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:
982-267

Job Type:
Permanent

Title:
Portfolio Management Associate (982-267)

Location:
Los Angeles, CA

Description:
Portfolio Management Associate (982-267)
Los Angeles, CA

The Portfolio Management Associate (“PMA”) is primarily responsible for
ensuring that each account is invested according to the proper strategy
model and within the guidelines and/or investment policy statements
submitted by the client. The PMA coordinates the implementation of model
changes based on PM instructions which includes generating pre-trade
compliant trade tickets for the trading desk.

RESPONSIBILITIES:
Implement strategy models across assigned base of accounts
Re-balance portfolios within compliance of restrictions, guidelines, or
investment policy statements
Maintain trading models based on portfolio manager instructions
Review compliance reports, including for 1940 Act mutual fund accounts
New account trading and IPS review for institutional accounts
Support portfolio managers and communicate updates related to implementation
of trade programs
Communicate model changes for Model-Only relationships and monitor variances
Distribute trading program notification
Monitor account reports on a daily basis for drift
Provide analysis and data for RFPs
Support Wealth Advisory department
Provide client service to outside constituents such as clients, consultants,
brokers

REQUIREMENTS:
Bachelors degree
Minimum three to five years of experience in a similar capacity at a buy-
side investment management firm or registered investment advisor
Experience with asset allocation concepts
Knowledge of financial markets and instruments, i.e., sectors, industries,
stocks, bonds, mutual funds. Understanding of tax implications a plus
NASD Licenses a plus, i.e. Series 7
Commitment to and demonstrated history of productive and quality work
Proficiency in use of portfolio accounting systems, order management
systems, CRMs, Excel, Word, and database software
Previous experience using Charles River (CRD) preferred
Previous experience using Longview Trading System preferred
Experience working with performance returns

Category:
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Contact:
jordan@bcius.com