Wednesday, December 26, 2012

Investment Marketing - Washington, D.C. Area

Title: Investment Marketing (0641-009-711)
Location: Washington, D.C. Area
Compensation: Commensurate with experience

Investment Management firm seeks a Communications/Marketing professional with industry experience along with strong writing/editing skills to join their Business Development team.  Primary responsibility will be completing RFPs/RFIs/DDQs, including the writing/maintenance of accurate/compelling responses, while successfully managing time-sensitive processes in collaboration with colleagues. In addition, the candidate will be a valuable resource in reviewing/editing pieces produced across the organization (research papers, etc.) as well as drafting new copy for client communications/website/collateral materials.  Importantly, as an active member of the business development team, the candidate will collaborate seamlessly with other marketing associates to meet broader ongoing/periodic needs of the organization.

Assume lead responsibility for all facets of completing Requests for Proposals (RFPs) and drafting new communication/collateral material copy
Serve as copy editor for new firm-wide materials (research pieces/market commentary/etc.)
Maintain organized library of accurate/compelling/well-written narrative, serving as primary source of narrative for RFPs/collateral materials
Develop process by which functional areas across the firm review/update/sign-off on standard narrative, thus ensuring ongoing integrity of the information over time
Explore external applications to assist in RFP management/production (Qvidian, ProposalSoftware, etc.)
Collaborate seamlessly in all aspects of deliverables, including serving as a backup to fellow team members
Develop/produce/update all marketing materials, including standard and custom presentations, research, DDQs (Due Diligence Questionnaires), fact sheets, and Business Updates
Respond to RFPs/RFIs/Questionnaires
Coordinate/manage electronic and hardcopy mailings
Contribute to event/conference planning needs
Maintain external databases
Maintain internal relationship management system
Contribute to branding/digital/social media efforts

Undergraduate degree required (marketing, finance, journalism, or English disciplines preferred)
CFA designation preferred
5-10 years’ work experience in the investment industry, ideally focused on RFPs/communications, and a broad base of investment knowledge; 2+ years experience coordinating and managing large projects
Advanced skills in Microsoft Office products (Word/Outlook/PowerPoint/Excel)
Excellent communication skills with ability to understand complex material and explain technical concepts clearly/concisely/logically
Excellent proofreading/editing skills
Basic skills in graphics software InDesign preferred
Proficiency in database/contact management/RFP software
High integrity and willingness to work within a compliance-sensitive environment

If you are interested in this opening, please email us your resume as an MS Word attachment.
Thank you,

Emily Andrews
BCI - Financial Services Recruiting
10 S. Wacker Dr., Suite 1250
Chicago, IL 60606
312-460-8111 x106

Friday, December 14, 2012

Financial Quant Analyst /Systems Developer, SGA - Newport Beach

Financial Quantitative Analyst /Systems Developer

Job Description
Strategic Global Advisors, LLC (SGA) seeks to fill a financial analyst/software engineering position to support and enhancing production systems for our quantitative equity investment processes including monitoring their functionality and ensuring quality of all of the daily processes as well as to take the lead in maintaining and developing the firm's proprietary equity evaluation, portfolio analysis, and quantitative production software. The existing platform is a series of .NET applications and code libraries that rely on a SQL database back-end, including extensive use of stored procedures and user-defined functions. The candidate will have the opportunity to advance this platform by integrating new data sources, expanding the parallel computing capability, and incorporating web/mobile access. The candidate may also have the opportunity to contribute to the investment process through stock selection research, financial analysis, and backtesting of strategies.

Experience, Education and Skills
Extensive experience with VB/C#.NET and SQL are essential (a minimum of 2-3 years’ experience required). Familiarity with Matlab is preferred. Prior experience with user interface design, parallel/GPU computing, database administration, testing, data integrity, web programming, system administration, and/or release management would be beneficial. Prior experience with financial software packages such as FactSet, Bloomberg, Charles River, or other financial databases would be a plus. Candidates may have some or all of the following background: BS/MS in Computer Science/Engineering, MBA, MFE, or equivalent; experience with linear algebra; mathematical modeling; optimization; statistics. Previous experience in finance is preferred but not required. The ideal candidate will be a hands-on individual with the capability of taking a project from the conceptual stage through to implementation.
Please send resume and inquiries to .

About Strategic Global Advisors, LLC
Strategic Global Advisors, LLC (SGA) is an employee owned, registered investment advisor (RIA) based in Newport Beach California providing international and global equity strategies for the institutional marketplace. Through our disciplined investment process that integrates quantitative and fundamental methods, we construct portfolios that focus on stock selection, rather than country and sector timing. The firm has built a proprietary stock selection model, risk model and optimizer as part of our quantitative framework. Since the firm’s founding in 2005, SGA has established track records in several international equity strategies, achieved GIPS Compliance and Verification, and built a research, portfolio management and trading interface. Our seasoned team of investment professionals has an average of 15 years of investment experience in quantitative methods, fundamental research and global investing.
SGA Website:

Monday, December 10, 2012

Senior Associate/Manager Level, Regulatory Risk and Compliance - multiple locations

Major Global Consultancy Firm seeks Candidates with Regulatory Risk and Compliance Experience (Senior Associate/Manager Level)
 Multiple Locations – Los Angeles CA, IL, New York NY, McLean VA
 Salary: Up to $160k base salary (plus benefits and bonus) – depending on experience

This Top International consultancy is currently seeking Candidates with experience in Regulatory Risk and Compliance to join their Financial Services arm as Industry consultants.
They are looking to bring on Senior Associates (with at least 4 years of experience) or Managers (with at least 7 years of experience) for a salary of up to $150k base, plus extensive benefits and bonus. In this role you will get the experience to work at major institutions including global universal banks, investment banks, regional banks, insurance companies, asset managers and hedge funds. Not only this, but you will be at the forefront of the industry with regards to techniques, systems, regulations and economic trends. Rather than being possibly pigeon holed in your current role you will get the opportunity to push your projects in the direction that best suits your skills and interests, allowing you to develop in the best way possible. Have a look through the skill sets they`re looking for below and if you feel you can bring these strengths to a Major Institution apply

Knowledge Preferred: Demonstrates proven knowledge of, and success conducting for clients, enterprise risk management program development, including:
Monitoring and reporting risk, risk assessments and prioritizations
Assisting with facilitating the definition of an organization`s risk appetite and tolerance in alignment with their organization`s strategy
Designing sustainable risk management and compliance processes and structures, including governance and oversight, standards and processes, tools and technology, metrics and reporting.
Assisting clients with achieving a competitive advantage by managing risk and compliance in a streamlined manner and creating greater resilience to risk.
Assisting with the structuring of an engagement and providing guidance to staff in the performance of risk and compliance engagements.
An obtained Masters of Business Administration and studied academic concentrations in Accounting, Finance or Economics are preferred.

