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Financial Associate Jobs in Evanston, IL (NOW HIRING)

Finance Associate

Chicago, IL ยท Hybrid

$57K - $60K/yr

Finance Associate REPORTS TO: Business Office Manager FLSA STATUS: Full-Time, Salary, Exempt ... Supports Chief Financial Officer in special projects. * Assists in the preparation of annual audit ...

Finance Associate

Chicago, IL ยท Hybrid

$57K - $60K/yr

Finance Associate REPORTS TO: Business Office Manager FLSA STATUS: Full-Time, Salary, Exempt ... Supports Chief Financial Officer in special projects. * Assists in the preparation of annual audit ...

Finance Associate

Chicago, IL ยท On-site

$57K - $60K/yr

Finance Associate REPORTS TO: Business Office Manager FLSA STATUS: Full-Time, Salary, Exempt ... Supports Chief Financial Officer in special projects. * Assists in the preparation of annual audit ...

Debt Finance Associate Attorney

Chicago, IL ยท On-site

$225K - $365K/yr

Debt Finance Associate Attorney Locations: Boston, Chicago, Denver, Washington, DC, Santa Monica, Downtown Los Angeles, New York, Palo Alto, Reston, San Diego, San Francisco Position: Associate ...

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Financial Associate information

See Evanston, IL salary details

$29.3K

$67.5K

$132.4K

How much do financial associate jobs pay per year?

As of Sep 3, 2026, the average yearly pay for financial associate in Evanston, IL is $67,531.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,000.00 and $73,900.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a financial associate?

To thrive as a Financial Associate, you need strong analytical skills, attention to detail, and a foundational understanding of finance or accounting, often backed by a relevant degree. Familiarity with financial modeling tools, spreadsheets, and enterprise resource planning (ERP) systems such as SAP or Oracle is typically required, and certifications like CFA or CPA are advantageous. Excellent communication, problem-solving abilities, and teamwork are soft skills that help you excel in this role. These skills are crucial for ensuring accurate financial analysis, effective reporting, and successful collaboration within financial teams and with clients.

What are some common challenges financial associates face when managing multiple client portfolios?

Financial Associates often juggle multiple client accounts, each with unique goals and risk profiles. A common challenge is staying organized and ensuring timely communication, especially during periods of market volatility. Prioritizing tasks, leveraging financial management software, and maintaining strong attention to detail are essential for meeting client expectations and regulatory requirements. Collaborating closely with senior advisors and support teams can also help manage workload and deliver high-quality service.

What is the difference between Financial Associate vs Financial Analyst?

AspectFinancial AssociateFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plusBachelor's degree in finance, economics, or related; often requires CFA or similar certifications
Work EnvironmentBanking, investment firms, corporate finance departmentsInvestment firms, banks, corporate finance, consulting
Employer & Industry UsageCommonly employed in financial services, banking, and corporate financeUsed in investment analysis, asset management, and corporate strategy

Financial Associates typically handle client accounts, support financial transactions, and assist with reporting. Financial Analysts focus on analyzing financial data, preparing reports, and providing investment recommendations. While both roles require similar credentials and work in related environments, Financial Analysts tend to have a stronger emphasis on data analysis and strategic insights.

What does a financial associate do?

A financial associate analyzes financial data, prepares reports, and supports clients or organizations with investment, budgeting, and financial planning activities. They often use tools like Excel and financial software and may hold certifications such as CFA or CPA. The role typically requires strong analytical skills and attention to detail within a professional environment.

What are the most commonly searched types of Financial jobs in Evanston, IL?

The most popular types of Financial jobs in Evanston, IL are:

What are popular job titles related to Financial Associate jobs in Evanston, IL?

For Financial Associate jobs in Evanston, IL, the most frequently searched job titles are:

What job categories do people searching Financial Associate jobs in Evanston, IL look for?

The top searched job categories for Financial Associate jobs in Evanston, IL are:

What cities near Evanston, IL are hiring for Financial Associate jobs?

Cities near Evanston, IL with the most Financial Associate job openings:

Financial Associate, Investment Sales Group

Mid-America Real Estate | Investment Sales Group

Chicago, IL โ€ข On-site

Other

Posted 2 days ago

New


Job description

Required Prior Experience: 1-3 years, Candidate MUST have prior analyst experience.

Company Description: Mid-America Real Estate Group is the Midwestโ€™s leading retail real estate firm with offices located in Chicago, Oakbrook Terrace, Milwaukee, Minneapolis and Detroit. Mid-America specializes in Investment Sales, Leasing/Asset Management and Tenant Representation, all focused on the retail and shopping center industry in the Midwest. Mid-Americaโ€™s Investment Sales Team is based in Chicago and handles the disposition of retail properties throughout the greater Midwest region on behalf of public and private clients.

Job Summary: Responsible for preparing comprehensive investment sales offering materials, providing due diligence support, compiling property and investor research, and generating financial projections. The position reports directly to the Investment Sales Brokers, including the three company Principals on the team. This position is located in the downtown Chicago office of Mid-America Real Estate Corporation.

Requirements:

 

ยท        Bachelorโ€™s Degree

ยท        1-3 years of real estate experience

ยท        Knowledge of Argus heavily preferred

ยท        Advanced knowledge of Microsoft Excel

ยท        Strong writing skills

Primary Responsibilities:

ยท        Underwriting of Retail Properties

ยท        Gather and Research Sales and Rent Comparables

ยท        Cash Flow Modeling

ยท        Abstracting Leases and Evaluating Relevant Documents

ยท        Market Research

ยท        Preparing/Writing of Offering Memoranda