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Financial Associate Jobs in New Rochelle, NY (NOW HIRING)

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Financial Associate information

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$31.4K

$72.4K

$142K

How much do financial associate jobs pay per year?

As of Aug 12, 2026, the average yearly pay for financial associate in New Rochelle, NY is $72,416.00, according to ZipRecruiter salary data. Most workers in this role earn between $51,500.00 and $79,200.00 per year, depending on experience, location, and employer.

What is a financial associate?

A financial associate is a professional who supports financial planning, analysis, and management within organizations. They often handle tasks such as preparing reports, analyzing financial data, and assisting with budgeting, typically requiring knowledge of financial software and strong analytical skills.

What does a financial associate do?

A financial associate supports financial operations by analyzing data, preparing reports, and assisting with budgeting and investment activities. They often use financial software and require strong analytical skills, with some roles needing relevant certifications or degrees in finance or accounting.

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 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 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 are the most commonly searched types of Financial jobs in New Rochelle, NY? The most popular types of Financial jobs in New Rochelle, NY are:
What are popular job titles related to Financial Associate jobs in New Rochelle, NY? For Financial Associate jobs in New Rochelle, NY, the most frequently searched job titles are:
What job categories do people searching Financial Associate jobs in New Rochelle, NY look for? The top searched job categories for Financial Associate jobs in New Rochelle, NY are:
What cities near New Rochelle, NY are hiring for Financial Associate jobs? Cities near New Rochelle, NY with the most Financial Associate job openings:

Structured Finance Associate - Global Financial Solutions

Mufgamericas

Manhattan, NY โ€ข On-site

$175 - $200/hr

Other

Medical, Retirement, PTO

Posted 6 days ago


Job description

## Structured Finance Associate - Global Financial SolutionsApplylocations: New York, NYtime type: Full timeposted on: Posted Yesterdayjob requisition id: 10076852-WD**Do you want your voice heard and your actions to count?**Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the worldโ€™s leading financial groups. Across the globe, weโ€™re 150,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.With a vision to be the worldโ€™s most trusted financial group, itโ€™s part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details.**Global Financial Solutions:** MUFGโ€™s Global Financials Solutions (โ€œGFSโ€) is a structuring group that delivers customized solutions to address CFOsโ€™ and Treasurersโ€™ unique corporate objectives and financial issues.The team is comprised of professionals with various backgrounds and expertise (e.g., corporate finance, tax, accounting, etc.) to design and deliver bespoke value-added solutions to MUFGโ€™s clients.**Overall Purpose of Job:**The Associate of Global Financial Solutions will assist in the structuring and execution of innovative financing solutions for the MUFGโ€™s clients. This role requires a blend of analytical, negotiation, and relationship management skills to develop customized transaction structures, prepare client presentations and term sheets, secure internal approvals, and oversee transactions through to post-closing management.The ideal candidate will have 3-5 years of relevant experience, with a strong background in structured finance, credit analysis, and execution of financing transactions.**Responsibilities & Deliverables:****Transaction Structuring and Innovation:*** Develop and implement innovative transaction structures tailored to meet the specific needs of clients (corporates, asset managers, insurance companies).* Leverage knowledge of market dynamics to craft solutions that align with client objectives and risk tolerance.* Maintain awareness of evolving market trends and regulatory changes to proactively identify new product opportunities.**Client Engagement and Pitch Material Preparation:*** Prepare high-quality, insightful pitch materials and presentations for client meetings.* Collaborate with relationship managers and product specialists to effectively communicate the bankโ€™s structured solutions and competitive advantages.* Attend client meetings to present solutions, address queries, and foster strong client relationships.**Transaction Execution and Documentation:*** Lead the end-to-end execution of transactions, including preparation of detailed term sheets, negotiation of credit agreements, and coordination of transaction documentation.* Work closely with internal legal, compliance, and risk teams to ensure all transactions comply with bank policies and regulatory requirements.* Serve as the primary point of contact for clients throughout the transaction process, ensuring clear and timely communication.**Internal Approvals and Stakeholder Management:*** Drive the internal business and credit approval process by preparing credit applications and transaction memos for senior management.* Collaborate with credit, legal, risk, and compliance teams to address concerns and secure necessary approvals.* Ensure that all transaction components align with the bankโ€™s risk appetite and strategic goals.**Post-Closing Transaction Management:*** Oversee and manage transactions post-closing, including monitoring of ongoing compliance with credit terms.* Proactively manage any modifications or restructuring requests in collaboration with clients and internal stakeholders.* Provide support for internal reporting requirements related to the transaction.**Basic Qualifications:*** An undergraduate degree โ€“ required* A minimum of 3-5 years of experience in structured finance, credit solutions, or a similar role in the financial services industry.**Preferred Qualifications:*** Advanced degree (MS, MBA, CPA, CFA or JD)* Experience with financial analysis, reviewing loan agreements & term sheets, and working with Bank products* Strong written, verbal and interpersonal skills* Demonstrated command of Microsoft PowerPoint, Excel, and Word* Strong analytical abilities and ability to learn* Ability to handle multiple assignments simultaneously* Knowledge of credit agreement negotiation, legal documentation, and risk management.* Ability to work independently and collaboratively across functional teams.**Compensation and Total Rewards**The typical base pay range for this role is between $175K - $200k depending on job-related knowledge, skills, experience and location with eligibility for discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below.MUFG Benefits SummaryWe will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angelesโ€™ Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any.The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individualโ€™s associates or relatives that is protected under applicable federal, state, or local law. #J-18808-Ljbffr