Associate

• Provide administrative and client engagement support for the Wealth Advisory team
• Collect, organize, and manage client information by assigning and following up on necessary paperwork
• Generate, prepare, and update client meeting materials and client proposals in collaboration with the Advisor
• Ensure key client information, risk score, and documentation are up to date
• Correspond with colleagues and use professional judgment to provide outstanding client service

Wealth Associate supporting high-net-worth clients at BakerAvenue wealth management firm

Wealth Associate

Wealth Associate supporting high-net-worth clients at BakerAvenue, a comprehensive wealth management and investment firm. Preparing client materials, managing documentation, and assisting Wealth Advisory operations.

• Conduct financial analysis for potential acquisitions using Argus and Excel models, discounted cash flows, and partnership waterfalls
• Coordinate due diligence with legal counsel, third-party consultants, investment brokers, and lenders
• Compile market research for acquisition assumptions, including lease and sales comparables, competitive sets, development pipeline, and other market data
• Support and lead asset management initiatives, including lease negotiations, capital plans, property financings, development asset draw schedules, and hold/sell analysis
• Interface with leasing brokers, property managers, and joint venture partners to create and enact asset-level business plans
• Manage quarterly valuations of existing assets via third-party appraisals
• Prepare internal investment memos for acquisitions, dispositions, financing, and refinancing
• Provide oversight and support for junior team members
• Perform additional duties as required by the Real Estate team

Real estate associate underwriting investments for Bailard’s asset and wealth management firm

Real Estate Associate

Real estate associate underwriting acquisitions and managing assets for Bailard, an independent asset and wealth management firm.
Supporting valuations, financings, due diligence, and portfolio business plans across property types.

• Lead all aspects of onboarding for complex Pension Risk Transfer and Defined Contribution Lifetime Income transactions
• Ensure successful implementation and transition to Pacific Life platforms
• Serve as primary relationship manager for plan sponsors, consultants, prior recordkeepers, third-party administrators, and internal stakeholders
• Own and continuously improve Sales Enablement & Implementation processes, including best practices, documentation, controls, service standards, and governance
• Lead cross-functional initiatives and projects to improve implementation capabilities, operational effectiveness, scalability, and client experience
• Act as a subject matter expert and mentor by sharing knowledge, training team members, and influencing outcomes across Sales, Pricing, Operations, Compliance, and Technology
• Partner closely with approximately 10 team members and cross-functional teams

Senior implementation leader managing complex retirement transactions for Pacific Life insurance customers

Senior Implementation Associate

Senior implementation leader managing complex PRT and DCLI retirement transactions for Pacific Life, an insurance provider protecting financial futures. Improving onboarding, operations, governance, and client experience.

• Serve as an active member of a small, elite “SWAT” team to accelerate critical initiatives and unblock execution across Astrana
• Partner with executive leadership to advance CEO-priority initiatives from concept through execution
• Translate ambiguous, high-stakes priorities into structured plans, milestones, and measurable outcomes
• Coordinate alignment, accountability, and momentum across teams on critical cross-functional initiatives
• Identify operational gaps, process inefficiencies, and organizational friction points and design scalable solutions
• Partner with clinical, operational, and technical teams to identify, pilot, and scale AI-enabled solutions
• Advise senior leaders by surfacing risks, opportunities, and recommendations
• Build durable processes, frameworks, and talent that raise performance across functions
• Shape the vision, innovation agenda, and AI-enabled roadmap
• Lead delivery of high-impact initiatives, including diving into data, building dashboard applications, and developing prototypes

Astrana Health CEO-office strategist accelerating clinical, operational, technology, and AI initiatives

Associate / Senior Associate – Office of the CEO

Astrana Health CEO-office strategist accelerating clinical, operational, technology, and AI initiatives. Translating high-stakes priorities into executable plans, systems, dashboards, and prototypes.

