Investment Operations
BCI - Brokerage Consultants Inc.Salt Lake City, Utah, United States
Posted February 5, 2025
120000 - 120000 USD year
Full Time
About the Company
An independent wealth advisory firm specializing in tailored investment management and family office services.
Job Description
An independent wealth advisory firm is seeking an Investment Officer to support the CIO and the team. Responsibilities include providing general support, managing alternative investment statements, and overseeing portfolio management.
Requirements
- Bachelor’s degree in Financial Statistics and Reporting
- Organized, process-oriented thinker
- Strong understanding of investment products, including public markets and alternatives
- Experience with Salesforce, Addepar (reporting), and Eclipse (Orion) trading platform preferred
Benefits
- Health insurance (50% subsidized)
- Dental insurance (50% subsidized)
- Vision insurance (50% subsidized)
- 401k with safe harbor match
- 15 PTO days + paid market holidays + bonus holidays