About the Role
Join the Cost & Commission Services team as an Equities Client Billing Product Lead Vice President, shaping how trading-related billing is calculated, controlled, and delivered at scale. You will work with global functions and stakeholders on payment processes, controls, savings initiatives, reconciliations, and cost accruals/allocations.
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 manual effort.
- On-board client billing to the 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.
Requirements
- 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.
- 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.
Skills
- Alteryx
- Python
- Tableau
- Equities product knowledge
- Transformation and/or Change Management initiatives
- Knowledge of the trade and execution cost lifecycle
- Knowledge of the software delivery lifecycle
- Knowledge of trading flows
Experience Level
- Vice President
Education Level
- Minimum Bachelor’s Degree or equivalent
About the Company
- 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.
Equal Opportunity
- We are an equal opportunity employer and place a high value on diversity and inclusion at our company.
- We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.
- We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.
