Relationship Partner - Analyst

Make your mark by partnering with deal teams and clients to deliver a consistent billing experience while building skills and mobility across deal services.

As a Deal Services Billing Relationship Partner Analyst in the Deal Services Billing Team within Commercial Investment Banking, you will partner with deal teams, clients, and internal stakeholders to execute end-to-end billing and invoicing. You will manage milestones, receivables, and funds movement to support transactions across Mergers and Acquisitions, Equity Capital Markets, and Debt Capital Markets. You will drive process improvements that strengthen transparency, controls, and the overall client experience.

Job Responsibilities:

• Cultivate strong working relationships with bankers, deal teams, and internal partners to support billing and invoicing across a portfolio of transactions.
• Oversee the deal pipeline and billing lifecycle milestones to ensure timely, proactive execution.
• Coordinate cross-functional stakeholders, escalating issues and driving timely resolution.
• Streamline workflows by identifying opportunities to improve transparency and reduce administrative burden for deal teams.
• Manage legal billing by liaising with law firms, preparing expense estimates, and securing invoice approvals.
• Validate expected vendor expenses by obtaining third-party invoices and monitoring delivery against service level agreements.
• Prepare, review, and issue client invoices, ensuring appropriate compliance checks, tax treatment, and required approvals.
• Address client and vendor billing inquiries by maintaining accurate contact records and delivering timely, high-quality responses.
• Collaborate with operations teams to support fund transfers, invoice processing, and clean settlement outcomes.
• Track outstanding receivables by partnering with deal teams and clients to drive collections and resolve disputes.
• Advance change initiatives by supporting prioritization of technology enhancements, process improvements, and data quality controls.

Required qualifications, skills, and capabilities:

• Hold a bachelor’s degree or equivalent qualification in finance, accounting, economics, business, engineering, computer science, data analytics, or a related discipline.
• Apply strong analytical, numerical, and problem-solving skills to work confidently with data, identify issues, and develop practical solutions.
• Communicate clearly in writing and verbally to engage effectively with deal teams, internal stakeholders, and clients where applicable.
• Demonstrate ownership, sound judgment, and attention to detail while working independently and following through on commitments.
• Use Microsoft Excel effectively, supported by strong data literacy and an inquisitive, continuous-improvement mindset.
• Navigate multiple priorities in a fast-paced environment while maintaining high-quality execution.
• Leverage interest in data, automation, coding, and emerging technologies to simplify processes, reduce manual effort, and strengthen controls.

Preferred qualifications, skills, and capabilities:

• Describe working knowledge of investment banking products and transaction lifecycles, including Mergers and Acquisitions, Equity Capital Markets, and Debt Capital Markets.
• Bring 2+ years of experience in billing, invoicing, receivables, finance operations, deal execution support, or a related operational role.
• Contribute to process improvement, operating model change, new process implementation, or technology-enabled transformation.
• Apply data analytics, coding, or automation tools such as Python, SQL, Alteryx, Power BI, Power Automate, or VBA through academic projects, internships, certifications, or professional experience.
• Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.