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:
1049-247

Job Type:
Permanent

Title:
Financial Analyst (1049-247)

Location:
Hoffman Estates, IL

Description:
Hoffman Estates, IL-based independent wealth management firm is seeking a
Financial Analyst to join their team. The Financial Analyst position is the
primary technical support role for the firmís clients and Financial Advisors.
The primary function of the Financial Analyst is to analyze client portfolios
and prepare analysis using a wide range of specialized software applications.
These activities will drive insights, recommendations, and the implementation
of wealth strategies.

RESPONSIBILITIES:
Analysis of client portfolios and investment strategies
Analysis of investment performance related to client portfolios and investment
strategies
Preparation of client reports and portfolio assessments
Participation in the firmís Investment Policy Committee (IPC) meetings
Integration of macro IPC themes into portfolio models and trading protocols
Monitor client portfolios and maintain exception reporting functions
Execute all Move Money activities; transfers, contributions, distributions,
Occasional client contact in coordination with Operations Specialists
Support compliance requirements associated with portfolio and cash management

REQUIREMENTS:
Previous financial services industry experience required; preferably in an
analyst and/or operational function
FINRA Series 65 license preferred
Exceptional organization and communication skills
Strong computer literacy, including proficiency in Microsoft Office and the
ability to learn specialized software applications
Exceptional analytic skills and an aptitude for problem solving

Category:
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Contact:
zach@bcius.com