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Associate In Finance Jobs in Milpitas, CA (NOW HIRING)

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$35.5K

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$160.8K

How much do associate in finance jobs pay per year?

As of Sep 6, 2026, the average yearly pay for associate in finance in Milpitas, CA is $82,008.00, according to ZipRecruiter salary data. Most workers in this role earn between $58,300.00 and $89,700.00 per year, depending on experience, location, and employer.

What is an associate in finance?

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 are the key skills and qualifications needed to thrive as an associate in finance?

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.

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.

Is an associate in finance worth it?

An associate in finance typically earns an entry-level salary with opportunities for advancement and skill development in areas like financial analysis and reporting. The role can be a valuable stepping stone toward higher positions such as analyst or manager, especially when combined with relevant certifications like CFA or CPA. Its worth depends on career goals and the industry demand for finance professionals.

What can you do with an associate in finance?

An associate in finance can work in roles such as financial analyst, credit analyst, or banking associate, performing tasks like financial reporting, data analysis, and supporting investment decisions. These positions often require knowledge of financial software and strong analytical skills, and may lead to advancement into more senior finance roles.

What cities near Milpitas, CA are hiring for Associate In Finance jobs?

Cities near Milpitas, CA with the most Associate In Finance job openings:

Associate In Finance jobs near you
Infographic showing various Associate In Finance job openings in Milpitas, CA as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 28% Part Time, 1% Temporary, and 1% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $82,008 per year, or $39.4 per hour.

Associate, Fund Finance

Banc of California

Menlo Park, CA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 24 days ago

Banc Of California rating

8.2

Company rating: 8.2 out of 10

Based on 10 frontline employees who took The Breakroom Quiz

53rd of 175 rated banks

Job description

BANC OF CALIFORNIA AND YOUR CAREER
Banc of California, Inc. (NYSE: BANC) is a bank holding company with over $34 billion in assets and the parent company of Banc of California. Banc of California is one of the nation's premier relationship-based business banks, providing banking and treasury management services to small, middle market, and venture backed businesses. As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities. The bank also provides full-service payment processing solutions to its clients and serves the Community Association Management industry nationwide through its technology forward platform, SmartStreet™. Banc of California is committed to supporting its local communities through the Banc of California Charitable Foundation and by partnering with organizations that promote financial literacy, job training, small business support, affordable housing, and more.
At Banc of California, our success is powered by our people and a shared commitment to delivering meaningful results. We foster an environment where entrepreneurial thinking is encouraged, and accountability and operational excellence are expected. Our team members are empowered to take ownership, make informed decisions, and make a meaningful impact as the bank continues to grow and evolve. We are dedicated to supporting your growth and wellbeing through comprehensive benefits, robust development opportunities, and inclusive programs that enable you to perform at your best. Together we win!
THE OPPORTUNITY
The Associate will support the Fund Finance team in originating, underwriting, structuring, closing, and monitoring credit facilities for private capital clients, including venture capital, growth equity, private equity, private credit, and other investment fund managers. The role will focus primarily on fund-level credit products such as capital call/subscription lines, GP and management company lines, and related fund finance solutions. This position requires strong credit judgment, financial analysis skills, attention to detail, and the ability to partner effectively with relationship managers, credit partners, legal counsel, operations, treasury management, and clients. Performs all duties in accordance with the Company's policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates.
HOW YOU'LL MAKE A DIFFERENCE
  • Support the underwriting and structuring of fund finance credit facilities, including capital call/subscription lines, GP and management company lines, and other fund-level lending products.
  • Analyze fund structures, investment strategies, investor bases, limited partnership agreements, private placement memorandum, and borrowing base calculations to assess credit quality and appropriate loan structure.
  • Partner with relationship managers, credit approval partners, legal counsel, operations, treasury management, and other internal stakeholders to support transaction execution and ongoing client service.
  • Identify specific merits, risks, and mitigants for each transaction.
  • Construct and maintain detailed financial models and develop sensitivity analyses.
  • Generate internal approval memoranda and term sheets.
  • Perform market, industry, and sponsor due diligence.
  • Ensure business terms, concepts, and structure are accurately captured in loan documentation.
  • Assist in all aspects of origination activity leading to the closing of new transactions.
  • Follow all established policies and procedures.
  • Perform other duties and projects as assigned.

WHAT YOU'LL BRING
  • 3-4 years' experience in investment banking, structured lending required.
  • Premium finance lending preferred.

  • Bachelor's degree required and MBA or Master's degree preferred.

  • Excellent attention to detail and accuracy - work is subject to various forms of regulatory scrutiny.
  • Must exhibit a significant level of trust, professionalism, diplomacy and conceptual judgement in addition to normal courtesy and tact.
  • Superior interpersonal verbal and written communication skills.
  • Strong organizational skills with the ability to handle multiple priorities, and projects simultaneously.
  • Creative and strategic thinker capable of analyzing information/processes to determine overall trends and make appropriate conclusions.
  • Ability to work independently yet collaborate cross-functionally in a team environment.
  • Proven ability to use Microsoft Office Suite (Outlook, Excel, MS Word, and PowerPoint.

  • Knowledge of banking/financial/insurance business operations, industry trends and applicable federal and state banking regulations for safety and soundness related to credit risk/loan review and governances to identify gaps in the Bank's credit and underwriting policies and procedures preferred.
  • Meaningful experience with financial modeling preferred.
  • Knowledge of multiple lending asset and loan collateral classes preferred.
  • Advanced understanding of accounting and finance including financial statement analysis preferred.
  • High School diploma or equivalent required

HOW WE'LL SUPPORT YOU
  • Financial Security: You will be eligible to participate in the company's 401k plan which includes a company match and immediate vesting.
  • Health & Well-Being: We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA).
  • Building & Supporting Your Family: Banc of California partners with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family.
  • Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off.
  • Career Growth Opportunities: To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more.

SALARY RANGE
The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors.
Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to their actual or perceived race (including traits associated with race, such as hair texture, hair type or protective hairstyles), religion or religious creed (including religious dress and grooming practices), color, sex (including pregnancy, childbirth, breastfeeding and related medical conditions), sexual orientation, gender, gender identity, gender expression, gender transitioning, citizenship status, national origin, ancestry, age, marital status, military or veteran status, medical condition, genetic information, or disability (mental or physical), requests for accommodation and any additional protected categories set forth in applicable federal, state or local laws. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

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