If you searched Superstar Sourcing for Financial Services Associate (with 3 additional requirements) on January 3, 2026 you'd find 295 great candidates

This sample report shows what our sourcing engine surfaces for this search. Preview the top 30 matches below.

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C**** K****

Senior Operations Associate at Chicago Atlantic

Hometown, Illinois, United States 7 years 4 months

An excellent match, possessing a relevant degree, direct industry exposure, and explicitly listing the desired job title in the description. Operations Associate at Chicago Atlantic → various finance roles, Economics degree at UIUC. Excellent.

Work Experience

Chicago Atlantic Group
Senior Operations Associate
First Eagle Investments
Senior Operations Analyst · 1 year 1 month
Cortland Capital Market Services LLC
Asset Services Associate · 8 months
Carosh Compliance
Privacy Advocate · 4 months
+ 3 more positions

Qualification Criteria 4 met

Location
Economics degree
Financial Services industry
Financial Services Associate

Skills & Expertise

microsoft word management finance arts operations financial services microsoft word microsoft access account management time management wealth management
95%

M**** L****

Associate Commercial Banker at JPMorgan Chase

Chicago, Illinois, United States 5 years 11 months

Banking is a strong fit for financial services, but the title is Commercial Banker, not Associate. Finance BS from UIUC → analyst → associate commercial banker. Strong.

Work Experience

JPMorgan Chase & Co.
MMBSI Summer Analyst · 1 year
JPMorganChase
Associate Commercial Banker · 11 months
JPMorgan Chase & Co.
Commercial Banking Analyst · 2 years 8 months
North Central Bank
Intern · 4 months
+ 3 more positions

Qualification Criteria 2 met, 2 not

Location
Economics degree
Financial Services industry
Financial Services Associate

Skills & Expertise

finance commercial banking leadership operations p commercial banking
90%

J**** S****

Financial Solutions Advisor at Bank of America Merrill Lynch

Rolling Meadows, Illinois, United States 5 years 6 months

Excellent fit as the current role title is 'Financial Solutions Advisor', directly related to Financial Services Associate, and has strong finance education/certs. Iowa BBA Finance → Merrill Lynch PSA/FSA roles for 5+ years. Excellent.

Work Experience

Bank of America Merrill Lynch
Financial Services Representative · 1 year 1 month
Bank of America Merrill Lynch
Financial Solutions Advisor
Performance Trust Capital Partners
Intern · 2 months
Pioneer Clubs
Business Intern · 4 months

Qualification Criteria 3 met, 1 not

Location
Economics degree
Financial Services industry
Financial Services Associate

Skills & Expertise

finance analytics spreadsheets operations software netsuite inventory financial services fixed income business operations problem solving
90%

C*** H****

International Banking Associate at JPMorgan Chase & Co.

Chicago, Illinois, United States 7 years 11 months

This candidate has direct experience as an International Banking Associate and a strong finance background within major financial institutions. International Banking Associate at JPMorgan Chase → Finance Manager at BMO US → Senior Financial Analyst. Excellent.

Work Experience

UniGroup, Inc.
Government Business Intern
BMO US
Senior Financial Analyst · 1 year 5 months
BMO US
Finance Manager · 2 years 8 months
Moloney Securities Asset Management (MSAM)
Portfolio Management Intern · 3 months
+ 2 more positions

Qualification Criteria 3 met, 1 not

Location
Economics degree
Financial Services industry
Financial Services Associate

Skills & Expertise

finance strategy driving banking government management portfolio management
90%

C**** M****

Trust Reporting Analyst at U.S. Bank

Chicago, Illinois, United States 13 years 3 months

This candidate has extensive, long-term experience directly within the financial services industry. Accounting Asst → Loan Officer Asst → U.S. Bank Analyst (13+ years in finance/FS). Excellent.