Skills Preferred: Demonstrates extensive proven abilities and success with assessing the effectiveness and efficiency of risk and compliance programs, including:
Considering leading standards (e.g. COSO, ERM), regulatory requirements and supervisory expectations.
Designing and implementing data classification and mapping models based on regulatory and business requirements, including providing requisite dashboards and reporting.
Building, maintaining, and utilizing networks of client relationships and community involvement;
Communicating value propositions; managing resource requirements, project workflow, budgets, billing and collections;
Preparing and/or coordinating complex written and verbal materials.
Apply Email:
Search agency:

Manager, Change Management - Derivatives Business Process - Chicago

Manager, Change Management - Derivatives Business Process (0085-029-811)
Location:  Chicago
Compensation:  Commensurate with experience
Summary: Diversified Financial Services firm seeks a Manager to lead a global team that is responsible for the Derivatives Business Process/System Analysis focused on delivering solutions to Operations, Product, and Clients globally.
  • Conduct the performance management process, identify training/development needs, and establish performance standards for the relevant groups.
  • Develop periodic goals, organizes the work, set short/long-term priorities, monitor all activities, and ensure timely and accurate completion of the work.
  • Make staffing decisions, and ensure resources are available to accomplish priorities
  • Key decision-maker for the salary review process
  • Engage with the business and technology units to meet demand across multiple concurrent priorities
  • Provide strategic direction to large/complex initiatives or multiple projects and its activities
  • Direct/oversee the implementation/execution of the project activities to achieve the defined scope and objectives
  • Provide comprehensive/extensive technical support in planning and monitoring the activities that are necessary to complete a Business Analysis effort and identify the stakeholders, selection of business analysis techniques and process that will be used to manage requirements, and how to assess the progress of the work.
  • Engage with internal clients to understand/solve business problems
  • Oversee the work with stakeholders to identify/understand needs, concerns, and environment or business in which they work.
  • Manage all complex conflicts, issues, and changes to requirement in order to ensure stakeholders and the project team are all in agreement on the solution scope.
  • Review/determine how requirements are communicated and how the knowledge obtained is maintained for current and future use.
  • Manage the business need, refine and clarify the definition of that need, and design/produce a solution scope that can feasibly be implemented by the business.
  • Oversee the development of the business case
  • Prioritize the solution requirements that meet the needs of the sponsoring organization which includes analyzing stakeholder needs to deliver solutions that meet those needs, assessing the current state of the business to identify and provide improvements, and to verify and validate the resulting requirements.
  • Oversee the proposal of solutions which can best fit the business need, identify gaps and shortcoming in solutions, and determine necessary work-around or changes to the solution.
  • Oversee that the solution was deployed, validate that the needs of the business were met and the solution scope was achieved.
  • Maintain risk management and compliance programs and activities for their assigned group
  • Develop unit budget and manage the expenses for that division/unit.
  • College or University degree and/or relevant proven work experience, organizational, leadership, and management skills to provide knowledge to the functional business.
  • Extensive experience in change initiatives, covering such areas as operations, IT and product development
  • Authoritative knowledge of the derivatives industry and fundamentals, strong knowledge in operations and/or product disciplines, and expertise in solution delivery is required.
  • Track record of accomplishment in large, complex projects and change initiatives
  • Extensive experience in management providing strategic direction and solution delivery
  • Experience in derivatives combined with strong foundation of financial industry knowledge
  • Skills in translating broad strategic intent into tactical plans and directions to enable delivery
  • Excellent leadership, organizational skills and management skills, are required to meet goals of the unit, forecast resource needed and to manage and motivate team members towards common goals.
  • Excellent negotiation and conflict management skills
  • Excellent communication skills, both oral and written also required
If  interested, please email your resume as an MS Word attachment to:
David Pieper
BCI - Financial Services Recruiting
312-460-8111 x113

Private Banker - Los Angeles, California

West Coast Domestic Coverage Private Banker: Los Angeles, California

My client is a global private bank with offices throughout the US, Europe, Middle East and Asia. Working out of their office in Los Angeles, California, they are now looking for a senior private banker dealing with US Domestic clients to add to their team.

This is a senior appointment which would report directly into the Head of California, and so suitable candidates should have more than 7yrs experience in the private banking wealth management marketplace. Top producers will be required to continue to build out their portfolio in a profitable manner, but will also be allowed to build out a team if they display the right desires and qualities to manage a successful team.

This is an exciting opportunity to join a rapidly expanding, but established global private bank, and successful applicants will be rewarded with a competitive base salary as well as target driven formulaic bonus.

If interested, please email with CV in MS Word format for a confidential discussion on the role.

Category: Wealth Management and Private Banking
Apply Email:
Search firm:

Assistant Finance Director, UCLA Health System - Los Angeles

Assistant Finance Director
Area:  Faculty Practice Group (FPG) Finance Department is responsible for maintaining the financial Book of Record for the UCLA Health System.

Role: The Assistant Director of Finance (AD) is part of the management team ensuring the successful management and administration of all financial operations relating to each of the entities. The incumbent is responsible for assisting the Finance Director with the general accounting functions and monthly production of the entities' financial statements and other financial reports. The AD is responsible for the distribution of all PSS vendor payments and the preparation of the annual operating and capital expense budgets. The position coordinates and acts as an internal representative in the performance of the annual external financial audit as it relates to the entities. The AD is responsible for monitoring, developing and implementing internal controls as required to maintain the financial integrity of FPG.

Summary Information
Job Title: Assistant Finance Director
UCLA Title: Manager
Job Num.: H64605
Work Hours: Monday-Friday
Work Location: LAX
Job Type: Career
Duration: Indefinite
Minimum Salary: $33.00 / $5742
Maximum Salary: $61.88 / $10767
Layoff Referral Deadline: 11/19/2012
Bargaining Unit: 99

To apply:

Wednesday, November 28, 2012

Senior Macroeconomist - Philadelphia, PA

Senior Macroeconomist
- Our client is a well established investment manager focused on the global markets.
- They seek a Senior Macroeconomist in their Philadelphia, PA office.
- This role is a senior level role; you will be part of a great management team and your research will be a critical factor in the investment team's overall strategy. You will make a difference.

