This position will focus on the Client Service function for the Black Swift Group, LLC.
The role involves the ongoing support for a separate account management business and Black Swift’s alternative investment funds. The individual will be part of a small, dedicated client service and sales team.
Candidate should have a solid working knowledge of equity portfolio management, derivatives, and/or hedge fund/private debt fund experience. Experience working with institutional investors is also a plus. Candidate should be a self-starter with a strong attention to detail.
Key responsibilities:
Assist with responding to client requests and investor queries and providing support to the investment management team
Prepare marketing materials, client reports and periodic updates
Maintain industry databases and online portal
Assist with monitoring all investor transactions; coordinating with accounting, operations, and fund administrator to reconcile investor activities and ensure proper set up of new investors
Assist in the creation of technical marketing material and analysis
Onboarding new clients and accounts
LocationBoulder, CO
Qualifications:
At least 3 years of meaningful work experience in the investment management industry – prior hedge fund or other relevant alternatives experience preferred
Bachelor’s degree at a minimum
Strong analytical skills with a working knowledge of equity, fixed income investments and derivatives
A self-starter with strong organizational skills, a high attention to detail, and the ability to handle multiple projects and deadlines
Excellent verbal and written communication skills
Experience with client and/or performance reporting
Series 65 license, CAIA, CFA or CFP a plus
Benefits, Compensation and LocationThis is a full-time, in-person position, located in Boulder, Colorado.
The salary range, depending on experience, is $150,000 – $300,000, plus potential bonus.
Benefits include health, dental, and vision, an optional SIMPLE IRA plan, paid sick days and vacation time.
Applications are accepted on an ongoing basis.
