Careers

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

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
• send a resume to operations@blackswiftgroup.com

BENEFITS, COMPENSATION AND LOCATION

This 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.

Key Responsibilities:

Client Service & Administrative Duties

• Answer and direct incoming phone calls with professionalism
• Maintain and update our CRM system to ensure accurate client records
• Attend meetings and prepare clear, detailed notes
• Prepare and review paperwork with a high degree of accuracy
• Open client accounts and process money movement requests
• Communicate directly with clients to gather necessary details and ensure accurate paperwork
• Support other staff members with administrative or operational tasks as needed

Qualifications:

• Bachelor’s degree required (any discipline)
• Must obtain a Series 65 license within the first few months of hire (study support provided)
• Prior experience in office management, administrative support, or client service preferred
• Strong attention to detail with the ability to produce error-free work
• Excellent organizational and time-management skills
• Strong interpersonal and communication skills, both written and verbal
• Ability to manage multiple tasks and prioritize effectively
• Proficiency with Microsoft Office Suite and comfort learning new software and CRM systems

Benefits, Qualifications, Location:

This is a full-time, in-person position located in Boulder, Colorado. Remote or hybrid work is not available.

The salary range, depending on experience, is $80,000–$150,000, plus a competitive benefits package.

Applications are accepted on an ongoing basis. Please send your resume and cover letter to operations@blackswiftgroup.com.

We are an Equal Opportunity Employer and consider applicants for all positions without regard to race, color, religion, sex, national origin, age, disability, sexual orientation, gender identity, marital status, or any other characteristic protected by applicable law.

This position offers a career trajectory that will lead to management level position at the firm.

Our culture emphasizes client service and investment management excellence, and we are looking for a key member of the investment advisory and client service team who has a focus on strengthening existing client relationships. Our ideal candidate is proactive, solution based, and a self-starter.

Position Overview

This position is for a position with Black Swift’s investment advisor team directly responsible for managing existing and new client relationships. You will assist in various projects including preparing portfolio reviews and reports, client communications, and other client relationship activities. An in depth understanding of various software applications and communication tools are essential for the position. A working knowledge of investments and general financial planning is required. Additional training and mentoring will be made available to ensure you have a successful and rewarding career. You are expected to have the foresight and ability to work independently and anticipate firm needs and client questions.

Initial Responsibilities:

Responsibilities:

• Managing the client service process by assisting in the production of marketing material, updating databases and reports for both the investment team and client service team.
• Conduct client meetings and reviews, and prepare review material including investment portfolio reviews and updates on market conditions and Black Swift’s outlook. Direct involvement in the coordination and planning of client meeting agendas and client events.
• Involvement in all aspects of post-client meeting tasks including scheduling and follow-up of any actionable items following reviews, and any required financial planning projects or investment review projects required by clients. Review of fund subscription documents and client onboarding paperwork including the processing and gathering of information.
• Interaction with clients over the phone, via e-mail, and in-person.
• Proactively work to improve the systems and processes within the office and overall client experience.
• Maintain and manage a CRM system.
• Strict adherence to client confidentiality policies and guidelines.
• Perform other duties as assigned.
• Support in the portfolio management and analysis of client investment accounts upon obtaining appropriate licenses.
• Potential member of the investment management committee, and input into investment management operations, advisors, clients, and service providers.
• Paid training to attain either advanced certifications such as the Certified Financial Planner designation.

Key Qualifications:

• Self-motivated, problem solver, positive, and a goal-oriented team player
• Strong desire to succeed in a career in the securities industry
• Organized, with a strong attention to detail
• College Degree required
• 7 years of professional experience, or 5 years of industry experience
• Strong analytical skills
• Interpersonal skills
• Strong writing skills and the ability to proof firm commentary and marketing materials
• Ability to identify, meet, and follow through with client needs and requirements
• Able to work independently
• Proficient with Google Docs and Excel

Benefits:

• Competitive salary with a performance-based pay program
• Paid vacation
• Retirement plan with company contribution
• Group health insurance
• Reimbursement of educational expenses that align with position

How to Apply and Salary:

• Send a copy of your resume via this job post, or submit to operations@blackswiftgroup.com.
• Job is open until filled.
• Salary depending upon experience and qualifications and CFP designation: $200,000, up to $350,000 plus bonuses.

The position is for an individual with 2-5 years of experience. An ideal candidate will enjoy doing both macro top-down research and company specific analysis, along with a basic knowledge of trading. Key responsibilities include:

Key responsibilities:

• Assist with maintaining and developing internal analytics
• Prepare performance review material and attribution analysis
• Maintain internal research databases
• Assist with trading and implementing hedging
• Interfacing with Wall Street broker dealers and Institutional research providers
• Assist in the creation of technical marketing material and analysis
• Work on the development and launch of new alternative offerings

Qualifications:

• 1 to 5 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
• Series 65 license a plus
• CFA designation or working towards CFA
• Send a resume to operations@blackswiftgroup.com

BENEFITS, COMPENSATION AND LOCATION

This is a full-time, in-person position, located in Boulder, Colorado.

The salary range, depending on experience is $100,000 – $250,000, 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.