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Associate In Finance Jobs in Boca Raton, FL (NOW HIRING)

Silverman Schermer, PLLC

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Estate Planning Associate

Fort Lauderdale, FL · On-site

$100K - $140K/yr

... in finance, accounting, or a related business discipline is a plus. • Strong research, writing ... associates receive meaningful client exposure and substantive responsibility from the outset.

DataAnnotation

M&A Associate

Sunrise, FL · Remote

$40 - $60/hr

In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets • Leverage your education and work experience to check ...

DataAnnotation

M&A Associate

Miramar, FL · Remote

$40 - $60/hr

In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets • Leverage your education and work experience to check ...

DataAnnotation

M&A Associate

Plantation, FL · Remote

$40 - $60/hr

In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets • Leverage your education and work experience to check ...

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All JobsAssociate In Finance JobsAssociate In Finance Jobs in Boca Raton, FL

Associate In Finance information

See Boca Raton, FL salary details

$28.9K

$66.8K

$131K

How much do associate in finance jobs pay per year?

As of Jun 12, 2026, the average yearly pay for associate in finance in Boca Raton, FL is $66,779.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,400.00 and $73,100.00 per year, depending on experience, location, and employer.

What are some typical challenges an Associate in Finance might face during their first year, and how can they overcome them?

As a new Associate in Finance, you may encounter challenges such as managing tight deadlines, adapting to rapidly changing priorities, and mastering complex financial models and analytical tools. It's common to juggle multiple projects simultaneously, often requiring close attention to detail and strong organizational skills. To overcome these challenges, effective time management, proactive communication with your team, and seeking regular feedback from senior colleagues are essential. Building strong relationships within your team will also help you learn best practices and navigate the fast-paced environment more smoothly.

What is the difference between Associate In Finance vs Financial Analyst?

AspectAssociate In FinanceFinancial Analyst
Required CredentialsBachelor's degree often in finance, accounting, or related fields; certifications like CFA or CPA are a plusBachelor's degree in finance, economics, or related; CFA certification common for advanced roles
Work EnvironmentEntry-level position in finance departments, investment firms, or banksAnalyzing financial data, preparing reports, and supporting investment decisions in similar settings
Employer & Industry UsageUsed by banks, investment firms, corporate finance departmentsCommonly employed in finance, investment banking, and corporate finance sectors

While both roles require similar educational backgrounds and are found in finance environments, Associates In Finance typically focus on supporting financial operations and analysis at an entry level, whereas Financial Analysts often take on more in-depth analysis and reporting responsibilities. The roles are closely related, with the main difference being the scope of analysis and experience level.

What does a financial associate do?

A financial associate supports financial analysis, reporting, and planning within organizations. They often handle tasks such as preparing financial statements, analyzing data, and assisting with budgeting, using tools like Excel or financial software. Strong analytical skills and attention to detail are essential for this role.

What are Associate In Finance jobs?

Associate in Finance jobs are entry- to mid-level positions within financial institutions such as banks, investment firms, or corporate finance departments. Associates typically support senior professionals in analyzing financial data, preparing reports, conducting market research, and assisting in the execution of financial transactions. These roles often serve as a stepping stone to more senior positions, providing valuable exposure to various aspects of finance including investment banking, asset management, and corporate finance. The job requires strong analytical skills, attention to detail, and proficiency with financial modeling and software. Most employers seek candidates with a degree in finance, economics, or a related field.

What is the work of a finance associate?

A finance associate supports financial operations by preparing reports, analyzing data, and assisting with budgeting and forecasting. They often use tools like Excel and financial software, and may review transactions, ensure compliance, and help with audits to support the company's financial health.

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

To thrive as an Associate in Finance, you need strong analytical abilities, financial modeling skills, and a relevant degree such as finance, accounting, or economics. Familiarity with tools like Microsoft Excel, financial databases (e.g., Bloomberg, FactSet), and certifications such as CFA or CPA are often advantageous. Attention to detail, strong communication, and effective time management are essential soft skills for collaborating with teams and managing multiple projects. These competencies enable Associates to deliver accurate analyses, support strategic decisions, and contribute effectively to their organization's financial success.

Is an associate's degree in finance good?

An associate's degree in finance can be a valuable credential for entry-level finance positions such as finance assistant or analyst, providing foundational knowledge of financial principles and tools like Excel. However, many employers prefer candidates with a bachelor's degree for more advanced roles, and additional certifications or experience can enhance job prospects.

What is an associate role in finance?