·         Buy side investment manager
·         Primary focus on global markets
·         100% institutional business, corporate pension + profit sharing, foundation+ endowments, unions, corporations, etc…
·         Offices in Philadelphia(area), London, Singapore and Dubai
·         Culture- very flat, trading environment
·         The firm is conservative in their investment approach

·         Asset allocation and global economic research
·         Forecasting and analysis of global macroeconomics topics
·         Country analyst with a primary focus on emerging and frontier markets
·         Work closely with the investment management team and senior management on overall investment strategy
·         Writing and editing monthly and quarterly reports
·         Client presentations
·         CFA Preferred and Minimal travel

·          Market savvy individual; someone who understands risk and who is motivated by making money
·         10+ years of relevant experience with global economic analysis preferably in investment management or investment banking
·         Excellent writing, presentation and interpersonal skills

·         The opportunity to work with an experienced investment team and senior management team
·         Your work will matter and you will be rewarded for your success
·         Excellent corporate culture
·         You will be challenged, you will learn, you will grow
·         You will build your own team and be excited to go to work everyday
·         Excellent benefit package, employee stock ownership, competitive salary and performance  salary reviews and bonuses

For more information contact:
Scott Hedberg at 612.928.5721 and
or Jon Hedberg at 612.201.6619 and

Wednesday, November 21, 2012

Sr Mgr, Inside Distribution, Windhaven Invst Mgt - Boston

Sr. Manager, Inside Distribution, Windhaven Investment Management - Boston
Windhaven is a wholly owned subsidiary of Charles Schwab and is located in Boston, MA

Organizational Objective/Purpose: Windhaven is an RIA serving high net worth individuals, trusts, retirement plans, foundations and endowments.

Brief Description of Role: The Senior Manager will provide marketing and sales support for Senior Investment Professionals who work directly with Branch Financial and Private Client Portfolio Consultants and their clients.

Technical/Functional Qualifications:
     * Bachelor's degree
     * Advanced degree or CFA, CFP designation highly preferred.
     * 8+ years of financial services experience.
     * Comprehensive understanding of investment products, capital
       markets and economy.
     * Passion for service and finance with strong client-focus
     * Excellent analytical skills and attention to details
     * Positive attitude, enthusiasm, professionalism and strong ethics
     * Collaborative and relational work style
     * Excellent communication and interpersonal skills

Sound Interesting? Click here to find submission information about this job.

Operations/Office Mgr, Jackson Fin Mgt - Costa Mesa, CA

Operations/Office Manager, Jackson Financial Management - Costa Mesa, CA
  • We are a growing service focused Private Wealth Management Firm/Registered Investment Advisor with 10 team members and over $300 Million in assets under management located in near John Wayne International Airport.
  • Our firm is looking for an experienced Office Manager to work closely with the Management Committee to insure that critical internal functions continue to be addressed and executed efficiently.
  • The successful candidate will have experience in Human Resources, SEC RIA Compliance, Office Management and Organizational Skills with a keen attention to detail and the ability to work independently while supervising our Administrative Staff.
• Reports directly to President/COO,
• Maintain CRM Database Policies, Processes, Workflows, and Data Integrity Procedures,
• Manage Administrative Staff, Conduct Reviews and Establish Skill Development Programs,
• Maintain, Update or Create as needed Periodic Operational and Procedural Checklists,
• Oversee the Preparation of Quarterly Client Reports, Manage Billing and Fee Collection,
• Continuously Source and Champion New Solutions to Improve Efficiency,
• Primary Coordinator for Staff Meetings, Track and Document Action Items,
• Ensure that Staff are Properly Prepared for Internal and Client Meetings
• Appointment Scheduling & Company Calendar Management,
• Company Liaison with Vendors.
• Bachelor’s Degree
• 5 years Office Management Experience
• Excellent skill level in Microsoft Office (Outlook, Word, Excel, PowerPoint)
• Outstanding Organizational and Proactive Problem Solving Skills
• Direct experience with a Registered Investment Advisory Firm,
• Demonstrated ability to prioritize, reprioritize and multi-task through-out the day,
• Strong Initiative, Integrity, Self-Motivation and Results Orientation.
• 10 Years Office Management Experience
• Background in SEC RIA compliance
• Experience with Industry Software (Portfolio Center, Junxure)
• Experience with Financial Custodians (Schwab, Fidelity, TD Ameritrade)
Salary and Benefits:
Salary based on Relevant Experience,
Comprehensive Benefits Package and Profit Sharing Program.
Subject to Firms Personal Trading Restrictions,
• Required Background Check.

Click on the following link to apply online:
Email to:


Tuesday, November 20, 2012

Investment Analyst, Pathway Capital Mgt - Irvine

Investment Analyst, Pathway Capital Management, LLC - Irvine, California

Pathway Capital Management, a leading institutional investment management firm that creates and manages specialized private equity funds of funds for institutional investors worldwide, is seeking an Investment Analyst. Investment Analysts are responsible for monitoring client portfolios and analyzing potential private equity fund investment opportunities. Investment Analysts work closely with Associates, Vice Presidents, and Directors on small client and due diligence teams.

Responsibilities include:
  • Analyzing financial statements of private equity partnerships, including a review of partnership portfolio company valuations and cash flows
  • Preparing client reports and presentations
  • Assisting with special reporting, research, and due diligence projects on an ad hoc basis
  • Performing an initial quantitative and qualitative review of potential private equity fund Investments
  • Conducting in-depth quantitative analysis of potential private equity fund investments
  • 1—2 years of analytical experience in investment banking, consulting, audit, investment
  • management, or other similar fields
  • A bachelor’s degree in business, finance, economics, business economics, or related
  • field with a record of high academic achievement
  • A strong interest in investments and the capital markets
  • Strong quantitative and analytical skills
  • Strong interpersonal, communication, and writing skills
  • Ability and desire to work in a collaborative environment
Pathway Capital Management creates and manages specialized private equity funds of funds for institutional investors worldwide. Pathway’s founders have accumulated significant experience as a team, working with more than 50 institutions in the development and management of their fund investment portfolios since 1991. Pathway's clients include some of the largest corporate and public pension plans, government entities, and financial institutions in North America, Europe, and Asia.
Pathway has analyzed over 6,100 private equity fund opportunities for potential investment and has monitored over 900 private equity partnership investments. Pathway's senior professionals have established long-term relationships with leading general partner groups and a reputation in the industry that give us continued access to the highest-quality investments. As a result, Pathway has consistently created successful private equity programs for clients and has remained a leader among private equity management firms.
Pathway’s 31 investment professionals work out of offices in California, Rhode Island, and London. Pathway is an independent company, wholly owned by its 15 senior professionals.

