Financial Associate (Corporate) gathers and interprets financial data in order to assist in corporate financial decisions. Assists in determining scope and pricing of offering and developing plans. Being a Financial Associate (Corporate) identifies new investment, merger, or acquisition opportunities for the company. Provides details for the SEC registration of securities. Additionally, Financial Associate (Corporate) participates in negotiations with principles and others. Requires a bachelor's degree of Finance. Typically reports to a manager or head of a unit/department. The Financial Associate (Corporate) works on projects/matters of limited complexity in a support role. Work is closely managed. To be a Financial Associate (Corporate) typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)
Description
Responsibilities
Identify, contact, and build relationships with prospective customers through telephone, email, in person cold calls, networking and referrals. Research and analysis to identify client needs, demonstrating products and negotiating contracts. Funnel management, reporting and account/client management are crucial day to day responsibilities.
Requirements
Critical characteristics include - organization, good judgement, motivation, positive and friendly attitude, and ability to work independently as well as a team.
The position is full time, work schedule will typically be eight hours per day, five days per week, 8:00 a.m. - 5:00 p.m. Monday-Friday. Some schedule flexibility is required when work is needed outside of those hours - for work related events.