Associate position
Large Financial Firm
This job at a glance
- Who can apply
- New grads and up to 1 year · Bachelor's degree
- Must know
- Financial analysisCustomer serviceBusiness analysisOperationsExcel
- Nice to have
- Accounting
- Work
- On-site in Greater Chicago Area
- Pay
- Not stated by the employer.
- Skill demand
- Operations26%Customer service22%Financial analysis10%Business analysis10%of 99 similar entry-level jobs posted in the US this week
- Listed
- Nov 4, 2026 · still open
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About the Role
The Associate position is a full-time, on-site role based in the Greater Chicago Area. The Associate will support client service and internal teams through financial analysis, data review, and preparation of reports and presentations. This role involves maintaining accurate documentation, coordinating with cross-functional partners, and assisting in the execution of transactions or projects. The Associate will help monitor market developments, support risk and compliance processes, and respond to internal and external inquiries in a timely, professional manner. The position offers exposure to core financial operations and the opportunity to contribute to process improvements and client-focused solutions.
Key Responsibilities
- Support client service and internal teams through financial analysis, data review, and preparation of reports and presentations.
- Maintain accurate documentation.
- Coordinate with cross-functional partners.
- Assist in the execution of transactions or projects.
- Monitor market developments.
- Support risk and compliance processes.
- Respond to internal and external inquiries in a timely, professional manner.
- Contribute to process improvements and client-focused solutions.
Requirements & Tech Stack
- Ability to perform financial analysis, interpret data, and prepare clear reports and presentations.
- Strong organizational skills with attention to detail and accuracy in documentation and record-keeping.
- Effective written and verbal communication skills for collaborating with internal teams and clients.
- Comfort with technology and financial tools.
- Proficiency in spreadsheets and presentation software.
- Capacity to manage multiple tasks, prioritize effectively, and meet deadlines in a fast-paced environment.
- Demonstrated professionalism, integrity, and sound judgment in handling confidential information.
Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field is preferred.
- Prior internship or work experience in financial services, banking, or a related industry is a plus.