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:
270-9

Job Type:
Permanent

Title:
Client Associate (Portfolio Operations) (270-9)

Location:
New Jersey

Description:
COMPENSATION: $55-65k base salary plus bonus and long-term incentive plan

SUMMARY: Global investment management firm has an opening for a relationship
management Associate on team implementing portfolio decisions and managing
institutional/high net worth client portfolios. Will gain exposure to
compliance/risk analysis/data analysis/marketing/investment decision making.
Must be prepared to share academic transcript and writing sample(s).

RESPONSIBILITIES
Serve as primary point of contact, communicating daily with clients and their
intermediaries to address investment/operational inquiries
Manage custom client reporting, including investment commentary
Complete trade order implementation for accounts/strategies and become expert
user of trading and compliance systems; oversee risk control for client
portfolios
Prepare colleagues for client meetings

REQUIREMENTS:
Bachelorís degree; pedigreed academic background/exceptional performance
strongly preferred
Strong interest in investment management, including desire to pursue CFA
designation
Up to three years of experience
Demonstrated Microsoft Office skills

Category:
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Contact:
zach@bcius.com