Friday, December 13, 2013

Research Analyst (International Equities) - Chicago

Title:  Research Analyst (International Equities) / 190-010-811
Location:  Chicago
Compensation:  Commensurate with experience
  • Established Investment Management firm seeks an experienced Research Analyst to perform fundamental, in-depth equity research analysis on existing positions and new investment ideas. Research involves spreadsheet modeling, interviewing management teams and extensive third party research with suppliers, customers and/or competitors.
  • Research global equities at all market capitalization levels, encompassing a wide range of sectors
  • Construct/analyze industry value chain using various methods, such as annual reports, other publicly available information, company management, customers, suppliers and/or competitors.
  • Conduct industry and company competitive analysis to determine the sustainability of returns and assess reasonableness using industry comparables.
  • Analyze historical company financial statements to evaluate quantitative investment characteristics
  • Create valuation models utilizing various techniques, incorporating earnings, cash flow analysis and asset-based metrics, in order to identify attractive valuations, growth opportunities or potential threats.
  • Present investment analysis findings to senior research professionals
  • Travel to international countries in order to meet with company representatives as part of the research process
  • Assist the team with ad hoc projects as assigned

  • Undergraduate degree in Finance, Economics, or related field required
  • 3-5 years of prior investment analyst experience, preferably in international equity
  • MBA or CFA preferred
  • The ability and willingness to travel internationally for 1-3 weeks at a time; approximately 2-5 times per year
  • A strong understanding of finance and accounting
  • Excellent PC skills using MS Office (Excel, Word), FactSet, Bloomberg, (or other financial services systems)
  • Possess excellent financial analysis, organizational and business judgment skills
Send resume and inquiries  to:
Nathan Stange
BCI - Financial Services Recruiting

Friday, December 6, 2013

Compliance Consultant to RIAs – Newport Beach, CA

Compliance Consultant to Registered Investment Advisers – Newport Beach, CA
Advisor Solutions Group, Inc. (“ASG”) is a 10-year strong regulatory compliance consulting firm providing comprehensive and customized compliance solutions to registered investment advisers. ASG is seeking a compliance consultant who will be responsible for all aspects of a client relationship including developing, creating, and presenting customized compliance solutions.
*** NOTE: Prior investment adviser compliance or similar experience is a strong plus.
Common job duties will include, but are not limited to:
• Providing individualized compliance consultations
• Preparing written compliance policies and procedures for clients
• Creating forms and compliance calendars
• Performing annual reviews of compliance programs
• Preparing regulatory filings
• Staying current on relevant regulatory changes
• Researching rules and regulations
• Summarizing regulations and applying those to client situations
• Developing, in concert with company partners, new processes, products, and services
• Developing and maintaining strong working relationships with other compliance contacts in the industry
• Traveling to various client sites (up to 30% travel)
• Completing special projects as assigned
The ideal candidate will demonstrate the following:
• 3+ years prior investment adviser compliance or equivalent experience required
• 4-year college degree in accounting, business, law, or related discipline preferred
• Prior auditing, paralegal and/or securities law experience a strong plus
• Working knowledge of Federal and State securities laws and rules
• Exceptionally organized and strong attention to detail
• Ability to handle multiple tasks and deadlines efficiently
• Self-starter with the ability to work under limited supervision
• Proven research, analytical, and problem-solving skills
• Strong interpersonal and communication skills
• Excellent writing skills
• Ability to express complex technical information clearly & concisely
• Advanced working knowledge of Microsoft Excel and Word
• Entrepreneurial spirit and team player
• Strong desire for a career in compliance
• Unparalleled integrity and excellent work ethic
This position presents an opportunity to join a budding firm and is ideal for an energetic person, seeking a long-term career in compliance. Responsibilities may increase with the growth of the firm and increased experience.
Compensation will be commensurate with relevant experience.
To apply, please e-mail your resume, cover letter, salary history & requirements to
Thank you

Wednesday, November 27, 2013

Data Scientist (financial engineer?) - San Francisco, CA

Data Scientist (financial engineer?) San Francisco, CA

There are only two kinds of truth in the world: philosophical truth and statistical truth. Philosophical truth draws on pure reason; statistical truth draws on data. Philosophical truth can be hard to apply to business, but statistical truth lies at the very heart of Thumbtack. Our collective reverence for the power of statistical analysis is, we believe, one of our key advantages as a business and one of the primary drivers of our success.

