Top 6 Private equity associate Jobs in Michigan

Client Services Associate
Waldron Private Wealth —Plymouth, MI
- Full-time
- Research
- Office
- Finance
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Associate, Digital Finance Transformation - Data Scientist - Private Equity Performance Improvement (OPEN TO ALL US LOCATIONS)
Alvarez & Marsal —Troy, MI
- $90,000 - $130,000 a year
- Full-time
- Mid-level
- SQL
- Travel
- AD&D insurance
- 401(k)
Digital Finance Transformation – ERP Modernization: Senior Associate – Private Equity Performance Improvement (OPEN TO ALL US LOCATIONS)
Alvarez & Marsal —Troy, MI
- $100,000 - $170,000 a year
- Full-time
- Mid-level
- SQL
- Communication skills
- AD&D insurance
- 401(k)
PEPI: Associate, CFO Services -- Digital Finance (OPEN TO ALL US LOCATIONS)
Alvarez & Marsal —Troy, MI
- $90,000 - $130,000 a year
- CPA
- Finance
- Analysis skills
- AD&D insurance
- 401(k)
Audit Senior Associate - Financial Services
Crowe —Grand Rapids, MI
- $70,600 - $139,800 a year
- Full-time
- Hybrid work
- CPA
- Customer service
- Research
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Private Equity Associate (Jr/Mid-Level)
Ice Miller —Columbus, OH
In this position, you will serve as a key team member and gain hands-on experience as the responsible attorney on M&A transactions, guiding clients through…
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Healthcare Associate
Barnes & Thornburg LLP —Columbus, OH
Experience with transactions involving private equity funds or portfolio companies is a plus but not required.
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private equity associate jobs near michigan

Client Services Associate

Waldron Private Wealth -
Plymouth, MI

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Job Details

Full-time

Qualifications

Research

Full Job Description

Waldron Private Wealth (Waldron) is looking for a Client Service Associate to provide operational and administrative assistance to the Client Services (CS) department.

In this role you will:

Process forms and documentation for custodial related items including opening new accounts, setting up standing instructions, adding beneficiaries to accounts, etc.
Provide administrative support to CS department for various requests including preparing FedEx mailings, postage and envelopes, faxing, emailing, filing, making copies, scanning docs, generating reports, and other administrative related items as requested.
Assist with client transactions (e.g. cash management, insurance, tax payments, real estate transactions, payments, receivables, etc.) within the custodian system via check, EFT, wire transfer, etc.
Assist in the research and gathering of information to resolve a client issue.
Assist with the onboarding process of new clients by creating and maintaining accurate client records (e.g. contact details, client document filing, etc.).
Assist with managing accounts with a third-party portfolio aggregator including adding new accounts, coding transactions, addressing account issues, and running reports as requested.
Provide document management for CS department and other departments including document naming and uploading to document management system.
Create and distribute various reports from custodian and data aggregation platforms for internal and external customers.

Experience/Education Requirements:

Associate's Degree in finance or related field required, Bachelor's degree in finance or related field preferred. Demonstrated related experience may be substituted for required education.
Minimum of one (1) year of experience within the finance industry preferred.
Minimum of one (1) year of experience with investment accounts, retirement accounts, hedge funds, private equities, trust accounts, LLC's and/or LP's preferred.

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Refine Your Search

private equity associate jobs in michigan

Client Services Associate

Associate, Digital Finance Transformation - Data Scientist - Private Equity Performance Improvement (OPEN TO ALL US LOCATIONS)

Digital Finance Transformation – ERP Modernization: Senior Associate – Private Equity Performance Improvement (OPEN TO ALL US LOCATIONS)

PEPI: Associate, CFO Services -- Digital Finance (OPEN TO ALL US LOCATIONS)

Audit Senior Associate - Financial Services

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