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:

Job Type:

Trading Operations Associate (1207-1)

Houston, TX (Galleria area)

Our client is an RIA that provides fee-only financial planning and
investment management services to high net worth individuals and families
since 2004. This is a trade support/operations role with day-to-day
responsibilities involving working closely with members of the Investment
Team (CIO, Operations Analyst and Fixed Income Portfolio Manager) on all
aspects of managing client portfolios. Position includes exposure to all
aspects of the investment management team: Portfolio Management, Research,
Trading and Operations.

Day-to-day responsibilities include, but are not limited to:
Placing trades and making strategy/model changes
Settling trades, performing daily reconciliations with client transactions,
monitoring client portfolios for allocation accuracy and performance
measurement and delivery of client performance statements
Trade order building in Advent Axys/Moxy, account and strategy review for
compliance with guidelines, on-going communication throughout day with PMs
on orders
Work with client facing teams on portfolio rebalance and client directed
Work with Operations Manager and Administrative team to manage new client
Work with client teams on new account paperwork/set-up
Maintain Access database for client accounts/contracts
Maintain working relationships with Advent reconciliation third party and
operational groups at custodial firms Assist CIO in summarizing earnings
reports and research

Bachelors degree
Minimum 2 years buy-side experience
Must be proficient in Excel, detail oriented
Proficiency with Advent Axys, Moxy, and Microsoft Excel
Working knowledge of Black Diamond, Blaze, and Bloomberg preferred
Strong communication skills, team oriented, and solutions driven
Extremely organized and detail oriented

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