Payments- Treasury Services- Deal Pricing Associate
for section headings: e.g., About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We should only include sections that have real specific content. We have responsibilities (list), qualifications (required qualifications), preferred qualifications, skills (maybe part of qualifications). We have benefits (mentioned in About Us). Pay: they mention base salary determined based on role, experience, skill set and location; commission-based pay and/or discretionary incentive compensation. That's specific enough? It says "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". That's specific enough to include Pay section. Schedule: not mentioned, so omit. Benefits: they list comprehensive health care coverage, on-site health and wellness centers, retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. That's specific, include Benefits section.
We also have About the role? Could combine responsibilities and qualifications? The instruction: Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have sections: About the role (maybe a brief summary), Responsibilities, Qualifications (maybe combine required and preferred?), Skills (maybe separate), Benefits, Pay. We must not repeat job title as heading. Also we should not include boilerplate like EEO etc. Remove that.
We need to preserve all substantive information. So we need to include the responsibilities bullet points, qualifications bullet points, preferred qualifications bullet points, skills bullet points (maybe part of qualifications). Also include About Us and About The Team? Those are not in the heading list but could be part of "About the role"? Might be better to include "About the role" as a short paragraph summarizing the role (the first paragraph). Then Responsibilities as ul. Then Qualifications (maybe combine required and preferred). Or separate Required Qualifications and Preferred Qualifications as subheadings? But only allowed headings from list; we could use Qualifications heading and include both required and preferred inside. Skills heading could list Excel, PowerPoint, Tableau, Alteryx etc. Benefits heading list benefits. Pay heading list salary info.
We must not invent or summarize away detail. So we need to keep the exact bullet points? We can keep them as
About the role
As a Junior Associate within the Payments Strategy & Transformation Pricing team, you will be responsible for taking pricing decisions from initial conception through to execution and ongoing implementation. A core part of the Business Transformations group, the team largely operates on a deal-by-deal basis, supporting Payments Sales teams on everything related to deal pricing including deal price modeling, governance & approvals, and billing & implementations.
Responsibilities
- Lead complex pricing execution scenarios and ad-hoc requests in our largest (“Enterprise”) global clients
- Act as a liaison between Sales and Product teams by providing innovative solutions that considers holistic client relationship as well as product specific concerns
- Improve pricing models used for our largest and most complex deals
- Improve controls over data inputs, outputs and development of model efficiencies
- Integrate pricing models of targeted product and cross-business strategies and opportunities
- Develop client-based reporting to aid Sales in pitching our unique offerings and potential client savings
- Facilitate custom deal review, including sensitivity and scenario planning
- Map and reconciliation of financial data and reporting used to drive Treasury Services pricing
Qualifications
- 3+ years in pricing, product, Treasury Services Sales, finance or consulting roles
- Strong financial modeling experience, including financial statement analysis, business case development, and comfort with statistical techniques
- Detail-oriented approach to problem-solving; able to break down and structure complex problems, then develop data-driven solutions to guide management decision-making
- Executive presence, including the ability to communicate findings from data analysis in a concise manner to senior stakeholders
- Strong interpersonal skills, including comfort working with cross-functional stakeholders of all levels to achieve team goals based on guidance provided
- Ability to think strategically and proactively create new solutions for
- Strong project and process management skills
- Excellent command of MS Excel and PowerPoint; familiar with analytical and data visualization tools (e.g., Tableau, Alteryx etc.)
Qualifications
- 3+ years in pricing, product, Treasury Services Sales, finance or consulting roles
- Strong financial modeling experience, including financial statement analysis, business case development, and comfort with statistical techniques
- Detail-oriented approach to problem-solving; able to break down and structure complex problems, then develop data-driven solutions to guide management decision-making
- Executive presence, including the ability to communicate findings from data analysis in a concise manner to senior stakeholders
- Strong interpersonal skills, including comfort working with cross-functional stakeholders of all levels to achieve team goals based on guidance provided
- Ability to think strategically and proactively create new solutions for
- Strong project and process management skills
Skills
- Excellent command of MS Excel and PowerPoint
- Familiar with analytical and data visualization tools (e.g., Tableau, Alteryx etc.)
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It implies we should stick to those. So we can include preferred qualifications within Qualifications section.
Add preferred qualifications bullets after required ones.
Thus Qualifications list will include both required and preferred.
Now Benefits section:
Benefits
- Comprehensive health care coverage
- On-site health and wellness centers
- Retirement savings plan
- Backup childcare
- Tuition reimbursement
- Mental health support
- Financial coaching
- More (additional programs)
Pay section:
Pay
- Base salary determined based on role, experience, skill set and location
- 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 should not include Schedule.
Now About the role paragraph we already have.
Check we didn't include any boilerplate. We removed About Us and About Team description? We omitted them; but is that substantive? The About Us description includes history and total rewards package; we captured benefits and pay but omitted the descriptive history. Is that substantive? The instruction: Preserve ALL substantive information; do NOT invent or summarize away detail. The About Us paragraph includes history and description of the firm; that is substantive. Should we include it? Possibly under About the role? But we already have About the role paragraph summarizing role. The About Us description is about the company, not the role. Could be considered substantive but not required for the role? The instruction says preserve ALL substantive information. So we should include it somewhere. Perhaps we can add an "About the company" section? Not in allowed headings but we could incorporate into About the role? Might be okay to add a
after About the role describing the firm. The heading "About the role" is for role description; we could add another paragraph about the company under same heading? Might be okay but could be considered mixing. Better to add a separate heading like "About JPMorganChase" but not in list. However the instruction says use