What is a “data scientist”, anyway? Well, it’s “data” and “scientist”:

Data: “Only the data are real”. Unfortunately, most data are extremely unwieldy. Drawing correct conclusions from data requires a sharp analytical mind, a deep understanding of the fundamentals of statistics, and a broad toolbox of statistical and machine learning techniques. It also requires the engineering skill to wrangle data from various sources and to implement computationally-challenging algorithms over large data sets.

Scientist: A scientist practices the scientific method: formulating hypothesis, testing them, and drawing inspiration for new hypothesis from the results. This requires the scientist to use both sides of her brain in tandem, creatively coming up with useful hypotheses and analytically testing, rejecting, revising and expanding them in a continual interplay. A great scientist doesn’t simply analyze data to answer a question. A great scientist finds the incredibly valuable questions no one has considered.

We’re looking for a brilliant individual to form the cornerstone of our data science team. Our process gives you full ownership over the projects you tackle: so dream big, then execute well.
You’ll be given the latitude to survey Thumbtack as a business, identify key opportunities, and use any and all available data to draw actionable conclusions that will guide the direction of the company.

- You’ll design, implement and launch experiments to test your hypotheses
- You’ll identify and implement metrics that align with company goals
- You’ll contribute to our Python codebase and perform analyses in R or another statistics tool of your choice
- You’ll advise coworkers on the (mis)use of statistics to understand data

Example projects
- Which markets in our ecosystem are most healthy? Which are least healthy and how can we improve them?
- Are service providers becoming more or less engaged with Thumbtack over time? What’s driving these changes?
- Which consumers are most delighted by their Thumbtack experience? What drives the differences and how can we best improve the experience for our users?
- Are some service providers consistently under- or over-charging for their services? How does that affect consumer behavior? Could we offer advice to help them improve their businesses?

About you
- You’re proficient with advanced statistical analysis and machine learning techniques in an environment/tool/language of your choice (we use R and Python/Pandas currently).
- You’re comfortable writing efficient code to handle large data sets (on a single machine).
- You have a deep understanding of probability and statistics and know how to avoid common statistical traps.
- You have the analytical chops to break down big, open-ended problems into manageable pieces, then attack the pieces from a variety of angles, all without losing sight of the bigger picture.
- You’re comfortable dealing with a large, complex code base (we use Python).
- You express yourself clearly and concisely in written and verbal discussion of complex problems.
- This job description resonates with you.

To apply: →

Wednesday, November 20, 2013

Senior Technical Systems Analyst - St Paul/Minneapolis

Senior Technical Systems Analyst
Our client is one of the leading asset managers in the Twin Cities market. They are currently seeking a Sr. Technical Systems 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  infrastructure and business teams in order to resolve business systems issues by workflow solutions, batch cycle, trouble shooting, technical interface issues and  hardware issues
·         Systems administrator from the back end, working with business teams
·         Determines the best mix of development, interfacing applications, and third party vendor solutions to meet business requirements
·         Assists in translating high level business process maps into workable systems solutions
·         Implements 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, troubleshooting batch cycle issues and contributing to hardware issues
·         Technical aptitude should be a primary requirement for this role with a secondary requirement of business knowledge.  Experience with a trading system and/or investment accounting system would be useful.
·         If you have experience in Charles River or Eagle Investments Systems that is a plus, but not required
·         Charles River Web admin and systems admin, experience is a plus
·         This role is on the technology side, but we are looking for  good business aptitude
·         Good understanding of the investment management industry
·         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
·         Self-starter who is able to work independently as required yet function well within a team
·         Proactive individual who can see issues and projects through to the end
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


Director of Research – Minneapolis, MN

Director of Research – Minneapolis, MN
Our client seeks a Director of Research to be based in Minneapolis, MN.
This is a new position that will help support the company’s investment products and new product development. This is a very senior role and the title will likely change to reflect that.

About the Company:
Our client is an established firm that has been in business for over 30 years. They are well known in the institutional investment management marketplace. By partnering with our client, institutional clients can expect to increase portfolio performance and enhance risk management capabilities.

The Role:
The Director of Research is responsible for leading all analysis and quantitative modeling to support the company’s investment products and new product development.

They will be mapping out how research should be done. This person will help develop a more organized process to take advantage of the investment professionals already on staff.

Our client is looking for research based on fundamental investment constructs that is rigorous and at the same time more practical (daily use).

