PricingDirect - Product Implementation - Associate
J.P. Morgan
At PricingDirect, you will join a revenue-generating team that provides independent valuations and analytics on over 3 million fixed income, derivatives, and private equity instruments, where you will play a crucial multifunctional role in onboarding and implementing clients to PricingDirect services and platform.
As an Associate in the PricingDirect Implementation team, you will play a critical role in onboarding and supporting clients with the integration and adoption of PricingDirect’s platform and services. You will collaborate closely with clients, product managers, technology teams, and other stakeholders to ensure seamless implementation of solutions for a wide range of financial instruments, including fixed income, derivatives, and structured products. This role requires strong analytical skills, expertise in financial valuations, attention to detail, and the ability to manage multiple projects in a fast-paced environment.
Key Responsibilities:
1. Client Implementation & Technical Integration
- Lead and support the end-to-end onboarding and integration for new and existing clients, including requirements gathering, solution design, data mapping, and workflow configuration.
- Conduct client training, create user guides and documentation, and provide ongoing support to facilitate adoption and usage of PricingDirect solutions.
- Troubleshoot integration issues, perform data validation, and ensure accurate and timely delivery of pricing data and analytics.
2. Project Management & Stakeholder Collaboration
- Coordinate implementation projects, track deliverables, manage timelines, and communicate status updates to internal and external stakeholders.
- Liaise with product, technology, operations, and sales teams to relay client feedback, identify enhancement opportunities, and support product development initiatives, with a focus on AI/ML-driven improvements.
- Conduct rigorous testing and validation of pricing outputs to ensure accuracy, consistency, and compliance with industry standards.
3. Innovation & Workflow Optimization
- Proactively identify, recommend, and pilot opportunities to leverage AI/ML tools and techniques to enhance implementation processes, automate routine tasks, and improve data quality and workflow efficiency.
- Collaborate with technology and product teams to evaluate, implement, and test innovative solutions, including AI/ML-driven enhancements, to streamline client onboarding, data validation, and integration workflows.
- Stay current with industry trends in AI/ML and financial technology, and contribute to the evolution of implementation best practices.
Required qualifications, capabilities, and skills:
- Bachelor’s degree in Finance, Economics, Computer Science, Mathematics, or a related field.
- Minimum of 3 years of professional experience in financial services, technology, or a related industry.
- Hands-on experience with client onboarding, product implementation, or technical integration of financial products or data solutions.
- Strong understanding of financial instruments (e.g., fixed income, derivatives, structured products) and market data.
- Demonstrated analytical and problem-solving skills, with attention to detail and accuracy.
- Excellent verbal and written communication skills, including the ability to explain technical concepts to non-technical audiences.
- Proven ability to manage multiple projects or workstreams simultaneously in a fast-paced environment, with an organized and detail oriented approach.
- Experience working collaboratively with cross-functional teams (e.g., product, technology, operations, sales).
- Demonstrated ability to present complex information and recommendations clearly and confidently to senior management and key stakeholders.
Preferred qualifications, capabilities, and skills:
- Experience with AI/ML concepts, tools, or applications in a financial or data-driven environment.
- Competency in Python for data analysis or workflow automation, with the ability to efficiently write and understand scripts.
- Experience with project management methodologies and tools (e.g., Agile, JIRA).
- Prior exposure to pricing, valuation, or risk analytics platforms.
- Experience developing or delivering client training and technical documentation.
- Track record of identifying and implementing process improvements, especially using technology or automation.
- Knowledge of industry regulations and compliance standards relevant to financial data and pricing.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. 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. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
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.
Join the PricingDirect Implementation team, driving client onboarding and product implementation for their market leading evaluated pricing services.