Apply to:  Laurie Kiley at

Wednesday, November 14, 2012

Fixed Income Investment Analyst, MAAMCO - Newport Beach

Fixed Income Investment Analyst
MAP Alternative Asset Management Company, LLC
Newport Beach
MAP Alternative Asset is looking for a highly motivated Fixed Income Investment Analyst to join our growing team. The individual will have exposure to a broad array of fixed income investment products especially hedge funds. Responsibilities include analyzing data, investments, managers and markets, and assisting with client related and other alternative investment related projects. This position requires an individual with a quantitative aptitude, advanced excel skills, strong attention to detail, excellent communication skills, entrepreneurial attitude and ideally some fixed income investment experience. Additionally, candidate must be able to manage multiple projects and be willing to meet client deadlines. 
Candidates must have a bachelor's degree; MBA/CFA/CAIA and/or prior consulting or asset management experience a plus. 

MAP Alternative Asset Management Company, LLC is a premier institutional woman-owned SEC Registered Investment Advisor with Assets under Advisement in excess of $40 Billion.    Our marquee client base includes some of the largest Public and Corporate Pensions.  Our senior team members have an average of 15 years of experience primarily on trading floors at top-tier institutions such as Goldman Sachs and Morgan Stanley in NYC.   
MAP Alternative Asset Management is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, age, disability, sex, marital status, changes in marital status, pregnancy or parenthood. Only candidates presently authorized to work in the United States will be considered for this position. 

Please send your cover letter, resume and salary requirements to and and reference Analyst in the Subject line. 

Monday, November 12, 2012

Fixed Inc/Structured Prods Ext. Wholesaler - Anywhere, USA

Job Title:    Fixed Income/Structured Products External Wholesaler
Job Location: Anywhere USA
Level/Salary Range:   Open

Job Description
Fixed Income/Structured Products External Wholesaler
Our client is a well established firm in growth mode. They are currently seeking External Wholesalers in different regions throughout the USA. This is a great opportunity to join a company that is a leading underwriter and wholesale distributor of fixed income securities and structured notes through a network of over 700 broker dealers, banks, and institutions while working and running your territory independently.

About the Company:  For over 10 years, our client has offered the investment community custom tools and resources for diversifying portfolios
 150 Employees and growing
The Role:
 Support their structured products, unit investment trust and annuity businesses
 Work well independently as an integral part of a national team
 Conduct one-on-one and branch meetings
 Schedule travel

What we are looking for:
 3 – 5 years External/Hybrid Wholesaling experience
 Series 7 and/or insurance license
 Effectively interact with advisors
 Self motivated
 CFA Preferred

Why should you be interested?
 Ability to work with 3 different product lines; not limited to just 1 product line  Medical, Dental, Life and AD&D Insurance, along with a generous incentive program that includes a 401K plan  Generous PTO package and Expense Account
 Very competitive Base Salary + Commissions

For more information please contact Jon Hedberg at 612.201.6619 or

Chief Operating Officer - Los Angeles,CA

Chief Operating Officer -Los Angeles, CA, 90067
Compensation DOE.
Position Type Permanent.
Employment type Full time.

Luxury Home Goods Manufacturer is Actively Seeking a Chief Operating Officer.
Luxury Home Goods Manufacturer is actively seeking a Chief Operating Officer. This rapidly growing firm strives to create a corporate culture that fosters innovative design in its flagship store and showrooms. This position is responsible for ensuring that all daily operations are consistent with the company’s long and short-term goals.

Responsibilities: • Work closely with department heads to develop, strategize and execute short and long-term goals. • Implement growth strategies and processes. • Act as a resource and mentor to department heads. • Act as a company leader and second-in-command to various departments as needed. • Perform capital planning and expenditure-related tasks alongside the CFO. • Oversee new hire and training process. • Network with business leaders and remain knowledgeable of all industry trends.

Requirements: • Bachelor’s degree in business. • MBA and/or advanced degrees preferred. • 7+ years of related experience, including experience in a Manufacturing environment. • Excellent ability to prioritize, strategize and manage project goals and expectations. • Excellent verbal and written communication skills. • Exceptional business acumen. • Proven ability to lead and direct a rapidly growing team.
Submit your resume to be considered.

Updated Nov 2, 2012.           eFC Ref no 1119322

PM Associate / Business Dev. - So. California

Portfolio Management Associate / Business Development - Southern California
Compensation: Commensurate with Experience(863-004-111)

Summary: The Portfolio Management Associate will be responsible for developing new business opportunities and promoting firm capabilities with potential clients/single family offices/advisory firms/investment consultants/multi-family offices/wealth advisory firms around the nation.

Responsibilities: Develop/execute business development program designed to drive revenue growth Effectively identify/actively source new client assets into investment strategies Work with potential high net worth clients/advisors to identify/assess investment needs and recommend suitable investment strategies/solutions Identify market opportunities and contribute to development of new products/strategies related to said opportunities Orchestrate resources to close new business opportunities Extensively travel regionally/nationally as necessary to pursue opportunities

Requirements: BA/BS degree required; MBA or equivalent advanced degree desirable; Economics, Finance or Accounting degree preferred A CFA would be preferred Skill at developing strong relationships with new potential clients and building solid colleague relationships to develop new business opportunities and expand distribution of company products Demonstrate ability to organize/communicate information effectively in internal/external presentations Possess excellent knowledge of fixed income investment strategies/capital markets/economics Understand specific issues related to investors’ selection of fixed income strategies Ability to contribute to product development efforts and work collaboratively across key groups of the firm Strong proficiency in MS Excel with additional proficiency in Word/PowerPoint/Access Ability to handle multiple assignments simultaneously Outstanding relationship building skills with ability to effectively communicate complex investment ideas/strategies clearly

If interested, please email your resume as an MS Word attachment.
Thank you, Emily Andrews BCI - Financial Services Recruiting
10 S. Wacker Dr., Suite 1250 Chicago, IL 60606 312-460-8111 x106

Financial Sales Executive - Newport Beach, CA

Financial Sales Executive 
Newport Beach, CA 92660
Salary + Commission

Want a career change?!? Always dreamed of working on Wall Street?? Here’s a local option!
The Brookline Group, located in Newport Beach, is looking to aggressively expand its existing sales force. We are actively hiring both young and seasoned talent to learn how Wall Street works. Our management team has extensive experience in qualifying both public and private investments and we are looking to train candidates interested in learning how to sell financial products and services.
Our ideal candidates think critically, are personable, well-spoken and are interested in learning about the financial world. If hired, candidates will be tasked to start and build initial dialogues with family offices and high-net worth individuals in both local and distant regional territories. MBAs, past financial sales experience and comfort on the phone are all a plus.
Compensation is hourly to start for all candidates, with expectations to transition into a commission role in the near-term. We sponsor Series 7 license applicants.