They will perform modeling and back testing.

What we are looking for:
Master’s degree (a Ph.D.’s would be great but not necessary) in Finance, Economics, Statistics or Mathematics
Plus 5+ years of work experience in the Investment industry

Can you answer these questions for us?
1.       Do you have experience in portfolio construction, risk management, strategy evaluation and portfolio management?  Which securities or derivative instruments have you researched or traded?

2.        Can you tell me about your experience in Matlab, R, CPLEX, Factset, Bloomberg and/or statistical tools that allow for quantitative modeling and analysis?

3.       Do you have experience in portfolio construction, risk management, strategy evaluation and portfolio management?  Which securities or derivative instruments have you researched or traded?

4.       Have they written research reports for internal or external distribution?  Do you possess above average communication skills?

5.       Any experience in product development?

6.   Are you a self-starter that works well without detailed direction?

·         Ability to work with the CIO + PM’s to generate research and develop investment thesis and strategies
·         Ability to multi task
·         Strong communication skills, both written (research, white papers, etc.) and verbal

Why should you be interested?
This company is growing and has an excellent management team in place.  This opportunity will be very visible; you will be part of a great team. You will be challenged, you will learn and grow. The company has very little turnover with its employees. They are very competitive with compensation packages.

For more information call or email Scott Hedberg at 612.928.5721 or

Friday, November 15, 2013

National Sales Director - San Diego

Title:  National Sales Director (936-001-711)
Location:  San Diego
Compensation:  Six figure base salary with very generous trailers and strong upside

Great opportunity for entrepreneurial Sales Director to join an investment management firm (international value equity focus) seeking to grow their HNW and Institutional presence nationally.  This is an ideal situation for an independent professional with established corner office relationships who has tired of working for a larger firm that fails to recognize their contribution, doesn’t require supervision and is internally motivated—that type of individual will have the opportunity to build this business and have compensation tied to their efforts and success. Partnership is a possibility two to three years down the line.  Product mix includes separately managed accounts and sub-advisory business.

Report to the Managing Directors of the firm and take ownership of the overall sales strategy, both in terms of channels and regional focus, but also in terms of marketing using new social media outlets and disruptive approaches and technologies.
Quickly and efficiently communicate value proposition of investment products into key account/relationship managers, etc.

C-suite/corner-office level relationships within appropriate sales channels
Entrepreneurial mindset and capability to independently manage sales process
Demonstrated success in raising assets is an absolute requirement
High energy and drive, while still able to reflect firm’s calm/thoughtful investment process
Interest in leading edge sales/marketing techniques and technology
Prior experience with and focus on value equity investment strategies strongly preferred

If interested, email your resume as an MS Word attachment to:

Jordan Striggow
BCI - Financial Services Recruiting

Fund Accountant - San Francisco

Title:  Fund Accountant (933-001-111)
Location:  San Francisco, CA (Relocation Assistance Available)
Compensation: Competitive base salary plus bonus based on performance

$2.5 Billion Dollar Hedge Fund looking to fill positions at both the Junior Fund Accountant and Fund Accountant level; the more senior role offers a view to taking on more management company responsibilities, whereas the junior role focuses on fund audit. Combination of public accounting and fund accounting experience would make for an ideal candidate.

Update/ reconcile internal accounting system to the Fund Administrator/Prime Broker
Review cash/position reconciliations provided by Administrator and clear any discrepancies
Review/settle all OTC trades (CDS, OTC options and equity swaps) with counterparties
Review/reconcile/process collateral cash requirements
Assist in portfolio trade allocations
Reconcile month end positions/PL/all investor allocations
Complete month end NAV package for all Funds
Review all month-end investor statements
Responsible for all accounts payable/receivable functions
Assist in exposure/capital activity/ad hoc/ soft dollar/commission/monthly compliance reports
Assist with preparing audited financial statements/all Fund tax returns

Bachelor’s Degree with 3.5 GPA or better absolutely required
2-6 years with past experience at an investment firm or Big 4 accounting firm
CPA preferred
Strong analytical and problem-solving skills
Ability to work under pressure and to tight deadlines
Strong verbal and written communication skills
Take ownership of designated tasks

If interested, email your resume as an MS Word attachment to:

Julia Brown
BCI - Financial Services Recruiting

Internal Wholesaler - Chicago

Title:  Internal Wholesaler (0570-010-111)
Location:  Chicago, IL
Compensation:  Commensurate with experience

