BCI - Brokerage Consultants Ltd.

Our Focus: Financial Services

We connect the right people with the right positions throughout the financial community.

  • Asset Management
  • Alternative Investments
  • Banking
  • Broker/Dealers
  • Commercial Lending
  • Consulting
  • Corporate Treasury
  • Family Offices
  • Financial Services Software Services
  • Insurance & Pension Funds
  • Municipal Finance
  • Private Equity
  • Real Estate Finance
  • Trading

Brokerage Consultants - Financial Recruiting

Tap our resources.

They run deep. Since our inception we've kept our focus trained exclusively on the financial industry, and we've built a vast network of contacts in the process. Let us put those resources to work for you. We'll connect you with the most current job openings at the most desirable companies in Chicago or nationwide.

Job Order:
1002-2

Job Type:
Permanent

Title:
Director (Investment Administration)

Location:
North Bay / Marin County - CA

Description:
Summary:
Fund administration firm seeks a Director to manage a team of employees
performing investment administration for a growing client portfolio in the
non-traded alternative investment space. The firm provides Transfer
Agent/Sales and Marketing Reporting/Tax & Accounting/Printing & Fulfillment
and consulting services.

Responsibilities:
Monitor/prioritize department workload and review large financial
disbursements/client correspondence/billing
Establish procedures/ensure process documentation is kept up to date
Implement/manage new hire training/team building/cross training program
Work directly with upper level management in support of business
development/client retention efforts
Work with programmers to develop system enhancements to keep up with client
needs

Requirements:
4 years management experience and 2+ years? experience with fund
administration
Familiarity with SEC Regulation or direct work experience in the area of
financial services compliance
Fund accounting experience a significant plus
Strong working knowledge with the investment fund life cycle
Knowledge in fund administration services including subscription
agreements/commissions/distributions/title transfers/redemptions/bank
reconciliations in accordance with SEC Regulations
Strong client relationship management skills
Strong communication skills, with ability to effectively communicate across
multiple departments/technical teams
Ability to learn quickly/multi-task/meet deadlines/adapt to change
Must be proficient in Microsoft Word/Excel/Outlook and have strong technical
knowledge
Ability to take ownership of tasks/job functions to meet client?s
expectations

Category:
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Contact:
zach@bcius.com