Work Experience

U.S. Bank
CDO Cash Administrator · 5 months
U.S. Bank
CDO Portfolio Administrator 1 · 10 months
Cook County Treasurer's Office
Internship at Cook County Treasurer's Office · 3 months
U.S. Bank
Assistant Vice President, CLO Deal Admin Trust Manager- Private Credit
+ 6 more positions

Qualification Criteria 2 met, 1 not

Location
Economics degree
Financial Services industry
Financial Services Associate

Skills & Expertise

microsoft sales finance administration tax property preparation budget reporting accounting loans underwriting +8 more
90%

M**** R****

Internal Client Advisor | Workplace Retirement Plans at J.P. Morgan Asset Management

Chicago, Illinois, United States 3 years 11 months

Excellent fit, currently working in the Financial Services industry with strong communication and detail orientation, complementing Finance undergrad and MBA focus. Career: Advisor at JPMAM → Internship at Morgan Stanley → MBA Student/Intern at Loyola Business Leadership Hub, Finance/Sports Mgmt undergrad. Excellent.

Work Experience

J.P. Morgan Asset Management
Internal Client Advisor · 7 months
Flanagan | Bilton LLC
Commercial Property Tax Analyst · 11 months
Morgan Stanley
Wealth Management Intern · 7 months
Brick House Blue
Operation Coordinator · 7 months
+ 1 more positions

Qualification Criteria 2 met, 1 not

Location
Economics degree
Financial Services industry
Financial Services Associate

Skills & Expertise

mba marketing finance management leadership sales referrals education flexible collaboration innovation p +8 more
85%

R*** A****

Vice President at AlixPartners

Chicago, Illinois, United States 10 years 8 months

Strong finance background including FP&A roles and a relevant BS degree, though the current role is VP level management consulting/restructuring which might be too senior for an 'Associate'. VP at AlixPartners → FP&A @ Braviant/Fiserv; BS Finance. Strong.

Work Experience

Braviant Holdings
FP&A Associate · 1 year 7 months
IDEAL INDUSTRIES, INC
Finance Intern · 3 months
Midloch Investment Partners
Pre-MBA Intern
AlixPartners
Vice President - Turnaround and Restructuring
+ 3 more positions

Qualification Criteria 2 met, 1 not

Location
Economics degree
Financial Services industry
Financial Services Associate

Skills & Expertise

mba finance restructuring digital technology leadership
85%

A**** B****

MBA, Finance and AI

Chicago, Illinois, United States 6 years 2 months

This individual has direct experience in a financial services role (Financial Representative, Banker) and is located correctly, though the degree path is MBA + AI, not explicitly Economics, but the experience is highly relevant. Huntington Banker → Northwestern Mutual Financial Rep (1.5 yrs) → MBA. Strong.

Work Experience

Northwestern Mutual
Financial Representative · 1 year 3 months
Mykonos Greek Restaurant
Restaurant Manager · 3 years 3 months
Huntington National Bank
Customer Experience Banker · 6 months
INTERSALONICA
Intern · 3 months
+ 1 more positions

Qualification Criteria 3 met, 1 not

Location
Economics degree
Financial Services industry
Financial Services Associate

Skills & Expertise

planning retirement education wellness less digital customer experience
85%

A**** S****

Economics Student at Northwestern University

Chicago, Illinois, United States 5 months

Excellent educational qualification in Economics and very recent, relevant internships in major financial institutions, strongly aligning with the desired foundation. Wells Fargo Analyst Intern → Principal Intern, Northwestern Economics. Strong.

Work Experience

Wells Fargo
Economic Summer Analyst · 3 months
Principal Financial Group
Institutional Sales and Asset Management Intern · 4 months

Qualification Criteria 3 met, 1 not

Location
Economics degree
Financial Services industry
Financial Services Associate

Skills & Expertise

sales management asset management
85%

J**** D****

Sr. New Business Analyst at New England Financial

Elk Grove Village, Illinois, United States 3 years 1 month

This highly relevant candidate holds the degree and is currently in a related analyst role in the correct location, though the title is 'Analyst' not 'Associate'. Worked as Rep Assistant → Sr. New Business Analyst at New England Financial, BA in Economics from NIU. Excellent.

Work Experience

New England Financial
Sr. New Business Analyst · 2 years 11 months
Trapp Financial
Representative Assistant · 4 months

Qualification Criteria 3 met

Location
Economics degree
Financial Services industry
Financial Services Associate
85%

J**** D****

Associate Relationship Banker - Culture Champion at JPMorgan Chase & Co.

