Group Associate Job Description

Group Associate Job Description

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Group associate provides analytic support to senior capital markets professionals, including discounted cash flows, financial and credit analyses of properties, locations, markets, borrowers and other due diligence.

Group Associate Duties & Responsibilities

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

Sample responsibilities for this position include:

Learning and understanding in detail many different product types from the fixed income and equity markets the different risks of each sector
Analyze asset portfolios, including tracking relevant collateral attributes
Complete assigned project deliverables
Frequent interaction with all groups within the BRS organization including Product teams, Analytics teams and the Aladdin Service Center
Manage projects in support of client initiatives, including business process redesign
Examine departmental processes, drive improvement and assist with the sharing of best practices towards spending money wisely
Analyze, synthesize and validate departmental results, identifying risks and opportunities, and escalating issues when appropriate
Identify areas for process improvement, develop initiatives to address, and project manage to completion
Provide ad hoc analysis to departments and management as needed
Coordinate between the Bankers and the Sales force to optimize the efficiency and process of each transaction, including

Group Associate Qualifications

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

Licensing or Certifications for Group Associate

List any licenses or certifications required by the position: ACE, CPA, CFA, AS9100, YMCA, FEDAI, AEA, PMP, FINRA, APICS

Education for Group Associate

Typically a job would require a certain level of education.

Employers hiring for the group associate job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Finance, Economics, Business, Mathematics, Engineering, Accounting, Graduate, Statistics, Computer Science, Education

Skills for Group Associate

Desired skills for group associate include:

Financial products
Word
Markets
Markets and regulatory policies
Various Aladdin tools and their underlying analytical models is desirable
Financial markets
Excel and other MS-Office applications
Microsoft Office suite
PowerPoint
Excel

Desired experience for group associate includes:

Knowledge of investment products and services an asset
1-2 years of Associate-level investment banking experience, preferably in FIG covering banks and/or insurance
Demonstrates proficiency with complex documents and client servicing
Investment, trust, or other wealth management product knowledge
Experience with Private Wealth clients
Working understanding of fixed-income and derivative products a plus

Group Associate Examples

1

Group Associate Job Description

Job Description Example
Our company is searching for experienced candidates for the position of group 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 group associate
  • Support in general accounting activities including but not limited to balance sheet reconciliations, intercompany processing and accruing expenses
  • Producing regional financial statements and working on financial analysis pack
  • Analysis of data, variance analysis of current period cost and revenue with corresponding previous period
  • Provide project support such as systems testing and new system improvement/implementation
  • Ensure timely delivery, improvements, standardization and redesigning of processes
  • Active participation in building the financial reporting team
  • Proactive management, coordination and tracking of actions and meeting follow-up items to ensure delivery within agreed timelines
  • Manage schedule of periodic regulatory reports to ensure all submitted on time and any exceptions escalated appropriately
  • Preparation of origination/marketing materials
  • Pricing and structuring of interest rate and currency hedging products for corporates and private equity clients
Qualifications for group associate
  • Minimum 1-5 years business experience in Finance-related role
  • Self aware, reflective and able to learn from mistakes
  • Familiarity with planning and/or reporting software
  • Prior Syndicate or ABS / CLO Banking experience a plus
  • Familiarity with Bonds and/or structured products preferred
  • Proven experience interacting directly with Sr
2

Group Associate Job Description

Job Description Example
Our growing company is looking for a group associate. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for group associate
  • Model validation includes an evaluation of conceptual soundness
  • Management of recurring reports and recurring meetings for regulators
  • Ensure that all meeting materials are available for regulator meetings
  • Coverage of select regulatory meetings, including documentation of meeting outcomes and coordinating follow-up items
  • Oversight of the Regulatory SharePoint site, including regulator access, monitoring of report and communication posting, regulatory calendar
  • Manage regulator access to Firm systems
  • Participate in adapting new systems for RRG, including FRB file transfer, GRC
  • Provide support to other RRG team members by assisting with exam preparation and execution, reporting and metrics
  • Act as “Back-up” for on-boarding new examiners
  • Pricing and structuring of interest rate and currency hedging products for corporates
Qualifications for group associate
  • Builds relationships of confidence of trust with all senior Agency personnel
  • Generates ideas and actions that can produce tangible business results
  • Stimulates creativity across departments and accounts
  • Advises senior management and works as an objective advocate for the client organization
  • Supports best practices for media strategy development and contributes to the evolution/development of media strategy best practices of HMI
  • Assure smooth and appropriate relationships are developed and maintained at all levels of the Brand Strategy team with all other HMI departments and client by applying the vision of HMI overall
3

