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Financial Associate Jobs in Norwalk, CT (NOW HIRING)

New York, Houston, Chicago, Los Angeles, Palo Alto, San Francisco Compensation Range: $250K - $370K A leading global firm is seeking a mid-senior level Finance Associate with strong experience ...

Finance Associate

New York, NY ยท On-site

$50K - $100K/yr

This role involves assisting in the preparation of financial reports, managing accounting operations, and supporting budget and forecasting activities. The Finance Associate works closely with the ...

... for leading financial institutions, private credit funds, and corporate borrowers. The practice ... finance associate seeking sophisticated lending work, direct client engagement, and long-term ...

... financial analysis, budgeting, reporting, & project mgmt. Requirements Requires B.S. in Finance, Acctg, Business, Economics or related field + 2 yrs exp in related role. Benefits Salary: $90,000-$95 ...

Build financial models and perform valuation analyses using various methodologies including ... The Associate is responsible for directing the work of the analysts and for teaching and coaching ...

Direct Counsel is seeking a Finance Associate Attorney (Mid-Level) to join a national law firm in ... Structure and document CLO transactions for financial institutions and asset managers. * Draft ...

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Financial Associate information

See Norwalk, CT salary details

$30.6K

$70.6K

$138.5K

How much do financial associate jobs pay per year?

As of Aug 19, 2026, the average yearly pay for financial associate in Norwalk, CT is $70,636.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,200.00 and $77,300.00 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 Norwalk, CT?

The most popular types of Financial jobs in Norwalk, CT are:

What job categories do people searching Financial Associate jobs in Norwalk, CT look for?

The top searched job categories for Financial Associate jobs in Norwalk, CT are:

What cities near Norwalk, CT are hiring for Financial Associate jobs?

Cities near Norwalk, CT with the most Financial Associate job openings:

Infographic showing various Financial Associate job openings in Norwalk, CT as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 19% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $70,636 per year, or $34 per hour.

Equity Research Biotech, Financial Associate

Barclays

New York, NY โ€ข On-site, Remote

$125K - $175K/yr

Full-time

Posted 5 days ago


Job description

hackajob is collaborating with Barclays to connect them with exceptional professionals for this role.

Join Barclays as an Equity Research Biotech, Financial Associate, where youโ€™ll have the chance to collaborate with the Senior Analyst to produce comprehensive research reports and presentations while monitoring market trends, economic indicators, and company news to update and refine investment solutions. You will also engage with institutional clients to communicate the research findings and provide strategic recommendations.

To be successful as an Equity Research Biotech, Financial Associate, you should have:

  • Ability to conduct detailed analysis and valuation of companies

  • Proficiency in financial modelling and interpreting highly detailed financial statements

  • Deep understanding of the Biotech sector

  • Solid written and verbal communication

  • The ability to effectively convey research investment recommendations to clients

Some other highly valued skills may include:

  • Experience in Healthcare Investment Banking, Life Sciences, or sell-side Biotech Research 

  • Familiarity with financial software and databases such as Bloomberg, and advanced Excel

  • Ability to lead projects and mentor junior analysts

  • FINRA licensing: SIE, S63, S86, S87

  • CFA designation or in process

You may be assessed on the key critical skills relevant for success in this role, such as risk and controls, change and transformation, business acumen, strategic thinking, digital and technology, as well as job-specific technical skills.

This role is located in New York, NY.

This role is regulated by FINRA.

Minimum Salary: $125,000

Maximum Salary: $175,000

The minimum and maximum salary/rate information above include only base salary or base hourly rate. It does not include any other type of compensation or benefits that may be available.

Purpose of the role

To produce and deliver Research with differentiated market insights and actionable ideas to Barclays Clients. 

Accountabilities

  • Analysis of market, sector, corporate and/or economic data to help develop investment theses for your coverage universe to produce best in class Research.
  • Research may range from individual company or sector notes, through to long dated thematic reports.
  • Presentation of Research views to Barclays Clients; this can be through direct, face to face and virtual interactions, Research hosted events and written communications.
  • Engagement with Markets, Client Strategy and other stakeholders, to raise awareness of your Research both to Clients and internally. Prioritise interaction with the most relevant and valuable Clients for your Research.
  • Provision of insights and Research views to internal Clients to help them navigate financial markets and risks.
  • Collaboration with the Supervisory Analyst, Compliance and other stakeholders to ensure Research is produced and delivered to Clients and internal stakeholders in a compliant manner.

Assistant Vice President Expectations

  • To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions.
  • Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes
  • If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L โ€“ Listen and be authentic, E โ€“ Energise and inspire, A โ€“ Align across the enterprise, D โ€“ Develop others.
  • OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes.
  • Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues.
  • Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda.
  • Take ownership for managing risk and strengthening controls in relation to the work done.
  • Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
  • Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy.
  • Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively.
  • Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience.
  • Influence or convince stakeholders to achieve outcomes.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship โ€“ our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset โ€“ to Empower, Challenge and Drive โ€“ the operating manual for how we behave.