Associate jobs in Financial Services

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

A client is looking to bring on a Client Success Associate to support Client Success Managers in managing the full client lifecycle post-sale, focusing on delivering value, understanding client goals, and ensuring high satisfaction and retention. This role collaborates cross-functionally with internal teams and external partners 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.

This role involves managing financial reporting processes and ensuring compliance with regulatory requirements within the banking industry. The ideal candidate will focus on delivering accurate financial reports to various regulatory bodies while supporting the accounting and finance department in New York.

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.

A key role supporting corporate credit investment decisions across various sectors. This position involves financial analysis, credit underwriting, and portfolio monitoring, with a focus on evaluating investment opportunities and managing risk exposure. Strong analytical skills, market awareness, and credit structuring expertise are essential.

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 Consolidation and Financial Reporting Associate will oversee key aspects of financial reporting and consolidation processes, ensuring accuracy and compliance with US GAAP and IFRS standards. This role is ideal for a detail-oriented professional with expertise in financial reporting.

The Quantitative Risk Associate Director will lead critical risk management efforts by applying quantitative methods and models to ensure the organization's stability and compliance. This position will require strong problem-solving skills, analytical expertise, and a deep understanding of the financial services industry.

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.

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

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.

NYC based Fixed Income shop seeking Middle Office Associate with prior experience in investment management.

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.

In this role, you'll be supporting the People team with key operational tasks, with a heavy focus on HRIS administration, reporting, payroll support, and maintaining clean, accurate employee data. You'll be the go-to for all things systems- and numbers-related within the HR function.

5 days a week onsite in Midtown Manhattan.
$70k-$95k

A leading global investment firm is seeking a Credit Investing Associate to support the evaluation and execution of complex credit opportunities. This role involves deep financial analysis, structuring transactions, and monitoring portfolio performance across a range of credit strategies.

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.

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.