Chicago, Illinois, United States 6 years 6 months

This candidate has a relevant banking/Associate role, an Economics degree, and is located in Chicago. Communication skills are implied by 'Culture Champion' and 'loves working with people'. Associate Relationship Banker role with Economics degree in Chicago. JPMorgan Chase → Pass. Strong.

Work Experience

JPMorgan Chase & Co.
Associate Relationship Banker · 1 year 7 months
Wireless Vision
Mobile Expert · 4 years 6 months
JPMorgan Chase & Co.
Associate Banker · 2 years 1 month

Qualification Criteria 4 met

Location
Economics degree
Financial Services industry
Financial Services Associate

Skills & Expertise

finance adaptation banking mobile community service
85%

M**** D****

Economics Student at the University of Michigan

Chicago, Illinois, United States 3 years 6 months

This candidate has current/recent experience as a Private Wealth Associate and holds relevant certifications, aligning well with the role and location, plus an Economics degree. Econ BA → Private Wealth Associate, Client Relationship Mgr, Analyst roles. Strong.

Work Experience

Bernstein Private Wealth Management
Private Wealth Associate
Michigan Collegiate Consulting Group
Consultant
Morgan Stanley
Client Relationship Manager
Fisher Dynamics
Sales Intern · 5 months
+ 1 more positions

Qualification Criteria 4 met

Location
Economics degree
Financial Services industry
Financial Services Associate

Skills & Expertise

management analysis forecasting marketing analyses sales microsoft surveying purchase wealth management competitive analysis small business +1 more
85%

L**** V** D** M****

Portfolio Manager

Chicago, Illinois, United States 10 years 7 months

Excellent fit for degree requirement and industry, confirmed Economics degree and 10 years in Banking/Portfolio Management, and mentions strong communication/detail orientation through skills. BGSU Economics grad → Flagstar Portfolio Manager. Excellent.

Work Experience

Pet Supplies Plus
Sales Associate · 8 months
Bowling Green State University
Head Custodian · 8 months
TJ Maxx
Retail Sales Associate · 7 months
Capers Restaurant
Server · 7 months
+ 3 more positions

Qualification Criteria 4 met

Location
Economics degree
Financial Services industry
Financial Services Associate

Skills & Expertise

financial analysis public speaking time management project management retail sales banking analysis training management finance green sales +2 more
85%

L*** T****

MBA

Chicago, Illinois, United States 6 years 2 months

Strong history across financial roles, suitable for an Associate level, and located perfectly in Chicago. MBA (Finance, Banking) → Bank Teller (3.3yr) → Personal Banker (1.9yr) → Client Service Associate (9mo) → Client Relationship Specialist (9mo). Strong.

Work Experience

J.P. Morgan
Client Service Associate · 1 year 9 months
Mesirow
Client Relationship Specialist · 9 months
Union Bank & Trust
Personal Banker · 3 years 3 months
Union Bank & Trust
Bank Teller · 7 months

Qualification Criteria 4 met

Location
Economics degree
Financial Services industry
Financial Services Associate

Skills & Expertise

client service
85%

S**** M****

JP Morgan Chase & Co.

Chicago, Illinois, United States 1 year 8 months

This candidate has both a Finance and Economics degree and works in the Financial Services industry as an Analyst in Chicago, making them a strong fit despite the title not being 'Associate'. Finance/Econ degree → Analyst at JPMorgan Chase in Chicago. Strong.

Work Experience

JPMorgan Chase & Co.
Chase Leadership Development Program Analyst · 3 months
Buena Vista Properties
Real Estate Management Intern · 4 months
JPMorgan Chase & Co.
Analyst · 1 year 4 months

Qualification Criteria 4 met

Location
Economics degree
Financial Services industry
Financial Services Associate

Skills & Expertise

finance leadership rollout banking salesforce vlookup vba tableau management reporting analysis responsible +6 more
85%

D**** B****

Finance Specialist at McDonald’s

Chicago, Illinois, United States 3 years 10 months

Holds a combined Finance and Economics degree and has Finance/FP&A experience in related large corporations; strong functional match. College of DuPage/UIC (BS Finance/Econ) → Finance Specialist at McDonald's/Finance Associate at ZS. Strong.

