Total 799 research associate job vacancies in Finance / Banking / Insurance category in The United States of America

Locations:

• Kuala Lumpur
• Batu Pahat (CFS)
• Penang (CFS)
• Kuantan (CFS)
• Johor Bahru (CFS)
• Miri (CFS)
• Tawau (CFS)
• Bintulu (CFS)
• Melaka (Insurance)

Key Responsibilities:

• Plan and conduct marketing activities for a diverse range of industries / customers for hire-purchase products, leasing facilities, trade finance, etc.
• Develop and maintain good relationships with existing customers, suppliers and vendors
• Conduct site visitation to customers, suppliers or vendors on a regular basis
• Compile financial data and market information to perform credit assessment and analysis
• Aggressively obtain new business opportunities to achieve assigned budget /target

Requirements

• Degree in Accounting, Finance, Marketing, Business Administration or equivalent
• Diploma holder with relevant experience in Marketing will also be considered
• Strong analytical mind, observant and good communication skills
• Mature personality with right attitude, ability to work independently and good interpersonal skills
• Fresh graduates are encouraged to apply as comprehensive training will be provided.
• Possess a valid driving license

Perks & Benefits

• Employee equity
• Commission and bonus
• Personal leave
• Open culture
• Personal development opportunities

地點：

• 吉隆坡
• 峇株巴轄 (CFS)
• 檳城 (CFS)
• 關丹 (CFS)
• 新山 (CFS)
• 美里 (CFS)
• 鬥湖 (CFS)
• 民都魯 (CFS)
• 馬六甲（保險）

主要責任：

• 為不同產業/客戶策劃及進行分期付款產品、租賃設施、貿易融資等行銷活動。
• 與現有客戶、供應商和銷售商發展並維持良好的關係
• 定期對客戶、供應商或銷售商進行實地考察
• 整理財務數據和市場資訊以進行信用評估和分析
• 積極獲取新的商機以實現指定的預算/目標

要求

• 會計、金融、行銷、工商管理或同等學歷
• 具有行銷相關經驗的文憑持有者也將被考慮
• 較強的分析能力、觀察力及良好的溝通能力
• 性格成熟，態度端正，有獨立工作能力和良好的人際溝通能力
• 鼓勵應屆畢業生申請，因為我們將提供全面的培訓。
• 擁有有效的駕駛執照

津貼和福利

• 員工股權
• 佣金和獎金
• 事假
• 開放文化
• 個人發展機會

Responsibilities:

• Assist in the Asset Management Research for the insurance related matters.
• Read and Analyse Annual and Quarterly Reports.
• Keep track of the economy-related news for the relevant industry and market.
• Provide investment research report to support the decision making.
• Propose research topics worth exploring and formulate individual theses based on research done.
• Any other duties assigned by superior.

Requirements:

• A bachelor’s degree major in Finance, Insurance or an equivalent advanced degree is preferred.
• At least 2-years related experience in asset management and fund management.
• Fast learner with strong communication skills and problem-solving skills.
• Rigorous working attitude, high efficiency, and strong teamwork ability.
• Experienced and mature workers in the insurance industry may also apply.
• Fluent in English and Chinese so that can liaise with Chinese counterparties.

Job Description & Requirements

Banking Associate

- Represent a Top global bank

- Portfolio Construction and Portfolio Management

- Update investors on market movements

- Business Development to onboard new investors

- Attend investment monthly fund house trainings (fully funded by company)

- Relationship Management with existing clients

- Leading a Team of associates after 1 year

Training provided

- Monthly investment training by TOP fund houses (JP Morgan, Goldman Sachs, Franklin Templeton etc.)

- In-house training by professional and internal trainers

- Training allowance provided for successful candidates

- All training fees paid by company

- Communications training

- Human relations training

- Management training

Requirements:

- Go Getter

- Able to communicate well with clients

- Teamplayer

- Local diploma / Full 'A' Level Cert / Degree

- Fresh grads are welcome

- No experience

Responsibilities

• Assist the Finance Manager in managing the full spectrum of financial accounting and reporting for Group entities.
• Assist in year-end closing of accounts and prepare financial statements according to applicable financial reporting standards including consolidation, and tax returns.
• Assist in the annual audit process for Group entities and act as one of the main points of liaison with auditors, especially on technical matters.
• Review and submit quarterly GST filings and corporate income tax filings.
• Assist in MAS reporting and surveys in relation to asset management business.
• Assist in other ad-hoc reports/schedules.
• Assist in prompt payment of expenses for Group entities.
• Assist in all corporate secretarial matters including reviewing board resolutions and ensuring proper maintenance of all secretarial documents.
• Assist in ad hoc projects whenever required.