• Lead deep exploratory research into emerging and esoteric problem spaces, developing original views on markets, customers, and technologies
• Identify technologies and market opportunities for startups, focusing on compute infrastructure across hardware, software, and business models
• Translate research into early company theses, business models, product concepts, and go-to-market hypotheses
• Validate research through customer interviews, sourcing design partners, and early pilot engagements
• Synthesize findings into pitch decks, internal memos, and research artifacts for incubation and investment decisions
• Develop initial business plans covering technology architecture, product roadmap, and go-to-market strategy
• Evaluate silicon architectures and benchmark hardware performance
• Build relationships across the chip design, fabrication, and systems ecosystem
• Create systems serving as technical foundations for ventures incubated within Primary Labs
• Work directly with the AI Infrastructure Investment team and report to Partner Brian Schechter

Incubation Associate developing semiconductor and compute infrastructure ventures at seed-stage VC firm Primary

Incubation Associate, Compute

Incubation Associate researching semiconductor and compute infrastructure opportunities for Primary, a seed-stage venture capital firm.
Turning technical breakthroughs into venture theses, pilots, and new company foundations.

• Deliver world-class service through online platforms
• Engage with customers via chat, phone, and email throughout the online shopping journey
• Guide guests from product discovery through purchase and post-sale support
• Provide real-time customer support in a fast-paced, metrics-driven environment
• Enter, track, and update online orders
• Explain product knowledge, features, and benefits
• Resolve customer problems with empathy and efficiency
• Balance multiple chats, calls, and follow-ups while maintaining a positive service attitude
• Support omni-channel sales success
• Turn customer service interactions into sales

Online sales support associate helping customers buy furniture through chat, phone, and email

Online Chat Associate

Online sales support associate helping Bob’s Discount Furniture customers shop through chat, phone, and email.
Guiding product discovery, orders, purchases, and post-sale support in an omni-channel furniture retail environment.

• Provide and maintain effective material orders, customer service, and inventory management
• Handle customer material movement requests
• Load and unload inbound and outbound freight to and from vehicles and containers
• Perform quality checks on inbound and outbound freight, including part numbers, quantities, and material condition
• Execute daily inventory cycle counts and replenishment orders for critical spare parts at the datacenter
• Process return shipments of electronic components using multiple warehouse management systems
• Place server racks on the datacenter floor using laser measuring devices with 100% accuracy
• Populate electronic components and install cabling into server racks using diagrams and schematics
• Install rack hardware using hand, power, and measuring tools
• Operate straddle stackers, rack movers, and electric pallet jacks
• Perform cleanup activities to ensure safety, cleanliness, and adherence to 5S standards
• Push, pull, and lift frequently throughout the workday
• Adhere daily to safety and process procedures
• Maintain punctuality, reliability, attention to detail, and quality
• Remain flexible and cross-train in multiple datacenter departments
• Interact with customers and stakeholders at the datacenter and build positive working relationships
• Use critical thinking and analytical skills to make confident decisions that meet production goals effectively, accurately, and efficiently

Data Center Dock Associate assembling servers for DSV’s global transport and logistics operations

Data Center Dock Associate, A Shift M-F 6am-2:30pm

Data Center Dock Associate assembling servers, installing cabling, and managing inventory for DSV’s global transport and logistics operations. Loading freight and supporting datacenter material movements on the A shift.

• Contact courts and other data sources to conduct criminal, civil, and other record checks for employment background screening reports
• Contact courts for information beyond public indexes
• Coordinate pulling and review of physical court files
• Perform data processing, skip tracing, file retrieval, result analysis, and investigative tasks
• Update internal platforms with information gathered from courts and other sources
• Liaise with Records and other departments to complete assignments or obtain clarification
• Maintain data security and confidentiality
• Travel to and access courthouses and government facilities
• Stand for extended periods and walk variable or extended distances as required
• Navigate public spaces, security checkpoints, and crowded areas
• Carry or transport documents, files, or a laptop
• Perform other duties as assigned

Court Runner conducting courthouse record research for Accurate Background’s employment screening services

Associate 2 – Court Runner

Court Runner conducting courthouse record research for Accurate Background’s employment screening services. Retrieving files and verifying records for accurate background screening reports.

