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:
191-189

Job Type:
Permanent

Title:
Operations Associate (191-189)

Location:
Chicago, IL

Description:
Compensation commensurate with experience

Respected boutique investment management firm seeks an Operations Associate
to join their team. This person will be responsible for all in-house
operational functions that support the investment process, trading and
client service. This covers the daily oversight of client accounts in the
areas of account administration, trade support, reconciliation, corporate
actions and client reporting.

RESPONSIBILITIES:
Process new account set-up in various systems; process cash flows/in-kind
transfers; open new countries for trading, restrictions management and
security set-up
Proactive oversight of trade settlement process for all instruments
(Equity/FX spot/forwards); research/resolve discrepancies pre-settlement
working with custodians/brokers
Completion of daily/month-end reconciliation deliverables to support client
reporting requirements.
Consistently meet/exceed deadlines with focus on continual process
improvement
Maintain and update policies/procedures/checklists related to support of
domestic/international/global products
Ownership/involvement in projects to advance team/firm initiatives

REQUIREMENTS:
College degree required; Accounting, Economics or Finance a plus
3-5 years of related work experience in financial services, preferably
investment management
2 years of experience providing operational support for domestic and
international equities, covering developed/emerging markets and FX (spots
and forwards)
Must have prior experience working with account reconciliation, trade
settlements and client reporting
Knowledge of Omgeo and Order Management Systems (OMS) a plus
Excellent verbal and written communication skills with a demonstrated
commitment to detail

Category:
Asset Management

Contact:
zach@bcius.com