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Financial Associate Jobs in Silver Spring, MD (NOW HIRING)

Company Profile Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm ...

Company Profile Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm ...

Company Profile Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm ...

Top 50 AmLaw firm seeks an associate to join its Project Finance Group in any of their Philadelphia, New York, Baltimore or Washington, D.C. offices. Qualified candidates must have 3-7 years of ...

A Global law firm is looking for associates to join their Leveraged Finance Practice in any of its US offices. The ideal candidates must have 3-5 years of corporate or finance experience, excellent ...

One of the world's leading law firms is looking for midlevel associate to join their Structured Finance group in New York or DC office. Major law firm experience in complex financing matters, either ...

Top 50 AmLaw firm seeks an associate to join its Project Finance Group in any of their Philadelphia, New York, Baltimore or Washington, D.C. offices. Qualified candidates must have 3-7 years of ...

One of Fortune's 100 Best Companies to Work For and top 200 AmLaw firm, seeks an associate to join its Structured Finance team. The ideal candidate will have 2-4 years of transactional or finance ...

... an associate to join their Debt Finance practice. The ideal candidate must have 1-3 years of ... Familiarity with drafting documents in connection with financial transactions. Knowledge of Article ...

A leading national and international and top 100 Am Law top firm is looking for a highly qualified associate. Qualified candidates must have 5+ years of experience. Extensive experience in finance ...

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Financial Associate information

See Silver Spring, MD salary details

$31.5K

$72.7K

$142.7K

How much do financial associate jobs pay per year?

As of May 31, 2026, the average yearly pay for financial associate in Silver Spring, MD is $72,747.00, according to ZipRecruiter salary data. Most workers in this role earn between $51,700.00 and $79,600.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Financial Associate, and why are they important?

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 does a Financial Associate do?

A Financial Associate assists with a range of financial tasks, including preparing financial reports, analyzing data, supporting budgeting processes, and helping manage investments or client portfolios. They often work under the supervision of senior financial professionals and may interact with clients to provide information or support. Financial Associates play a key role in ensuring the accuracy of financial records and supporting the strategic goals of their organization.

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

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 27 days ago


Morgan Stanley rating

8.3

Company rating: 8.3 out of 10

Based on 147 frontline employees who took The Breakroom Quiz

38th of 138 rated financial services


Job description

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. As such, weare building aBaltimore-basedtalent pipeline for early-career professionals within our Finance Division. Submitting your resume for this pipeline requisition ensures consideration for current and future career opportunities. You will also stay informed about firm-sponsored events designed to engage top talent and provide networking opportunities with finance professionals and firm employees.

Company Profile
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Department Profile
The Finance Division reports to the Chief Financial Officer and consists of some 3,000 employees worldwide. Finance protects the Morgan Stanley franchise by serving as guardian of the Firm's books and records, and by contributing to firm wide risk management and risk reduction. This division maintains relationships with Morgan Stanley's various industry and government regulators, and also serves as the conduit of financial information to the outside investment community. Finance plays a critical role as advisor to Morgan Stanley's various businesses and its senior management team. The Morgan Stanley Baltimore office is a critical component of the Firm`s Global footprint and has 1,400 employees that provide support and services to the Investment Banking, Securities, Investment Management and Wealth Management Businesses.

Key Responsibilities:

  • Produce and analyze daily, weekly, and monthly profit and loss reports.

  • Prepare and review balance sheets, income statements, and financial forecasts.

  • Conduct detailed analysis for budget forecasting, stress testing, and financial modeling.

  • Support key business projects, regulatory reporting, and risk management initiatives.

  • Collaborate with senior stakeholders to provide actional insights and ensure timely reporting

  • Serve as a trusted advisor on financial processes, reporting accuracy, and process improvements.

Qualifications

Required Skills:

  • Strong written and verbal communication skills.

  • Proficiency in MS Office (Excel and PowerPoint).

  • Demonstrated accountability, ownership, and proactiveness.

  • High attention to detail and organizational skills.

  • Ability to multi-task and manage competing deadlines in a fast-paced environment.

  • Willingness to observe and enhance processes to drive team efficiency.

Preferred Skills and Experience:

  • Interest in and familiarity with financial markets and products

  • Previous experience in audit, accounting, controllership, or FP&A

  • Experience with digital tools like Tableau, Power BI, and Alteryx

  • Familiarity with key financial functions, including:

    • Product Control, FP&A, Management Reporting

    • Balance Sheet and Revenue Analysis

    • Profit and Loss Calculations

    • Regulatory Reporting & Reconciliation

    • Financial Products such as stocks, bonds, FX, equities, credit, commodities, IPOs, and global capital markets

Education Requirements:High School Diploma

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Salary range for the position: $55,000-95,000/ Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).


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