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Associate Structured Finance Jobs in Indiana (NOW HIRING)

Bank of Montreal

Associate

Indianapolis, IN · On-site

$69K - $127K/yr

Utilizes financial models and analytical tools to assess client repayment capacity and recommend appropriate loan structures and collateral. * Supports credit-granting decisions by making ...

BMO Capital Markets

Associate

Indianapolis, IN · On-site

$69K - $127K/yr

Utilizes financial models and analytical tools to assess client repayment capacity and recommend appropriate loan structures and collateral. * Supports credit-granting decisions by making ...

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Associate Structured Finance information

What are Associate Structured Finance professionals?

Associate Structured Finance professionals are financial analysts or associates who work within investment banks or financial institutions, specializing in the structuring, analysis, and management of complex financial products like asset-backed securities, mortgage-backed securities, and other securitized products. They play a key role in evaluating financial assets, conducting due diligence, building financial models, and supporting deal execution. Their responsibilities also include preparing reports, working with clients, and coordinating with other teams to ensure transactions comply with regulatory and risk management standards. This role is critical for facilitating the flow of capital in financial markets by transforming illiquid assets into marketable securities.

What is the difference between Associate Structured Finance vs Associate Investment Banking?

AspectAssociate Structured FinanceAssociate Investment Banking
Required CredentialsBachelor's degree, finance or related field; some roles prefer CFA or similar certificationsBachelor's degree, finance, economics, or related; often CFA or MBA preferred
Work EnvironmentFinancial institutions, specializing in structured products and debt issuanceInvestment banks, focusing on mergers, acquisitions, and capital raising
Employer & Industry UsageUsed mainly in banking, asset management, and specialized finance firmsCommon in large investment banks and financial advisory firms
Common Search & ComparisonYesYes

Associate Structured Finance and Associate Investment Banking roles share similarities in credentials and work environment but differ in focus. Structured finance involves creating and managing complex debt products, while investment banking centers on advising clients on mergers, acquisitions, and capital markets. Both roles require strong financial analysis skills and relevant certifications, but their day-to-day tasks and industry focus vary.

What are the main challenges an Associate in Structured Finance might face during deal execution, and how can they prepare for them?

Associates in Structured Finance often face tight deadlines, complex financial modeling requirements, and the need to coordinate input from various internal teams and external clients during deal execution. Balancing multiple transactions at different stages, adapting to evolving regulatory standards, and ensuring accuracy under pressure are common challenges. To prepare, candidates should strengthen their project management skills, develop a strong attention to detail, and build effective communication channels with legal, risk, and client-facing teams. Proactive organization and a willingness to learn from senior colleagues can help overcome these hurdles and contribute to successful deal outcomes.

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

To thrive as an Associate in Structured Finance, you need a solid background in finance or economics, strong analytical abilities, and experience with financial modeling, often supported by a relevant degree or CFA certification. Familiarity with Excel, VBA, financial databases, and deal management systems is typically required. Exceptional attention to detail, effective communication, and strong problem-solving skills help you excel in transaction execution and client interactions. These skills ensure accurate deal structuring, regulatory compliance, and the effective management of complex financial products.
What are the most commonly searched types of Structured Finance jobs in Indiana? The most popular types of Structured Finance jobs in Indiana are:
What cities in Indiana are hiring for Associate Structured Finance jobs? Cities in Indiana with the most Associate Structured Finance job openings:
Associate Structured Finance jobs near you
Operations Associate

Operations Associate

Phillips Financial Management, LLC

Fort Wayne, IN • On-site

Other

Medical, Life, Retirement, PTO

Posted 25 days ago

Job description

Operations Associate

Full-Time | On-Site


Phillips Financial is seeking a highly detail-oriented and tech-savvy Operations Associate to support our Operations and Portfolio Management teams. This is a hybrid role designed to strengthen our internal systems, streamline daily workflows, and provide operational continuity across the firm.


This position will work primarily alongside our Operations Manager (approximately 80% of responsibilities) and secondarily support our Investment Operations Lead (approximately 20%). The ideal candidate enjoys solving problems, working behind the scenes, improving systems, and taking ownership of structured, detail-driven work.


This role is ideal for someone early in their career who is analytical, dependable, and eager to grow in financial services operations and technology.


Position Overview

The Operations Associate will:

• Provide internal technology and system support

• Assist with Salesforce/Practifi data management and reporting

• Support new account setup and portfolio operations functions

• Serve as backup coverage for critical operational tasks

• Help build and maintain internal processes and automation

• Step in as flexible operational support during team absences


Core Responsibilities


Operations & Technology Support (Primary Focus – ~80%)


• Assist with Salesforce / Practifi data management

o Data cleanup and maintenance

o Building and updating reports

o Creating dashboards

o Performing data uploads

o Supporting basic process buildouts

• Provide internal technology troubleshooting and support

• Support workflow automation tools (Zapier, Jump, etc.)

• Assist with document management systems (Box / NetDocs)

• Serve as liaison support for IT-related items with our managed service provider

• Assist with employee onboarding and offboarding tasks (technology setup, access provisioning, documentation updates)

• Maintain data integrity and consistency across firm systems

• Identify inefficiencies and proactively suggest process improvements


Portfolio Operations Support (Secondary Focus – ~20%)


Our Portfolio Management team will provide training on:

• New account setup

• Monitoring portfolio management platforms 

• Trade support


Flexible Support (As Capacity Allows)


If bandwidth permits, this role may:

• Assist with process documentation

• Help standardize operational workflows

• Support internal reporting initiatives


Ideal Candidate Profile

This is not a front-facing client relationship role. The ideal candidate thrives in structured, analytical, behind-the-scenes work.


Key Characteristics for Success

• Strong technical aptitude and comfort learning new systems

• Naturally detail-oriented and process-driven

• Strong problem-solving skills

• Self-starter who proactively asks, “Where can I help?”

• Comfortable operating independently once trained

• Organized and methodical

• Takes ownership of repetitive tasks and looks for ways to improve them

• Calm and steady under pressure

• High accountability and follow-through


Compensation

• Compensation will be based on the experience level and skills of the candidate and includes salary and a bonus based on both individual and firm performance.  

• Generous benefit package that includes health, disability, and life insurance, 401(k) contribution, HSA contribution, 15 days of PTO, and 14 paid holidays.


Preferred Qualifications

• Bachelor’s degree in Business, Finance, Information Systems, or related field

• Experience with Salesforce (strongly preferred)

• Interest in financial services operations

• Entry-level candidates with strong technical aptitude are encouraged to apply

Apply