- Have a 4-yr degree from an accredited higher-learning institution
- Self-motivated
- Hard working
- Interested in Learning
- Independent
- Personable

Contact:   Human Resources Department:

ADDITIONAL NOTES Brookline Group, LLC, is a member of FINRA/SIPC and is an EOE

Municipal Trader - Minneapolis, MN

Municipal Trader - Minneapolis, MN
Our client is one of the leading wealth managers in North America. They are currently seeking to add an experience municipal trader to their trading desk located in Minneapolis, MN

The Company:
 Buy side wealth manager
 Over $50 billion AUM in fixed income assets
 Offices throughout the United States
 Minneapolis is the trading and research hub for fixed income assets
 Customized portfolios

The Role:
 Work on a robust trading desk with experienced professionals; establish bid and ask prices
 Partner with 100 broker dealer organizations
 Both institutional and retail coverage
 Assist investment professionals in supporting client portfolios
 Execute complex trades
 Report new market trends, help with strategy – your ideas are important
 Trade within the firms allocation strategy, yet have the ability to customize client portfolios

What we are looking for:
 Market savvy municipal trader who is experienced in finding value
 Minimum of 4 years extensive municipal trading
 Experience in building and maintaining successful broker dealers relationships
 Can demonstrate leadership
 Excellent communication skills with others on the desk and with both internal and external partners
 Proficient in Bloomberg

Why should you be interested?
 Experienced and robust trading desk
 Large fixed income asset base and growing
 Your ideas and strategy count
 Highly visible role
 Local and national opportunities
 Competitive base and bonus
 Excellent benefits
If you would like to hear more about this opportunity please contact:
Scott Hedberg at 612.928.5721 or

Sr Emerging Market Analyst - Minneapolis or Boston

Senior Emerging Market Analyst- Minneapolis/Boston
Our client is seeking a Senior Emerging Market Analyst in Minneapolis or Boston. This is a great opportunity with a great organization that is growing and where there is room for growth.

About the Company:
 Large Buy Side Asset Manager in growth mode
The Role:
 Covering EMEA
 Conduct analysis on the Fixed Income opportunities in this region: Sovereign and Agency Debt- including external and local currency denominated debt
 Stay informed of economic developments and market trends within the region, gather data, generate forecasts and communicate investment recommendations to the Emerging Market Portfolio Manager

What we are looking for:
 5+ years as Emerging Market Analyst
 Strong knowledge of Macroeconomics
 CFA Preferred
 Language fluency in at least one of the major languages in the region preferred

Why should you be interested?
 Rewarded for your contributions and efforts
 Great group dynamic and fun work environment
 Growth opportunities and the ability to make a difference

If you would like to hear more about this opportunity please contact:
Jon Hedberg at 612.201.6619 or

Sr Business System Analyst - Minneapolis, MN

Senior Business System Analyst
Our client is one of the leading asset managers in the Twin Cities market. They are currently seeking a Sr. Business System Analyst to join their growing office. Team up with a Great Management Team, help a great company grow, be challenged at your job, while learning and growing in your career.

About the company:
 Buy side asset manager
 Institutional client base
 Offering both equity, fixed income and cash management solutions
 Highly individualized service
 Multiple international locations
 Well established firm with a growth plan
 This is a New Role due to growth

The Role:
 This position supports the Charles River Investment Management System, Eagle Pace, Star and other trading and investment solutions
 Manages and supports a suite of business mission-critical and complex applications  Partners with IT and assigned business line(s) in order to resolve business systems issues by recommending document and workflow solutions
 Systems administrator from the back end, working with front end users; portfolio managers, traders, etc…
 Determines the best mix of development, interfacing applications, and third party vendor solutions to meet business requirements
 Assists in creating and translating high level business process maps into flows realizable by the workflow tool
 Designs high-level workflows
 Evaluates and operates the day-to-day activity with 3rd party vendors and software

What we are looking for:
 We are looking for technical aptitude….reading stored procedures, creating and run SQL queries, backing up and refreshing data
 You must have experience with investment management, trading and accounting systems
 If you have experience in Charles River, Eagle, Star that is a plus, but not required
 Web admin, systems admin, and blotter configuration experience is a plus
 Application experience
 This role is on the technology side of the business, but we are looking for good business aptitude
 Good understanding of standard securities trading practices
 Data scrub experience
 A good technical background, but you do not need to write code
 Business Process Analysis Tools
 Good Communication skills- will conduct meetings, give presentations, and provide consulting services to business partners on new initiatives (small to large of varying complexity)
 3-5 years relevant experience

Why you should be interested?
 Great corporate culture, leaders with vision
 The company has mapped out a 5-year growth plan
 This role is highly visible
 Local and International growth opportunities
 Excellent benefits
 Access to top management
 This role will broaden your knowledge base
If you would like to hear more about this opportunity please contact:
Scott Hedberg at 612.928.5721 or

Internal Sales Manager - Boca Raton, FL

Our client is a well-established firm in growth mode. They are currently seeking an Internal Sales Manager in their Boca Raton, Florida office. This is a great opportunity to join a company that is a leading underwriter and wholesale distributor of fixed income securities and structured notes through a network of over 700 broker dealers and banks.
About the Company:
 For over 10 years, our client has offered the investment community custom tools and resources for diversifying portfolios
 They are a well-known name in the institutional fixed income side of the business and are currently building out the retail distribution channel

The Role:
 Build the internal sales desk to help support the external wholesalers in the field
 Cover multiple products, (structured investments, UIT’s, annuities + others) across all channels (banks, wirehouse, regionals and independents) and drive sales
 Deliver exceptional client service, and develop a team approach in conjunction with individual plans for each region

What we are looking for:
 4+ years of successful internal / external or sales management wholesaling experience
 Excellent understanding of the workings of a successful internal sales desk
 Excellent relationship management and business development skills with a complete mastery of the sales process
 The ability to work independently but still be part of a strategic team
 Series 7 & 63
 This person could currently be an Internal Sales Manager, an internal wholesaler whose next step would be a sales manager or an external wholesaler with a solid understanding of how the internal desk functions with a desire to get off the road

Why should you be interested?
 Excellent opportunity with a well-capitalized growing company with great leaders
 You will build your own sales team
 Your compensation will be on par with the external wholesalers
 Ability to work with 3+ different product lines and multiple channels
 Medical, Dental, Life and AD&D Insurance, along with a generous incentive program that includes a 401K plan
 Generous PTO package and Expense Account
 Very competitive Base Salary + Commissions

If you would like to hear more about this opportunity please contact:
Scott Hedberg at 612.928.5721 or

Retirement Plan Investment Analyst - Santa Ana, CA

Teresa Panameno. Company or Recruiter Name:
Orange County Employees Retirement System Phone Number:
714 569-4847 *Email: *Job Title:
Retirement Plan Investment Analyst Job Number:
*Job Location:
Santa Ana, CA Level/Salary Range:
$24.68 - $47.00 Hourly *Job Description
ORANGE COUNTY Department of Human Resources 333 W. Santa Ana Blvd, Santa Ana, CA 92701 INVITES APPLICATIONS FOR THE POSITION OF:
Retirement Plan Investment Analyst
SALARY $24.68 - $47.00 Hourly $1,974.40 - $3,760.00 Biweekly $4,277.87 - $8,146.67 Monthly $51,334.40 - $97,760.00 Annually
ISSUE DATE: 10/10/12

ARE YOU : Enthusiastic and Innovative? A Team Player? Results oriented? Highly Ethical? A Great Communicator? If so, the Orange County Employees Retirement System (OCERS) would like you to be part of a forward-focused team of leaders who are dedicated to improving the quality of life for residents and making a positive impact on the economic growth and prosperity of the region. If you have the skills and competencies to develop an empowered work force, work collaboratively with leaders and other members of the community, and possess the drive to make things happen - OCERS is the place for you.