• Drive work forward in partnership with analysts across multiple client engagements
• Lead multiple workstreams while maintaining focus on quality
• Analyze complex data sets and identify trends using tools such as Capital IQ and FactSet
• Build clear, client-ready materials in Excel and PowerPoint
• Apply accounting, valuation, and financial modeling knowledge to M&A work
• Use and direct AI tools while retaining ownership of quality, accuracy, and judgment
• Build trusted relationships across deal teams and firm colleagues
• Deliver accurate, high-quality, client-ready work products
• Manage workstreams and deadlines for consistent, on-time execution
• Translate data and analysis into actionable insight and recommendations contributing to deal strategy
• Engage with clients, senior bankers, and C-suite audiences
• Respond quickly to emails and calls and attend deal team meetings in person
• Work on M&A and private capital advisory engagements for Consumer and Technology groups

M&A Associate advising Consumer and Technology clients at global investment bank Harris Williams

M&A Associate

M&A Associate advising Consumer and Technology clients at Harris Williams, a global investment bank. Leading deal workstreams, financial analysis, and client-ready materials for M&A engagements.

• Rotate across credit, equity, forex, and derivatives desks to learn each asset class and trading region
• Eventually assume ownership of systematic trading programs
• Interact directly with internal stakeholders and the broker-dealer community
• Build analytics and automation to improve the sophistication and scale of firmwide trading operations
• Monitor high-volume execution algorithms and portfolio risk
• Track real-time market developments
• Interface with external brokers and trading counterparties
• Contribute to the codebase underlying automated trading operations
• Build processes and technology to prevent errors or outages while increasing team capacity
• Provide insight and expertise to research and development staff
• Work global market hours for part of each year on a rotational basis

Trading operations associate managing systematic strategies at AI-driven asset manager Voleon

Associate Trading Staff

Trading operations associate rotating across asset classes at Voleon, an AI-driven asset manager.
Monitoring systematic trading, building automation, and collaborating with brokers and research teams.

• Provide excellent and specialized customer service by creating emotionally enriched relationships with clients
• Develop and nurture meaningful client relationships through personal connections and CRM initiatives
• Manage and drive sales by understanding client desires and creating a hand-crafted experience
• Demonstrate active leadership on the selling floor to drive individual and team objectives
• Actively promote a positive work environment through teamwork and collaboration
• Transform client experiences into magical moments by engaging in the selling ceremony
• Capture customer data in the company’s CRM database to maintain and develop relationships

Temporary Client Advisor providing specialized customer service in luxury retail

Temporary Associate

Temporary Client Advisor at Salvatore Ferragamo creating emotional connections with customers and driving sales. Responsible for delivering exceptional service in a luxury retail environment in San Francisco.

• Provide day-to-day, high-quality support donors on a variety of inquiries, including but not limited to refunds, canceling recurring donations, standard login inquiries, and managing various other donor-related requests.
• Efficiently triage all incoming support requests to the correct team based on email content.
• Provide proactive support and outreach to our users as needed.
• Review voicemails and return phone calls as needed.
• Flag potential bugs or issues with ActBlue’s platform that are reported to us by our users as needed.
• Review donation transactions as part of our fraud prevention workflow.
• Meet established quality and productivity standards for the role.

Donor Support Associate providing customer service for ActBlue donors

Donor Support Associate – Temporary Role

Donor Support Associate providing support for small-dollar donors using ActBlue’s fundraising platform. Assisting with inquiries and managing donor-related requests in a remote capacity.

• Develop a practical understanding of industries, markets, legal claims, and business issues relevant to each engagement by gathering and reviewing information from our clients and their business, academic literature, legal documents, specialized industry resources, commercial databases, or other sources appropriate for the unique requirements of a project.
• Identify, collect, develop, maintain, analyze and review data, qualitative materials, spreadsheets and other files as dictated by complex project needs.
• Combine programming, model building, and statistical analysis skills using relational database and statistical programs to analyze a variety of subjects with software such as SQL, R, Stata, SAS, Python, or Snowflake.
• Interact with senior staff, experts, and clients to clearly communicate questions, findings, economic and business concepts, and recommendations.
• Demonstrate creativity and efficient analytical skills to develop novel solutions tailored to unique projects.
• Provide valuable contributions to client deliverables and expert reports.

