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financial services associate

JPMorganChase

<div><b>JOB DESCRIPTION</b><p><br>
At J.P. Morgan Asset Management, we provide equity solutions to many of the world&rsquo;s largest pension plans, sovereign wealth funds and central banks. The cornerstone of our approach to equity investing is our dedication to in-house research. Our on-the-ground presence in key markets, combined with structured collaboration across regions and sectors, allows us to identify, share and compare ideas around the globe. Our equity investment processes are founded on tried and tested investment philosophies, consistently applied, within a robust risk management framework. We provide equity strategies across regions, sectors, styles and the market cap spectrum.</p><p>
</p><p><b>Role Summary</b></p><p>
As a Research Associate in the Equity Research Department at JP Morgan Asset Management you will support a Senior Research Analyst in their efforts to analyze companies and generate positive investment performance. This particular opening is focused on the Payments and Business Services which consists of 30 companies under current coverage. A successful Research Associate is self-motivated, intellectually curious, demonstrates analytical aptitude and attention to detail, and has a strong interest in investing.
</p><p></p><p><b>Job Responsibilities</b></p><ul><li>
Conduct a wide variety of research projects to aid in the investment process, including building financial models and industry frameworks as well as company/industry-specific ad hoc projects.
</li><li>Provide data and analysis to assist in the management of regional and global analyst funds</li></ul><p>
</p><p><b>Required qualifications, capabilities and skills
</b></p><ul><li>5+ years of relevant industry experience</li><li>
3+ years of experience covering Payments and Business Services
</li><li>Strong analytical skills, high aptitude for numbers; ability to identify trends through numerical analysis</li><li>
Intellectual curiosity
</li><li>Passion for and interest in investing</li></ul><p>
</p><p><b>Preferred qualifications, capabilities and skills</b></p><ul><li>
Coding experience with VBA is preferred</li></ul><p>
</p><b>ABOUT US</b><br>
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><p></p><div><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include 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 about total compensation and benefits will be provided during the hiring process.
</p><div><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. 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&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b><p><br>
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</p></div>

Asset Management - Equity Research Analyst Payments and Business Services - Associate

<div><b>JOB DESCRIPTION</b><br>
<div>
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.</div><div><br>
<br>
</div><div>As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts &ndash; helping clients achieve their financial goals.</div><div><br>
<br>
</div><div><b>Job Responsibilities</b></div><div>
<div><ul><li>Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.</li>
<li>Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.</li>
<li>Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.</li>
<li>Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions &ndash; introducing them to our team of experts to help achieve their financial goals.</li>
<li>Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.</li>
</ul><div><b>Required Qualifications, Capabilities, and Skills</b>
</div><div><div><ul><li>Ability to put clients first and exceed their expectations &ndash; delivering attentive and friendly service, creating a welcoming environment.
</li><li>Ability to build trusted relationships &ndash; demonstrating genuine care and concern during interactions with clients.</li>
<li>Ability to engage clients &ndash; communicating clearly and politely to understand and help, anticipating client needs.</li>
<li>Ability to quickly and effectively resolve client issues with attention to detail &ndash; providing a consistent client experience.
</li><li>Ability to elevate the client experience &ndash; working collaboratively as a team to deliver seamless service with care and sincerity.</li>
<li>Ability to quickly and accurately learn products, services, and procedures.</li>
<li>Client service experience or comparable experience.</li>
<li>High school diploma or GED equivalent.</li>
</ul><div><b>Preferred Qualifications, Capabilities, and Skills</b>
</div><div><div><ul><li>Strong desire and ability to influence, educate, and connect customers to technology solutions.</li>
<li>Cash handling experience.</li>
</ul></div></div></div></div></div></div><div></div><b>ABOUT US</b><p><br>
Chase is a leading financial services firm, helping nearly half of America&rsquo;s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
</p><p></p><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include 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 about total compensation and benefits will be provided during the hiring process.
</p><p></p><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. 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&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p><p></p><p>
Equal Opportunity Employer/Disability/Veterans</p><br>
<br>
<br>
<b>ABOUT THE TEAM</b><br>
<div>
Our Consumer &amp; Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We&rsquo;re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions &ndash; all while ranking first in customer satisfaction.</div><div><br>
<br>
</div><div>Our Consumer Banking group helps customers manage their money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.</div></div>

