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