Work Experience

ZS
Finance Associate
McDonald's
Finance Specialist
The Scion Group
FP&A Analyst

Qualification Criteria 2 met

Location
Economics degree
Financial Services industry
Financial Services Associate

Skills & Expertise

finance stock market
85%

A*** W***

Private Banking Analyst, BS in Finance, MS in Marketing Analytics

Chicago, Illinois, United States 10 years

This candidate has strong experience within the financial services industry and excellent communication/data handling skills, though the specific 'Financial Services Associate' title and Economics degree are not confirmed. Ex-J.P. Morgan Private Banking Analyst → current investor analyst role (10 years total). Strong.

Work Experience

J.P. Morgan
Private Banking Analyst
Wendys Old Fashion Hambugers
Cashier Operater · 1 year 4 months
Glenmoor Country Club
LifeGuard · 1 year 4 months
Engraver's Edge
Financial Planner · 4 months

Qualification Criteria 2 met, 1 not

Location
Economics degree
Financial Services industry
Financial Services Associate

Skills & Expertise

organizing trading equities banking reporting analysis research investments management brokerage chemicals safety +8 more
85%

J*** C****

Internal Auditor at BCU | Finance & Business Analytics at UIC

Chicago, Illinois, United States 6 years 11 months

Strong recent transition from internships into full-time auditing/analysis within finance, matching the general industry requirement and showing financial skills. Finance/Business Analytics Degree → Internships (1yr+) → Internal Auditor at BCU (recent full-time role). Strong.

Work Experience

BCU
Wealth Advisory Intern · 9 months
Wintrust Financial Corporation
Retail Banking Intern · 3 months
Goldman Sachs
AWM Shareholder Services Analyst
BCU
Internal Auditor
+ 5 more positions

Qualification Criteria 3 met, 1 not

Location
Economics degree
Financial Services industry
Financial Services Associate

Skills & Expertise

business analytics microsoft office r programming retail banking leadership skills business operations public relations social media community service finance analytics microsoft +8 more
80%

M**** C***

Senior Business Analyst

Chicago, Illinois, United States 2 years 3 months

This candidate has an Economics-related degree (Mathematical Models in Social Sciences and Economics) and is in the right location, but their role is Senior Business Analyst, not Financial Services Associate. Northwestern Economics BA → Bocconi Exchange → Capital One Sr. BA. Strong.

Work Experience

Capital One
Senior Business Analyst · 2 years 4 months

Qualification Criteria 2 met, 1 not

Location
Economics degree
Financial Services industry
Financial Services Associate
80%

A**** C****

University of Dayton Business Finance and Marketing

Chicago, Illinois, United States 7 years 9 months

Strong potential fit with recent finance experience and location, though the primary role title isn't exact. Ex-Law School Candidate → Ops Assoc. (Brookstone) → Mktg Coord. (PKF Mueller) → Wealth Advisor Intern (Mueller Financial Services). Strong.

Work Experience

University of Illinois Chicago School of Law
J.D. Candidate
Mueller Financial Services, Inc.
Wealth Advisor · 3 months
PKF Mueller
Marketing Coordinator · 3 months
Casco Industries, Inc.
General Assembly
+ 1 more positions

Qualification Criteria 2 met, 1 not

Location
Economics degree
Financial Services industry
Financial Services Associate

Skills & Expertise

operations risk software technology less marketing inform assembly millwork aluminum extrusion packaging +5 more
80%

J*** Z****

MBA Graduate at DePaul University

Chicago, Illinois, United States 2 years 10 months

Strong financial background with lending/banking experience, relevant BA degree, and good location, though the current title isn't the exact match. Commercial Loan Officer at Bank of China for over two years. Ex-Mosaic Therapy (Consulting Specialist, 4 mos) → Chicago Moreback CPA (Accounting Specialist, 4 mos) → Bank of China (Commercial Loan Officer, 2 yrs 5 mos). Strong.

