, capabilities and skills
Experience within a banking organization or a similar financial services institution
Experience managing controls and documenting processes
- Intermediate / Advanced analytical skills with proficiency in MS Office (Excel, Power point, Projects)
Track record of business analysis, project management and partner engagement skills
- Alteryx, Python and Tableau experience required
Business Analyst skillset, with strong analytical, interpersonal, oral and written communication skills
Skilful at evaluating and improving processes, synthesizing information to reach logical conclusions and documenting and presenting findings
Self-motivation and ability to work with minimal supervision within a team structure
Minimum Bachelor’s Degree or equivalent required
Preferred qualifications, capabilities and skills
Equities product knowledge desirable
Experience with executing Transformation and/or Change Management initiatives beneficial
Knowledge of the trade and execution cost lifecycle beneficial
Knowledge of the software delivery lifecycle beneficial
Knowledge of trading flows beneficial