Associate Job Description

Associate Job Description

169 votes for Associate
Associate provides validation oversight of change control for manufacturing systems, including facility and equipment projects.

Associate Duties & Responsibilities

To write an effective associate job description, begin by listing detailed duties, responsibilities and expectations. We have included associate job description templates that you can modify and use.

Sample responsibilities for this position include:

Market and execute transactions with above clients in M&A, ECM and other investment banking products
Act independently within the scope of work previously defined and agreed with senior bankers
Act as a resource for the wider ECM team as directed by the Head of ECM/Global Sector Teams
Oversee 300+ data feeds in order to gather, process and publish firm wide client profitability data each month
Data mining skills utilizing various report writers, Oracle developer tools, attaching tables via MS Access, manipulating interfaces through VBA, to retrieve data for analysis
Support the compliance, accounting and operations teams
Liaise with brokers and counterparties
Assist with compliance testing and operational risk management by preparing/conducting daily and monthly reconciliations, reviews and monitoring
Assist with preparing various regulatory filings (Form PF, etc)
Provide trade support when needed

Associate Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Associate

List any licenses or certifications required by the position: CPA, CFA, ITIL, CCNP, CCIE, TRIRIGA, IBM, FRM, PKI, CISSP

Education for Associate

Typically a job would require a certain level of education.

Employers hiring for the 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

Desired skills for associate include:

Store systems and store equipment
Facility and safety control policies and practices
Basic tools needed for the job
Microsoft Word
Basic cash handling procedures
Products offerings and promotions
Safety control policies and practices

Desired experience for associate includes:

2 years of professional work experience preparing training plans, course materials, briefing materials, or technical reports, handling logistics for trainings, events or meetings
Finance majors from top tier business schools, and/or Chartered Accountants with atleast four years experience with a reputed firm
Previous brokerage industry experience or experience working in the Financial Industry is preferred
Prepare, troubleshoot and analyze the results of forecast tools each forecast cycle
Partner with business, P&A, Capacity, Vendor Analytics teams (onshore/ local) to ensure smooth functioning of the process/function
MBA (Finance) (or similar educational background) with 6-8 years of post qualification experience

Associate Examples


Associate Job Description

Job Description Example
Our growing company is hiring for an associate. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for associate
  • Work in close cooperation with the oil and gas teams in Calgary, Houston and Sydney country bankers in other offices such as Hong Kong, Beijing and Mumbai
  • Develop relationships with and generate revenue from international oil and gas companies
  • Enter data into spreadsheets or system tools
  • Verify that entered data is correct
  • Prepare studies, reports and analysis for budgets, forecasts and financial plans
  • Transcribe, interpret and verify data
  • Evaluate primary and secondary interests in venture capital and buyout funds direct co-investment opportunities
  • This will encompass top down market research, screening and review of offering memoranda, meeting with fund managers, and quantitative and qualitative due diligence on partnerships and companies
  • Maintain a database of fund and direct investment opportunities
  • Monitor existing partnership positions attend annual meetings and industry conferences
Qualifications for associate
  • 3-4 years of fund administration experience
  • Mix of accounting and compliance experience
  • Proficiency in Microsoft Office (PowerPoint, Excel, Word, Outlook) required
  • Previous client relationship experience in capital markets
  • Knowledge of onboarding
  • MBA or Relevant university degree

Associate Job Description

Job Description Example
Our company is hiring for an associate. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for associate
  • Aid in credit write-ups
  • Aid in responding to trading and sales for support with trading axes
  • Gain comfort with how bonds trade – from the fundamentals of how bonds are valued to the technical in the markets to the details of how settlements work
  • Learn to analyze portfolio risk
  • Review and interpret legal loan documentation
  • Accelerate data quality improvements to financial and compliance regulatory reporting
  • Excellent people skills, with the ability to motivate teams and work well with people at all levels in an organization
  • Provide operational support of the cloud based content filtering and web proxy environment
  • Implement and manage Cloud based Content filtering and web proxy solutions in a customer environment
  • Manage Whitelisting and Blacklisting
Qualifications for associate
  • Ready to support US hours
  • Social media expertise and a developed sense of the new media landscape
  • Graduate with 9-10 years or Post graduate (MBA-Finance)/Qualified CA with work experience of 6-8 years in Funds remittance department
  • Strong financial analysis and risk assessment skills
  • Familiarity with legal documentation including ISDAs, repurchase agreements and loan agreements would be an asset
  • MBA and/or CFA an asset

