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:
1109-1

Job Type:
Permanent

Title:
Portfolio Manager (1109-1)

Location:
Indiana

Description:
SUMMARY:
$200M+ Independent Registered Investment Advisor seeks a client-facing
Portfolio Manager / Chief Investment Officer skilled with both managing money
and client relationships. Must be able to provide samples of portfolio
management models used.

RESPONSIBILITIES:
Responsible for managing personal investment portfolios designed to achieve
the financial objectives of individual clients
Contribute written content for marketing materials
Maintain and enhance relationships with existing clients
Describe models and portfolio to clients
Work closely with team to deliver an integrated client experience
Promote investment product sales through regular client meetings and
discussions cover investment strategy, asset allocation and the
goals/objectives of the client

REQUIREMENTS:
5+ years of prior experience in wealth management/financial planning for high
net worth clients
CFA designation
Bachelor?s degree in related field
Excellent written and verbal communications skills as well as relationship
building and analytical skills
Advanced working knowledge of trust/tax/compliance issues would be a plus


Category:
Alternative Investments // Asset Management

Contact:
zach@bcius.com