Group Associate Job Description

Job Description Example
Our company is growing rapidly and is hiring for a group 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 group associate
  • Supporting, and contributing to idea generation activities through research, analysis of company financial statements industry and market information, and preparation of client presentations
  • Serve as a client-facing contact to clients / clients‘ advisors
  • Assist in managing portfolio implementations, on-boarding discussions, and changes to investment management agreements
  • Manage generation and presentation of client reports including quarterly reviews, performance attribution, and other ad hoc requests
  • Complaints received by the business
  • Work with Associate Director, M&A to execute PCFS monitoring & assurance programme, to ensure fiduciary practice is in line with the required professional standards
  • Provide feedback to Associate Director in order to form recommendations to senior management for potential changes to operating procedures
  • Ensure quality control across all teams with particular focus on agreed GTOM KPIs
  • Support M&A testing of new business process as part of overall monitoring & assurance programme
  • Support review and oversight of Complaints within PCFS
Qualifications for group associate
  • Strong understanding of the legal and regulatory aspects of derivatives (ISDA, CSA, confirmations, Basel III, Dodd-Frank)
  • Facility in working with internal pricing systems as well market data
  • Five to ten years of experience building or reviewing risk / capital models
  • Programming experience in C/C++, Python or similar preferred, experience with statistical software
  • Sound judgment in identifying risks in order to proactively address and where necessary escalate with RRG management
  • Preparing materials for meetings with regulators, including collation of information from relevant stakeholders
4

Group Associate Job Description

Job Description Example
Our company is searching for experienced candidates for the position of group associate. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for group associate
  • Provide assistance to Associate Director, M&A during inspections both external and internal
  • Provide general organizational and operations support to Regulatory Strategies Group
  • Assist with production and quality control of outgoing work products and correspondence
  • Conduct research and produce summary memos, reports, articles, presentations, and proposals
  • Support communications and outreach efforts and management of client database
  • Support marketing and communication efforts
  • Attend regulatory meetings on behalf of clients
  • Allocation, scheduling and managing laboratory resources for group's project activities and updates LIMS for project status
  • Responding to client questions and needs
  • Coordinating and prioritizing project activities with internal functional groups (physical testing, analytical development, microbiology, ) and support functions (QA, sample management)
Qualifications for group associate
  • BA, MBA, MA or MS or equivalent with emphasis in finance, engineering or economics
  • Outstanding interpersonal skills ? Must communicate effectively across multiple departments, upper management, and peers
  • Significant experience in buy-side and sell-side M&A
  • College and/or undergraduate university degree an asset
  • A self-starter with the ability to “run with it.” We value rock stars and reward ambition that advances the team the individual
  • Fun and interesting, a complete, multi-faceted person
5

Group Associate Job Description

Job Description Example
Our innovative and growing company is looking for a group associate. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for group associate
  • Making recommendations investment recommendations that will drive portfolio outperformance
  • Proactively help to identify upcoming client adoption requirements, help in prioritization of requests and ensure suitable processes are followed in a timely manner to complete the adoption process
  • Receive requests for client adoption/documentation to support the maintenance of the KYC due diligence for our clients
  • Liaise with business and support teams to agree ownership for client outreach
  • Liaise with internal stakeholders and external clients to obtain required KYC documentation
  • Consolidate all received client documentation as required per DB’s KYC policies and procedures
  • Liaise with the Client Onboarding Teams to ensure file acceptance and completeness, updating tracking / MI tools
  • Escalate process issues to the business, including lack of client / business sponsor response
  • Organization and running of brand academies for IN-SEASON
  • Manage In-Season brand queries following training sessions, escalating when necessary
Qualifications for group associate
  • 3-5 years of experience in structured products at a major financial institution or a top tier accounting firm
  • Bachelors Degree Required, preferably in Business, Marketing, Communications or related field
  • 1 + years of relevant experience in consulting, communications, marketing or related field
  • Ability to thrive in a changing, innovative environment
  • Strong interpersonal/leadership skills and a passion to engage with clients
  • Must be comfortable presenting to audiences of varying sizes and sophistication

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