Provide internal support for Senior Vice Presidents, focusing on follow up calls and providing sales/information support when they are traveling.
Cold call prospects to qualify for Relationship Manager contact and call existing clients for cross-sell opportunities
Handle inbound calls and email requests from institutional clients
Assist in creation and proofing of quarterly marketing materials
Assist in occasional in-person presentations for current and potential clients
Serve as backup for Marketing Data Coordinator

Bachelor’s degree
2+ years of industry experience
Series 6 and 63 licenses
Experience with Zephyr, FactSet, Bloomberg, Morningstar Data Direct, SalesLogix a plus

If interested in this opening, please email your resume as an MS Word attachment to:

Julia Brown
BCI - Financial Services Recruiting

Tuesday, November 5, 2013

Portfolio Analyst - Santa Monica

Title: Portfolio Analyst (916-001-111)
Location: Santa Monica
Compensation: Commensurate with experience

Growing hedge fund seeks a junior-level Portfolio Analyst with 2-4 years of experience and strong SQL skills to step into a role focused on data mining/report building/analytics who will learn the company’s investment/reporting processes, then work in support of portfolio management/risk management/clients/prospective clients

Prepare a large number of ad hoc and monthly reports and participate in the research/design/creation of new reports as needed using SQL Server/Reporting Services/Excel/other tools
Produce the reporting content needed from other departments, including Compliance/Accounting/Marketing
Calculate performance contribution/attribution analysis, risk measures and other reports

Bachelor’s Degree required
Strong technical skills in SQL
2-4 years of experience working in an Asset Management setting, Investment Bank or related financial services company in a portfolio reporting/risk analysis capacity
Familiarity with credit instruments (Bonds/Loans/CDS)
Knowledge of relevant reporting outputs/metrics including portfolio accounting/performance reporting/risk metrics/portfolio characteristics
Familiarity with different reporting perspectives: region/country breakdown, industry breakdown, strategy breakdown, credit quality ratings
Experience analyzing financial data/metrics with sufficient familiarity to recognize potential issues
Experience managing/manipulating large amounts of data

To apply, send resume to
Nathan Stange, BCI -Financial Services Recruiting

Wednesday, October 16, 2013

Wealth Advisor - Orange County

Wealth Advisor - Orange County

Job description
The Wealth Advisor is responsible for developing and maintaining wealth management relationships. The scope of services offered include; comprehensive financial planning, the development of both investment and risk-management strategies and personal trust administration services. He/she will actively work with internal business partners to identify opportunities to expand client relationships.

Desired Skills and Experience
Requires a Bachelors degree and 2 or more years directly related experience. Series 65 license required with CFA, and/or CFP preferred. A combination of education and experience may meet requirements.

Proven networking skills in attracting new asset management and trust business is required. Candidate must have demonstrated experience and history in developing long term high net worth client relationships. Expert oral and written communication skills and the ability to analyze and present highly sophisticated financial modeling are also required.

To apply, please contact:
Karl H Smith
Wealth Management Executive Recruiter
700 Washington St., Suite 204
Vancouver, WA 98660 USA
toll free: 877-695-4688 ext. 113

Monday, October 14, 2013

Business Valuations Associate, FFG Valuation - Costa Mesa

Business Valuations Associate, FFG Valuation - Costa Mesa

Role and Responsibilities
·         Financial Statement Analysis
·         Building detailed financial valuation models including discounted cash flow analysis
·         Performing industry research including market research and competitive analysis
·         Report writing including the preparation of tables, exhibits, and charts

Qualifications and Education Requirements
·         A Bachelor's degree from an accredited college or university in Finance, Economics, Business Administration or a related field
·         Strong quantitative, communication and interpersonal skills
·         Ability to prioritize and manage multiple responsibilities under pressure

Preferred Skills
·         Demonstrated experience in company valuations
·         In pursuit of CFA designation

Additional Notes
FFG Valuations is a leading valuation firm, providing professional valuation advisory and financial reporting services to small and mid-market companies. Our areas of expertise include fractional discounts applicable to closely-held entities, valuation of businesses and underlying financial securities including intangible assets, shareholder disputes, and sale of businesses.

