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Associate Capital Jobs in Vermont (NOW HIRING)

Manchester Capital Management

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Operations Associate (Client Service Associate)

Manchester, VT · On-site

$45K - $55K/yr

Operations Associate Location: Manchester, VT Reports to: Director of Operations Company ... Manchester Capital Management LLC (MCM) is, and has been since its inception, a family office ...

Pwc

Oracle HCM Senior Associate

Montpelier, VT · On-site

$77K - $202K/yr

In Oracle human capital at PwC, you will specialise in providing consulting services for Oracle ... As a Senior Associate you are expected to analyze complex problems, mentor others, and maintain ...

Morgan Stanley

Associate Service Manager

Colchester, VT · On-site

The Associate Service Manager must have the ability to resolve problems using all available ... At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their ...

Morgan Stanley

Service Associate

Colchester, VT

$65K - $76K/yr

POSITION SUMMARY Service Associates perform operational support and oversight on behalf of the ... At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their ...

Morgan Stanley

Service Associate

Colchester, VT · On-site

$65K - $76K/yr

POSITION SUMMARY Service Associates perform operational support and oversight on behalf of the ... At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their ...

Morgan Stanley

Client Service Associate

Colchester, VT · On-site

$33K/yr

Client Service Associates provide exceptional service to our clients and support Financial Advisor ... At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their ...

Morgan Stanley

Client Service Associate

Colchester, VT · On-site

$33K/yr

Client Service Associates provide exceptional service to our clients and support Financial Advisor ... At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their ...

Morgan Stanley

Client Service Associate

Colchester, VT

$33K/yr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support ... At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their ...

Morgan Stanley

Client Service Associate

Colchester, VT · On-site

$33K/yr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support ... At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their ...

Burlington

HVAC Specialist I

Burlington, VT · On-site

... associate and customer comfort in stores. They are required to ensure all work is performed as contracted and within budget. This role will assist in preparation and management of annual capital ...

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Associate Capital information

What are some common challenges faced by Associate Capital professionals when working on deal sourcing and evaluation?

Associate Capital professionals often encounter challenges such as managing tight deadlines, balancing multiple deals at different stages, and conducting thorough due diligence with limited information. Collaborating closely with senior team members and other stakeholders is crucial, as associates are responsible for initial screenings, financial modeling, and preparing investment memos. Developing strong organizational skills and attention to detail is key to succeeding in this fast-paced environment.

What are Associate Capital professionals?

Associate Capital professionals, often called Capital Associates or Investment Associates, are early- to mid-career finance professionals who support capital investment activities for firms such as venture capital, private equity, or investment banks. They assist with financial analysis, due diligence, deal sourcing, and portfolio management. Their role is critical in helping senior partners evaluate investment opportunities and manage relationships with clients and stakeholders. Associate Capital professionals typically have strong analytical skills and may have backgrounds in finance, economics, or business.

What is the difference between Associate Capital vs Associate Investment Banking?

AspectAssociate CapitalAssociate Investment Banking
Required CredentialsBachelor's degree, relevant internshipsBachelor's degree, often MBA or finance certifications
Work EnvironmentCorporate finance, capital markets teamsInvestment banks, client advisory
Employer & Industry UsageFinancial institutions, corporationsInvestment banks, M&A advisory

While both roles involve finance and require similar educational backgrounds, Associate Capital typically focuses on corporate finance and capital markets within companies, whereas Associate Investment Banking is centered on advising clients on mergers, acquisitions, and financial transactions within investment banks.

What are the key skills and qualifications needed to thrive as an Associate in Capital Markets, and why are they important?

To thrive as an Associate in Capital Markets, you need strong analytical abilities, financial modeling expertise, and a solid educational background in finance, economics, or a related field. Familiarity with Bloomberg Terminal, Excel, and financial databases, as well as certifications like the CFA, are commonly required. Outstanding communication, attention to detail, and the ability to perform under pressure help associates stand out. These skills are essential to accurately assess market opportunities, support deal execution, and maintain client relationships in a fast-paced, high-stakes environment.
What cities in Vermont are hiring for Associate Capital jobs? Cities in Vermont with the most Associate Capital job openings:
Associate Capital jobs near you
Operations Associate (Client Service Associate)

Operations Associate (Client Service Associate)

Manchester Capital Management

Manchester, VT • On-site

$45K - $55K/yr

Full-time

Medical, Dental, Vision, Life

Posted 14 days ago

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Job description

Title: Operations Associate

Location: Manchester, VT

Reports to: Director of Operations

Company Description:

Manchester Capital Management LLC (MCM) is, and has been since its inception, a family office dedicated to helping families sustain their wealth, values, and legacy from generation to generation. MCM began as a private family office that combined the resources of several related families who sought investment expertise and objectivity that conventional brokerage firms, banks, and investment houses were not structured to provide. Over the ensuing years, Manchester added a number of non-family clients, leading to its registration as an Investment Adviser with the SEC in 1993.