Work Experience

Bank of China
Commercial Loan Officer · 2 years 5 months
Chicago Moreback CPA
Accounting Specialist · 4 months
Mosaic Therapy
Consulting Specialist for school project · 4 months

Qualification Criteria 2 met, 1 not

Location
Economics degree
Financial Services industry
Financial Services Associate

Skills & Expertise

investment banking accounts receivable strategic management commercial banking financials responsible funding rates management operations accounting +2 more
80%

R**** R****

Commercial Associate - Healthcare, Education & Not for Profit at Bank of America

Chicago, Illinois, United States 5 years 5 months

This person has relevant analyst and portfolio roles indicating some financial services experience, though the target role title isn't an exact match. BA in Math/Economics → Portfolio/Financial Analyst roles at Wells Fargo/BofA, with current commercial associate title. Strong.

Work Experience

Wells Fargo
Summer Financial Analyst · 2 months
Wells Fargo
Summer Financial Analyst · 3 months
Wells Fargo
Portfolio Associate · 1 year 3 months
Mathnasium - The Math Learning Center
Math Instructor · 4 months
+ 5 more positions

Qualification Criteria 3 met

Location
Economics degree
Financial Services industry
Financial Services Associate

Skills & Expertise

commercial healthcare education
80%

Q**** J****

Student at Loyola University of Chicago

Chicago, Illinois, United States 8 months

This candidate has a Finance Master's degree and current experience in finance/banking support roles, making them a strong fit despite being technically a student/recent grad, though they lack the explicit economics degree. Finance Master's → Contract Analyst at Deloitte → Finance Intern at Bank → MS Finance student. Strong.

Work Experience

China Industrial Bank(兴业银行股份有限公司)
Intern · 4 months
Wing Lung Bank
Intern · 3 months
Deloitte China
Contract Analyst · 4 months

Qualification Criteria 2 met, 1 not

Location
Economics degree
Financial Services industry
Financial Services Associate

Skills & Expertise

analysis chinese strategy management organizing presentations real estate
80%

J**** P****

Northwestern University Class of 2024 | MS Finance Student at Alvarez College of Business (UTSA)

Chicago, Illinois, United States 2 years 7 months

Currently studying Economics and has relevant internship/entry-level finance experience in banking and corporate finance, positioning them well for an Associate role, though current ambition points elsewhere. Northwestern Junior/MS Finance student → Commercial Banking (10mo) → Investment Banking Associate (6mo). Strong.

Work Experience

City of Sugar Land
Intern · 1 year 1 month
TSALACH CORPORATE FINANCE INC
Summer Intern · 6 months
TSALACH CORPORATE FINANCE INC
Investment Banking Associate · 6 months
Illinois PIRG
Intern at Illinois PIRG Campus Action · 3 months
+ 1 more positions

Qualification Criteria 4 met

Location
Economics degree
Financial Services industry
Financial Services Associate

Skills & Expertise

science finance research purchase banking finish metrics analysis commercial political science corporate finance market research +2 more
80%

M**** T****

Business Unit Administrator-Northern Trust

Chicago, Illinois, United States 17 years 11 months

This candidate has extensive experience specifically within the Financial Services industry, though the current title is administrative, suggesting strong process skills fit for an associate role. BBA Mgmt → Harley-Davidson Fin Svcs (Admin Assoc) → Northern Trust (Admin). Strong.

Work Experience

Northern Trust Corporation
Business Unit Administrator · 3 years
Harley-Davidson Financial Services
Administrative Associate · 5 years
Chicago Public Schools
Special Education/LSC Coordinator · 9 years

Qualification Criteria 2 met, 1 not

Location
Economics degree
Financial Services industry
Financial Services Associate

Skills & Expertise

sales management education financial services sales management special education
80%

O*** G****

Finance, Project, & Strategy Analyst at Comcast | UWMadison Economics & Computer Science

Chicago, Illinois, United States 1 year 1 month

This candidate explicitly mentions an Economics degree, strong communication skills, and attention to detail relevant to the job requirements, making this a strong, though junior, match. UW-Madison Economics/CS student → Internships in Finance/Banking. Strong.

