Position Details

Client Service Associate

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.

Preference is for a candidate with 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

Boulder, CO

Qualifications:

  • At least 2 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
  • send a resume to info at blackswiftgroup.com
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