Associate jobs in Financial Services

The KYC Associate will play a crucial role in ensuring compliance with regulatory requirements within the Financial Services industry. This position involves handling customer due diligence processes and maintaining up-to-date knowledge of legal and compliance standards.

This role supports our clients LIHTC investment and asset management platform by maintaining accurate property, fund, and compliance data. The position plays a key role in supporting investment operations, reporting, and portfolio oversight.

Seeking a Senior Associate to join the Client Service team with a strong emphasis on reporting and operational excellence. This role is central to delivering a seamless client experience by managing end-to-end reporting processes and supporting client operational needs. You will act as a key liaison between clients and internal teams, ensuring timely, accurate, and customized reporting while coordinating capital activity and addressing client inquiries.

This role sits within the broader Sustainability and Climate Risk team and plays a key part in advancing the firm's climate risk analytics capabilities. The ideal candidate brings a strong analytical foundation, excellent communication skills, and a passion for integrating environmental risk into credit frameworks.

The position blends quantitative analysis, credit policy evaluation, and portfolio monitoring to assess the effectiveness of credit decisioning and risk controls. Ideal candidates will have a strong foundation in consumer credit, data analytics, and regulatory awareness, with the ability to work autonomously and communicate findings clearly.

We are seeking a Senior Tax Associate to join a growing team within investment management. This role involves managing tax compliance and providing strategic advice to clients, while ensuring all regulatory requirements.

This role involves underwriting bridge financing transactions for multi‑family properties, with a focus on floating‑rate structures. Candidates should bring 2-10 years of real estate finance experience, strong analytical skills, and the ability to evaluate complex deals in a dynamic environment.

The Associate Tax Director will oversee tax compliance, planning, and advisory services with a focus on asset management and partnerships. This role is ideal for a CPA with a strong background in public accounting who thrives in a fast-paced environment.

The Credit Investment Analyst will be responsible for supporting investment strategy by deploying capital across liquid and structured credit markets, with a focus on leveraged corporates and high-yield issuers.

We are seeking a Tax Senior Associate/Manager to join a team in the Venture Capital industry. This role is ideal for a detail-oriented professional with expertise in partnership tax compliance and strategy.

The Market Risk Associate to provide oversight of the Credit Trading desk, covering investment grade/high yield credit and structured products (CLOs and ABS). This role is critical in ensuring risk exposures are properly identified, monitored, and communicated across the organization.