Work Experience

Macy's Retail Holdings, Inc.
Customer Service Representative · 4 months
Comcast
Finance, Project, & Strategy Analyst · 8 months
Chartwell Financial Advisory
Investment Banking Analyst · 3 months
Goldman Sachs
Goldman Sachs Virtual Insight Series · 2 months

Qualification Criteria 3 met

Location
Economics degree
Financial Services industry
Financial Services Associate

Skills & Expertise

science banking intelligence fintech finance leadership efficiency basketball stocks photography chess cooking +8 more
80%

I**** A****

Project Management Intern @ Capital One | Economics student at the University of Illinois at Urbana Champaign | MLT Career Prep '26

Chicago, Illinois, United States 6 years 1 month

Excellent match on the implied education (Economics major) and strong alignment on Financial Services experience with explicit communication/analytical skills development, though current title is Intern/Extern level progression. UIUC Economics Student → Capital One PM Intern → MLT Program → Econ Club President. Strong.

Work Experience

Management Leadership for Tomorrow
Career Prep Class ‘26 Financial Services Track · 2 years 2 months
University of Illinois Urbana-Champaign
Resident Advisor · 1 year 5 months
Chick-fil-A-Franchise
Team Trainer · 2 years 5 months
Illini Economics Club
President · 2 years 10 months
+ 5 more positions

Qualification Criteria 3 met, 1 not

Location
Economics degree
Financial Services industry
Financial Services Associate

Skills & Expertise

management capital documentation technology projects trainer health diversity workshops consulting research fundraising +8 more
80%

G**** P****

Deals Associate at PwC

Chicago, Illinois, United States 3 years 8 months

A strong candidate with direct experience in Deal Advisory and other finance roles in Chicago, though the degree is Accounting/Finance, not explicitly Economics. PwC Deals Associate → Finance/Accounting Assistant → EY ER Intern → Convergint Intern, UIUC BS Accounting/Finance. Strong.

Work Experience

Convergint Technologies
Finance and Accounting Intern · 1 year 1 month
PwC
Deal Advisory Associate · 1 year 11 months
EY
Enterprise Risk Consulting Intern · 4 months
Picture North
Finance and Accounting Assistant · 8 months

Qualification Criteria 3 met, 1 not

Location
Economics degree
Financial Services industry
Financial Services Associate

Skills & Expertise

finance accounting risk consulting
80%

J**** D****

Gatorade Commercial Finance Associate Manager

Chicago, Illinois, United States 11 years 3 months

Current role is Commercial Finance Associate Manager, which is adjacent to Financial Services, and previous experience was in banking and finance roles. Graduated University of Missouri-Columbia with Business Administration (Finance & Banking, Real Estate emphasis) → JPMorgan Chase (Banker) → PepsiCo (Finance/Revenue Analyst/Associate Manager). Strong.

Work Experience

Edward Jones
Client Strategies Group - Solutions Intern · 3 months
Edward Jones
Branch Development Intern · 3 months
JPMorgan Chase & Co.
Relationship Banker · 1 year 6 months
University of Missouri Trulaske College of Business
Business Week Steering Committee Member · 6 months
+ 6 more positions

Qualification Criteria 2 met, 1 not

Location
Economics degree
Financial Services industry
Financial Services Associate

Skills & Expertise

science administration finance banking education commercial sales recruitment management onboarding marketing retirement +5 more
75%

C**** S****

LDP Participant

Chicago, Illinois, United States 15 years 9 months

This individual has relevant industry experience and good education, though the desired job title is not an exact match for current/recent roles. Ex-Northern Trust Asset Servicing (2+ yrs) → Chick-fil-A Director (3+ yrs) → LDP Participant, Finance/Accounting BBA/BS. Strong.

Work Experience

Chick-fil-A Corporate Support Center
Leadership Development Program · 8 months
Chick-fil-A Batavia
Manager BOH · 4 months
Chick-fil-A Batavia
Director of FOH Operations · 2 years 5 months
Chick-fil-A Batavia
Director of BOH Operations · 11 months
+ 4 more positions

Qualification Criteria 2 met, 1 not

Location
Economics degree
Financial Services industry
Financial Services Associate

Skills & Expertise

microsoft management leadership finance accounting director foh operations server financial services microsoft office time management +1 more
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