Administrative Specialist, elgin

Hello,

I am with BCI and was curious if you or someone from your network might be interested in this opportunity:

Title: Administrative Specialist (1049-1)
Location: Elgin, IL
Compensation: Commensurate with experience

Summary/Responsibilities:
Organize and oversee a wide range of recurring administrative activities related to wealth management
Continuous evaluation and improvement of the firm’s processes
Client communication, scheduling, and follow-up
Preparation of recurring operational reports for team members
Preparation and processing of account documentation and client meeting materials
Maintenance of the firm’s regulatory books and records requirements
Support of a wide range of client relationship and service initiatives
Support of a wide range of compliance activities and electronic archives
Event planning and execution

Requirements:
Exceptional organization and communication skills
Strong computer literacy
Proficiency in Microsoft Office
Ability to learn specialized software applications
Demonstrate a career focus in the disciplines of administration
Previous experience using GoldMine a plus
Bachelor’s degree preferred

If you are interested in this opening, please email us a copy of your resume as an MS Word attachment.

Thank you,

Jillian Eddy
BCI - Financial Services Recruiting
10 S. Wacker Dr., Suite 1250
Chicago, IL 60606
312-460-8111 x113
jillian@brokerageconsultants.com
www.brokerageconsultants.com

Jr. PM

Position: Sr. Associate/Jr. Project Manager
Location: Lincolnshire, IL
Duration: 12+ Months

Responsibilities:
Support our field project managers (PMs) and customer experience managers (CEM) with issuing POs and or resolving invoice concerns within Tigers.
Develop and distribution of weekly Tigers governance reports to the management team.
Support our field project managers (PMs) and customer experience managers (CEM) with ordering of equipment, expedites and processing of equipment return authorization (ERAs).
Leads and supports process improvement initiatives by problem solving action and follows through to resolution.
Develops strategies for implementing operational efficiencies by reviewing work flows, procedures, performance and financial reports.
Gathers project status from all program team members and formulates a status report.
Has developed some level of comfort with status discussions at numerous levels, from detailed to broad-brush.
Able to summarize and present status for numerous audiences, from Directors down to individual contributors.
Personally knowledgeable on most aspects of the program, down to a reasonable level of detail.
Demonstrates solid understanding of the business including the functional area(s), team members, key work processes related to the project.
Ability to see cross-functional impacts of decisions and project plans and execution.
Also able to manage simpler, multi-team projects with similar resources and budgets.
Demonstrates solid knowledge of PMI PMBOK and basic Project Management techniques.
Working knowledge of basic job related policies and procedures. Developing expertise, resolves most routine issues.

Thanks,

Jay Singh
Enterprise Solution Inc.
PH: 408-318-6723, Fax: 630-206-2379
Email:jaykumar@enterprisesolutioninc.com
Web: www.enterprisesolutioninc.com

Controller. Hedge Fund

Title: Controller – Hedge Fund (920-5)
Location: Milwaukee, WI
Compensation: Commensurate with experience

Summary:
This is a rare opportunity for a driven individual to become an integral part of the accounting operations of a hedge fund. The Controller will be responsible for managing the corporate accounting function including accounts payable/receivable, taxes, cash management, general accounting, and financial reporting. The Controller will provide support and accounting expertise as a trusted resource to the firm, affiliated entities and owner. There is opportunity to take on increasing levels of responsibility and grow within the firm. This position offers high visibility and exposure to complex financial products in a fast paced and dynamic industry.

Responsibilities:
Prepare quarterly/annual financial statements and reports
Perform general ledger and period end closing responsibilities including journal entries, review of expenses and accruals, to ensure information in the accounting system is complete and accurate
Complete regular review of account reconciliations/resolution of outstanding items
Complete all reporting requirements accurately and timely
Develop/maintain effective internal controls and accounting procedures to provide for propriety and integrity of the firm’s financial records and assets that comply with reporting requirements/policies/procedures
Prepare federal/state/local tax return financial information for external accounting firm
Supervise preparation of 1099s and FBAR filings
Review monthly/quarterly/annual sales and use tax returns
Supervise accounting team members
Assist with external/internal/special audits, as necessary
Prepare annual budgets and manage rolling cash projection
Perform banking activities including deposits/wires/reconciliations/investigations/etc.
Calculate monthly/quarterly/annual bonus compensation payments
Assist with acquisition and financing related activities
Manage corporate insurance annual renewal process
Perform fund accounting responsibilities as needed
Perform other related duties and complete special projects as assigned

Requirements:
Bachelor’s Degree in Accounting with CPA
10+ years of experience in a senior level financial/accounting role
Public accounting experience highly desired
Excellent analytical and problem solving skills
Strong multi-tasking, time-management and communication skills
Self-motivated and results driven personality
Ability to lead and mentor direct reports
Advanced skills in QuickBooks, Excel, Word, and Outlook
Experience within a hedge fund or financial services organization a plus

If you are interested in this opening, please email us a copy of your resume as an MS Word attachment.