This recruitment is being held to establish an Open Eligible List to fill vacancies in this class until the next recruitment. Applications will be accepted on a continuous basis until the needs of OCERS can be met. Please apply immediately as this recruitment may close at any time. The Retirement Plan Investment Analyst works directly for OCERS and is not employed by the County of Orange. Relocation
expenses are not provided. The primary objective of the OCERS Investment Department is to maximize investment returns within acceptable levels of risk through a broadly diversified investment portfolio. The ideal candidate will possess:
 Experience with pension fund investment and/or institutional investment
 A strong background in economics, accounting, or finance
 Excellent organizational and time management skills
 A hands-on approach and an ability to balance multiple priorities
 Superior quantitative and analytical skills
 A commitment to proactive compliance and risk management
 A strong and flexible work ethic General Duties: Under the general direction of the Chief Investment Officer (CIO) assists in the administration and review of investment programs of OCERS.
 Provide technical assistance to the CIO, in administering the long-term investment policy, strategy, and portfolio manager oversight
 Work closely with investment advisors and managers in the development and execution of investment strategies, and monitors compliance and risk associated with those activities
 Review portfolios to assess where managers/asset classes took risk and what generated returns earned
 Assist CIO in working with pension investment consultants to coordinate asset allocation studies and integrate results into the
long-term investment strategy
 Assist in the administration and review of OCERS investment program and monitor portfolios of marketable and non-marketable securities (real estate, timber, venture capital and other nontraditional investments) to assess and maintain current valuation in custodian statements
 Prepare reports and presentations communicating relevant information and recommendations regarding risk exposures and performance of the fund to senior management and the Board of Retirement
 Work with financial auditors, legislative and regulatory agencies to fulfill information requests
 Work collegially with other investment team members in a variety of projects, research and reporting activities

Education/Experience: Graduation from an accredited university or college with a Bachelor's Degree in Economics, Accounting, Finance, Business or a closely related field. and Three years related experience as defined below, or two years related experience as defined below with a Master's Degree from an accredited university or college in the fields previously cited. OR Five years of professional level investment management experience as defined below including experience evaluating and managing a sophisticated investment portfolio.

 Considerable knowledge of investment concepts, terminology, styles, models, and strategies, including portfolio theory, asset
allocation and performance measurement, and a solid understanding of capital markets
 Demonstrate skills in developing investment portfolios, which meet specific risk and return objectives, asset allocation optimization models, implementing those portfolios, monitoring the risk and performance, and recommending adjustments to meet the objectives
 Ability to analyze and evaluate risk and performance of various investment managers
 Extensive knowledge of statistical concepts, methods, and models, and their application to investments
 Considerable skills in conducting data searches and evaluation of large amounts of information, perform statistical analysis of the data, prepare concise and accurate reports, and present both written and oral recommendations
 Experience in the public sector or in a heavily regulated corporate environment will be viewed favorably
 Strong communication, organizational, and relationship building skills to coordinate work flow with stakeholder groups and various OCERS divisions
 Must be able to be hands-on in light of limited staffing
 Bachelor's degree in accounting, economics, finance, or a closely related field; working towards CFA certification and/or MBA preferred Expected Competencies:
 Integrity: Incumbent is honest and ethical
 Must possess strong analytical and communication skills
 Strong attention to detail is required
 Knowledge of institutional investments, preferably including alternative investment strategies and risk management
 Driven, highly motivated and results oriented
 Ability to organize and complete projects timely Note: Prior to employment with OCERS, a background investigation will be conducted, checking criminal and civil records, education and professional experience. Background investigations are part of the pre-employment selection process and are not a commitment to employment. Related Experience: Experience in a public agency, trust organization, investment banking firm, investment management or consulting firm with responsibility for the formulation and/or implementation of investment policy for substantial portfolios utilizing all or most major asset classes (e.g., stocks, bonds, real estate, international, and various alternatives).

THE IDEAL CANDIDATE WILL POSSESS EXPERIENCE IN BOTH RESEARCH AND INSTITUTIONAL PORTFOLIO MANAGEMENT OPERATIONS. Knowledge of: Principles and practices of institutional investment management; modern portfolio theory and application; institutional real estate and other nontraditional investment areas; institutional securities transaction principles and practices; analytical techniques and tools commonly utilized in the management of equity and fixed income portfolios; economic and market conditions and trends and their effect on short/long term investments; PC-based spreadsheet and graphic software. Ability to: Analyze market and financial conditions; evaluate complex investment transactions; maintain effective working relationships; understand and interpret laws, rules and regulations governing the investment of public funds; and interact with external service providers such as, actuarial and investment consultants and money managers; and utilize and coordinate the delivery of custodial services. WHAT DOES THE ORANGE

RETIREMENT SYSTEM (OCERS) DO? OCERS provides retirement, death, disability, and cost-of living benefits to employees of the County of Orange and certain County districts. OCERS is governed by a nine-member Board of Retirement that is responsible for managing a $9.5 billion dollar fund. OCERS provides retirement, death, disability, and cost-of living benefits to retirees of the County of Orange and certain County districts. For more information on OCERS, please visit our website at:

OCERS offers a competitive benefit package which includes a choice of several health plans, annual leave (includes paid vacation) and paid holidays. Additionally, the County has a retirement plan, which has reciprocity with the Public Employees Retirement System (PERS). Participation in a deferred compensation plan is also available. OCERS also offers $3,000 annual Educational and Professional Reimbursement.
OCERS is committed to providing a means for applicants who may have a disability to identify areas in which they may request a reasonable accommodation. The following is a description of the physical and mental abilities that are customarily required to perform the essential job functions of this position. Applicants are encouraged to contact the recruiter listed below for any questions or to request an accommodation during the testing/selection process. Physical and Mental Characteristics: Vision sufficient to read standard text, read a computer monitor and to drive; speak and hear well enough to communicate clearly and understandably in person, over the telephone and in small groups; independent body mobility to stand, sit, walk, stoop and bend to access a standard office environment; manual dexterity to use hands, arms and shoulders repetitively to operate a keyboard, to write and to drive.
Environmental Conditions: Incumbent will be required to interact with money managers and actuarial and investment consultants; work in a standard office environment, travel occasionally that could involve being away for up to 5 consecutive days.

