Associate, Transaction Services Jobs

Associate, Transaction Services jobs are open across accounting firms, investment banks, and corporate advisory practices, with specializations in financial due diligence, deal structuring, and valuation, at levels from analyst-track associate to senior associate and manager. See the openings below and apply to the ones that match your experience.

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Overview

Open roles81
Top stateTexas
Top employerBDO
Top cityDallas, TX
Work type52% Hybrid
Top industryConsulting

Showing 5 of 81+ Associate, Transaction Services jobs

Client Transaction Services Summer Analyst - San Francisco - NAELFY27
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New 3h ago
Client Transaction Services Summer Analyst - San Francisco - NAELFY27
Logic, Inc.
San Francisco, California
Business Analysis
Data Analytics
Quality Assurance & Testing (QA Testing)
$21.39 - $64.23/hr
Bachelor's degree in finance
11-50

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Client Transaction Services Summer Analyst - Dallas - NAELFY27
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New 3h ago
Client Transaction Services Summer Analyst - Dallas - NAELFY27
Logic, Inc.
Irving, Texas
Accounting
Business Analysis
Investment Operations
$21.39 - $64.23/hr
Bachelor's degree in finance
11-50

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Operations Analyst - Research & Adjustments (Enterprise Transaction Services)
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Added 2d ago
Operations Analyst - Research & Adjustments (Enterprise Transaction Services)
Bank of America
College Park, Georgia
Business Strategy
Compliance & Risk
Consulting & Professional Services

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Director, Compliance Advisory, Transaction Services (Correspondent Banking)
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Added 5d ago
Director, Compliance Advisory, Transaction Services (Correspondent Banking)
Standard Chartered Bank
New York, New York
Business Strategy
Executive Leadership & C-Suite
Partnerships & Business Development
$140k - $210k/yr
Hybrid
Bachelor's degree in finance
10,000+

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Transaction Banking Services - Cash Management Services – Associate
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Added 6d ago
Transaction Banking Services - Cash Management Services – Associate
Crédit Agricole
Iselin, New Jersey
Administrative & Office Support
Customer Service
Customer Support
Bachelor's degree
10,000+

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Associate, Transaction Services Jobs by Experience Level

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Associate, Transaction Services Job Market

Who's Hiring

BDO8 open roles
Houlihan Lokey8 open roles
Bank of America8 open roles

Top Industries Hiring

  • Consulting & Professional Services
  • Accounting & Auditing
  • Investment & Asset Management
  • Staffing & Recruiting
  • Banking & Financial Services

What Employers Look For

The qualifications that appear most often in Associate, transaction services jobs.

  • Bachelor's degree in accounting, finance, or a related business discipline
  • CPA license or active progress toward CPA certification
  • Experience with quality of earnings analyses and financial due diligence workstreams
  • Proficiency in Excel-based financial modeling, including normalized EBITDA and working capital analyses
  • Prior experience in public accounting, investment banking, or a Big 4 or mid-market advisory environment
  • Familiarity with data room review, management presentations, and deal documentation

Tips for Your Associate, Transaction Services Job Search

Tailor your resume to deal exposure

Hiring managers in transaction services want to see specific deal types you've supported, such as buy-side due diligence or carve-out analyses. Lead each bullet with the transaction context, the financial metric you analyzed, and the outcome you delivered to the engagement team.

Highlight your financial modeling depth

Quality of earnings analyses, normalized EBITDA adjustments, and working capital peg calculations are core to this role. If your resume lists only 'financial modeling,' you'll be screened out. Name the exact model types and the transaction values you worked with.

Target postings by service line, not just title

Transaction services splits into due diligence, restructuring advisory, integration support, and valuations. Filter openings by the sub-service you want next, not just 'associate.' Applying to the right service line signals focus and shortens your path to an offer.

Apply early to roles that fit

Migrate Mate lists associate, transaction services openings from across the United States in one place, so you can find roles that match and apply directly to each listing.

Prepare for case-based technical screens

First-round interviews often include a short case or take-home memo asking you to flag diligence findings from a sample data set. Practice writing a concise quality of earnings summary with identified risks, not just reciting accounting definitions under pressure.

Negotiate start date around busy season timing

Transaction services teams run hot from September through April when deal activity peaks. If you receive an offer near that window, asking for a start date before the surge begins signals awareness of the team's calendar and can accelerate onboarding support.

Associate, Transaction Services Jobs: Frequently Asked Questions

Which companies are hiring the most associate, transaction servicess?

BDO, Houlihan Lokey, and Bank of America are hiring the most associate, transaction servicess right now, with openings concentrated in Texas, New York, and California, based on current listings on Migrate Mate as of November 2026. Demand is strongest at Big 4 and mid-market advisory firms with active deal pipelines.

How many associate, transaction services jobs are remote?

About 55% of associate, transaction services openings are fully remote or hybrid as of November 2026, though deal-intensive roles that require on-site client work remain largely in-person. Sub-areas like financial due diligence report writing and data analysis tend to offer the most scheduling flexibility compared to client-facing integration or restructuring work.

How do you become a associate, transaction services?

Start with a degree in accounting or finance, then build foundational skills in financial statement analysis and Excel modeling through roles in public accounting or corporate finance. Earning a CPA credential significantly strengthens your candidacy. From there, target associate openings at advisory firms where you'll work on live deals and develop direct transaction experience that qualifies you for senior roles.

How do you get hired as an associate, transaction services with little experience?

Candidates with limited direct deal experience can compete by emphasizing adjacent skills: audit or assurance work that involved financial statement scrutiny, internships at accounting firms, or academic case competitions involving M&A analysis. Framing your existing work in terms of due diligence concepts, such as identifying accounting anomalies or assessing earnings quality, helps hiring managers see the transferable value you bring.

What does the associate, transaction services interview process look like?

The process typically moves through an initial recruiter screen, a technical phone interview covering accounting concepts and deal mechanics, and one or more rounds with senior associates or managers that may include a case study or take-home memo exercise. Final rounds often involve a panel with engagement directors who assess your ability to synthesize financial findings and communicate risk clearly under time pressure.

Where can I find and apply to associate, transaction services jobs?

You can find and apply to associate, transaction services jobs on Migrate Mate, which lists current openings from employers across the United States. Search the roles available, find the ones that match your background and target service line, and apply directly to each listing without leaving the platform.

See All 81 Associate, Transaction Services Jobs

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