PricingDirect - Product & AI Implementation - Associate
J.P. Morgan, New York, NY, United States
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. As an Associate in Product and AI Implementation, you will play a crucial multifunctional role in onboarding and implementing clients to PricingDirect services and platform, with a strong emphasis on utilizing AI tools to accelerate implementation automation and prototyping.
You will collaborate closely with clients, product managers, technology teams, and other stakeholders to ensure seamless implementation and adoption of PricingDirect solutions across a wide range of financial instruments, including fixed income, derivatives, and structured products. This role focuses on implementation automation and prototyping to improve onboarding speed, data quality, and client outcomes—requiring strong analytical skills, expertise in financial valuations and market data, excellent client‑facing communication, and the ability to manage multiple projects in a fast‑paced environment alongside technology and engineering partners.
Job responsibilities
Identify, design, and pilot AI/agent‑assisted opportunities to streamline client onboarding, requirements gathering, data validation, and integration workflows.
Use GitHub Copilot or similar AI assistants hands‑on to accelerate implementation work such as requirements synthesis, documentation drafts, and troubleshooting, leveraging expert prompt engineering to produce reliable, repeatable outputs.
Build Python‑based dashboards, prototypes, and automation for data profiling, reconciliation, exception reporting, and workflow optimization to reduce manual effort and improve service quality.
Stay current with AI/ML and financial technology trends and contribute to evolving implementation best practices.
Lead and support end‑to‑end onboarding and integration for new and existing clients, including requirements gathering, solution design, data mapping, and workflow configuration.
Troubleshoot integration issues, perform data validation, and ensure accurate and timely delivery of pricing data and analytics.
Coordinate implementation projects, track deliverables, manage timelines, and communicate status updates to internal and external stakeholders.
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.
Strong Python proficiency for implementation automation and prototyping (data wrangling, validation, reconciliation, and workflow automation).
Hands‑on experience with GitHub Copilot or similar AI assistants and expert prompt‑engineering skills.
Hands‑on experience with client onboarding, product implementation, or technical integration of financial products or data solutions.
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; strong client‑facing presence.
Preferred qualifications, capabilities, and skills
Experience with project management methodologies and tools such as Agile or 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.
Benefits
We offer a competitive total rewards package including base salary and, where eligible, commission‑based pay and discretionary incentive compensation. Eligible employees may also receive benefits such as 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 will be provided during the hiring process.
Equal Employment Opportunity
We are an equal opportunity employer and place a high value on diversity and inclusion. 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, and for mental health or physical disability needs.
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You will collaborate closely with clients, product managers, technology teams, and other stakeholders to ensure seamless implementation and adoption of PricingDirect solutions across a wide range of financial instruments, including fixed income, derivatives, and structured products. This role focuses on implementation automation and prototyping to improve onboarding speed, data quality, and client outcomes—requiring strong analytical skills, expertise in financial valuations and market data, excellent client‑facing communication, and the ability to manage multiple projects in a fast‑paced environment alongside technology and engineering partners.
Job responsibilities
Identify, design, and pilot AI/agent‑assisted opportunities to streamline client onboarding, requirements gathering, data validation, and integration workflows.
Use GitHub Copilot or similar AI assistants hands‑on to accelerate implementation work such as requirements synthesis, documentation drafts, and troubleshooting, leveraging expert prompt engineering to produce reliable, repeatable outputs.
Build Python‑based dashboards, prototypes, and automation for data profiling, reconciliation, exception reporting, and workflow optimization to reduce manual effort and improve service quality.
Stay current with AI/ML and financial technology trends and contribute to evolving implementation best practices.
Lead and support end‑to‑end onboarding and integration for new and existing clients, including requirements gathering, solution design, data mapping, and workflow configuration.
Troubleshoot integration issues, perform data validation, and ensure accurate and timely delivery of pricing data and analytics.
Coordinate implementation projects, track deliverables, manage timelines, and communicate status updates to internal and external stakeholders.
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.
Strong Python proficiency for implementation automation and prototyping (data wrangling, validation, reconciliation, and workflow automation).
Hands‑on experience with GitHub Copilot or similar AI assistants and expert prompt‑engineering skills.
Hands‑on experience with client onboarding, product implementation, or technical integration of financial products or data solutions.
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; strong client‑facing presence.
Preferred qualifications, capabilities, and skills
Experience with project management methodologies and tools such as Agile or 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.
Benefits
We offer a competitive total rewards package including base salary and, where eligible, commission‑based pay and discretionary incentive compensation. Eligible employees may also receive benefits such as 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 will be provided during the hiring process.
Equal Employment Opportunity
We are an equal opportunity employer and place a high value on diversity and inclusion. 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, and for mental health or physical disability needs.
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