Requirements

• Degree in Accounting/Finance (or equivalent) qualifications with 1-2 years of post-qualification experience.
• Has prior experience working in a buy side asset management, family office, or audit firm, particularly from Big 4 will be preferred
• Keep abreast of local accounting and taxation regulations and provide support to the Group.
• Good appreciation of financial and internal controls, with the ability to balance requirements for internal control with efficiency.
• Knowledge of consolidation, accounting principles and tax principles across jurisdictions relating to funds and asset management would be advantageous.
• Able to work independently and under pressure in a small team. Must be organised and able to multi-task and work to tight deadlines.
• Must be flexible often dealing with ad-hoc queries from various stakeholders.

Main Responsibilities include but not limited to:-

· Assist in the management of accounts receivables (AR) and accounts payables (AP) functions

· Perform data entries and assist in day-to-day operation of finance department

· Assist in month-end closing and reconciliation of daily, monthly and yearly transactions

· Undertake any ad-hoc duties including admin duties, as and when assigned

· To ensure timely and accurate recording of all financial data

· Perform data entries accurately and efficiently

· Provide support as needed in the finance department

· Maintain proper filing system to ensure smooth documentation

· Ensure compliance with company’s accounting policies and procedures

Requirements:-

· Minimum requirement: Diploma in Finance and/or Accounting

· Minimum 2 years experience

· Required skills : Microsoft Office (Excel, Word)

· Meticulous in carrying out work orders

· Strong interpersonal skills, good team player and willing to learn

· Able to work under pressure and meet tight reporting deadlines

· Mature, self-motivated, independent and able to multi-tasks

· No relevant working experience is required as full training will be provided.

· Keen to learn and possess positive attitude

· Able to commit beyond official work hours, as & when necessary

· Able to start work immediately or within short notice

Funding Societies | Modalku is the largest unified SME digital finance platform in Southeast Asia. It is licensed in Thailand, Singapore, Indonesia, registered in Malaysia, and operates in Vietnam. The FinTech company provides US$1 billion annually of business financing to small and medium-sized enterprises (SMEs). Its recent strategic milestones include its acquisition of regional digital payments platform CardUp and co-investment into Bank Index in Indonesia.

Funding Societies | Modalku is backed by SoftBank Vision Fund 2, SoftBank Ventures Asia, Sequoia Capital India, 500 Tuktuk, Alpha JWC Ventures, SMBC Bank, BRI Ventures, VNG Corporation, Rapyd Ventures, Endeavor, EBDI, SGInnovative, Qualgro, and Golden Gate Ventures among others. It has received accolades from Brands for Good (2019, 2023), Global SME Excellence Award, Global SME Finance Awards by IFC (2021-2023) Global Startup Awards (2020), MAS FinTech Award (2016, 2021) and more. For more information, please visit: www.fundingsocieties.com

And here at Funding Societies | Modalku we live by our core values GETFS:

• Grow Relentlessly: Strive to become our best, most authentic selves.
• Enable Teamwork, Disable Politics: Only by forging togetherness, we help each other succeed.
• Test Measure Act: Stay curious and reinvent ourselves, through innovation and experimentation.
• Focus on Impact: Create impact through bias for action and tangible results.
• Serve with Obsession: Build win-win relationships for the long-term by having a customer obsession.
  
  As a Finance Associate, you will be responsible to perform daily finance activities and maintaining accuracy of accounting and tax records.

What you will be doing:

• Manage day-by-day operations such as data entry into internal databases.
• Coordinate with the team and perform daily finance activities, such as preparing financial documents.
• Liaise with Bank and responsible person for finance-related queries and discrepancies
• Coordinate with Auditor including preparing supporting documents 
• Liaise with TAX authority and responsible person for TAX-related queries including prepare supporting document
• Supporting financial month close processes 
• Supporting finance manager with projects and tasks when required
• Any other ad hoc tasks assigned

What we are looking for:

• 2-3 years accounting experience 
• Accounting graduate
• English speak/read/write
• Open minded
• From Fintech/Banking background is an advantage
• This opportunity is exclusively available to individuals residing in Thailand who do not require a visa.