An associate role in finance is an entry- to mid-level position responsible for supporting financial analysis, client services, or investment activities. Associates often perform tasks such as data analysis, preparing reports, and assisting senior staff, typically requiring relevant skills and sometimes certifications like the CFA or CPA. The role provides a foundation for career advancement within financial firms or departments.
What are the most commonly searched types of In Finance jobs in Boca Raton, FL? The most popular types of In Finance jobs in Boca Raton, FL are:
What cities near Boca Raton, FL are hiring for Associate In Finance jobs? Cities near Boca Raton, FL with the most Associate In Finance job openings:
Associate In Finance jobs near you
Infographic showing various Associate In Finance job openings in Boca Raton, FL as of June 2026, with employment types broken down into 1% Locum Tenens, 1% Internship, 47% Full Time, 24% Part Time, and 27% Contract. Highlights an 82% Physical, 7% Hybrid, and 11% Remote job distribution, with an average salary of $66,779 per year, or $32.1 per hour.
Senior Associate/Associate Manager, Trade Operations (LH-BPO)

Senior Associate/Associate Manager, Trade Operations (LH-BPO)

SS&C Technologies

West Palm Beach, FL • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 2 days ago

SS&C Technologies rating

7.7

Company rating: 7.7 out of 10

Based on 36 frontline employees who took The Breakroom Quiz

108th of 188 rated software companies

Job description

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.
Job Description
Senior Associate/Associate Manager, Trade Operations
Location: Palm Beach Gardens, FL | Hybrid
About the Role
As an Entry-Level Associate, Trade Operations, you will support the day-to-day trade operations and post-trade functions for hedge fund clients through SS&C's partnership with Lighthouse Investment Partners, LLC (d/b/a Luminae Partners), an $18 billion AUM asset management firm. This role offers an excellent entry point into financial services with direct exposure to complex trading environments, multi-asset investment strategies, and institutional operations.
You will work closely with portfolio managers, traders, counterparties, prime brokers, and internal operational teams to help ensure accurate trade processing, settlement, reconciliation, and reporting across a broad range of financial products. This position is ideal for candidates interested in developing a long-term career within hedge fund operations, trade support, or asset management.
In this fast-paced, collaborative environment, you will gain hands-on experience with the full trade lifecycle while building strong analytical, operational, and client service skills.
Why Join SS&C
SS&C combines proprietary technology with deep industry expertise to support complex financial and healthcare operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence.
Through our partnership with Lighthouse Partners, you will gain exposure to sophisticated hedge fund strategies, institutional trading activity, and large-scale operational infrastructure while working alongside experienced industry professionals.
How You Will Make an Impact
  • Support daily trade operations activities for hedge fund clients across multiple investment strategies including Long/Short Equity, Global Macro, Credit, Fixed Income, Distressed, Emerging Markets, and Multi-Strategy funds
  • Monitor and process trade lifecycle events including trade capture, settlement, confirmation matching, and exception management
  • Reconcile cash, positions, market values, and trade activity across internal systems, custodians, and prime brokers
  • Research and resolve trade breaks, settlement discrepancies, and operational exceptions in a timely manner
  • Serve as a point of coordination between internal teams, counterparties, brokers, and fund administrators to ensure accurate and efficient trade processing
  • Provide operational support across a variety of financial instruments including equities, fixed income, FX, futures, swaps, options, repos, and other OTC products
  • Assist with wire processing, collateral movements, and payment confirmations related to settlements and financing activity
  • Prepare operational reporting and metrics related to trade volumes, reconciliation activity, and processing accuracy
  • Partner with internal SS&C GlobeOp teams including Fund Accounting, Investor Services, Technology, and Operations to support overall client servicing efforts
  • Contribute to process improvement initiatives focused on operational efficiency, risk reduction, and scalability

Required Experience
  • 2+ years of experience in Trade Operations
  • Bachelor's degree in Finance, Accounting, Economics, Business, or related field
  • Internship or academic exposure to financial markets, operations, accounting, or investment management preferred
  • Foundational understanding of capital markets and financial products

What Sets You Apart
  • Strong analytical and problem-solving skills with high attention to detail
  • Proficiency in Microsoft Excel and ability to work with large datasets
  • Strong written and verbal communication skills
  • Ability to manage multiple priorities in a fast-paced environment
  • Team-oriented mindset with strong collaboration skills
  • Interest in hedge funds, trade operations, and financial markets
  • Ability to learn quickly and adapt within a dynamic operational environment

Join SS&C, where innovation meets global opportunities. Click here to apply.
#LI-HW1 #LI-HYBRID #CA-HW
Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.
SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.
Actual base salary will vary based on several factors, including but not limited to relevant skills, prior experience, education, demonstrated performance, and geographic location.
New York: The expected base salary for the position is between $60,000 USD to $130,000 USD.
In addition, employees in this role may be eligible for consideration on an annual basis for a discretionary bonus and/or equity awards, such as restricted stock units or stock options, based upon individual and business performance at the company's discretion.
Applications will be accepted on an ongoing basis until the position is filled.
SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

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About SS&C Technologies

Sourced by ZipRecruiter

SS&C Technologies is a prominent player in the software and IT services industry, specializing in investment and financial technologies. The company is headquartered in Windsor, Connecticut, USA, with the core mission to deliver advanced technology-driven solutions and software for the global financial services industry. SS&C Technologies was established in 1986, and since its inception, the company has grown immensely to offer a comprehensive portfolio of services that include fund administration, securities industry software, insurance and pension funds software, asset management, and trading and settlement services.

Industry

Computer and computer peripheral equipment and software wholesalers

Company size

10,000+ Employees

Headquarters location

Windsor, CT, US

Year founded

1986

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