Associate Job Description

Job Description Example
Our growing company is hiring for an associate. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for associate
  • Inputs data into Media Tools and Donovan
  • Accountable for all MPA and PO management and resolves discrepancies within a billing process
  • Develops agency point of views (POVs) on media opportunities for submission to the client
  • Studies demographic data and consumer profiles to identify desired target audiences for specific media vehicles, including lifestyles and psychographics
  • Performs various calculations to identify the usefulness of different media plans
  • Handle all aspects of administration including account documentation & maintenance
  • Handle all aspects of client service including delivery of our service plan, including booking of portfolio reviews, preparation of review packages for IA, tracking of service plan and follow up on any actions required
  • Handle all client inquiries and provide excellent client service
  • Liaise with client’s accountants, bankers and other professionals as required
  • Input orders as directed by clients or IAs
Qualifications for associate
  • Sound knowledge of the Bank’s processes, product areas and requirements around onboarding and facilitating our account/client portfolio management
  • Strong research skills and ability to develop themes for business meetings
  • Excellent verbal and written communication skills in four languages – English, Russian, Spanish
  • Bachelor’s degree from top institution required
  • Minimum 2-3 years investment banking, management consulting or investment management experience (private equity experience a plus)
  • Proficient in Excel and PowerPoint (VBA a plus)

Associate Job Description

Job Description Example
Our company is growing rapidly and is hiring for an associate. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for associate
  • Driven, detailed and highly organized
  • Manage the pitch process with oversight from team leaders
  • Gather and analyze marketing data for competitive reports
  • Assist the CA in gathering necessary data for plan development
  • Primarily responsible for running and analyzing MRI reports, gathering costs and creating flowcharts
  • Assist CA in overall stewardship of plans, monitor and meet deadlines, requirement windows
  • Work closely with CA to establish priorities and manage workload
  • Performing engineering analyses
  • Preparing technical reports and presentations
  • Preparing technical proposals and pursuing business development, as directed by senior staff
Qualifications for associate
  • Previous experience in financial services or investment banking industry
  • Loan experience
  • LIQ system knowledge
  • MBA or other graduate education
  • Investment Partnership Accounting skills
  • 5+ years' communications and support role/marketing experience required, preferably in financial services

Associate Job Description

Job Description Example
Our growing company is looking for an associate. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for associate
  • Take responsibility for personal development and drive own performance
  • Managing and executing biomechanics, biomaterials, device testing, and computer simulation projects related to orthopedic, spinal, cardiovascular, tissue repair, and diagnostic medical devices
  • Performing technical evaluations, analysis, and testing on the behalf of multinational medical device companies and consulting in intellectual property and product liability litigation
  • Publishing at conferences and in peer-reviewed literature
  • Assisting in marketing the group’s technical capabilities to clients and the scientific community
  • Evaluating the performance of fire protection, fire detection, and life safety systems
  • Reviewing fire protection codes and standards
  • Conducting laboratory assessments of material flammability
  • Performing engineering calculations and analysis
  • Conducting field work
Qualifications for associate
  • Strong people, project and process management skills
  • Hands-on experience on Checkpoint firewalls and any IPS system
  • Relevant experience and understanding of cloud technologies (1.) To perform value addition activities such as training/mentoring,implementation of best practices, Knowledge sharing and Knowlede base review and management through effective & timely documentation (2.) To ensure positive customer feedback and satisfaction through calls/discussion to ensure correct resolutions (3.) To adhere to agreed process and quality standards
  • Strong technical experience with any cloud based proxy solution
  • Ample knowledge of networking and web protocols (TCP/IP, HTTP, HTTPS, FTP, SOCKS, SSL/TLS, encryption ciphers)
  • Experience with Websense Content filtering and web proxy solution is a plus

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