Associate / Associate Job Description
Associate / Associate Duties & Responsibilities
To write an effective associate / associate job description, begin by listing detailed duties, responsibilities and expectations. We have included associate / associate job description templates that you can modify and use.
Sample responsibilities for this position include:
Associate / Associate Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Associate / Associate
List any licenses or certifications required by the position: CPA, CFA, ITIL, CCNP, CCIE, TRIRIGA, IBM, FRM, PKI, CISSP
Education for Associate / Associate
Typically a job would require a certain level of education.
Employers hiring for the associate / associate job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and High School Degree in Finance, Business, Economics, Accounting, Graduate, Computer Science, MBA, Engineering, Management, Mathematics
Skills for Associate / Associate
Desired skills for associate / associate include:
Desired experience for associate / associate includes:
Associate / Associate Examples
Associate / Associate Job Description
- Network and develop relationships in the GP community
- Perform valuation analyses of prospective investment opportunities under consideration, such as real estate investment trusts and other investment vehicles
- Assess investment opportunities in different types of real estate assets, including office buildings, hotels, and logistics warehouses
- Design and develop quantitative models to assess the economic performance of targeted companies
- Have a strong record of achievement in a variety of disciplines
- Have strategic and commercial acumen
- Be creative with problem solving abilities
- Be able to demonstrate leadership potential
- Input and model financials of covered companies
- Read and take notes on volumes of corporate filings including 10-Ks, 10-Qs, prospectuses, corporate presentations and more
- Handled various regulatory reporting like FDI, FCGPR, FCTRS, R Returns
- Strong understanding of Local Regulatory guidelines
- Candidates should have some knowledge of financial services accounting and regulatory capital and/or corporate finance through their current employment
- An understanding of the sector, the key players, strategic dynamics the current issues facing the sector
- Financial modelling abilities
- Candidate should possess 2-3 years of relevant experience, including a combination of investment skills and client-facing experience
Associate / Associate Job Description
- Develop custom webpages pages using OpenDNS ( Block page, Support page)
- Write and distribute basic materials including pitch letters, news releases, backgrounders, fact sheets, bios, newsletters, prepared remarks, program elements and standby statements
- Through news bureau activities, develop pitches and work with targeted media on story development
- Handle standard media inquiries
- Research and monitor Client's business and industry to maintain a current knowledge base
- Assist in the research and preparation for new business pitches
- Organize and implement events and promotions for the Client
- Assist in account administration duties such as billing and activity reports
- Represent Client at events or trade shows
- Proactively develop relationships with external audiences (media, third party constituencies, ) to convey the Client's message
- University degree level (or non-UK equivalent)
- Experience in a corporate finance or M&A role (probably at an Investment Bank), focused on Oil & Gas
- Experience working on buyside and sellside M&A transactions and capital raising
- FCA registered/Approved
- Strong Oil & Gas sector business development skills supported by sound understanding and awareness of the Oil & Gas industry fundamentals, current outlook and in-depth knowledge of the client relationships in the portfolio
- Sound level of financial analysis ability, ranging from analysing existing financial statements to building a pro-forma financials, following specific company scenarios
Associate / Associate Job Description
- Proactively look for opportunities to increase the client service experience
- Responsible for the preparation of marketing materials (including flyers, brochures, pipeline summaries, portfolio reporting)
- Prepare financial analyses that evaluate values from a lender and investor perspective
- Work with Agents as needed to assist in business development activities and underwriting various loan transactions
- Works with clients and trust administrators on matters relating to assigned accounts
- Performs interim reviews of accounts’ financial data to prepare and file Federal and state fiduciary returns with a minimum of errors
- Manage an account load of approximately 1,000 to 2,000 fiduciary and agency accounts
- Coordinate with graphics team on preparing the marketing packages including writing executive summaries, photography/maps/aerials, market overviews and financials
- Execute and follow-up on client trades to ensure proper settlement and delivery
- Maintaining a positive and supportive attitude is critical
- Willingness and ability to be a team player
- Experience from an analytically-focused investment firm and investment bank, with a background in Real Estate is required
- Bachelors and Masters of Business Administration qualifications required
- Experience in CEE is required
- Business fluency in Russian is required
- Quantitative educational background, major in Real Estate is required
Associate / Associate Job Description
- To process, fix or unblock orders/queue items accurately and deal with complaints appropriately, in line with agreed process, procedures and timelines
- To handle customer cases which may include orders or complaints and which require making direct contact with the customer through a variety of contact formats
- To ensure prompt and accurate response to customer issues
- To achieve operational targets as defined by the customer units
- To maintain queue levels to agreed SLA targets levels
- To achieve and maintain a good knowledge/capability of BT systems which are used for the role
- To highlight to queue owners, line management and offline support teams any issues that may affect customer satisfaction and share best practice within the team
- To complete/participate in ad-hoc projects to drive efficiencies and improvements in Customer Service
- To fully support and take guidance from the manager, raising awareness to them of any factors which may affect the performance of individuals or the whole team
- Share best practice within the team and across the relevant community
- Experience working in Financial Services, Asset Management or Capital Markets
- Ability to effectively translate and interpret complex financial and investment information into clear messages and slides for target audiences
- Advanced user in MS PowerPoint and Excel (including pivot tables)
- Exceptional command of written and spoken English, a second European language is a plus
- Proven ability to maintain key relationships
- Experience in the healthcare sector preferred
Associate / Associate Job Description
- Prepare summaries to assist with portfolio analysis
- Gather research and product information from internal and external sources
- Check daily activity in accounts in a timely manner
- Resolve issues and execute client transactions expeditiously and accurately, escalating when appropriate
- Provide general clerical support including mailing, scanning, faxing, data entry and copying
- Input and follow-up on client orders as directed by Investment Advisor
- Investigate and resolve inquiries and complaints related to accounts and refer to the Portfolio Managers where appropriate
- Assist Senior Associate with administrative projects
- Provide back-up of Senior Associate duties such as bulk trading and allocation during their absence
- Assist advisors with ad-hoc requests and daily administrative items
- Must have prior experience working in a large PR agency on large accounts/clients
- Strong public relations skills, including press releases, media relations, backgrounders, communication strategies, pitches
- Experience with technology clients or accounts
- Prior experience with global, brand-name tech clients highly desirable
- Although no media planning experience is required, an internship with an advertising/media agency and/or basic knowledge of media is strongly preferred
- Prior Knowledge of Media Tools and Donovan Data Systems is a plus but not required