Fee Billing Analyst

Location: Bengaluru, Karnataka, India

Job Family: Client Operations Management

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a proud history of innovation and client focus. As a Fee Billing Analyst in our Client Operations Management team in Bengaluru, Karnataka, India, you will play a pivotal role in ensuring seamless and accurate billing processes for our institutional clients in investment banking and asset management. This position involves managing complex fee structures, from performance-based incentives to advisory fees, while upholding the highest standards of accuracy and compliance in a dynamic financial environment. You will contribute to operational excellence by leveraging cutting-edge financial systems to deliver timely invoicing, fostering strong client relationships and supporting JP Morgan Chase's commitment to superior service. Your day-to-day responsibilities will include reviewing client contracts to validate fee calculations, generating invoices using proprietary tools, and resolving any discrepancies through collaboration with global teams. In this role, you will analyze billing data to identify trends, mitigate risks associated with regulatory changes, and implement process enhancements to streamline operations. Working within our Bengaluru hub, a key center for JP Morgan Chase's Asia-Pacific operations, you will interact with diverse stakeholders, ensuring that all billing activities align with internal policies and international standards like IFRS and SEC guidelines. This is an opportunity to grow within a supportive team that values precision and innovation in financial services. We seek candidates who thrive in a collaborative, high-stakes setting and are passionate about the financial industry. Joining JP Morgan Chase means access to world-class resources, mentorship from industry leaders, and the chance to impact global clients. If you have a keen eye for detail and a drive for operational efficiency, this role offers a rewarding path to advance your career in client operations management.

Key Responsibilities

• Manage the end-to-end fee billing process for clients, ensuring accuracy in invoice generation and distribution
• Review and validate fee calculations based on contractual agreements, performance metrics, and regulatory requirements
• Collaborate with client operations teams to resolve billing discrepancies and ensure timely payments
• Monitor billing cycles, track outstanding invoices, and follow up on collections to minimize delays
• Prepare and analyze billing reports for internal stakeholders and clients, highlighting key trends and variances
• Ensure compliance with internal JP Morgan Chase policies and external financial regulations such as SOX and GDPR
• Utilize financial systems to automate and streamline billing workflows, improving efficiency
• Support audits and provide documentation for fee-related inquiries from clients or regulators
• Contribute to process improvements in client operations management to enhance billing accuracy and speed
• Liaise with cross-functional teams, including sales, legal, and finance, to align on client billing needs

Required Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field
• Minimum of 2-3 years of experience in billing, invoicing, or financial operations within the financial services industry
• Proficiency in financial software and tools such as SAP, Oracle Financials, or similar ERP systems
• Strong understanding of fee structures, billing cycles, and regulatory compliance in banking and asset management
• Excellent attention to detail and accuracy in handling financial data
• Ability to work in a fast-paced, high-volume environment with tight deadlines
• Fluency in English; knowledge of additional languages is a plus for global client interactions

Preferred Qualifications

• Experience in fee billing for investment banking or asset management at a major financial institution
• Certification in accounting (e.g., CPA, ACCA) or financial analysis
• Familiarity with JP Morgan Chase's internal systems and processes
• Prior exposure to client-facing roles in operations management
• Advanced Excel skills including macros and data visualization

Required Skills

• Proficiency in Microsoft Excel and advanced data analysis tools
• Knowledge of financial modeling and fee calculation methodologies
• Strong analytical and problem-solving abilities
• Excellent communication and interpersonal skills for client interactions
• Attention to detail and high accuracy in data handling
• Time management and ability to prioritize tasks in a deadline-driven environment
• Understanding of financial regulations and compliance standards
• Experience with ERP systems like SAP or Oracle
• Team collaboration and cross-functional coordination
• Adaptability to changing client requirements and market conditions
• Basic project management skills for billing process improvements
• Proficiency in data visualization tools such as Tableau or Power BI
• Risk assessment and mitigation in financial operations
• Customer service orientation in resolving billing issues

Benefits

• Competitive base salary and performance-based bonuses aligned with JP Morgan Chase's compensation structure
• Comprehensive health, dental, and vision insurance coverage for employees and dependents
• Retirement savings plan with generous company matching contributions
• Paid time off including vacation, sick leave, and parental leave policies
• Professional development opportunities through JP Morgan's internal training programs and tuition reimbursement
• Employee wellness programs, including gym memberships and mental health support
• Flexible work arrangements, including hybrid options in Bengaluru
• Global mobility and career advancement paths within JP Morgan Chase's international network

JP Morgan Chase is an equal opportunity employer.