Associate jobs

Perform screening and investigations of sanctions related alerts and stay up to date on regulatory requirements.

The Senior Counsel will support the office of the General Counsel and be a key member of the Legal Department, providing advice on CLOs, lending, mortgage warehouse facilities, treasury and corporate legal matters.

The Client Services Associate plays a vital role in supporting Client Service Advisors by managing client service needs and providing administrative assistance. The CSA collaborates with teams across different departments, balancing independent work with team efforts to handle daily tasks and special projects.

We're currently partnered with a large Financial Services company in Fairfield County, CT on a Recruitment Associate search. We're looking for someone who ideally has come from an agency background and is looking to move in-house. The role is on-site 4 days a week and the base salary is $75-95K.

The Performance Reconciliation Associate roles involves verifying the accuracy of account performance by reviewing securities individually, adjusting account positions, and ensuring quality checks. Key qualifications include experience with reconciliation, fund accounting, and performance measurement systems, along with proficiency in handling large data sets.

The Operations Associate will handle the back office and operational tasks related to loan servicing, such as data entry, loan documentation, and account maintenance, ensuring accurate record keeping. This person will support front-line teams by processing transactions, managing loan updates, and ensuring compliance with internal policies and regulatory requirements behind the scenes.

The successful candidate will play a key role in managing investment portfolios, analyzing financial markets, and providing strategic investment recommendations. You will work with a variety of clients, including individual investors, pension funds, and large institutions, helping them grow their investments while managing risk.

The Senior Associate position in the Corporate & Business Advisory division will concentrate on delivering financial and business advice to the Firm's clients. This individual will be crucial to our team, offering quantitative and analytical support for sell-side and buy-side acquisition assignments, refinancing, recapitalization, and restructuring, while also collaborating with clients and their advisors throughout the process.

Leading and assisting in audits across various domains, identifying risks and inefficiencies. Participating in process improvement initiatives and operational tasks to enhance internal controls and operational effectiveness.

Boston based Private Family Office seeks private equity investment Associate to join their growing investment team in Boston, MA.

Senior Associate responsible for the daily processing of the firm's dividends and corporate actions responsibilities.

Hedge fund seeking an Operations Associate with CDS (credit default swap) experience to join a 5-person Operations group.

The Compliance Associate will manage employee licensing, registrations, and onboarding processes, ensuring compliance with FINRA and other regulatory requirements, including U4/U5 filings. This public-facing role requires strong organizational skills, attention to detail, and the ability to multitask in a fast-paced environment.

Seeking a dedicated and diligent individual to grow the tax team. The Salt Senior Tax Associate will collaborate with more junior and senior staff to encourage professional growth.

The SALT Senior Tax Associate will prepare and review state and local tax returns, and assist in the management of state and local tax audits.

This Candidate will provide quantitative and analytical support for all sell-side and buy-side acquisition assignments

Excellent Tax Associate opportunity at a growing financial services firm based in Boston, MA. This opportunity will include, but will not be limited to, partnership tax compliance.

Excellent Tax Associate opportunity at a well-known financial services firm focusing on advisory and consulting services for families and individuals, family offices, and foundations and endowments. This opportunity will include, but will not be limited to, high net-worth tax compliance and planning work.

Excellent Senior Tax Associate, SALT opportunity at a growing financial services firm based in Fort Worth, TX. This role will include, but will not be limited to, conducting thorough research on SALT issues, and lead and manage sales and use tax audits.

The Tax Associate will be a valued member of the tax team. This person will contribute to tax compliance for personal, trust, partnership, and corporate returns. Must be driven, motivated, and ready to learn!

This role demands expertise in sales and use tax, along with a solid understanding of other state and local tax (SALT) areas, such as state income tax and property tax. You will lead client engagements, supervise tax associates, and provide comprehensive tax solutions across various SALT domains.