Associate

Company Description Simon Financial Services is a leading provider of innovative financial solutions, committed to delivering exceptional client experiences. The company is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and professional guidance. With a focus on integrity, innovation, and customer satisfaction, Simon Financial Services strives to foster long-term relationships built on trust and success. Join our team to make a meaningful impact in the financial industry and grow your career in a supportive environment. Role Description This is a full-time on-site role for an Associate at our Portland, OR office. As an Associate, you will support the team in financial analysis, reporting, and client relationship management. Responsibilities include managing client accounts, conducting market research, preparing financial documents, and providing support for strategic decision-making processes. You will collaborate closely with team members to ensure high-quality services and contribute to overall operational efficiency. Qualifications Strong analytical skills, data interpretation, and financial modelingProficiency in using tools such as Microsoft Excel, financial reporting systems, and other relevant softwareExcellent verbal and written communication skills, and the ability to interact confidently with clientsOrganizational and time management skills to handle multiple tasks effectivelyA proactive mindset, attention to detail, and a commitment to delivering high-quality workBachelor's degree in Finance, Accounting, Business, or a related fieldPrior experience in financial services or related industries is preferred but not requiredAbility to work collaboratively within a team in an on-site setting