Today, MCM primarily serves wealthy families and related foundations, trusts, and entities. MCM's core competency is investment management, complemented by two additional service lines: Family Office CFO Services, which includes bookkeeping, philanthropic guidance, tax and estate planning coordination, and family governance and education; and Private Real Estate Services, which provide coordination and oversight for directly owned commercial real estate. The firm's clients are located across the country.
MCM is independent, with no corporate parent, and is majority-owned by its founder and other MCM partners. The firm serves as its clients' advocate and integrator of financial affairs, and strives to be their trusted advisor. As an independent firm, MCM is not owned by or affiliated with a broker-dealer, bank, or insurance company, which allows us to focus on our clients' interests without the structural conflicts that can arise from those affiliations. MCM's fee structure is based on the value of assets under management and is disclosed in detail in our Form ADV. MCM does not receive commissions or brokers' fees based on transactions and does not have soft-dollar arrangements with money managers.

Role Overview:


The /Operations Associate will work closely with the Director of Operations, Wealth Managers, Operations Associates, Investment Associates, technology service providers, and custodians, to provide support to Wealth Managers, clients, and COIs, and assist in the overall efforts to ensure efficient operational procedures and exceptional support for Wealth Managers and clients.

Primary Responsibilities:


Provide high level of support to Wealth Managers, ensuring clients receive superior service and timely/accurate information, which may include (but is not limited to) the following activities:

  • Prepare client account paperwork
  • Coordinate alternative investment subscription/redemption requests
  • Process money movements (checks, journals, wires, account transfers, etc.)
  • Process quarterly estimated tax payments, annual RMDs and gifting securities
  • Prepare materials for client review meetings
  • Prepare tax packets for CPAs
  • Administer client files
  • Support quarterly performance reporting process
  • Support daily trade blotter process
  • Monitor incoming communications for necessary actions (capital calls, custodian alerts, etc.)
  • Deposit client funds and maintain checks and securities receipt log
  • Provide back up support in absence of other associates
  • Support various audits and projects as necessary

Qualifications:

  • Undergraduate college degree
  • Previous RIA/client service experience
  • Working knowledge of investment operations (2+ years of experience)
  • Familiarity with portfolio accounting, performance reporting, trading, and CRM systems
  • Advanced Microsoft Excel skills
  • Basic accounting skills
  • Understanding of cost basis/tax lot accounting
  • Understanding of various investment vehicles (stock, bond, mutual fund, alternative investments, etc.)
  • A strong analytical mind, attention to detail, and a desire to learn and grow
  • Positive attitude and willingness to accept change
  • Strong written, verbal, and interpersonal communication skills

Compensation compatible with experience

Company Description

Manchester Capital Management LLC (MCM) is, and has been since its inception, a family office dedicated to helping families sustain their wealth, values, and legacy from generation to generation. MCM began as a private family office that combined the resources of several related families who sought investment expertise and objectivity that conventional brokerage firms, banks, and investment houses were not structured to provide.Over the ensuing years, Manchester added a number of non-family clients, leading to its registration as an Investment Adviser with the SEC in 1993.
Today, MCM primarily serves wealthy families and related foundations, trusts, and entities. MCM's core competency is investment management, complemented by two additional service lines: Family Office CFO Services, which includes bookkeeping, philanthropic guidance, tax and estate planning coordination, and family governance and education; and Private Real Estate Services, which provide coordination and oversight for directly owned commercial real estate. The firm's clients are located across the country.
MCM is independent, with no corporate parent, and is majority-owned by its founder and other MCM partners. The firm serves as its clients' advocate and integrator of financial affairs, and strives to be their trusted advisor. As an independent firm, MCM is not owned by or affiliated with a broker-dealer, bank, or insurance company, which allows us to focus on our clients' interests without the structural conflicts that can arise from those affiliations. MCM's fee structure is based on the value of assets under management and is disclosed in detail in our Form ADV. MCM does not receive commissions or brokers' fees based on transactions and does not have soft-dollar arrangements with money managers.