Junior Associate Job Description

Junior Associate Job Description

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Junior associate provides assistance for the design, testing, operation and implementation of secure operating systems, networks, and database products.

Junior Associate Duties & Responsibilities

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

Sample responsibilities for this position include:

Processing daily cash wires
Monitoring and distributing daily cash reports
Daily cash and position reconciliations
Identifying and resolving trade breaks for multiple entities at various prime brokers
Recording general journal entries
Recording currency and derivative products in accounting and brokers
Reviewing derivative confirmations
Sending daily trade files
Recording daily pricing
Assisting with end of day trade allocations to applicable executing brokers

Junior Associate Qualifications

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

Licensing or Certifications for Junior Associate

List any licenses or certifications required by the position: CCNA, CRA, LOA, ISO, PCI, HITRUST, CISM, CISSP, CISA, APICS

Education for Junior Associate

Typically a job would require a certain level of education.

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

Skills for Junior Associate

Desired skills for junior associate include:

Architecture design concepts
Logical and physical database architectures and operating systems
Client's business
Competition
Latest industry news and trends
Object oriented design and techniques
Each area of agency’s resources
Clients’ relevant media
Software development life cycles

Desired experience for junior associate includes:

Participate in brainstorming of marketing ideas and design of solutions to execute
Manage company website updates and develop and edit marketing content when appropriate
Maintain the marketing content calendar and provide support, as appropriate, for marketing projects and campaigns
Work on cross-functional marketing team to support overall organizational goals
Testing and monitoring
Minimum 2 years industry experience working within a Brokerage firm (Retail Wealth Management) required

Junior Associate Examples

1

Junior Associate Job Description

Job Description Example
Our growing company is looking for a junior associate. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for junior associate
  • Organize project documentation and manage permissions on SharePoint site
  • Conduct quantitative and qualitative analysis of data and information, such as process analysis, data analysis
  • Documentation of a wide-range of project information, which may include process documentation, systems requirements documentation, meeting notes
  • Tax return filings
  • Preparing calls and meetings
  • Managing the tax calendar
  • Complete Market, Product, and Competitor Research
  • Participate in the business and product development function at the Firm
  • Become knowledgeable with databases and their reporting functionality
  • Track all prospect contact information (calls, meetings, emails)
Qualifications for junior associate
  • 2+ years of experience in a Finance Support position
  • 3 plus years of marketing experience in an internet enabled business
  • Assist with preparing marketing and investor relations materials and presentations
  • Identify articles in the press that are relevant to the firm
  • Assist with RFPs and due diligence questionnaires
  • Update quarterly data decks and monthly newsletter
2

Junior Associate Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of junior associate. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for junior associate
  • Assisting with the filing of tax forms and related disbursements
  • Tracking the status of assignments and prioritizing based on supervisor's needs
  • Consistently presenting senior team members with complete, timely and accurate client deliverables
  • Analyzing and summarizing current historical financial data in order to prepare statements
  • Assisting the Tax team in coordinating extensive tax compliance functions
  • Assisting the Tax team with coordinating compliance with global reporting requirements
  • Researching tax accounting positions associated with specific transactions and investments
  • Serve as contact for client inquires and liaison with custodian for all operational issues
  • Participate in reoccurring and ad-hoc operational and client projects
  • Contribute to meetings with current/prospective clients with the highest level of professionalism
Qualifications for junior associate
  • Monitor and report on operational issues, opportunities, plans and achievements
  • Create and review managerial performance reports
  • Prepare new account applications, process transfers of client accounts, track project status
  • Maintain and audit portfolio transaction database
  • Coordinate the preparation of cash flow analysis and sensitivity reporting
  • Discuss and organize follow-up steps with the management team after client meetings
3

Junior Associate Job Description

Job Description Example
Our growing company is looking for a junior associate. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for junior associate
  • Completing other projects as assigned
  • Acting as a backup for all client servicing
  • Acting as a liaison with principals
  • Handling client co-coverage
  • Helping with portfolio update calls
  • Digest all industry publications and compile market intelligence and leads for Team North America
  • Support the organization of investor road shows and subsequent follow-up needs
  • Research investors to prepare team members for upcoming meetings
  • Prepare reports and research for meetings as requested
  • Liaise with senior management as and when necessary
Qualifications for junior associate
  • Establish strong working relationships with London-based peers
  • Monitor incoming telephone calls
  • Update and manage marketing and sales materials including presentations, fact sheets, brochures, commentaries, website and other collateral
  • Perform regular updates of marketing and sales materials to ensure consistency, quality and accuracy, including internal reviews including compliance, fact-checking
  • Support sales and client service with timely and accurate publication of slide decks
  • Work with portfolio team and sales on content and data requests
4

Junior Associate Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of junior 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 junior associate
  • Maintain and manage list of GIPS compliant presentations
  • Manage, maintain and update the website content management system (CMS) for related products
  • Maintain and update firm and product presentation materials, both standard and custom
  • Provide support on RFP ad hoc information requests
  • Coordinate in-house due diligence/pitch meetings and provide proper materials
  • Maintain and update CP data on a quarterly basis to complete consultant databases, client RFPs/RFIs, and consultant questionnaires
  • Provide support on investor events, advisory council meetings, annual investor conference
  • Utilize client management database to monitor meeting calendars weekly
  • Assist with periodic budgeting exercises
  • Assist with client and prospect research
Qualifications for junior associate
  • Extremely strong attention to detail, consistency and accuracy
  • Demonstrated ability to initiate, plan, prioritize and organize multiple projectsAbility to combine marketing and quantitative reasoning to produce effective results
  • Highly motivated, initiative, resourceful and proactive
  • Appreciation for professional relationship management to coordinate with members from every department within the company
  • Ability to help update/support website
  • Ability to work and meet deadlines and at a rapid pace
5

Junior Associate Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of junior 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 junior associate
  • Documentation of a wide-range of project information, which may include process documentation, systems requirements documentation, meeting minutes, project status reporting
  • Establishment of accounting practices
  • Creation of Employer Identification Numbers (EINs)
  • Review of service provider contracts and formation documents
  • Assistance with onboarding processes at brokers, administrators, and other service providers
  • Monthly NAV package review and approval
  • Bookkeeping and monthly/annual financial statement preparation
  • Calculation and verification of management fees and incentive allocations
  • Expense tracking and approvals to include invoice payment and record retention
  • Drafting Letters of Authorization (LOAs)
Qualifications for junior associate
  • Diploma/ Bachelor Degree in Chemistry with a minimum 2 years of relevant experience in analytical laboratory
  • Experience with conduct and presentation of research preferred, preferably in the healthcare field
  • Knowledge of financial statements would be preferred
  • 0-2 years of general accounting experience, preferably within the financial services industry
  • Knowledge of corporate and partnership accounting
  • Experience with Accounts Payable, Receivable and Bookkeeping

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