Application Process: OCERS Human Resources Department screens all applications and supplemental information forms to identify the qualified candidates. Applications submitted without a completed supplemental information form will be disqualified from further consideration. After screening, the more qualified candidates will be referred to the next step in the recruitment process and notified of all further procedures applicable to their application status. Application Rating: (Refer/Non-Refer) Application materials will be rated by a panel of job knowledge experts for those qualifications most needed to perform the duties of the job. The more qualified candidates will be referred to the next step. All notifications regarding this recruitment will be sent via e-mail. Qualifications Appraisal Panel: (Weighted 100%) Candidates will be interviewed and rated by a panel of job knowledge experts. Each candidate's rating will be based on responses to a series of structured questions designed to elicit the candidate's qualifications for the job. Based on OCERS needs and the number of applications received, the selection procedures listed above may be modified and all affected candidates will be notified. ELIGIBLE LIST After all the test procedures have been completed OCERS Human Resources Department will establish an eligible list of up
to three categories of qualified candidates.

Only on-line applications with the completed supplemental questions will be accepted. E-mail is the primary form of notification during the recruitment process. Please ensure your correct e-mail address is on your application and only use one e-mail account. Your application should highlight all of the areas in which you have developed expertise, matching your professional experience with the specific qualifications listed above. It is recommended that you record or print your confirmation page, as this verifies receipt of your on-line application. You may apply on-line at the County of Orange Website: For specific information pertaining to this recruitment please contact Teresa PanameƱo at (714) 569-4847 or e-mail Do not submit resume to this email address as it will not be considered in lieu of the required application process (no agencies please).
Retirement Plan Investment Analyst Supplemental Questionnaire
Describe your practical experience in managing and monitoring the development of investment policy or manager selection for multi-million dollar portfolios.
Provide specific examples of when you were responsible for analyzing and monitoring for compliance for portfolios of marketable and non marketable securities.
Describe in detail your experience and expertise in working with spreadsheet and graphic software programs with reference to statistical calculations, performance measurement and comparisons, portfolio analytics and asset allocation.
* Required Question

Sr. International Equity Analyst - Newport Beach, CA

Senior International Equity Analyst
DATE: October 2012
REPORTS TO: Portfolio Manager
EXEMPT [ x ]

POSITION SUMMARY: Perform fundamental, long only research and analysis on companies and industries to support and augment the investment decision-making process. PRINCIPAL

JOB FUNCTIONS: 1. Research International companies across multiple sectors. Identify and analyze relevant information including, but not limited to, financial reports, fundamental reports, industry data, competitor intelligence, suppliers, customers and other primary sources. 2. Identify long-term investment themes and catalysts at companies and find unique long-term attributes. 3. Write in-depth company reports that include an analysis of the business model, catalysts, risks, valuation, competitive positioning, products etc. 4. Write comprehensive industry reports that outline the industry’s business dynamics, changes, risks, opportunities and competitors. 5. Interview management of firms under coverage and management of other firms in the sector to determine the prospects of each firm. 6. Develop and maintain valuation models 7. Attend relevant investment conferences, industry tradeshows, and analyst days/field trips. 8. Present analysis, both written and verbal, to Portfolio managers and members of the Research Team.

MINIMUM QUALIFICATIONS - Education, Experience, Licenses or certificates, knowledge, skills and abilities required: 1. MBA preferred; Undergraduate + CFA designation also considered. 2. Five to ten years of investment industry experience, preferably long-only buy-side experience. 3. Financial Services and/or Asian equity experience are strong pluses. 4. Excellent analytical and accounting skills. Experience in analyzing financial statements is required. 5. Detailed and multitask-oriented with strong organization skills. 6. Exceptional written and oral communication skills including the ability to prepare detailed stock research reports. 7. Strong interpersonal skills, including the ability to work as a member of the internal research team and to interact with professionals from outside the firm. Note: This job description is a summary of the essential duties and responsibilities of the position. It is not intended to be a comprehensive listing of all duties and responsibilities. Contents are subject to change at management’s discretion.

To apply, contact:
Allie Flint at Metropolitan West Capital Management

Municipal Analyst - Atlanta, GA

Our client located in Atlanta is seeking a Municipal Analyst.
This is a great opportunity with a great organization that is growing and where there is room for growth in your career.

About the company:
 Buy Side Boutique Municipal Shop
 Well established firm in Growth Mode
 Family friendly, room for growth, positive work environment
 This person will have the opportunity to grow as an analyst and grow with the firm
 Brand new built out office space with a Dining & Fitness Club upstairs and Restaurant downstairs

The Role:
 Generalist: Evaluates Credit Risk across sectors
 Reviewing credit offerings in New Issues and Secondary Markets
 Make buy/sell/hold recommendations
 Report Credit Concerns on New Issues and Existing Holdings

What we are looking for:
 Must have experience with Municipal Credit Analysis
 Compensation is open and will be determined on experience level
 Excellent communication, presentation, and writing skills
 Someone who is smart, driven, creative, and opinionated

Why should you be interested?

 This will be an exciting role that is highly visible
 Your ideas will be heard, new ideas are encouraged, and your opinion will matter
 You will make a difference
 You will have the opportunity to sit in on client meetings and assist on special projects such as assisting and giving input in the development of monthly market commentary
 Will publish sector reports for clients
 Will learn the trading side of the business
 Great group dynamic and fun work environment; you will enjoy going to work everyday
If you would like to hear more about this opportunity please contact:
Jon Hedberg at 612.201.6619 or

Seperately Mgd Acnts Assoc. PM - Newport Beach, CA

*Job Title:   Separately Managed Accounts Associate Portfolio Manager Job Number:
122649 *Job Location:
Newport Beach, CA Level/Salary Range:
*Job Description
BlackRock’s Investment Group is looking for a Separately Managed Account (SMA) Associate Portfolio Manager to support our Private Investors Team in our Newport Beach, CA office. As an Associate Portfolio Manager, you will be directly responsible for helping to manage individual high net worth accounts.