What it is in for you:

• Fast-paced, exciting workplace with a deep commitment to our mission 
• Being part of a high growth and well-funded startup, with room to scale exponentially
• Learning opportunities via exposure to working with our regional teams in Singapore, Malaysia, Indonesia & Vietnam
• Work life and Balance culture
• One of the leading fintech company in South East Asia with high possibility to grow in a career path

• Time off - We would love you to take time off to rest and rejuvenate. We offer flexible paid vacations as well as many other observed holidays by country. We also like to have our people take a day off for special days like birthdays and work anniversaries.
• Flexible Working - We believe in giving back the control of work & life to our people. We trust our people and love to provide the space to accommodate each and everyone's working style and personal life.
• Medical Benefits - We offer health insurance coverage for our employees and dependents. Our people focus on our mission knowing we have their back for their loved ones too.
• Mental Health and Wellness - We understand that our team productivity is directly linked to our mental and physical health. Hence we have Wellness Wednesdays and we engage partners to provide well-being coaching. And we have our Great FSMK Workout sessions too to keep everyone healthy and fit!
• Learning & Development: We believe learning should never end and we support everyone with self-learning L&D allowances.
• Tech Support - We provide a company laptop for our employees and the best possible support for the right equipment/tools to enable high productivity

Job Description & Requirements

Banking Associate

- Represent a Top global bank

- Portfolio Construction and Portfolio Management

- Update investors on market movements

- Business Development to onboard new investors

- Attend investment monthly fund house trainings (fully funded by company)

- Relationship Management with existing clients

- Leading a Team of associates after 1 year

Training provided

- Monthly investment training by TOP fund houses (JP Morgan, Goldman Sachs, Franklin Templeton etc.)

- In-house training by professional and internal trainers

- Training allowance provided for successful candidates

- All training fees paid by company

- Communications training

- Human relations training

- Management training

Requirements:

- Go Getter

- Able to communicate well with clients

- Teamplayer

- Local diploma / Full 'A' Level Cert / Degree

- Fresh grads are welcome

- No experience

- Represent a top Global Bank

- Portfolio Construction and Portfolio Management

- Update clients on market movements and the economy

- Business Development to onboard mass affluent and high net worth clients

- Attend investment monthly fund house trainings (fully funded by company)

- Relationship Management with existing clients

- Introduction of Wealth Management tools to clients

- Customised career progression (Sales or Management Track)

Training provided

- Monthly investment training by more than 30 Global Asset Managers (JP Morgan, Goldman Sachs, Franklin Templeton, BlackRock etc.)

- In-house training by professional and internal trainers

- Training allowance provided for successful candidates

- Communications training

- Management training

- Structured training to put you on the path of success

Requirements:

- Go Getter

- Excellent communication skills

- Highly motivated individuals who work well in a team

- Local Diploma / Full 'A' Level Cert / Degree

- Candidates with a background in Wealth Management or Sales would have an added advantage

About the role

CGS International Securities Pte. Ltd. (CGS International) is an award-winning and market leading integrated financial services provider, ranked among the top securities houses in Asia.

CGS International taps on our wealth of global and ASEAN insights to offer equities trading, leveraged products, wealth management, investment banking, equities research, Shariah-compliant financing, fixed income, currency and commodities, structured products and prime brokerage services in over 15 countries and regions.

Along with its parent organisation China Galaxy Securities, a leading securities house in China, CGS International is trusted by more than 15 million customers globally.

Assist the Associate Director/Manager, Credit Management in the monitoring and controls of credit risk arising from transactions of clients and Trading/Registered Representatives.

Job Responsibilities

The incumbent will:

• Recommend and review trading limits of clients and Trading Representatives;
• Monitor and manage trading exposure of clients and Trading Representatives;
• Follow up with Trading/Registered Representatives on margin calls;
• Perform periodic review of instruments;
• Follow-up on accounts with overdue contra losses/margin deficits including liaising with external legal counsel on legal proceedings against clients and Trading Representatives;
• Prepare management reports for routine reporting, monthly reports for Committee meetings;
• Assist in projects and perform other administrative duties as assigned by the management from time to time.
• Able to work in shifts (6:30am – 4:00 pm, 8:30am – 6.00pm, 2:00pm – 11:30pm) and provide rotational coverage during Public Holidays

Job Requirements

To thrive and be successful in this role, you must have / be:

• Relevant tertiary degree in quantitative field or GCE ‘A’ level holder with at least 2 years’ experience in the Securities/Derivatives industry.
• Able to work in shifts (6:30am – 4:00 pm, 8:30am – 6.00pm, 2:00pm – 11:30pm) and provide rotational coverage during Public Holidays.
• Good spoken and written English and Chinese proficiency to liaise with our Chinese stakeholders
• Able to work under pressure and independently.
• Able to multi-task and prioritize works.
• Pleasant personality and have good communication skills.
• Relevant 2 years of industry experience will be an advantage.

We are seeking a detail-oriented and analytical Finance Operations Associate to join our finance team. The Finance Operations Associate will be responsible for performing various financial tasks to support the company's finance operations. This role involves assisting with financial transactions, reconciliations, reporting, and ensuring compliance with financial policies and procedures. The ideal candidate will have strong analytical skills, attention to detail, and the ability to work effectively in a fast-paced environment.