To apply, contact or email resume and other pertinent information to:
Jason Forsyth
(714) 453-9769

Monday, October 7, 2013

Portfolio Manager, PIMCO - Newport Beach
PIMCO seeks a Portfolio Manager focused on global liquidity and liability management. This individual will work with and report to the Head of PIMCO’s short term desk and be based in our Newport Beach, California location.
Major Responsibilities:
  • Strong portfolio management background, broadly including collateral trading, short-term investing, funding transactions and a solid macro economic foundation.
  • Aid in building out infrastructure/processes globally for short-duration business.
  • Assist with cash management and short-duration mandate optimization efforts.
  • Generate alpha-adding ideas in real time across multiple products.
Minimum Qualifications/Must Have:
  • Bachelor Degree Required/Advanced Degree a significant plus
  • Knowledge of funding strategies, including repo, stock loan and synthetic funding structures.
  • Demonstrated ability to generate ideas and strategies to enhance portfolio returns and mitigate risk.
  • Strong academic credentials and achievement.
  • Solid experience including deep involvement in both the operations and execution side of operations.
  • Demonstrated experience working as a liaison between groups.
  • Desired experience may come from sell or buy side or both.
  • A keen intellect and strong quantitative skills, demonstrated through an ability to simultaneously recognize inter-related market opportunities and develop strategies for capturing those opportunities
  • Understanding of macro-economics and the drivers of economic trends
  • Ability to work across the organization in a collaborative manner
  • Strong communication skills, internally and externally
  • Ambitious and competitive with a strong work ethic
  • Combines strength of convictions with low ego needs
  • Able to remain calm and objective in the face of periods of excessive optimism or extreme pessimism in the capital markets
  • Unassailable ethics and integrity

PIMCO is an equal opportunity employer
To apply for this role, please follow the link below:

Friday, October 4, 2013

Manager, Acquisition and Development, The Irvine Company - Irvine

Manager, Acquisition and Development, The Irvine Company - Irvine
Title: Manager, Acquisition and Development
Location: Irvine, California
Job Description: The Strategic Planning & Analysis group (“SP&A”) is responsible for financial planning, analysis, and research in support of the development, acquisition, and operating activities of the Irvine Company. The group serves all of the Company’s business lines, including Apartments, Office, Retail, Resorts, and Community Development.

The Integrated Analytics team provides rigorous analytic support for division and corporate management. The team provides transaction analysis (acquisitions, development, reinvestment, leasing, etc.), analytic advisory, and decision support services, and coordinates / advises on major analytic projects across the Company.

The Manager, Integrated Analytics, will be focused on supporting the Company’s residential development activities, with a primary focus on analytic and research support for multifamily acquisition and development.

Primary responsibilities of the Manger position are as follows:
  • Performing asset level valuations and return on investment analysis for ground-up development, value-add, and core asset acquisitions.
  • Creating, maintaining, and updating financial models of existing and potential investments.
  • Stress testing of investment performance through scenario and sensitivity analysis.
  • Assisting in the preparation of investment write ups and capital requests for Senior Management review.
  • Performing market research; assist in the development of market studies and competitive set profiles.
  • Participating in the Strategic Investment Planning process.
  • Other ad-hoc research projects and analysis.
  •  Four year degree with a preferred major in economics or other business-related field; MBA preferred but not required.
  • Three to five years experience acquiring / developing institutional quality real estate assets; significant experience in the multi-family sector is preferred.
  • Thorough understanding of real estate financial concepts (NPV, IRR, etc.).
  • Demonstrated experience with advanced financial modeling in Microsoft Excel. VBA knowledge is a plus.
  • Self-motivated and highly organized team player with strong attention to detail.
  • Superior communication and time management skills; comfortable in a highly collaborative culture.
  • Ability to thrive in a fast-paced, deadline oriented work environment.

Tuesday, October 1, 2013

3 buy-side equity positions - mid-West and mid-Atlantic

1) International Consumer Growth Equity Analyst (buy-side)
  • An over-achiever with 4-10 years experience, long only
  • Must have strong international experience and be a strong stock picker
  • Investment Manager located in the mid-west
  • Open to sell-side analysts
3) Technology-Software Growth Equity Analyst, (buy-side)
  • Long-only, an over-achiever with 3-5 years experience
  • Ideal candidate is an analyst who has prior experience (1-3 yrs) working in the software technology industry
  • Investment Manager is located in the mid-west
  • Open to sell-side analysts
 3) Equity Associate Generalist (buy-side)
  • 1-3 years experience, 4 yrs max exp.
  • Investment Manager is located in the Mid-Atlantic region
  • Opportunity is long only/long-short, industry open.
  • Strong record of academic achievement
  • Over achiever, seeking above average scores; college GPA 3.0 or greater (>), SAT 1200 or >, ACT 25 or >.
  • Bonus, if candidate has participated in extracurricular activities
  • Must have Fundamental equity research experience, strong quantitative and qualitative analytical skills
  • Open to sell-side associates
If interested, email me at and I will forward to the recruiter.