Part Time (30 Hours) Associate Banker, Dyckman Branch, New York, NY

DataAnnotation

<div>
 DataAnnotation is committed to creating high-quality AI. We are looking for a Finance Associate to join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles &mdash; whether you&rsquo;re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity.
 <br/>
 <br/>
 We're currently expanding into an exciting new area &ndash; teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.
 <br/>
 <br/>
 <strong>
  Role
  <br/>
  <br/>
 </strong>
 We&rsquo;re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might:
 <br/>
 <br/>
 <ul>
  <li>
   Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets
  </li>
  <li>
   Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work
  </li>
  <li>
   Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up &ndash; and where it doesn&rsquo;t.
  </li>
  <li>
   Share clear, structured feedback to help make each new version of the AI smarter and more reliable.
   <br/>
   <br/>
  </li>
 </ul>
 To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master&rsquo;s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.
 <br/>
 <br/>
 <strong>
  Benefits
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   This is a full-time or part-time REMOTE position
  </li>
  <li>
   You&rsquo;ll be able to choose which projects you want to work on
  </li>
  <li>
   You can work on your own schedule
  </li>
  <li>
   Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Responsibilities
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Give AI chatbots diverse and complex problems and evaluate their outputs
  </li>
  <li>
   Evaluate the quality produced by AI models for correctness and performance
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Qualifications
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Fluency in English (native or bilingual level)
  </li>
  <li>
   Detail-oriented
  </li>
  <li>
   Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management
  </li>
  <li>
   A current, in progress, or completed Masters and/or PhD is is preferred but not required
   <br/>
   <br/>
  </li>
 </ul>
 Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. Only applicants in United States will be considered for this role. This is an independent contract position.
 <br/>
 <br/>
 #finance
</div>


Finance Associate

<div><b>JOB DESCRIPTION</b><p><br>
Join the Global Banking (GB) Finance Analytics team and play a pivotal role in shaping the financial strategy and performance of the Global Bank. You will collaborate with business managers, strategy, and finance teams to deliver analyses that inform public disclosures and drive key presentations at Investor Day and industry conferences. This is a high-impact opportunity to work closely with senior leaders, influence decision-making, and contribute to the ongoing success of the business. If you are passionate about financial analytics and thrive in a dynamic environment, we want you on our team.</p><p>
As a Financial Analytics, Associate within the GB Finance Analytics team, you will lead business and financial analytics for the Global Bank and its segments. You will be responsible for creating, maintaining, and reviewing financial models and analyses, both recurring and ad-hoc, and conducting deep dive analyses on key issues impacting clients. This role offers exposure to senior management and the opportunity to drive value-add change by simplifying processes, accelerating automation, and enhancing analytics and business support.</p><p>
</p><p><b>Job Responsibilities</b></p><ul><li>
Assist with dialogue with senior business leadership and stakeholders across the Global Bank to provide information on business trends, financial performance, market strategy, competitive landscape, and industry trends</li><li>
Prepare presentation materials and financial analytics for senior management, focusing on business trends, financial performance, market strategy, competitive landscape, and industry trends</li><li>
Maintain and review financial models and analyses, both recurring and ad-hoc</li><li>
Conduct deep dive analyses on key issues impacting clients or business to determine root cause and propose solutions</li><li>
Develop, consolidate, and present insightful and robust qualitative and quantitative financial analysis for key internal clients, including senior management; participate and support ad-hoc special projects and requests as needed</li><li>
Partner with Business Management and Analytics and Reporting teams to develop insightful reporting, focusing on drivers and actionable recommendations</li><li>
Drive value-add change by helping to simplify processes, accelerate automation, and enhance analytics and business support</li></ul><p>
</p><p><b>Required Qualifications, Capabilities, and Skills</b></p><ul><li>
Bachelor&rsquo;s degree in Finance, Economics, Accounting, or related field</li><li>
Understanding of a bank&rsquo;s balance sheet and P&amp;L</li><li>
Experience in corporate financial analytics and understanding of key drivers</li><li>
Exceptional analytical, problem solving, and project management skills with a proven track record of execution against deliverables; strategic thinker</li><li>
Excellent oral and written communication and relationship management skills</li><li>
Strong technical and analytical skills, including proficiency in Excel and PowerPoint
</li><li>Organized and detail-oriented with the ability to synthesize large amounts of data, summarize key concepts, and articulate appropriately</li><li>
Strong work ethic; ability to work well in a fast-paced environment</li><li>
Proactive with a sense of urgency; ability to manage multiple tasks simultaneously and meet deadlines</li><li>
Self-starter who seeks to break the status quo and initiate improvements where necessary</li><li>
Ability to build strong partnerships with colleagues</li></ul><p>
</p><p><b>Preferred Qualifications, Capabilities, and Skills</b></p><ul><li>
At least 4 years of experience in Management Consulting, Corporate Finance, and/or Accounting preferred</li><li>
Prior Essbase / IBM Analytics experience preferred
</li></ul><p></p><div><i>To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase &amp; Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).</i></div>
<b>ABOUT US</b><br>
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><p></p><div><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include 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 about total compensation and benefits will be provided during the hiring process.
</p><div><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. 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&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b><br>
<br>
J.P. Morgan&rsquo;s Commercial &amp; Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial &amp; Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.</div>

