Associate jobs in Financial Services

This position joins the risk and governance team and will assume responsibility for the identification, measurement, monitoring and control of market, liquidity and stress testing.

The Associate will support the Corporate Banking Department by underwriting new credit proposals, managing assets post-lending, providing analytical support, responding to inquiries, and ensuring compliance with KYC/AML and other regulations. Additional responsibilities include preparing term sheets, credit memos, annual reviews, presentation reports, reviewing and negotiating loan documentation, and assisting in the post-lending administration process.

We are seeking a highly motivated and detail-oriented SEC Reporting & Accounting Policy Associate to join our finance and accounting team. This role will play a critical part in ensuring compliance with SEC regulations, supporting the preparation of financial statements, and maintaining adherence to accounting standards.

Perform screening and investigations of sanctions related alerts and stay up to date on regulatory requirements.

This role involves overseeing the Operational Risk (OR) Framework, managing policies, analyzing operational risk data, and generating Bank-wide reports. Responsibilities extend to supporting the governance of the Operational Risk Management Department, including facilitating committee meetings, preparing materials, and assisting with regulatory and audit affairs.

Develop audit tools, dashboards, and/or build quantitative models to drive sustainable and quantifiable improvements to the audit process. This professional needs to have a strong understanding of business processes, risks, and controls in order to enhance audit deficiencies and effectiveness through the development and delivery of audit data analytics.

We're currently partnered with a large Financial Services company in Fairfield County, CT on a Recruitment Associate search. We're looking for someone who ideally has come from an agency background and is looking to move in-house. The role is on-site 4 days a week and the base salary is $75-95K.

The Performance Reconciliation Associate roles involves verifying the accuracy of account performance by reviewing securities individually, adjusting account positions, and ensuring quality checks. Key qualifications include experience with reconciliation, fund accounting, and performance measurement systems, along with proficiency in handling large data sets.

The Senior Associate position in the Corporate & Business Advisory division will concentrate on delivering financial and business advice to the Firm's clients. This individual will be crucial to our team, offering quantitative and analytical support for sell-side and buy-side acquisition assignments, refinancing, recapitalization, and restructuring, while also collaborating with clients and their advisors throughout the process.

Boston based Private Family Office seeks private equity investment Associate to join their growing investment team in Boston, MA.

The Tax Associate will be responsible for key areas such as tax compliance, reporting, estate planning, and charitable giving. Additionally, the role involves collaborating with teams across the entire firm.

Excellent Tax Associate opportunity at a growing investment management firm based in NYC. This opportunity will include, but will not be limited to, providing comprehensive financial analysis to support the strategic decision-making of the companies high-net-worth clients and their families.

The role will involve responsibilities related to managing third-party and operational risks. The individual in this position will support senior leadership in overseeing and maintaining the third-party risk management program and will also provide backup support for various information security functions.

The Senior Tax Associate will be involved in all tax compliance and provision processes. They will prepare and review returns, and stay updated on tax laws. Must be able to go in office twice a week in Dresher, PA!

Leading and assisting in audits across various domains, identifying risks and inefficiencies. Participating in process improvement initiatives and operational tasks to enhance internal controls and operational effectiveness.

Senior Associate responsible for the daily processing of the firm's dividends and corporate actions responsibilities.

Hedge fund seeking an Operations Associate with CDS (credit default swap) experience to join a 5-person Operations group.

This Candidate will provide quantitative and analytical support for all sell-side and buy-side acquisition assignments

Excellent Senior Tax Associate, SALT opportunity at a growing financial services firm based in Fort Worth, TX. This role will include, but will not be limited to, conducting thorough research on SALT issues, and lead and manage sales and use tax audits.

Excellent Senior Tax Associate opportunity at a growing boutique CPA firm in Dresher, PA. This role will include, but will not be limited to, tax compliance and review.

The Tax Associate will be a valued member of the tax team. This person will contribute to tax compliance for personal, trust, partnership, and corporate returns. Must be driven, motivated, and ready to learn!

This role demands expertise in sales and use tax, along with a solid understanding of other state and local tax (SALT) areas, such as state income tax and property tax. You will lead client engagements, supervise tax associates, and provide comprehensive tax solutions across various SALT domains.