Portfolio Administrator Roles
BCI - Brokerage Consultants Inc.New York, New York, United States
Posted November 21, 2023
75000 - 130000 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
We are seeking a Portfolio Administrator to join our team supporting HNW individuals, trusts, endowments/foundations, and pension plans with investment counsel/portfolio management services.
Requirements
- 2+ years of experience at a financial services/investment advisory firm
- Bachelor’s degree required
- Experience with Microsoft Office
- Exposure to Satuit CRM (or similar), DocuSign, SS&C’s Advent Axys a plus
- Knowledge of management company accounting and fund taxes a plus
Benefits
- Annual discretionary bonus
- Healthcare benefits
- Retirement plan