Summer Associate contributing to consulting projects at BRG

Summer Associate – Intern

Summer Associate role involving quantitative and qualitative aspects in consulting with BRG. Engaging in research, data collection, and analysis to impact legal and business outcomes.

• Conduct economic, financial, statistical, and industry research to support client engagements
• Analyze large and complex datasets to identify trends, test hypotheses, and develop data-driven insights
• Support damage assessments, asset valuations, market analyses, forecasting exercises, and regulatory or litigation-related evaluations
• Assist with the preparation of expert reports, presentations, exhibits, and other client deliverables
• Develop a practical understanding of industries, markets, legal claims, and business issues relevant to each engagement

Associate providing economic insights and data analyses for legal and business matters

Economic Consulting Associate

Associate role at BRG analyzing data for legal and business issues. Opportunities for skill development with support from experts.

• Grow brand awareness and develop a strong business
• Lead a team of fashion enthusiasts with a focus on client experience
• Achieve store goals and personal sales goals by providing excellent customer service
• Maintain thorough understanding of company history, customer service, product knowledge, policy and procedures
• Perform all Omni Channel Service and Initiatives

Sales Associate leading a fashion team at Diesel

Stock Associate, Part-Time

Sales Associate at Diesel responsible for brand awareness and leading a fashion team. Focused on client experience and achieving personal sales goals while providing excellent customer service.

• Conduct proactive, high-quality outreach to a book of providers — via email, phone, and video meetings — to check in on their practice, availability, and satisfaction with Tava.
• Maintain a consistent cadence of contact; top-retained providers in our own data are engaged roughly monthly and have been contacted dozens of times over their tenure, so persistence and follow-through matter more than any single conversation.
• Log every touchpoint, note, and outcome in HubSpot so the next conversation — yours or a teammate's — has full context.
• Run monthly availability reviews with providers to understand changes in their capacity, caseload, and openness to accepting referrals.
• Identify providers whose availability, session volume, or referral acceptance is trending down, and re-engage them before they disengage or leave.
• Support providers as they grow — scaling from solo practice to group practice, adding intern or associate clinicians, or expanding into new insurance networks and states.
• Lead feature-enablement sessions (e.g., AI Scribe, scheduling tools, billing workflows) that make providers' day-to-day easier and deepen their reliance on Tava.
• Answer or route provider questions on credentialing, insurance paneling/network coverage, and billing so providers keep momentum instead of stalling out.
• Educate providers on Tava resources, marketing support, and referral pathways available to them.
• Report bugs, service requests, and provider-reported issues to the appropriate internal Slack channels promptly and with enough detail to be actionable.
• Actively participate in team meetings, trainings, and 1:1s — sharing feedback, best practices, and lessons learned from your book of providers.
• Contribute to and help refine the team's playbooks, templates, and how-to documentation in Notion as you learn what works.

Provider Success Associate at Tava Health ensuring provider retention and engagement

Provider Success Associate

Provider Success Associate at Tava Health focused on retaining and engaging mental health providers. Proactively supports providers through relationship management on a digital platform for practice growth.

• Provide personalized banking support across multiple branch locations within an assigned geographic area, covering for banker and teller absences and temporarily filling open positions as needed
• Adapt quickly to new branch environments, teams, and customer needs while maintaining consistent service quality and adherence to bank standards
• Build lasting customer relationships through proactive, meaningful conversations that support financial well‑being and deepen engagement
• Lead discovery driven conversations to understand customer needs and connect them with relevant banking products, services, and solutions
• Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals to meet customer and business goals
• Support everyday banking needs, including account openings, service requests, and credit applications
• Perform cash handling and teller line activities, accurately processing transactions while maintaining compliance and operational standards
• Demonstrate comfort using and adopting digital tools and technologies to enhance the customer experience and support evolving banking needs
• Deliver accurate, compliant service while exercising sound judgment within defined risk controls
• Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the right expertise

Roving Associate Personal Banker supporting multiple branch locations at Wells Fargo

Associate Roving Personal Banker

Roving Associate Personal Banker providing customer support across multiple branch locations for Wells Fargo. Building customer relationships and supporting banking needs through account management and service requests.

