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

Doist

Project Finance Associate

San Jose, CA · On-site

$104 - $125/hr

Background in or exposure to project development, giving you an operator's instinct for how deals actually come together. * Experience building analytical tools/templates adopted by non-finance teams.

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All JobsAssociate In Finance JobsAssociate In Finance Jobs in Milpitas, CA

Associate In Finance information

See Milpitas, CA salary details

$35.5K

$82K

$160.8K

How much do associate in finance jobs pay per year?

As of Aug 9, 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.

Is an associate in finance worth it?

An associate in finance is an entry-level role that can provide valuable experience in financial analysis, reporting, and client interaction. It often serves as a stepping stone to higher positions such as analyst or manager, with salary growth and skill development being key benefits.

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 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 can you do with an associate in finance?

An associate in finance can work in roles such as financial analyst, loan officer, or accounting assistant, performing tasks like financial reporting, data analysis, and client service. These positions often require knowledge of financial software and may lead to further certifications or advancement in finance careers.

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 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, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $82,008 per year, or $39.4 per hour.

Structured Finance Associate Attorney

Direct Counsel

Palo Alto, CA • Hybrid

$235K - $390K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 13 days ago

Job description

Structured Finance Associate Attorney

Direct Counsel is seeking a Structured Finance Associate Attorney to join a prestigious Am Law 100 law firm. This is an exciting opportunity for an attorney with at least two years of law firm experience who is interested in sophisticated structured finance transactions, with a focus on commercial mortgage-backed securities (CMBS).

Locations

Atlanta, GA; Austin, TX; Baltimore, MD; Boston, MA; Chicago, IL; Dallas, TX; Houston, TX; Los Angeles, CA; Miami, FL; Minneapolis, MN; New York, NY; Northfield, NJ; Palo Alto, CA; Philadelphia, PA; Phoenix, AZ; Raleigh, NC; Reston, VA; Sacramento, CA; San Diego, CA; San Francisco, CA; Seattle, WA; Short Hills, NJ; Washington, DC; Wilmington, DE

About the Role

The successful candidate will join a nationally recognized Finance practice, advising clients on complex structured finance transactions involving commercial mortgage-backed securities (CMBS). This role offers the opportunity to work alongside experienced attorneys on high-profile transactions while developing deep expertise in commercial real estate finance and securitization.

Responsibilities

  • Advise clients on sophisticated structured finance and CMBS transactions.

  • Draft, review, and negotiate transaction documents and financing agreements.

  • Conduct legal research and prepare memoranda, contracts, and other legal documents.

  • Manage transactions from inception through closing while coordinating with clients and internal teams.

  • Collaborate with attorneys across practice groups to develop effective transaction strategies.

  • Maintain strong client relationships through responsive communication and practical legal guidance.

  • Stay current on legal developments affecting structured finance and commercial real estate transactions.

Qualifications

  • J.D. from an accredited law school.

  • Active bar admission in the jurisdiction where you will be practicing.

  • Minimum of 2 years of law firm experience.

  • Experience with commercial real estate finance, CMBS, structured finance, or securities offerings is preferred but not required.

  • Prior experience with an Am Law 100 firm is a plus.

  • Excellent analytical, research, drafting, and negotiation skills.

  • Strong organizational abilities with the capacity to manage multiple matters simultaneously.

  • Ability to work both independently and collaboratively in a fast-paced environment.

Compensation

$235,000 – $390,000, depending on geographic market, experience, and qualifications.

Benefits

The firm offers a comprehensive benefits package, including:

  • Medical, dental, and vision insurance

  • 401(k) retirement plan

  • Hybrid work environment

  • Professional development and mentorship opportunities

  • Robust pro bono and community engagement initiatives

If you're interested in learning more about this opportunity, we encourage you to apply today.