Thank you,

Justin Ramos
BCI - Financial Services Recruiting
10 S. Wacker Dr., Suite 1250
Chicago, IL 60606
312-460-8111 x 108
jramos@brokerageconsultants.com
www.brokerageconsultants.com

Risk Officer, Omaha, NE

Title: Risk Officer (951-3)
Location:  Omaha, NE
Compensation:  Commensurate with experience

Summary
Independent full-service clearing/settlement firm serving introducing broker-dealer clients seeks a Risk Management professional who will be responsible for the leadership/innovation/governance/management necessary to identify/evaluate/mitigate/monitor financial risk. The Credit Risk Officer will: develop financial risk management tools/practices to analyze/report on/manage financial market risks according to a risk management framework/relevant policies; ensure financial risk management policies/limits/strategies are in compliance with applicable regulations/strategic imperatives; oversee/monitor all financial risk management activities; monitor/analyze financial risks within business units and on a corporate basis; be responsible for Credit Committee.

Responsibilities:
Oversee/direct the Risk Management department and be responsible for daily risk management of the introducing broker activity/proprietary activity.
Effectively develop comprehensive risk management processes/reports.
Exercise discretion in working with confidential/sensitive information regarding financial results/management decisions and work and communicate effectively with division heads/introducing brokers regarding risk management.
Manage/direct/control personnel management activities for department to include: performance appraisal/transfers/promotions/training/development/long and short range planning/budget/expense control/hiring/salary administration/compliance/ team building/weekly one on one meetings with direct reports
Determine risks associated with customer margin accounts, introducing broker inventory margin accounts, fixed income and equity trading desks, securities lending desks, introducing broker and account trading limits
Develop processes to monitor risks on a continual basis
Coordinate review of new business activities; develop understanding of associated risks; coordinate assimilation of due diligence materials for ultimate analysis at credit committee
Coordinate review of new banking relationships for bank sweep product
Conduct quarterly reviews of existing bank relationships

Requirements:
Extensive educational background and/or experience in Risk Management
Bachelor’s degree required
At least 5 years of direct experience in the field
Strong analytical and problem solving skills, ability to work independently, sound decision-making abilities and strong oral and written communication and human relations skills
Understanding and working knowledge of risk management systems, spreadsheet and relational database software
Successful completion of the FINRA General Securities Representative Exam (Series 7) and Financial and Operations Principal Exam (Series 24)
Familiarity with FINRA and SEC rules and regulations
Strong managerial and organizational skills
Working knowledge of EEO regulations

If you are interested in this opening, please email us a copy of your resume as an MS Word attachment.

Thank you,

Nicole Sarillo
BCI - Financial Services Recruiting
10 S. Wacker Dr., Suite 1250
Chicago, IL 60606
312-460-8111 x111
Nicole@brokerageconsultants.com
www.brokerageconsultants.com

Compliance Assistant, LA

Title: Compliance Assistant (920-4)
Location: Los Angeles
Compensation:  Commensurate with experience

Summary/Responsibilities:
We are seeking a detail oriented, hardworking Compliance Assistant with the skills and enthusiasm to thrive in our dynamic environment. This person will:

Maintain heavy compliance calendar for upcoming filings/key tasks
Track workflow and open projects and report progress to CCO
Assist CCO in drafting compliance policies to ensure policies remain up to date for any regulatory changes
Send training reminders to staff and track completion of any mandatory training
Work with other departments to edit and reconcile documents/policies as needed
Stay abreast of ever changing advertising regulations/industry standards
Facilitate review of personal trading statements/pre-clearance reports to ensure compliance with company policy
Review/track responses to periodic client questionnaires/monthly compliance questionnaires from staff
Facilitate review of company emails to ensure compliance with regulatory requirements
Assist in production/completion of the annual CCO reviews
Assist in updating/monitoring ongoing regulatory filings/registrations
Keep updated on relevant SEC/NFA/CFTC developments and industry best practices

Requirements:
Bachelor’s degree and related industry experience
Superior attention to detail
Ability to effectively multi-task/manage deadlines, learn complex concepts quickly in a fast-paced environment
Advanced proficiency in MS Office applications and internet use
Knowledge and understanding of industry rules/regulations

If you are interested in this opening, please email us a copy of your resume as an MS Word attachment.

