Relationship Partner - Analyst

About the role

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.

What you'll do

• 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

What you need

• 2–5 yrs of experience
• SQL
• Power BI
• Data analysis
• VBA
• Excel
• Python
• B.Com

Good to have

• Alteryx
• Capital markets
• Accounts receivable
• Investment banking
• M&A
• Power Automate