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
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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:
181-9

Job Type:
Permanent

Title:
Portfolio Manager (181-9)

Location:
Somerset County, NJ

Description:
Wealth Management firm seeks a Portfolio Manager for a client facing role to
work with high net worth individuals and sit on firm?s Investment Committee,
contributing to direction of investment process/asset allocation/portfolio
construction (screening/researching/monitoring investment managers,
selecting investments). Will also work closely with internal Client
Relationship Managers to educate them on portfolio construction/economic
outlook/key market-moving events with the goal of their helping clients
manage investments effectively. Must deliver exceptional service by taking
ownership of client issues and providing consultative solutions.

RESPONSIBILITIES:
Maintain exceptional understanding of investments/markets/global economy and
share ideas with Relationship Managers/investment team
Research new investments and perform manager due diligence; monitor existing
investment managers
Present investment concepts to clients/prospective clients, client
relationship managers and the Investment Committee
Consistently deliver high level of proactive client service in a
professional manner
Develop/maintain thorough understanding of business/products/services
Work across company teams to develop/implement pension plans and support
cross team sales/client service
Provide thorough high quality research/problem solving/issue resolution
Analyze/Produce/Distribute reporting on a regular basis to achieve
individual and team goals

REQUIREMENTS:
CFA Charterholder or candidate
5+ years? direct client-facing experience in financial services
Bachelor?s degree required; Advanced degree preferred
Demonstrated ability to perform well under pressure in fast-paced service
environment with multiple priorities/deadlines
Strong written/verbal communication skills; client relationship management
skills; logical reasoning ability and open mindedness to other viewpoints
Experience with Bloomberg, Zephyr, Morningstar Workstation a plus
Expertise in retirement plan support (constructing 401k plan line up,
benchmarking, stable value funds, and target date funds)


Category:
Alternative Investments // Asset Management // Broker Dealer

Contact:
jordan@bcius.com