Thank you,

Justin Ramos
BCI - Financial Services Recruiting
10 S. Wacker Dr., Suite 1250
Chicago, IL 60606
312-460-8111 x 108
jramos@brokerageconsultants.com
www.brokerageconsultants.com

Agile Coach, CT/TX/CO

NOTE: W2 or C2C



Job Title: Agile Coach

Location: Bloomfield, CT / Texas / Denver, CO

Duration: 6-12 months +



We are currently seeking an Agile Coach to join agile program that will involve working in an Agile Center of Excellence.

You will be responsible for coaching local and distributed teams at the program level and support internal clients using a variety of Agile approaches in the context of the Scaled Agile Framework (SAFe).

You will coach teams of different levels of maturity, across portfolios, programs and development teams.



Critical components of this role include detailed knowledge of the application of Agile practices and principles and experience with metrics to effectively measure: execution, performance, benefits and value. This position requires deep knowledge and experience with Agile and the ability to inspect and adapt thinking/ practices to various situations.



Responsibilities include:

¿ Coaching stakeholders such as Release Train Engineers, Product Management, Epic Owners at the program level

¿ Standing up the program layer of initiatives (i.e., Agile Release Trains) and for providing agile coaching, training, and implementation. Using the Agile CoE assets such as agile training, playbooks, assessments, etc.

¿ Coaching teams on how to set up and leverage Cigna's Agile project management tool (Rally) for epic/feature/stories and inward and outward reporting by actively engaging and contributing to best practices.

¿ 

Required Skills/Experience

¿ 8-10+ years of IT experience. 

Prior delivery role (e.g., PM, release manager, developer, tester) experience highly desirable.

¿ 5+ years of Agile coaching experience, including $10MM plus programs with offshore and distributed teams.

¿ Excellent facilitation, written and verbal skills.

¿ One or more Agile certifications (e.g., CSM, CSPO, CSP, PSM, PSPO). SAFe certifications (SA, SP, SPC) highly desirable.

¿ Experience with Agile project management tools (Jira, VersionOne, Rally, etc)



Education



Bachelor’s degree in Computer Science or a related discipline. 





Michael C. Buontempo
Technical Recruiter
MBuontempo@judge.com
www.judge.com
The Judge Group
Consulting  Staffing  Training
A Global Leader in Professional Services since 1970

Project Manager, Schauburg

My name is Santosh and I'm a Recruiter with ZOLON Tech Solutions, Inc. I would like to talk to you regarding a Contract Position in  Schauburg, IL, Let me know if you would be interested in the same. Below is a description of the position.

My apologies in advance if I have contacted you in error, please ignore this email or reply as not interested and I will take necessary steps to not solicit you for this opportunity again
                                
Job title: Project Manager
Location:  Schauburg, IL,
Duration:  5 months
 
Job Description:

Under direct supervision, manages projects and/or key work-streams within a larger program.
Project management of key business initiatives (non-IT projects), and/or the commercial marketing launch of R&D product releases.
Responsible for working in collaboration with the project team to define the project plan, and managing that team to ensure that the project is delivered against the stated project charter.
Communicates with the PMO organization project progress, status, and risks.

If you are interested, please reply to me Latest copy of your resume in WORD format. Even if you are not available, but if you know someone who would fit this job, please don't hesitate to pass this email on to them.

Looking forward to work with you,

Thanks & Regards,
Lakshmi Santosh
 
ZOLON Tech Solutions, Inc.
| Lakshmi Santosh | Technical Recruiter  | 1101 Pennsylvania Avenue NW, Suite 600 | Washington, DC 20004 |
| (202) 644-7556 Direct |  (202) 640-4366 (fax) | lakshmi.santosh@zolon.com Email |  santosht_zolon@Yahoo IM
 

DWH/ETL Informatica Developer with Jasper, Boston

Position: DWH/ETL Informatica Developer with Jasper 
Location: North Quincy/ Boston, MA
Duration: Long Term
Employment: onsite 
Mandatory skills- Jasper(Hands on experience)

Job Descriptions:
Essential Skill(s)
Must have:  Jasper BI 
BI - Pre-requisteShould have OLAP design knowledge.Should have worked in BI Projects ,preferably on Open Source BI tools.Should have designed, developed reports & dashboardsShould be able to design & develop both static and adhoc reports,build prompt filters on queries, insert and format tables & Charts,organize data in reports Should have good SQL knowledgeShould have experience in complex reporting and Dynamic result set display.Should have knowledge of report publishing.Should have knowledge of data segregation,data visualization and ETL process.

