Associate / Senior Associate Job Description
Associate / Senior Associate Duties & Responsibilities
To write an effective associate / senior associate job description, begin by listing detailed duties, responsibilities and expectations. We have included associate / senior associate job description templates that you can modify and use.
Sample responsibilities for this position include:
Associate / Senior Associate Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Associate / Senior Associate
List any licenses or certifications required by the position: CPA, CFA, ASCP, PKI, CPP, HT, BCI, DRII, PMI, QAT
Education for Associate / Senior Associate
Typically a job would require a certain level of education.
Employers hiring for the associate / senior associate job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Accounting, Taxation, Business, Economics, MBA, Engineering, Business/Administration, Computer Science, Education
Skills for Associate / Senior Associate
Desired skills for associate / senior associate include:
Desired experience for associate / senior associate includes:
Associate / Senior Associate Examples
Associate / Senior Associate Job Description
- Updating and analyzing presentation data
- Assisting in creation and editing of presentation content
- Supporting Investor Relations in partner and client education sessions on Hedge Funds and Private Equity
- Overseeing design and maintenance of both the internal and external web presence of 50 South Capital
- Gathering investor and fund data from the program administrators for 50 South Capital’s business use
- Assist in the completion of RFP’s
- Answering questions and fulfilling requests from investors and internal partners regarding the proprietary program and third party solutions
- Updating fund and custom account performance reports
- Work with Chief Administrative Office to provide regulatory and board updates for registered funds
- Help plan and manage multiple client engagements
- Should have a good attitude to learn and be committed
- Technical savvy, should be keen to research the system in accordance to resolve the customers queries
- Should be comfortable with working in US Shifts
- Must have 3 years Big 4 external audit experience with an engagement portfolio that consists of manufacturing companies
- Must be willing to travel 75% around the Asia Pacific region
- MBA/MPA degree required, CFA preferred
Associate / Senior Associate Job Description
- Work on a portfolio of client relationships of varying size and scope and act as the point of contact for internal and external clients
- Lead teams of tax professionals and assistants working on client projects
- Lead risk and financial performance of engagements including billings, collections and project budgets
- Supervise and aid in the development and training of employees
- Develop and mentor Associates and Interns
- Combine recommended services with a client’s financial system and business processes
- Prepare and book monthly closing entries in accounting sub-ledger for accruals, prepayments, intercompany, various reclass adjustments, , as necessary
- Perform month-end management reporting closing including updation of allocation keys for the assigned entities in the cost allocation tool after liaising with business line PM teams
- Perform reconciliation between Financial Accounting and Management Accounting to substantiate balances and breaks solving, if any
- Reconciliation of intercompany receivables / payables and their settlement by legal entity
- 7+ years municipal analysis experience
- Computer proficiency in Microsoft Excel, Word and PowerPoint
- Ability to work effectively within a collegial, team environment Highly responsive and strong desire to work in the best interest of the internal partners and clients
- Enjoys finding solutions to problems
- Proficient with creating and editing presentations in PowerPoint, and working with Compliance for approval
- Minimum four years’ experience in a consulting firm or a healthcare research firm
Associate / Senior Associate Job Description
- Conducts critical studies and writes study reports
- Keeps current with published literature to increase knowledge and stay up-to-date with relevant developments in the scientific field
- Applies critical reasoning and works independently
- Manages at least one specialized activity, supply function or single user equipment
- Contributes to written presentations pertaining to work being conducted for both internal and external presentation and publication
- Prepares and presents oral presentations of work at project team meetings at both Research and Development level
- Develops specific protocols and writes WPI's or SOP's according to Company Guidelines
- Plans experiments and ensures availability of all experimental materials
- May be responsible for the maintenance of laboratory equipment
- May be expected to travel and meet with CRO's or CMO's
- Knowledge of Microsoft Server 2008 r2 and later
- Proficient in Microsoft Visual Basic, Microsoft SQL Server (expertise is stored procedures and user defined functions), and database structures
- Critical thinking, analytical, and research skills
- Ability to build relationships, networks, and credibility with numerous constituents
- Three years external consulting experience in a client-facing Strategy consulting discipline at a Big 4 firm, major strategy firm, or a boutique strategy firm
- MUST be fluent in Japanese BA/BS degree from an accredited college/university and eligible to sit for the CPA exam in their home office state
Associate / Senior Associate Job Description
- Work with portfolio management team to execute any necessary loan modifications and to present those modifications to the investment committee for approval
- Attention to details and being Highly organized
- Ability to work in a fast paced team structure
- Passion about healthcare
- Develops and maintains Lionsgate Theatrical digital media campaigns (likely 6-10 per year of various scopes and flights)
- Work with Associate in writing and sending request for proposal documents to publishers
- Works with the team’s Managers and Associate Media Director to develop campaign strategies and budget allocations across various publishers and digital platforms
- Stewards project management of creative execution for each film (often 2-4 films at a time (of differing scope) with 20+ publishers, simultaneously)
- Lead system design efforts for various client projects specifically related to the reporting and analytics using Oracle Business Intelligence Enterprise Edition (OBIEE)
- Provide programming and technical knowledge to enable business solutions
- Experience with Financial Reporting / Statement Preparation, GAAP, General Ledger, and Trend / Variance Analysis
- Strong knowledge and experience of audits in the Consumer and Industrial markets
- Creative writing experience and ability to provide writing samples
- Minimum of 3 years of strong accounting experience
- Ability to learn quickly, make an immediate impact, and provide value-added service to our clients
- Strong communication & interpersonal skills, displaying the ability to connect and build relationships with clients, firm leadership, & peers
Associate / Senior Associate Job Description
- Development and production of sales and marketing materials in support of Wilshire’s sales and marketing activities
- Assist in the development of client presentation materials and RFP responses
- Identify new product development opportunities to evolve and expand Wilshire Funds Management’s services in the financial intermediary market
- Identify improvement opportunities through Kaizen
- Have experienced success in your career to date
- Have delivered successful outcomes for stakeholders
- Have developed strong subject-matter expertise relevant to the role
- Are an agile learner who can keep pace with new developments
- Are comfortable interacting with senior executives and non-executive directors
- Are comfortable interacting with senior executives, non-executive directors and staff at all levels
- Familiarity with other software common to the construction industry
- Experience in construction claims, dispute resolution, litigation and construction consulting preferred
- BA/BS or equivalent with typically 2+ years of relevant experience
- Solid working knowledge of lab equipment and techniques within area of specialty
- Solid working knowledge of applicable scientific discipline
- Ability to contribute to the preparation of laboratory reports