Investment Consultant (Tax)
BCI - Brokerage Consultants Inc.Chicago, Illinois, United States
Posted May 15, 2024
150000 - 175000 USD year
Full Time
About the Company
BCI – Brokerage Consultants Inc. is a boutique executive search and staffing firm that has been matching top talent with financial services companies across the United States for 25 years. With headquarters in Chicago’s Mercantile Exchange Center and a satellite office in New York City, BCI specializes in filling executive‑level roles and temporary positions for hedge funds, private equity, wealth management, fintech, and other financial institutions. The firm’s deep industry expertise and proven track record of delivering high‑quality candidates and negotiating favorable terms distinguish it as a trusted partner for critical hires. BCI’s network spans every level of the financial sector, from family offices to municipal finance, enabling rapid, tailored recruitment solutions.
Job Description
Leading investment management firm seeks experienced Investment Consultant to collaborate closely with internal and external teams to leverage financial expertise to enhance investment strategies and client interactions.
Requirements
- Bachelor’s degree and 4+ years’ experience in financial services industry with relationship building and tax experience
- Series 65/66 required or willingness to obtain promptly post-hire
- Working knowledge of Salesforce CRM and Microsoft Suite
- In-depth understanding of investment concepts, practices/procedures prevalent within the securities/insurance industry
- Excellent communication skills with the ability to collaborate effectively with partners across organizations