Must have: Actuate 
BI - Pre-requiste Should have understanding on the BI concepts . Should havemanagement prespective on the reports requirements Tool-specific: Should haveworked on the Report Designer & Object designer. Should have have knowledge ofdrill down and drill up reports. Should have one year project experience withActuate as a main reporting tool. Experience Range : 1-3

Additional Skill(s)
Nice to have:  Oracle SQL
SQL Constructs Ablility to understand and implement Data Types, Basic SQLSELECT Statements, Restricting and Sorting Data, Single-Row Functions, Joins,Aggregate and Group Functions, Sub-Queries, Creating & Managing DB Objects,Manipulating Data (DML), Constraints, Views

If you are qualified, available, interested and planning to make a change, or know of a friend who might have the required qualifications and interest, you can contact me on desk: (770) 255-7702 or cell: even if we have spoken recently about a different position. If you do respond via e-mail please include the Best time to call and phone number so I can reach you.

Thank you,

Ashish Tripathi
Executive-Resourcing
Pyramid Consulting, Inc.
11100 Atlantis Place Alpharetta, GA
email: Ashish.tripathi@pyramidci.com
Desk: (770) 255-7702 or Cell:
web: www.pyramidci.com
USA | Canada | UK | India | Singapore

Agile Coach, NJ

Job Title: Agile coach

Location: Berkeley Heights,NJ(07922)

Duration: 6+ months (High Probability of extension)

JOB DESCRIPTION:-

• Must have strong Agile coaching experience, must have SAFe certification, Scrum master.
• Communication skills must be top notch,
• This is 1 of 4 top projects for Client globally.,
• This person will be working with in house business users internationally, so prior international experience is a huge plus
• Some travel will be required, off hour conference calls will occasionally be required.
• This person will be changing the culture of the organization, must be prepared to have some push back.
• Working with C level executives/ CEO, COO, CIO is a must

Summary:-

• The Agile Consultant will be a Guru/SME (subject matter expert) in Agile methodologies, scrum, and techniques, preferable certified in one of the areas.
• The individual should have strong leadership skills and the ability to translate agile practices to an organization that is unfamiliar or practicing. This individual will actively work with all areas of the client s organization to help transform teams and individuals to become self-organized and self-sustaining.
• Additionally, this candidate will assist in fostering agile adoption throughout an organization through workshops, training, and one-on-one meetings.
• This person will have strong communication and leadership skills. Must be self-motivated, well organized and have strong innovation and facilitation skills.
• Ability to coach is preferred.
• An Agile Scrum Coach who doesn t take a purist stand.
• We are looking for someone with more of a pragmatic view.
• Someone who understands that purist mindset doesn't always bode well with everyone.

1. An Agile Scrum Coach with a deep understanding of Agile principles and the experience to take a pragmatic view. This role is directly accountable for implementing Agile practices in Client s portfolio through hands on mentoring of development teams. Success is measured by an evidenced transition which results in the benefits typically seen through Agile being demonstrated.

2. Need to have 6+ years of Agile Coaching experience (prefer someone who is at the experienced consultant level)/served as a Guru/subject matter expert)

3. Need to have 3-5 years in a large scale Enterprise Environment

4. Someone who knows SAFe Scaled Agile Framework.

5.Excellent coaching personality - required

6. Someone who has certifications in SAFe, Scrum Master, Scrum Coach, Scrum Product Owner, Rally. Any certifications in the Agile or Scrum arena is greatly preferred!!!!

7. Adaptable - Someone who thinks How are we going to adapt by the book Scrum to work for us. Someone who respects the time of the team and is good with the time management

8. Someone who plays well with the team and really gets to know the team and the culture. A true team player.
 

I would really appreciate if you could reply me back ASAP for the same.

 

Thanks & Regards,

Tony Perkins

646-849-0124

VeteransSourcingGroup

380 Lexington Avenue, Suite 2220,

New York, NY 10168

tperkins@veteranssourcinggroup.com

www.theclgrp.com