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Internal Associate Jobs in Illinois (NOW HIRING)

PPM America, Inc.

Trading Associate, PPM

Chicago, IL · On-site

$93K - $104K/yr

If you are an internal associate, please login to Workday and apply through Jobs Hub. Job Purpose The Fixed Trading Associate supports Traders in their day-to-day activities. This includes all trade ...

PPM America

Trading Associate, PPM

Chicago, IL · On-site

$93K - $104K/yr

If you are an internal associate, please login to Workday and apply through Jobs Hub. Job Purpose The Fixed Trading Associate supports Traders in their day-to-day activities. This includes all trade ...

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Internal Associate information

What is an internal associate?

Internal Associates are professionals who typically work within financial services firms, such as asset management or investment companies, supporting sales and client relations teams. Their main responsibilities include assisting external sales representatives, managing client accounts, preparing presentations, and providing product information to clients and advisors. Internal Associates often serve as a key point of contact for clients, helping to address inquiries and ensure smooth communication between clients and the firm. This role is a common entry point for those looking to build a career in sales or relationship management within the financial industry.

How does an internal associate typically collaborate with financial advisors and other team members?

Internal Associates frequently work closely with financial advisors, providing them with product information, sales support, and training on new offerings. They also liaise with external wholesalers, marketing teams, and client service representatives to ensure a seamless flow of information and coordinated support. Strong communication skills and a team-oriented mindset are essential, as collaboration drives both client satisfaction and business growth. Regular meetings and shared goals help keep everyone aligned on priorities and performance metrics.

What are the key skills and qualifications needed to thrive as an internal associate, and why are they important?

To thrive as an Internal Associate, you need a solid understanding of financial products, investment concepts, and client service, often supported by a bachelor's degree in finance or related fields. Familiarity with CRM systems, financial planning software, and securities licenses such as Series 7 and 63 are typically required. Strong communication, organizational, and relationship-building skills help Internal Associates excel in supporting external sales teams and interacting with clients. These competencies are crucial for ensuring effective client engagement, accurate information delivery, and seamless collaboration with both internal teams and external partners.

What is the difference between Internal Associate vs Financial Analyst?

AspectInternal AssociateFinancial Analyst
Required CredentialsBachelor's degree, relevant internshipsBachelor's degree in finance, accounting, or related field; CFA or CPA often preferred
Work EnvironmentCorporate offices, internal teamsFinancial institutions, consulting firms, corporate finance departments
Employer & Industry UsageBanking, consulting, corporate sectorsInvestment banks, asset management, corporate finance
Common Search & ComparisonYesYes

Internal Associates typically focus on supporting internal teams within corporations, handling administrative and operational tasks. Financial Analysts analyze financial data, prepare reports, and support investment or business decisions. While both roles require a finance-related degree, Financial Analysts often pursue certifications like CFA or CPA and work more directly with financial data and analysis. Understanding these differences helps job seekers identify the right career path based on their skills and interests.

Is it okay to apply for an internal associate job?

Applying for an internal associate position is generally appropriate if you meet the job requirements and have relevant skills such as communication, organization, and familiarity with company procedures. Internal roles often favor candidates with prior experience within the organization or related industry knowledge. It is important to review the specific qualifications and application instructions provided by the employer.

What are the most commonly searched types of Internal jobs in Illinois?

The most popular types of Internal jobs in Illinois are:

What are popular job titles related to Internal Associate jobs in Illinois?

For Internal Associate jobs in Illinois, the most frequently searched job titles are:

What job categories do people searching Internal Associate jobs in Illinois look for?

The top searched job categories for Internal Associate jobs in Illinois are:

What cities in Illinois are hiring for Internal Associate jobs?

Cities in Illinois with the most Internal Associate job openings:

Internal Associate jobs near you

Trading Associate, PPM

PPM America, Inc.

Chicago, IL • On-site

$93K - $104K/yr

Full-time

Medical, Retirement, PTO

Posted 4 days ago

Job description

If you are an internal associate, please login to Workday and apply through Jobs Hub.
Job Purpose
The Fixed Trading Associate supports Traders in their day-to-day activities. This includes all trade processing, as well as generating various reports.
Essential Responsibilities
  • Performs trade processing, including settlements and allocations.
  • Creates holding reports, transaction reports, bond price/spread tracking reports, and month-end reports for Traders.
  • Confirms and allocates all Public Fixed Income, ETFs, and Equity trades daily.
  • Assists Traders with other day-to-day tasks.

Other Duties
  • Performs other duties and/or projects as assigned.

Knowledge, Skills and Abilities
  • Meticulous attention to detail. Quality of work should be near flawless.
  • Professional composure with ability to work in a fast-paced and unpredictable environment, dealing with volatile market conditions.
  • Excellent organizational skills with ability to manage several tasks at one time and see them through to deadline.
  • Strong team player with ability to work with and for several people.
  • Strong computer skills, particularly Microsoft Office Suite (Excel).

Qualifications
  • Bachelor's Degree in a business related field required.
  • 0-3 years of relevant industry experience required.
  • Prior investment and/or trading experience preferred.
  • Trade settlements and reconciliation experience preferred.
  • Aladdin and CTM experience preferred.

Equal Employment Opportunity PPM America, Inc. is an equal opportunity employer and we base our employment decisions without unlawful regard or consideration of an individual's race, color, religion, national origin, sex, gender, sexual orientation, ancestry, citizenship, age, marital status, veteran status, medical condition, non-job related disability, pregnancy or any other basis protected by federal, state, or local law.
Base Pay:
$93,000.00 - $104,000.00. The base salary for this position may vary depending on experience, job-related knowledge, skills, and abilities. In addition to the base salary, this role will be eligible to participate in our annual bonus program. This role will also be eligible for compensated personal time off and holidays, health benefits, 401(k) plan with generous matching and other benefit programs according to the Company's employment policies and subject to the formal terms of such plans and programs.

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