Responsibilities:

Administrative Duties:
Provide administrative assistance to the sales designer team.
This includes but is not limited to settlement of invoices, data entry of coversheets to calculate commissions, scanning documents onto cloud software and managing paperwork.

Accounts Payable and Receivable:
Process invoices, verify accuracy, and ensure timely payments to suppliers.
Prepare and send invoices & receipts to clients/customers, track receivables, and follow up on outstanding payments.

General Ledger Maintenance:
Maintain accurate and up-to-date bank records.
Reconcile accounts and assist our accountants with month-end and year-end closing processes.

Reports & Data Submission:
Timely submission of data required by management and assist in providing accurate information for report drafting.
Prepare financial reports and analysis to support decision-making and financial planning activities.

Cash Management:
Monitor cash flow and ensure sufficient funds are available for daily operations.

Process Improvement:
Identify opportunities to streamline financial and administrative processes.
Recommend and implement improvements to enhance efficiency, accuracy, and productivity.
Stay updated on financial regulations and best practices to ensure compliance and mitigate financial risks.
Support ad-hoc financial projects and initiatives as assigned by management.

Requirements:

• At least a Diploma or equivalent in Finance, Accounting, or related field
• Fluent in written and spoken English
• Meticulous and responsible
• Proficiency in basic software functions, example: Google Drive, Microsoft Office
• Basic accounting knowledge
• Ability to work independently and collaboratively in a team environment.
• Excellent communication and interpersonal skills.
• Prior administrative or finance experience is advantageous
• Experience in Xero software is advantageous

Join our dynamic finance team and play a key role in supporting the company's financial operations and success.

1) Process claim application

2) Checks for disbursement

3) Exception handling and refunds

4) Attend to escalated enquiries on claims

5) Collation of data / information / statistics for regular reporting

6) Provide administrative support

7) Undertake additional tasks as assigned

1) At least A level or Diploma holder

2) 1 to 2 years of working experiences (preferably) in processing claims, disbursement and refund

3) Good interpersonal and communicate skills (oral and written)

4) Must uphold strong code of work ethics and confidentiality of information

5) Detailed and meticulous

6) Diligent and committed to meet deadlines

7) Good working knowledge of Microsoft Office, especially in using MS Excel

Investment Management Associate:

- Represent a top Global Bank

- Portfolio Management (Unit Trusts and Funds)

- Update investors on market movements

- Onboarding of new investors through Business Development

- Attend monthly investment monthly fund house talks and market updates (fully funded by company)

- Relationship Management with existing clients and external stakeholders

Training provided:

- Training by more than 30 Global Asset Managers such as BlackRock, JP Morgan, Goldman Sachs, Franklin Templeton, Schroders

- In-house training by professional and external trainers

- Training allowance provided for successful candidates

- All training fees paid by company

- Communications training

- Human relations training

- Leadership Training

Why Join Us:

- Clear career progression

- Competitive salary

- Collaborative environment

- Monthly and Quarterly Incentives (Monetary and Non-Monetary)

Requirements:

- Able to work and communicate well in a highly collaborative environment

- Team Player

- Bachelor's Degree

- Go getter

- Candidates with a background in Wealth Management or Banking & Financial Services would have an added advantage

• Process / verify the eligibility, accuracy and completeness of the grant claims submitted

• Process / verify the accuracy of amount claimed and the required approval

• Ensure timely disbursement of claims

• Single Point-of Contact between Project Team, grantee and customers’ officers and/or appointed

agents/vendors for processing purpose

• Assist with reporting

• Support Service deliveries and undertake additional tasks when assigned

• Minimum of a diploma with no less than 1 year of administration or operation experience, or O/A-level qualifications with no less than 3 years of administration or operation experience preferably with finance and grant applications or claims processing experience

• Good interpersonal and communicate skills (English: oral and written)

• Experience in public sector grants and claims processing would be an advantage

• A strong team player with good supervisory, people management and communications skills

• Strong problem solving and critical thinking skills

• Possess strong interpersonal and communication skills, business acumen, and high level of integrity to serve the stakeholders

1) Verify correctness and completeness of supporting documents against claim forms submitted by grantees.

2) Liaise with grantees and respective stakeholders on queries pertaining to the claims or documents submitted.

3) Prepare claims verification report for review and

4) Follow-up on the claim processing in the system to ensure completion of workflow.

5) Ad-hoc duties related to claims processing assigned

1) 3 A’ Level passes or a diploma holder with at least 2 years of work experience, preferably in administration, finance or operations

2) Knowledge in accounting and/or payroll matters would be an advantage

3) A strong team player with good interpersonal and communications skills

4) Good problem solving, critical thinking skills and meticulous / detail oriented

5) Proficient in MS Office