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Become A Management Associate

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Working As A Management Associate

  • $102,868

    Average Salary

What Does A Management Associate Do At Principal Financial Group

* Principal Global Investors has an opportunity for Portfolio Management Associate to join the DSM Equities team
* The Equities PMA is a foundational role within our Equities Investment team.
* PMA performs a critical function of partnering with the Portfolio Managers in the trade/order implementation in our OMS, Charles River (CRMS).
* This will include partnering with PMs, compliance, operations, and trading desk in monitoring orders, resolution of any data/compliance issues, managing cash across multiple currencies, adherence to guidelines and compliance responsibilities and other settlement related issues
* Our PMAs help escalate portfolio issues as needed.
* PMAs also assist in preparation of client materials including reporting, commentary, meeting material preparation and other on-demand efforts to support clients/funds.
* Additional project work as directed focused on research or client supporting activities.
* Must have a strong acumen in learning technology as PMA needs to be "super-user" for FactSet, CRMS and other proprietary and external systems and tools.
* They work closely with equity PMA team to provide consistency accords straggles, function as a backup, identify best practices, refining team processes and other ad hoc projects.
* Exposure to all processes needed to manage a portfolio and close work with the Analyst and Portfolio Management Teams provide an excellent foundation for a career in research

What Does A Management Associate Do At Abbvie

* Supports clinical study execution and a position which will have minimal oversight and guidance
* Responsible for compliance with applicable Corporate and Divisional Policies and procedures.
* Assist in the coordination of activities of a cross-functional team to ensure the initiation, conduct, and completion of one or more clinical studies are done on time and within budget.
* This may include assigned study region(s).
* Lead study activities such as protocol preparation, investigator selection, site budget/contract development, investigator meeting, vendor selection, Case Report Form design, specification review and approval, and monitoring oversight.
* Identify issues that potentially impact evaluable study data, ethical study conduct and International Conference on Harmonization (ICH) compliance and identify potential interventions or solutions to manage the issues.
* Reports to a Study Project Manager with no direct reports but will begin to matrix manage a team.
* May develop site study budgets with a manager’s final approval and approve payments to sites and vendors after comparing invoice against an executed contract

What Does A Management Associate Do At New York Life Insurance Company

* Leadership team support (Retail Life & Marketing)
* Provide adhoc support across various initiatives that help drive business strategies across departments
* Development of various excel reports and presentations for leaders
* Maintain bi-weekly Retail Life key dates calendar
* Provide key updates on ‘happenings’ across New York Life (office moves, etc.)
* Coordination projects across departments and sub-departments
* Meetings
* Coordinate logistics of Retail Life and Marketing town halls including all sites
* Support development of senior leader presentations
* Coordinate offsite and onsite leadership meetings (working w/ vendors where appropriate)
* Own and execute on logistics for departmental learning initiatives
* Coordinate and plan Retail Life Management Team and Marketing Management Team meetings
* Plan department-wide holiday party
* Engagement
* Create engagement strategy including executing on Employee Engagement survey action plan
* Support engagement efforts across sub-departments in Retail Life and Marketing
* Liaise with Corp Comm on intranet sites – Retail Life Connect and Marketing Connect
* Lead role in events like Giving Campaign, Take Our Kids to Work Day, and Volunteer activities
* Support “Applause” recognition program across Retail Life & Marketing sharing reports throughout the year
* Create and support onboarding process for new employees
* Monitor for and support diversity and inclusion opportunities
* Budget
* Support Retail Life & Marketing Budget Coordinators (PF5)
* Headcount reconciliation – own monthly reporting to monitor all adds, exits, and open roles
* Partner with HR Business Partner and Talent Acquisition to be aware of all incoming hires
* Partner with Finance on ongoing headcount requests/needs
* Own org chart maintenance
* General Department Administration** support of
* Security officer/liaison
* Record Retention coordination
* Business Continuity
* General collaboration across all areas of Retail Life and Marketing
* Space planning and analysis across all (HO) floors - partnering with Corporate Services

What Does A Management Associate Do At CHS

* Adheres to the policies and procedures of
* Maintains strict confidentiality of client, company and personnel information
* Demonstrates a strong commitment to the mission and values of the organization
* Adheres to company attendance standards
* Performs other duties as assigned
* Supervisory Responsibilities: None
* Competencies:
* Strong organizational and interpersonal skills
* Excellent written and verbal communication skills
* Detail oriented
* Ability to multi-task and work independently
* Sound judgment
* Must be resourceful and self-reliant
* Basic understanding of Governmental regulation practices
* Basic understanding of Commercial (P&C) Insurance & Bonding
* Must be capable of communicating with all levels of management
* Must be capable of researching all new laws, statutes and regulations and comprehend same

