Financial Associate (Corporate) jobs in Minnesota

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)

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Corporate Finance Business Development Associate
  • Chartwell Financial Advisory
  • Minneapolis, MN FULL_TIME
  • Role Description

    Corporate Finance Business Development Associate

    The focus of the business development associate position is to support the business development efforts of the corporate finance
    practice area of the firm. The support efforts will be both in referral partner relationships and directed company contact. This position
    reports directly to the group head of corporate finance and will work closely with others within corporate finance to implement
    directed marketing strategies and tactics.

    -

    Essential Job Functions
    Organizational Management:

    • Support efforts to manage and develop referral relationships
    • Support efforts to build new referral relationships:

    o Assist in the creation of content to facilitate introductory meetings
    o Track prospects, prepare initial introductory materials for prospects, and coordinate transition to execution team
    o Complete necessary administrative tasks for new clients (ERP, business development, marketing collateral, engagement

    agreements, confidentiality agreements, etc.)

    • Maintain and update project tracking report, prepare weekly project call reports
    • Potentially attend calls/meetings, record and publish meeting notes, follow up on action items
    • Prepare draft client presentations/proposals
    • Manage client project folder set up and data room
    • Maintain client data in database
    • Assist in creation of marketing materials; coordinate conference preparation including speaker proposals/presentations
    and event/meeting planning

    Administrative:

    • Calendar management as it relates to business development and marketing activities
    • Coordinate internal and external meetings or video/conference calls
    • Ad hoc tasks as necessary and requested

    Basic Qualifications

    • Experience with the business development activities of clients and potential referral partners (CPAs, lawyers, etc.)
    • Prior experience in a client service organization (e.g., investment banking, wealth management, etc.)
    • Undergrad degree in marketing, finance, or accounting with a 3.5 GPA from a reputable institution
    • Professional personal presentation and service oriented
    • Ability to organize and prioritize work and meet strict deadlines with little oversight
    • Strong verbal and written communication skills
    • Demonstrated experience in MS Office (Excel, Word, PowerPoint, Outlook, Teams)
    • Flexibility and willingness to adapt hours to periods of peak activity
    • Acute attention to detail and a dedication to providing high-quality work products
    • Willingness to work hard with a positive attitude
    • Experience in handling sensitive/confidential information
    • Strong project and time management skills

    For additional information about this position, please contact Diane Riley, Director of Human Resources.

  • 9 Days Ago

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Corporate Banking Intern
  • Alerus Financial
  • Minnetonka, MN INTERN
  • DescriptionThe Corporate Banking Internship offers a hands-on learning experience with rotations in Commercial & Private Banking, Credit and Wealth Management. Under the guidance of experienced profes...
  • 6 Days Ago

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Associate Financial Trader
  • Cetera Financial Group
  • Saint Cloud, MN FULL_TIME
  • At Cetera, we strive for continuous improvement and evolution towards excellence. To achieve this, we require the right individuals who can support and ensure our success. Our corporate team is the ba...
  • 21 Days Ago

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Corporate Financial Analyst
  • Dessert Holdings Inc.
  • Paul, MN OTHER
  • Corporate Financial Analyst Opportunity Overview Are you ready to elevate your career and be a part of creating the world's best desserts? Dessert Holdings partners with some of North America's most i...
  • 1 Month Ago

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Manager of Corporate Accounting and Financial Reporting
  • Jobot
  • Wayzata, MN FULL_TIME
  • Hybrid, Competitive Salary, 401k, Bonus, Health Benefits and MORE!!This Jobot Job is hosted by: Sarah GermainAre you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resu...
  • 23 Days Ago

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RETAIL SALES AND MERCHANDISING ASSOCIATE
  • Corporate Logo
  • Park, MN FULL_TIME
  • MICRO CENTER is the nation’s leading computer and electronic device big box retailer! Our technology superstore has an industry-leading 40,000 selection of premier computer products and the most knowl...
  • 1 Month Ago

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Finance Associate
  • Global Empowerment Mission
  • Doral, FL
  • Requirements Bachelor's degree in finance, accounting, business administration, or similar field. Minimum of 3 years' ac...
  • 3/29/2024 12:00:00 AM

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Associate Finance Director
  • Kellanova
  • Naperville, IL
  • If you’re passionate about collaboration, have world-class analytical skills, and are ready to bring your best to our gl...
  • 3/28/2024 12:00:00 AM

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Finance Associate
  • Virginia Housing Development Authority
  • Richmond, VA
  • Overview: Join Virginia Housing and help make a difference as a Finance Associate. Virginia Housing is one of the nation...
  • 3/28/2024 12:00:00 AM

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Finance Associate
  • Mission Staffing
  • New York, NY
  • Finance Associate opening for a $80B AUM Real Estate Investment Manager. Looking for 3 to 7 total years of experience! C...
  • 3/28/2024 12:00:00 AM

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Finance Associate
  • ING Group
  • New York, NY
  • Finance | Policies & Procedures | Associate | New York Finance, Associate, New York About ING: Ranked #8 on LinkedIn Top...
  • 3/28/2024 12:00:00 AM

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Finance Associate
  • Eurest USA
  • Culver City, CA
  • Job Summary As the leading food service and support services company, Compass Group USA is known for our great people, g...
  • 3/26/2024 12:00:00 AM

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Finance Associate
  • Excel Sports Management
  • New York, NY
  • Excel Sports Management is an industry-leading sports agency representing top-tier talent, blue-chip brands and marquee ...
  • 3/25/2024 12:00:00 AM

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Associate Finance Director
  • Kellanova
  • Chicago, IL
  • Are you ready to take your career to new heights in the world of Finance? As Associate Finance Director, you will suppor...
  • 3/25/2024 12:00:00 AM

Minnesota (/ˌmɪnɪˈsoʊtə/ (listen)) is a state in the Upper Midwest and northern regions of the United States. Minnesota was admitted as the 32nd U.S. state on May 11, 1858, created from the eastern half of the Minnesota Territory. The state has a large number of lakes, and is known by the slogan the "Land of 10,000 Lakes". Its official motto is L'Étoile du Nord (French: Star of the North). Minnesota is the 12th largest in area and the 22nd most populous of the U.S. states; nearly 60% of its residents live in the Minneapolis–Saint Paul metropolitan area (known as the "Twin Cities"). This area i...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Associate (Corporate) jobs
$94,702 to $113,244

Financial Associate (Corporate) in Altus, OK
Financial associates are commonly found in investment, treasury, finance and accounting departments and may advise corporate traders and portfolio managers.
December 08, 2019
Financial Associate (Corporate) in Columbus, OH
An individual who takes the job as a financial associate is excellent in accounting and financial information.
January 13, 2020