BIAS - Bermuda Investment Advisory Services

PORTFOLIO ADMINISTRATOR
BIAS is a full service Investment Management and Advisory Firm that is seeking an individual to join a team of energetic and committed professionals as Portfolio Administrator.

Responsibilities and Duties:-

Assisting Senior Account Executives with the structuring of advisory investment portfolios.
Ongoing review and rebalancing of client portfolios in order to maintain compliance with a model portfolio.
Executing securities transactions in a timely and efficient manner.
Preparing all paperwork necessary to confirm client approval and execute transactions.
Documenting client transactions in our proprietary management system.
Preparation of periodic reports for existing clients as well as proposals for prospective clients.
Fulfilling client service requirements.

Minimum requirements include:-

A university degree, preferably in commerce, finance or economics.
Three years investment industry experience and successful completion of CFA Level 1, or
four years experience with US Series 7, Canadian Securities Course or equivalent.
Strong written and verbal skills.
Must demonstrate a strong propensity for 'follow through'.
Able to work with minimum supervision and willingness to work long hours if necessary.
Strong PC skills, particularly with database and spreadsheet applications.

If you are looking for a rewarding and challenging career, please submit a detailed resume to:

Human Resources, Bermuda Investment Advisory Services Ltd.
4th Floor, Vallis Building, 58 Par-la-Ville Road, Hamilton HM11, Bermuda
Or by fax to 1-441-292-7292; or email: recruiting@bias.bm

BIAS is an equal opportunity employer