What Does A Management Associate Do At Citi

* Gather and process new account and KYC documentation as well as maintain existing client information.
* Input profiles in One Source.
* If required, information provided by Senior RM/FA who met customer.
* Prepare client correspondence for RMs/FAs, following Firm guidelines.
* Communicate regularly with clients and provide full customer service, both proactively and on demand.
* Full responsibility over IPB unit communications and channels (excellers mainly).
* Respond to client inquiries and resolve various problems.
* Initiate account investigations as needed.
* Ensure compliance with all legal and regulatory requirements.
* Assist in training of less experienced team members as requested by Management.
* Perform other duties, as assigned by Management (assistant related tasks like managing agendas for RMs/FAs, appointment booking and confirmation, other).
* Alerts and Compliance information requests.
* Sales Support Related:
* Optimize every customer contact to assess additional customer needs and uncover additional sales opportunities.
* Banking and Assets Advisory.
* Can manage TDs renewal strategy, and cross sell to another Banking products.
* Responsible for business revenue generation through the vast Citi resources including Banking, Citibusiness and Asset products.
* Solicits clients actively via telephone, mail, referrals, etc.
* Negotiates transactions ensuring Citigroup’s profitability standards.
* Maximizes the number of accounts per customer by attracting new business from the clients, and by following a referral culture to attract new money to the firm.
* Administrative and Compliance:
* Complies with CBNA and regulatory policies and procedures to ensure the safety and security of bank and customer assets.
* Ensure Compliance with securities and banking regulations in the U
* S. as well as Citigroup policies.
* Responsible for the Compliance and Control side of his client relationships
* Customer ownership
* In general, follows and complies with minimum performance requirements both qualitative and quantitative as measured, tracked and reviewed in the Productivity Enhancement Program.
* Qualifications

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Management Associate jobs

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Real Management Associate Salaries

Job Title Company Location Start Date Salary
Senior Management Associate (Management Information Systems) Bridgewater Associates, LP Westport, CT Oct 08, 2015 $500,000 -
$980,000
Senior Management Associate, Management Information Systems Bridgewater Associates, LP Westport, CT Apr 20, 2015 $300,000 -
$800,000
Senior Managing Associate Dentons Us LLP Washington, DC Dec 17, 2016 $240,000
Research Analytics Manager-Senior Management Associate Bridgewater Associates, LP Westport, CT Jan 27, 2015 $225,000
Manager, International Client Relations-SR. Mgmt Associate Bridgewater Associates, LP Westport, CT Jul 03, 2016 $197,829 -
$412,500
Research Analytics Manager-Senior Management Associate Bridgewater Associates, LP Westport, CT Sep 01, 2015 $165,360 -
$300,000
GSS Portfolio Management Associate AQR Capital Management Greenwich, CT Jun 15, 2016 $151,112
GAA Portfolio Management Associate AQR Capital Management Greenwich, CT Jan 27, 2016 $150,000
Associate, Asset Management Hudson Americas L.P. New York, NY Jul 25, 2016 $150,000 -
$170,000
Associate, Portfolio Management Group MUFG Union Bank, N.A. New York, NY Jul 25, 2016 $149,136
GAA Portfolio Management Associate AQR Capital Management, LLC Greenwich, CT May 27, 2016 $145,000 -
$165,000
Senior Account Management Associate Bridgewater Associates, LP Westport, CT Sep 09, 2015 $143,541 -
$170,000
Associate, Asset Management Hudson Advisors L.P. New York, NY Jul 04, 2016 $142,500
Accelerated Management Program Associate World Fuel Services Corporation Miami, FL Mar 04, 2015 $140,000
CRM Associate Audible, Inc. Newark, NJ Sep 11, 2015 $101,370
CRM Associate Audible, Inc. Newark, NJ Jun 13, 2016 $101,370
Financial Management Associate Citibank, N.A. New York, NY Jan 08, 2015 $100,000
Program Management Associate Jpmorgan Chase & Co. Jersey City, NJ Aug 16, 2015 $98,500
Risk Management Associate II Wilshire Associates Incorporated Santa Monica, CA Nov 18, 2016 $97,323 -
$98,500
Business Management Associate Jpmorgan Chase & Co. New York, NY Oct 01, 2015 $95,000
Financial Management Associate Citibank, N.A. New York, NY Jun 01, 2015 $95,000
Acquisition and Asset Management Associate Libby Management Services Corp. New York, NY Sep 11, 2015 $95,000
Acquisition and Asset Management Associate Libby Management Services Corp. New York, NY Apr 11, 2015 $95,000
Risk Management Associate New York Mercantile Exchange, Inc. New York, NY Aug 29, 2016 $94,640 -
$130,000

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Top Skills for A Management Associate

FinancialStatementsProceduresCustomerServiceClientPortfoliosRegulatoryRequirementsStrategyAssetMedicalRecordsCompanyPoliciesClientRelationshipsAuditSafetyRiskManagementDataEntryAdditionalProjectManagementResourceHealthcareServicesBusinessUnitsProcessImprovement

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Top Management Associate Skills

  1. Financial Statements
  2. Procedures
  3. Customer Service
You can check out examples of real life uses of top skills on resumes here:
  • Analyzed market data, financial statements and preformed trend analysis, and profitability/sale analysis to determine creditworthiness of clients and prospects.
  • Participate in development of organization procedures and update of forms and manuals.
  • Opened and closed the store, cash control, record keeping, reviewed employee performances, and provided great customer service.
  • Proposed potential client investment strategies and gathered research on potential funds for client portfolios.
  • Monitor property compliance with regulatory requirements and preform annual/quarterly/monthly compliance reports as required.

Top Management Associate Employers

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Management Associate Videos

DBS Management Associate Programme 2015 – Shaping the Future of Banking (Hong Kong)

A day in the life of a DBS Management Associate

A Day In The Life: Marketing Manager

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