PricingDirect - Product Implementation - Associate

Testing Site - JPMC; New York (NY); On-site; USD 95,000 - 135,000; Full time

Job summary

PricingDirect is seeking an Associate on the Implementation team to lead onboarding and integration for clients, collaborating with product, technology, operations, and sales to deploy pricing data and analytics. The role emphasizes AI/ML-driven enhancements, data validation, and stakeholder communications, with opportunities to influence product development.

Candidates should have a finance/CS/math background and at least 3 years of relevant experience in financial services or technology, plus

Qualifications

• Bachelor’s degree in Finance, Economics, Computer Science, Mathematics, or a related field.
• 3+ years of professional experience in financial services, technology, or related industry.
• Hands-on experience with client onboarding, product implementation, or technical integration of financial products or data solutions.

Responsibilities

• Lead and support end-to-end onboarding and integration for clients, including requirements gathering and data mapping.
• Coordinate implementation projects, track deliverables, manage timelines, and communicate status to stakeholders.
• Identify and pilot AI/ML driven improvements to streamline onboarding, validation, and integration workflows.

Skills

Analytical skills

Problem-solving

Communication

Cross-functional collaboration

Education

Bachelor’s degree in Finance/Economics/CS/Math

Tools

Python

JIRA

Job description

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.