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)
About the Role:
CI is looking for talented and motivated Research Associates to join our team. Research Associates track the digital platforms provided by the nation’s leading financial services firms, collaborate on written deliverables, learn to work with clients and become subject matter experts in their given industry. Successful Research Associates grow into Analysts, who lead research, present their findings and manage relationships with clients on custom consulting projects. Typical consulting engagements include competitive landscape analysis, benchmarking studies and advice for executives on customer-facing technology and related trends.
About Us:
Corporate Insight (CI) is a research and consulting firm known for providing actionable competitive intelligence on the digital customer experience. CI publishes in-depth research on online/mobile banking, investing, insurance, retirement and emerging areas like fintech and digital advice. For over 30 years, we have helped firms improve the way they serve millions of customers by offering objective feedback and advice on their customer experience.
CI strives to deliver high-quality work daily, but we like to have fun, too. Our active social committee organizes regular team-building and recreational events. We have frequent in-office, out-of-office and hybrid events, including field days, scavenger hunts, board game tournaments, an annual Yankee game, and more.
CI provides health insurance, vision and dental insurance, and a 401(k) with a company contribution. We also provide paid time off: vacation days, sick days and personal days.
CI is currently operating on a hybrid model at our NY office where team members will be expected to work at our Midtown Manhattan office part of the time. Unfortunately, we are not able to sponsor visas for this position.
Responsibilities:
This position is suited for an entry-level candidate interested in beginning a career in business, consulting, research or financial services. Your cover letter should outline your qualitative research and writing experience. Successful applicants have a range of backgrounds, including but not limited to business, economics, English, history, chemistry, government and sociology. Note: This is not a financial analyst position. Candidates with experience that exceeds the below may be hired at a more senior level.
Requirements:
Preferred Qualifications:
Corporate Insight provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.