• Play an integral role in supporting Project DASH and Food Access priorities
• Ensure the overall health of the partner portfolio
• Manage funding programs for partners
• Build out new delivery operations for international partners
• Represent DoorDash at external events
• Develop new strategic food access partnerships and programs
• Collaborate with cross-functional teams

Senior Associate supporting Project DASH's food access initiatives at DoorDash USA

Senior Associate, Food Access

Senior Associate supporting Project DASH at DoorDash USA to broaden food access. Managing partner operations and developing new international food access programs.

• The Clinical Education Associate performs a variety of administrative duties to support the Clinical Education Department’s goal of ensuring a successful clinical education experience through successful and timely selection and placement of student internships, leading to transition from classroom to commencement.
• Ensures all required student documentation is accurate and current, including health and admission requirements
• Works directly with central functions/faculty/students to maintain accurate clinical site requirements.
• Attends campus meetings to explain and/or distribute pertinent materials to students as necessary as a follow-up to orientation.
• Inform students on who their primary point of contact will be while enrolled; answers questions and provides clarification regarding specific requirements for clinical site and the placement process.
• Prepares letters, memos, and other forms of communication to internal and external constituencies
• Works closely with faculty and students to facilitate successful clinical experiences; identifies student issues and addresses them in a courteous, accurate and timely manner
• Works directly with clinical education faculty to ensure successful student clinical experiences
• Maintains accurate student and site information in CORE and Salesforce
• Develops and maintains effective working relationships with clinical site personnel to facilitate student placement; maintains contact with sites to obtain information on internship opportunities
• Communicates, coordinates, and confirms with clinical sites to determine internship availability and placement for students via email and telephone in a timely and professional manner
• Maintains accurate and confidential student clinical education files in accordance with University, FERPA and HIPAA requirements
• Responds to site affiliate inquiries and questions; addresses concerns in a courteous, accurate and timely manner
• Performs duties in support of University’s core values
• Maintains databases such as CORE/Salesforce as needed for all program
• Creates and delivers reports as requested by department head to faculty for the purpose of student placement
• Proactively and strategically seeks placement offers from clinical partners
• Adheres to and upholds department process and policies regarding placement process
• Drives collaboration and One University model

Clinical Education Associate supporting student internships in healthcare education

Clinical Education Associate – Speech Language Pathology

Clinical Education Associate assisting with student internships and administrative duties in healthcare education. Ensures compliance with clinical site requirements and coordinates placement processes.

• Performs a variety of administrative duties to support the Clinical Education Department's goal of ensuring a successful clinical education experience.
• Ensures all required student documentation is accurate and current, including health and admission requirements.
• Works directly with central functions/faculty/students to maintain accurate clinical site requirements.
• Attends campus meetings to explain and/or distribute pertinent materials to students.
• Prepares letters, memos, and communication to internal and external constituencies.
• Works closely with faculty and students to facilitate successful clinical experiences.
• Maintains accurate student and site information in CORE and Salesforce.
• Develops and maintains effective working relationships with clinical site personnel.
• Communicates, coordinates, and confirms with clinical sites regarding internship availability and placement for students.
• Maintains accurate and confidential student clinical education files in accordance with University, FERPA and HIPAA requirements.
• Responds to site affiliate inquiries and questions.

Clinical Education Associate supporting student internships and clinical education experiences

Clinical Education Associate – DPT Hybrid Immersion

Clinical Education Associate role assisting in student internship placements and ensuring successful clinical education experiences. Involves administrative duties and collaboration with faculty, students, and clinical sites.

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