Global Banking Financial Analysis - Associate

Scotiabank

<p></p><div><p><b>Requisition ID:</b> 249601</p>
<p><b>
Salary Range:</b> 155,000.00 - 185,000.00</p>
<p><i>
Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate&rsquo;s relevant knowledge, skills, and experience.</i></p><br>
<p></p>
<p>
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.</p><p></p><p><b><br>
Title</b>: Associate, Fund Finance</p><p><br>
<b>
Global Banking and Markets</b></p>
<p>
Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years. Scotiabank&rsquo;s strong U.S. presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world.</p>
<p>
Global Banking &amp; Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers &amp; acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious &amp; metals. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group.</p>
<p>
Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries! We work together to drive ambition for every future!</p><p><br>
<b>
Purpose:</b></p>
<p>
Scotia is seeking an Associate for its US Fund Finance desk. The group will be focusing on various fund finance opportunities. This banker will help build this business and be responsible for cultivating direct relationships for the bank enabling us to further source and develop opportunities.</p><br>
<p></p>
<p><b>
What You&rsquo;ll Do:</b></p>
<ul>
<li>Structure and execute new fund finance transactions for private capital funds with a broad range of product offerings, including but not limited to subscription finance facilities, hybrid/NAV facilities, back-leverage facilities, BDC revolvers, and other esoteric structures.</li>
<li>Structure, analyze, and perform due diligence to facilitate prompt execution of fund finance transactions that vary in complexity.</li>
<li>Develop recommendations for the appropriate course of action based on analysis, internal credit policies/procedures and the Bank&rsquo;s risk appetite.</li>
<li>Review loan documentation and update internal system with pertinent transaction details and conduct regular monitoring of credits via annual reviews</li>
<li>Provide day-to-day account management support and ensure client files, agreements and security documents, as well as funding are complete and up to date.</li>
<li>Regularly working with risk management teams, internal/external counsel, loan operation teams to ensure successful transaction execution.</li>
<li>Lead client onboarding process.</li>
<li>Expand on sector/industry and Bank product knowledge to identify trends and cross-selling opportunities within the sector. Actively contributes to a high performance and inclusive work environment</li></ul><br>
<p></p>
<p><b>
What You'll Bring</b>:</p>
<ul>
<li>Bachelor's degree</li>
</ul><ul><li>Minimum 2+ years of fund finance experience.</li>
<li>Client focused mindset with strong interpersonal skills. Well qualified candidates should have a successful track record of working on fund finance transactions.</li>
</ul><ul><li>Strong communication and relationship management skills are a must along with effective written communication abilities.</li>
</ul><ul><li>Ability to manage priorities and work under pressure to meet deadlines in a well-organized and detail-oriented manner with a pragmatic approach to problem solving through strong quantitative skills.</li>
<li>Creative, and strategic thinker with a client-focused mindset who can identify and analyze potential opportunities in an everchanging market environment.</li>
<li>Team player with the ability to manage priorities and work under pressure to meet deadlines while collaborating within a team and across organizational boundaries.</li>
<li>Ability to work independently</li>
</ul><ul><li>Adherence to all controls processes and procedures</li>
</ul><ul><li>Strong Word, Excel, PowerPoint</li>
<li>FINRA SIE, Series 79 and 63</li></ul><br>
<p></p>
<p><b>
Interested?</b></p>
<p>
At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That&rsquo;s why we work to grow and diversify talent and engage employees in a performance-oriented culture.</p><br>
<p></p>
<p><b>
What's in it for you?</b></p>
<p>
Scotiabank wants you to be able to bring your best self to work &ndash; and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs.</p><p>
Location(s): United States : New York : New York City || United States : California : San Francisco || United States : Florida : Miami || United States : Florida : Tampa || United States : Georgia : Atlanta || United States : Illinois : Chicago || United States : Louisiana : New Orleans || United States : Massachusetts : Boston || United States : Texas : Austin || United States : Texas : Dallas || United States : Texas : Houston</p>
<p>
Scotiabank is a leading bank in the Americas. Guided by our purpose: &quot;for every future&quot;, we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.</p>
<p>
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.<br>
<br>
Scotiabank is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law.</p></div>

