Management Associate Job Description

Management Associate Job Description

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Management associate provides guidance to multidisciplinary teams on developing submission structure strategies in accordance with applicable Regulatory Agency regulations, guidelines, and/or specifications (eg, FDA, EMA, ICH, etc).

Management Associate Duties & Responsibilities

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

Sample responsibilities for this position include:

Advanced Microsoft Office suite preferred
Performing trade surveillance – monitoring the occurrence of unusual and/or suspicious transaction which covers 5 types of unusual activities wash sale, marking the close, fake demand/supply, front running, and unusual volume/values
Create notes from project meetings
Other supporting materials product fact sheets, stock appendices
Input to and attendance in internal gate reviews Deal Review, Go/No go, Pricing committee
Understanding, preparing, analyzing and maintaining all expenses and the related allocation methodologies of these expenses to the funds
Preparing month-end allocation schedules to determine how to charge funds for professional & other expenses
Monitoring and understanding cash funding needs of Management company sub-ledger
Reconciling payroll bi-weekly
Preparing general ledger journal entries / accruals

Management Associate Qualifications

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

Licensing or Certifications for Management Associate

List any licenses or certifications required by the position: PMP, CFA, ISAE, CISSP, CRISC, CISA, CAMS, ISO, HVAC, API

Education for Management Associate

Typically a job would require a certain level of education.

Employers hiring for the management associate job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Business, Graduate, Finance, Real Estate, Construction Management, Construction, Business/Administration, Management, Accounting, Education

Skills for Management Associate

Desired skills for management associate include:

Applicable compliance rules and regulations and firm policies
ICH Guidelines
FDA
GCP governing the conduct of clinical studies
EMA Regulations
Excel
Key manufacturing metrics and their impacts on the business
Seek opportunities to enhance performance to best in class
Microsoft Office
MS Office applications

Desired experience for management associate includes:

Advise and guide internal partners regarding potential risk profiles regarding transaction structures and terms with various borrowers
Strong business knowledge and a working knowledge of onboarding and the products that are utilised but with the ability to gather SME’s when required to fill the skill gaps
Experience in the institutional financial services industry (asset management, banking, custody or related industries)
Intermediate understanding of custody, global funds management, pensions, FI and insurance industries
Intermediate understanding of internal operational procedures as it relates to client delivery of services
Ambitious, flexible, high motivated and innovative self-starter, works well under tight and changing time/deadline pressures

Management Associate Examples

1

Management Associate Job Description

Job Description Example
Our growing company is hiring for a management 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 management associate
  • Interacting with Operations, Investor Relations, Legal, Tax and Financial Reporting to resolve process and accounting issues
  • Assisting with any ad hoc requests
  • Assisting with year-end audit process
  • Tracking investments to ensure proper booking and allocations amongst funds
  • Managing and modifying accounting/financial systems procedures and policies, as necessary
  • Helps prioritize project initiatives by measuring growth impact against required resource allocation
  • Reviews corporate initiative and past projects to measure impact within core group and potential to extend to peripheral businesses/channels
  • A highly proactive approach and aptitude for new and varied systems
  • Writing checks
  • Assisting with the close of the US management company
Qualifications for management associate
  • Strong organization skills, able to manage a large number of activities at any one time
  • 2+ years of experience in Business Analysis/Project Management in the financial services industry
  • Basel II & III, CCAR or Dodd Frank experience
  • Experience with Management Company, General Ledger, GAAP, and Corporate Accounting
  • Graduate degree from leading institution required, MBA Preferred
  • Strong organization skills, project management experience a strong positive
2

Management Associate Job Description

Job Description Example
Our company is looking for a management 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 management associate
  • Make design modifications to existing equipment to reduce maintenance improve reliability and improve product quality
  • Review and analyze proposals to determine key project requirements, generate initial drafts using content database or other sources and coordinate timely input from relevant subject matter experts
  • Responds to inquiries from Financial Advisors regarding fees
  • Researches and resolves transaction processing issues
  • Gathers and maintains statistical data and generates reports
  • Responsible for analyzing and processing fee sheets on a daily basis
  • Interprets Financial Advisor discounts and processes
  • Responsible for processing a high volume of transactions regularly
  • Works in conjunction with New Accounts and Sales associates to complete daily tasks
  • Reviews customer account checks for accuracy and to ensure transactions are within company policy
Qualifications for management associate
  • Experience in the institutional financial services industry (asset management, investment banking, custody or related industries)
  • Experience and knowledge of working with HTML
  • 5+ years of working in a Digital environment delivering client facing
  • 2+ years of Management Company experience
  • Hands-on Corporate accounting experience
  • Experience working with external and internal customers in the identification of and prioritization of feature requirements
3