• Successfully implement a broad variety of investment strategies and apply to portfolios as appropriate for each client. • Act as a resource to the senior portfolio manager and provide primary portfolio management back up while senior portfolio manager is unavailable. • Maintain thorough daily knowledge of the financial markets as well as portfolio management products, including the rationale for underlying holdings and sector allocation decisions. • Understand and discuss performance results. Maintain understanding of market developments specific to the product and communicate related information to clients and Financial Advisors. • Assist in generating new business via conference calls with Sales personnel, FAs, and prospective clients. • Develop strong professional relationships across functions such as portfolio management, sales, and marketing teams. • Monitor all portfolio exception and compliance reports. • Maintain accurate and timely client files and notes to insure all critical information is reflected.
• Supports the business by assisting the Portfolio Specialist in an entrepreneurial environment.
• A minimum of two years’ experience in the separately managed account business and 3-5 years in the financial services industry is expected.

• Series 7, 66 registered. • Candidate must demonstrate a strong knowledge of and interest in global financial markets. • The individual will also have strong written communications skills. • Successful candidates will be self–starters able to effectively operate in a highly team-oriented and collaborative environment and efficiently manage their time. They will have strong interpersonal skills, and will be expected to develop relationships with Financial Advisors, clients, sales teams, marketing teams, and other functions within the division. • The CFA designation is highly preferred.

To be considered, please apply directly to our website (Job ID 122649):
BlackRock is one of the world’s preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary and individual investors around the world. BlackRock offers a range of solutions — from rigorous fundamental and quantitative active management approaches aimed at maximizing outperformance to highly efficient indexing strategies designed to gain broad exposure to the world’s capital markets. Our clients can access our investment solutions through a variety of product structures, including individual and institutional separate accounts, mutual funds and other pooled investment vehicles, and the industry-leading iShares® ETFs. BlackRock is proud to be an E-Verify & Equal Opportunity/Affirmative Action Employer—M/F/D/V.

Account Analyst, Newport Beach, CA

Hugo Ortiz Company or Recruiter Name:
Pacific Investment Management Company (PIMCO) Phone Number:
(949) 720-7744 *Email:
Click here to enter text. *Job Title:
Account Analyst Job Number:
Job #12902 *Job Location:
Newport Beach, CA Level/Salary Range:
Click here to enter text. *Job Description




Link to job posting:

Agency RMBS Portfolio Manager, Los Angeles, CA

Job Function: Agency RMBS Portfolio Manager (Prestigious Buy-Side Manager LA)

Position Background:
Our client manages $85 billion in institutional assets, of which approximately $6 billion is in the Agency Residential Mortgage Backed Securities (Agency RMBS) sector. Their client base is primarily comprised of life insurance and total return accounts. The Agency RMBS Portfolio Manager/Senior Analyst will be responsible for sourcing, evaluating and recommending new investment opportunities, monitoring and reviewing existing credit exposures, recommending and executing trades, and assisting with our operations, client management and marketing groups in their roles with respect to the portfolio.

Roles and Responsibilities:
• Identify value and risk in Agency RMBS on a security and portfolio level.
• Formulate and manage sector investment thesis and strategy and communicate firm-wide.
• Build and maintain strong business relationships with investment banks, brokerage firms, issuers, and rating agencies, etc.
• Maintain accurate analytics, modeling and valuation of securities. Work with our risk, portfolio and client management groups to assure accurate portfolio information.
• Develop market information and data and develop presentations to senior management, sales and marketing, and clients.
• Work with groups throughout Guggenheim to employ expertise on structure and collateral.
• Identify opportunities to expand the scope and success of our business.

 MBA and CFA or equivalent educational background.
 Substantial relevant experience (5+ years) in the Agency RMBS market.
 Strong credit, finance, economic, business and technical skills.
 Strong commitment to performance.
 Team oriented individual with ability to work well with diverse groups.

To apply, please send a resume and cover letter to:
John Grogan
Silverdean Associates
Phone: (415) 944-8777

Trader, Repo Desk - Los Angeles, CA

Position Description

Position Title: Trader – Repo Desk ($150bn Multi Strategy Manager, Los Angeles)
Summary: The repo trading position is responsible for all aspects involved in repo and reverse-repo execution and management. This trading position will require trade execution, position monitoring, risk management and reporting, as well as constant communication with the back/middle office, operations, credit traders, and portfolio managers. Incumbents are investment professionals having excellent communication skills, strong aptitude in math, and excellent attention to detail.

Duties and Responsibilities:
 Assist management of multi-billion dollar repo/reverse-repo book.
 Create and disseminate portfolio reporting.
 Execute repo and reverse-repo transactions, manage dealer relationships.
 Assist pricing portfolio daily, manage haircut and collateral balances with dealers.
 Assist in counterparty and collateral risk management.
 Provide funding costs and investment opportunities to portfolio managers.
 Manage pricing, haircuts, relative-value with credit traders.

 Minimum three years relevant repo/funding desk experience.
 Strong preference to CFA or CFA candidate.
 Excellent interpersonal and communication skills.
 Strong finance, economic, business, and math skills.
 Located in Los Angeles Office.

To apply, please send a resume and cover letter to:
John Grogan
Silverdean Associates
Phone: (415) 944-8777

CMBS Portfolio Manager/Sr Analyst - Los Angeles, CA

CMBS Portfolio Manager/Senior Analyst (Prestigious Buy-Side Manager LA)

Position Background:
Our client manages $85 billion in institutional assets, of which approximately $2.5 billion is in the Commercial Mortgage Backed Securities sector. Our client base is primarily comprised of life insurance and total return accounts. The CMBS Portfolio Manager/Senior Analyst will be responsible for sourcing, evaluating and recommending new investment opportunities, monitoring and reviewing existing credit exposures, recommending and executing trades, and assisting with our operations, client management and marketing groups in their roles with respect to the portfolio.

Roles and Responsibilities:
• Identify value and risk in commercial mortgage securities on a security and portfolio level.
• Formulate and manage sector investment thesis and strategy and communicate firm-wide.
• Build and maintain strong business relationships with investment banks, brokerage firms, issuers, and rating agencies, etc.
• Maintain accurate analytics, modeling and valuation of securities. Work with our risk, portfolio and client management groups to assure accurate portfolio information.
• Develop market information and data and develop presentations to senior management, sales and marketing, and clients.
• Work with groups throughout the firm to employ expertise on structure and collateral.
• Identify opportunities to expand the scope and success of client’s business.

 MBA and CFA or equivalent educational background.
 Substantial relevant experience (5+ years) in the CMBS/commercial mortgage market.
 Strong credit, finance, economic, business and technical skills.
 Strong commitment to performance.
 Team oriented individual with ability to work well with diverse groups.

To apply, please send a resume and cover letter to:
John Grogan
Silverdean Associates
Phone: (415) 944-8777