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Associate Structured Finance Jobs in Utah (NOW HIRING)

Carta

Associate Fund Controller

Sandy, UT

Quarterly and annual financials * Limited Partner communications You will bring transparency to ... You have worked on complex entity structures, including master-feeder and parallel fund structures ...

Sunrise

Behavioral Health Associate

Washington, UT

$17 - $20/hr

Help maintain a safe, structured environment through supervision, prevention, de-escalation, and ... Access to an established Mastery Program that offers professional and financial opportunities for ...

Sunrise

Behavioral Health Associate

Washington, UT

$17 - $20/hr

Help maintain a safe, structured environment through supervision, prevention, de-escalation, and ... Access to an established Mastery Program that offers professional and financial opportunities for ...

Sunrise

Behavioral Health Associate

Washington, UT · On-site

$17 - $20/hr

Help maintain a safe, structured environment through supervision, prevention, de-escalation, and ... Access to an established Mastery Program that offers professional and financial opportunities for ...

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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 Utah? The most popular types of Structured Finance jobs in Utah are:
What cities in Utah are hiring for Associate Structured Finance jobs? Cities in Utah with the most Associate Structured Finance job openings:
Associate Structured Finance jobs near you
Sales Operations Associate - Internal Candidates Only

Sales Operations Associate - Internal Candidates Only

Capita Financial Network

Draper, UT • On-site

Full-time

Posted 22 days ago

Job description

Sales Operations Associate - Internal Candidates Only

Please note this is an internal position, we are only accepting candidates currently employed at Capita Financial Network.


Who we are:Capita is a fast-growing RIA firm. We focus on building long-lasting relationships with individuals, families, and business owners through comprehensive financial planning. We are growing quickly, and we need your talents and energy at our firm!


Job:Full-time, Monday - Friday, 9:00 am - 5:00 pm.

Location:Draper, UT


Position Summary:

The Sales Operations Associate plays a critical role in managing and optimizing Capita's inbound sales process. This individual will serve as the operational engine behind our client acquisition efforts, ensuring every prospective client receives a timely, organized, and professional experience.

Working closely with our advisors and marketing team, you'll manage inbound leads from multiple channels, coordinate outreach campaigns, qualify prospective clients, and help move opportunities efficiently through our sales pipeline. Whilethis is not a commissioned sales role, it is a highly impactful position that directly contributes to the firm's growth.


Responsibilities:

  • Manage and organize inbound leads from multiple sources including:
    • Website inquiries
    • Marketing Campaigns
    • Social media
    • Email
    • Phone calls
    • Referrals
  • Execute outreach campaigns to both warm and cold prospects through email, phone, and text.
  • Operate and manage sales sequences within our CRM.
  • Qualify and triage prospective clients to determine fit for Capita's advisory services.
  • Schedule introductory meetings with financial advisors.
  • Maintain accurate records and ensure CRM data integrity.
  • Track lead progress through the sales funnel and identify opportunities to improve conversion rates.
  • Coordinate with advisors to ensure smooth handoffs and exceptional prospect experience.
  • Take ownership of sales process optimization by identifying bottlenecks, recommending solutions, and helping implement improvements across the client acquisition pipeline.
  • Assist with reporting on lead activity, pipeline performance, and key sales metrics.



Qualifications:

Required

  • 1+ years of experience in sales, customer service, banking, financial services, insurance, or wealth management.
  • Exceptional organizational skills and attention to detail.
  • Ability to manage multiple priorities simultaneously.
  • Strong written and verbal communication skills.
  • Comfortable speaking with prospective clients by phone.
  • Professional, friendly, and service-oriented demeanor.
  • Experience using CRM software (Salesforce experience is a plus).
  • Ability to follow structured processes while identifying opportunities for improvement.
  • Strong problem-solving skills and initiative.


Preferred

  • Experience in financial services, banking, insurance, or wealth management.
  • Basic understanding of personal finance and investment concepts.
  • Experience executing outbound sales or marketing campaigns.
  • Familiarity with email automation and sales sequencing tools.


Ideal Candidate

You enjoy creating order from complexity and thrive in fast-paced environments. You're energized by helping people, naturally organized, and comfortable balancing administrative responsibilities with client communication. You understand that delivering a great client experience starts long before someone becomes a client.

This role is ideal for someone who enjoys operations, sales support, relationship management, and continuous process improvement.


What Success Looks Like

  • Every inbound lead receives prompt and professional follow-up.
  • Sales pipelines remain organized and up to date.
  • Qualified prospects are efficiently connected with advisors.
  • Advisors spend more time advising and less time managing administrative tasks.
  • Lead conversion processes become more efficient over time through continuous improvement.




Apply