Senior Equity Analyst (sell-side) - city of your choice

Senior Equity Analyst (sell-side) - mid-west or in the city of your choice
  • Industries preferred: Business Services, Health Care, Consumer, Industrial & Basic Materials. 
  • The successful analyst will have at least ten companies under coverage and regular contact with institutional customers.
  • Preference for analysts with buy-side votes.
  • Analyst can either be located in the mid-west or in the city of their choice.
If interested, please email me here at and I will forward to the recruiter.

Monday, September 30, 2013

Analyst, MAAMCo - Newport Beach

Analyst, MAP Alternative Asset Management Company - Newport Beach

MAP Alternative Asset is looking for a highly motivated Analyst to join our growing team. The
individual will have exposure to a broad array of fixed income investment products, strategies,
and portfolios. Responsibilities include creating and updating customized client risk reports for
portfolios, 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 and organizational skills, entrepreneurial attitude
and ideally some fixed income investment experience. Additionally, the 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.

The ideal candidate will possess: Intellectual curiosity; a positive attitude; a passion for
investments and the financial markets, particularly relating to fixed income products and
strategies; a willingness and desire to learn; a proactive mentality; a self-starter with
demonstrated leadership qualities; the highest attention to detail; and superior written and
verbal communication skills.

Founded in 2006, MAP Alternative Asset Management Company, LLC, a woman-owned SEC
Registered Investment Advisor, is a premier institutional risk management and hedge fund
consulting investment firm with assets under advisement in excess of $35 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.

Compensation: Salary commensurate with experience.

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

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.

EVP, Director of Research - Los Angeles

Executive Vice President/Director of Research for an RIA - Los Angeles

WILLIS CONSULTING Recruiting firm is searching for:
Executive Vice President/Director of Research for an RIA, founded in 1963, that helps more than 350 of the world's leading institutional investment managers increase portfolio performance by providing timely—and time-saving—global buy and sell recommendations, customized independent research, and market advice. Our clients blended method of stock analysis reveals distinctive market insights that deliver actionable ideas across investing disciplines. The company is headquartered in Los Angeles, with offices in New York, Boston, and London.

As the Director of Research, you will be responsible for the day to day management of 15 Los Angeles based global equity analysts. Our analyst teams utilize a blended quantitative, fundamental and technical approach that affords coverage of over 40,000 equities in 42 developed and emerging markets. Our analysts maintain focus lists with actionable buy/sell recommendations, write special research reports and do custom consulting work for our global institutional client base.

You will work closely with our Institutional Sales manager and Client Services manager in marketing the thought leadership from our analysts. You will recruit, train and mentor our analysts and establish best practices in the monetization of our research content. In your role as Director of Research you will also work closely with the Chief Operating Officer located in Bangalore, India and his team of analysts. You will implement efficient work flow processes to increase production velocity and broaden the depth and coverage of research.

Your work experience and ethic will set the tone for performance, leadership and employee growth. Administrative responsibilities include: conducting evaluations and performance reviews, identifying and planning for any needed training.

Essential Duties and Responsibilities:
• Oversee the day-to-day activities of the research department, ensuring the timeliness, relevancy and accuracy of their work.
• Train the analyst staff on how to best ‘Sell” their ideas to our institutional client base.
• Manage/delegate custom research requests and consultancy relationships that require specialized project management.
• Maintain and delegate junior data research tasks to Analyst teams in Bangalore, India
• Provide clear and consistent communication of project initiatives.
• Participate and contribute in client meeting and conference calls as needed.
• Engage with clients to identify consulting opportunities available through the strategic use of our Los Angeles and India research teams.