Associate, Fund Finance

Equity Research Associate

Roth Capital Partners, LLC

<div>Roth Capital Partners, LLC is looking to add an Equity Research Associate to our Technology &amp; Media team. Roth is a relationship-driven investment bank focused on serving growth companies and their investors. In addition to capital markets and M&amp;A advisory services, our full-service platform provides a variety of capital markets solutions, including high impact equity research, macroeconomic perspectives, sales and trading, technical insights, derivatives strategies and corporate access. Headquartered in Newport Beach, California, Roth is a privately held, employee-owned organization and maintains offices throughout the U.S.<br>
<br>
The Equity Research Associate is responsible for research, client support, and data collection, statistical studies on the industries and individual companies and their securities. Through training and on the job experience, the Research Associate learns the techniques and develops the skills necessary to research and analyze investment securities and to prepare and present investment recommendations. This position will work out of our New York City office.<br>
<br>
Responsibilities include (but are not limited to):<ul><li>
Search, collect, consolidate and interpret company and industry data.</li><li>
Develop and maintain financial models, market monitoring systems, and databases.</li><li>
Prepare research reports, notes and briefs.</li><li>
Communicate and handle information requests.</li><li>
Meet with management teams of issuers, conduct onsite visits, and attend industry conferences.</li><li>
Provide administrative support as required.</li><li>
Other responsibilities as assigned</li></ul><br>
Skills and Attributes:<ul><li>
Resourceful in problem solving and creative in finding solutions.</li><li>
Self-motivated, organized, strong attention to detail, and willing to work within a flexible schedule.</li><li>
Takes ownership in one&rsquo;s work and has a growth mindset.</li><li>
Excellent analytical skills and understanding of relevant financial and accounting techniques.</li><li>
Ability to express ideas effectively and fluently. Comfortable with client interaction.</li><li>
Ability to write clearly and concisely.</li><li>
Ability to work effectively with minimal direction under tight deadlines and multiple priorities, while maintaining a keen attention to detail.</li><li>
Knowledge of spreadsheets, presentation software and research databases. Strong proficiency in MS Office, Excel, PowerPoint, and software applications. Bloomberg experience is considered an asset.</li><li>
Experience building three-statement financial models (income statement, balance sheet, and cash flow statement).</li><li>
Flexibility to work long hours.</li></ul><br>
Qualifications:<ul><li>
CFA Level 1 or higher, preferred.</li><li>
2 years of experience in the finance industry.</li><li>
Bachelor&rsquo;s Degree is required.</li></ul><br>
Compensation Range: 70,000 &ndash; 90,000 + annual discretionary bonus<p>
</p><p>aMxnjuMuTX</p></div>

Explore 891+ Financial services associate in New York this April. Find roles across top companies and apply now to boost your career.

891 financial services associate jobs In New York

Asset Management - Equity Research Analyst Payments and Business Services - Associate

Part Time (30 Hours) Associate Banker, Dyckman Branch, New York, NY

Finance Associate

Global Banking Financial Analysis - Associate

Associate, Fund Finance

Equity Research Associate

Equity Research Associate