Associate jobs in Financial Services

An Investor Relations Associate is needed to support communication strategies and foster strong relationships with investors in the financial services sector. This position involves managing investor inquiries, preparing financial materials, utilizing PowerPoint, and collaborating with internal teams to ensure accurate and timely reporting.

Handle daily Accounts Payable tasks such as entering invoices, reconciling accounts, monitoring invoice status, and resolving invoice-related issues on a global scale.

This role offers an exciting opportunity for a candidate to contribute to the financial services industry by managing and supporting private fund structures and collateralized loan obligations (CLOs). This individual will be responsible for the modeling and maintenance of CLOs.

Under the direction of the Head of Operational Data, this position would be responsible for maintaining all customer data (financial/non-financial). The Associate has full ownership of data maintenance, as well as the troubleshooting and resolution of problems and transactions.

The primary responsibility of the position is to prepare assigned regulatory reports in an accurate and timely manner in accordance with US GAAP and instructions from regulatory authorities, which requires working knowledge of financial accounting and regulatory reporting, as well as understanding of the financial industry. The position will be responsible for regulatory reports across all entities under the Combined US Operations.

The firm is a leading debt capital partner for North American middle market companies and offers a broad range of financing solutions, including first lien, stretch senior, unitranche, second lien, and subordinated debt, as well as equity co-investments. The team is looking to add a Private Credit Associate.

The Senior Associate, Alternatives Finance role offers an exciting opportunity to contribute to the financial management and reporting processes within a strong financial services firm. This position is ideal for a detail-oriented professional with a strong background in accounting and fund operations.

We're seeking an Associate Director, Data Architect to lead and oversee the development and implementation of FpML standards within the Banking & Financial Services department. This role offers an opportunity to make a meaningful impact in the industry while working on innovative financial solutions.

This role offers an exciting opportunity to support loan operations within the financial services industry. The Associate - Loan Operations will work closely with internal teams to ensure smooth and accurate loan processing and management.

Our client, a real estate investment and development firm, seeks a highly motivated individual to support strategic growth initiatives, keeping executive leadership informed through accurate and timely reporting and communications. The primary focus is to deepen (already) strong investor relationships, mainly with institutional partners.

The Investor Relations Associate will collaborate cross functionally with teams to support capital development and client engagement.

The Fund Finance Associate will be responsible for all fund performance analysis, and all accounting and reporting related to real estate funds.

The Finance Associate Accounting role in the financial services industry focuses on maintaining accurate financial records and assisting with key accounting functions. This position requires strong attention to detail and a solid understanding of accounting principles to support the organization's financial operations effectively.

Reporting into the Director of Financial Reporting, this role will oversee financial statement preparation, SEC filings and compliance, and process improvement & controls.

The Senior Tax Associate will help review individual, trust, partnership, and multi-state tax returns. Additionally, this role will work on quarterly reports and assist across different tax projects as needed.

This role supports the HR team by managing the Client Inquiry queue, including RFPs and DDQs, to allow internal teams to focus on strategic initiatives. The ideal candidate is detail-oriented and organized, with experience in coordinating external information requests, handling sensitive data, and working with tools like Microsoft Office and SharePoint.

A leading investment firm in NYC is looking for a sharp, polished, and resourceful HR Associate to join their growing team. This is a true generalist role-ideal for someone who wants to be hands-on across all facets of HR and have a seat at the table in a high-impact, high-visibility environment.

Must have HR experience in Financial Services.

$90k-$120k base + bonus
5 days a week onsite in downtown NYC.

The Associate, Project Finance Credit Officer will be responsible for reviewing and approving new transactions within the Project Finance space. The incumbent will have exposure to sub-sectors such as Renewables, Oil & Gas, Metals & Mining, and LNG.

Our client is looking for a Client Billing Temp to provide essential administrative support for client billing operations. The associate will focus primarily on processing Client Administration requests, maintaining account records, applying payments, and monitoring receivables.

This role provides administrative support to multiple officers and associates while handling complex travel arrangements, expense reporting via Concur, and meeting coordination. The position requires strong organizational skills, professionalism, and the ability to manage multiple priorities in a fast-paced, corporate finance environment.

A leading financial services firm is looking for a Director of Compensation with at least 7 years of compensation experience to join its team. This is a high-impact role supporting compensation strategy and execution for front office functions, specifically within banking and associate programs.