Job Requirements Competencies
• MBA and/or CFA professional designation.
• Must have 20 + years of experience on the buy-side or sell-side
• Manager experience overseeing a team of at least 10 analysts
• Strong research background across all disciplines: Fundamental, Technical and Quantitative
• Familiarity with the (C-A-N-S-L-I-M) method of investing a plus.
• Prior research experience with global equities (all capitalizations) a plus
• Experience creating marketable and actionable equity ideas
• Has a deep and broad contact list of global institutional equity clients
• Comfortable with travel and public appearances promoting our thought leadership
• Strong leadership skills
• Excellent interpersonal and communication skills
• Works well with all levels of personnel
• Proven experience in developing and implementing effective project management and processes.
• Must have experience preparing presentation quality documents and executive level summaries.
• Strong organizational and project management skills. Ability to work successfully across organizational lines and influence outcomes.
• Strong quantitative and analytical ability required
• Strong Microsoft Excel skills desired

• Participate and contribute in client meeting and conference calls as needed.
• Engage with clients to identify consulting opportunities available through the strategic use
of our Los Angeles and India research teams.

Job Requirements Competencies
• MBA and/or CFA professional designation.
• Must have 20 + years of experience on the buy-side or sell-side
• Manager experience overseeing a team of at least 10 analysts
• Strong research background across all disciplines: Fundamental, Technical and Quantitative
• Familiarity with the (C-A-N-S-L-I-M) method of investing a plus.
• Prior research experience with global equities (all capitalizations) a plus
• Experience creating marketable and actionable equity ideas
• Has a deep and broad contact list of global institutional equity clients
• Comfortable with travel and public appearances promoting our thought leadership
• Strong leadership skills
• Excellent interpersonal and communication skills
• Works well with all levels of personnel
• Proven experience in developing and implementing effective project management and processes.
• Must have experience preparing presentation quality documents and executive level summaries.
• Strong organizational and project management skills. Ability to work successfully across organizational lines and influence outcomes.
• Strong quantitative and analytical ability required
• Strong Microsoft Excel skills desired

Compensation: Salary + Bonus

Please contact Robert Stanton for more information Salary + Bonus

Friday, September 27, 2013

Marketing/Sales Associate, Metis - San Diego

Marketing/Sales Associate, Metis Global Partners - San Diego
This is a rare opportunity for someone with institutional investment marketing and sales experience to be exposed to all the exciting challenges and creative opportunities that come with newly established/start-up companies. Metis Global Partners, LLC is seeking a Marketing/Sales Associate to collaborate with the leadership team.
Key Areas of Responsibility:
Sales & Marketing
• Help define marketing objectives and strategies, and translate strategies into communication tactics, including project management, planning, and scheduling.
• Coordinate marketing initiatives through updating marketing materials and presentations, including brochures, sample RFPs, composite information, meeting presentations and cover letters.
• Support new marketing objectives/strategies, and translate strategies into communication initiatives.
• Identify and track RFPs.
• Contribute to website content including management of photographic and video data.
• Handle proactive outbound phone calls tailored to marketing plans/goals.
• Foster relationships by responding to requests for information or answering in-coming inquiries.
• Provide administrative support to Partners through handling travel arrangements, maintaining the sales calendar,, creating PowerPoint presentations for use by Partners.
• Update prospect databases daily with address change info and other notes.
• Answering incoming phone calls and providing high level of customer service to caller.
• Event coordination and participation.
What We Look For:
• Bachelor’s degree (MBA a plus) with 2-5 years of sales or marketing experience in the investment industry.
• Solid understanding of securities markets and the financial services industry.
• Excellent communication skills, including presentation skills.
• Highly organized with a meticulous attention to detail.
• Versatile, quick learner with strong initiative and ability to work independently and collaborate on a team.
• Strong graphics skills a plus
Why Work for Metis Global Partners, LLC/Here’s what’s in it for you?
METIS GLOBAL PARTNERS, LLC is an independent, employee- and woman/minority-owned firm in San Diego, California. The firm is dedicated to the management of global and international equity portfolios. The Metis competitive advantage lies in its unique product offerings, specialized distribution channels and strategic partnership that leverages the world class operations and distribution infrastructure of renowned global equity manager Brandes Investment Partners. As a newly established firm, Metis offers that rare combination of ground floor opportunities for entrepreneurial individuals, coupled with many of the resources of a more developed firm.
Application information:
Qualified candidates are invited to submit a resume, cover letter and salary history to
Please no third-party candidates. E.O.E.D/M/F/H/V. No relocation benefits available.