Management Associate Job Description

Job Description Example
Our growing company is hiring for a management 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 management associate
  • Development of Business Management reporting, coordination and delivery of reviews with Sr
  • OMonthly accruals
  • OCorporate Forecasts
  • OAnnual budgets
  • Support in location & space planning
  • Acting as a contact for all local internal and external customers and vendors to coordinate repairs and maintenance of all building issues and office equipment
  • Carrying an on-call “duty phone” for urgent incidents and or requests
  • Responsible for the production and accuracy of materials to support executive reporting cycles (dashboards, KPI reports )
  • Create inter- and intradepartmental tools designed to educate internal customers on vended content rights and obligations
  • Field and manage the process regarding rights inquiries from interested internal parties
Qualifications for management associate
  • Natural approach to validate and ensure information is comprehensive and reliable
  • Independent worker and thinker, but also a team player capable of collaboratively working with multiple teams and in a global setting
  • Audience awareness to ensure that content is adapted to cater for the specific needs of the recipients
  • Strong communication skills and the ability to create a rapport and build strong relationships with internal stakeholders, clients and prospects at the most senior levels
  • Innovative attitude towards new sources of data
  • Demonstrated success in delivering results through leading large multi-cultural cross-functional teams
4

Management Associate Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of management 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 management associate
  • Oversee the group’s compliance function, including the periodic presentation of findings to executives
  • Support the department in evaluating corporate strategy projects
  • To ensure that amendments are immediately processed, followed by verbatim conversions of TDIs into verify copy(ies) within legal stipulations, according to customer requirements and matching
  • Participate in special projects and other assignments as needed
  • Production of EMEA Regional Financial Results and provide insightful information for Management Committee Report
  • Assist in the preparation of annual EMEA Regional Budget and monthly forecasts
  • Analyse expense trends of EMEA Branches/Subs/Reps and London Departments and provide commentary on comparison against budget, forecast and prior periods
  • Assist with the Regional Cost Allocation processes
  • Preparation of month-end accruals, prepayments and reconciliations
  • Review and approval of expenses using in-house Expense Processing System (EPS)
Qualifications for management associate
  • Knowledge of networking/UCC/telecommunications industry focusing on video conferencing
  • Exceptional communication, collaboration and influencing skills
  • Flexibility to work with geographically dispersed internal and external customers
  • Knowledge of Financial analysis/ROI/P&L development experience
  • Familiarity with SFDC and Accept Software a plus
  • Establish trades, perform basic investment research, maintain adherence to client investment objectives and assist in client onboarding
5

Management Associate Job Description

Job Description Example
Our company is looking for a management associate. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for management associate
  • Provide support and cover for the rest of the Management Accounting and Expense Processing Team as required
  • Prepare business opportunity plans in support of potential new business and utilize Passport review process to gain business unit approvals
  • Manage current product offerings for select product categories including pricing, bulk master carton packaging, product logistics, inventory reviews (assist with last time buys, obsolete and excess)
  • Serve as a team member within the practice, providing project management support to Ignition – Innovation
  • Project manage / participate in practice-wide strategic initiatives and Tax Innovation projects
  • Assist with intake process, business case development, and managing Innovation portfolio
  • Assist with coordinating Ignition visits, meetings, and events
  • Manage and provide regular reports to Ignition leadership
  • Conduct LSS sessions, training related to process methodologies and tools, and assist with preparing documentation, analysis and deliverables
  • Processes standard investment orders from portfolio managers and research analysts within Funds or client segregated accounts
Qualifications for management associate
  • Professional support of the CEO with strategic challenges operational day-to-day business
  • Analysis of market and competitors preparation of strategic courses of action and decision papers according to our Corporate Governance
  • First hands-on experiences (preferably in the area of finance and/or project management) high affinity to financial objectives
  • Bachelor’s degree in Mechanical Engineering, Electrical Engineering, Manufacturing Engineering, or Engineering Technology
  • Bachelor’s degree in Electrical Engineering or Engineering Technology or a 2-year Technical Degree in Electrical/Instrumentation or Process Automation
  • Learning how to obtain and review study documents (e.g., protocol, report) to gather information to prepare datasets

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