CONSULTING SERVICES


Wall Street Personnel prides itself in being experts in the recruitment and staffing industry for the financial services industry. In business since 2000 we can assist in all matters of your talent needs. As industry and company strategies change we are now pleased to announce our consulting services to complement those changes in today's marketplace. This enables our firm to partner with your team on any hiring needs or just one specific requirement. Please read below to learn about the services we cover. To contact us please email at: Revi@WallStreetPersonnel.com and on the subject write: Consulting Services.

Our services include:

  • Job Descriptions
  • Best Hiring Practices
  • Posting Jobs On Line – Which Platforms to Use
  • How to Screen Resumes
  • How to Determine Who to Interview
  • Questions to Ask on a Phone Screen
  • Questions to ask on an in person interview
  • Background Check
  • Making an Offer
  • Negotiations
  • U-4/U-5
  • General recruitment strategy

We can tailor our consulting services to suit your needs. Please contact our office at: Revi@WallStreetPersonnel.com or call at 561-441-8015 to inquire further.

EMPLOYERS


Wall Street Personnel has been in business since 2000. We specialize in recruitment and staffing solutions for the financial services industry. Our goal is to connect great talent with great employers.

Our services include finding, speaking and then presenting candidates sourced from numerous platforms including online and offline through various networking, job postings, referrals, etc.

We do not provide or assure any form of verification of candidate employment, education, skills, criminal, drug testing or credit profile whatsoever. That onus is up to the prospective employer and/or 3rd party verification service used at the prospective employer’s discretion to verify any information provided by the candidate.

Below are types of firms that partner with us as well as roles and positions sourced and filled for our clients.

 

OPERATIONS


  • Portfolio Administration
  • Trade Settlements
  • Client Reporting
  • Broker/Dealer & Cage
  • ACATs and New Accounts
  • Operations and Back Office

COMPLIANCE


  • Portfolio Control
  • Trade Surveillance
  • Audits & Due Diligence
  • New Account Approval
  • Code of Ethics
  • Personal Trading
  • Political Contribution & Gifts
  • U-4 and U-5
  • ADV Filings
  • FINRA and SEC
  • Legal

ACCOUNTING


  • Fund Accounting
  • Controller
  • Taxation and Partnership
  • Portfolio Accounting
  • NAV Calculation
  • Fund Reconciliation

MARKETING & CLIENTS


  • RFPs and RFIs
  • Client & Performance Reporting
  • GIPS & CIPM Reporting
  • Registered Sales Assistants
  • Client Associates
  • Sales & Business Developments
  • Support Staff

TECHNOLOGY


  • Project Manager
  • Business Analyst
  • Six Sigma & Change Management
  • Programmers
  • Developers
  • Software Engineers

FRONT OFFICE


  • Analysts
  • Traders
  • Portfolio Managers
  • CFA Chartholders

CORPORATE


  • Executive and Management
  • Admin Support
  • Human Resources
  • Temp Services

TYPES OF FIRMS


  • Hedge Funds
  • Investment Management Firms
  • Mutual Funds
  • Private Equity Shops
  • Registered Investment Advisors (RIAs)
  • Life Insurance Companies
  • Wire Houses
  • Independent Financial Advisors
  • Broker/Dealers
  • Online Trading Firms
  • And so much more…

 

To View Our Capability Statement click here

JOB SEEKERS


Wall Street Personnel works closely with you to understand your experience and target the best opportunities available that fit your background. Our goal is to send you to interviews for positions that you desire, with firms that fit your criteria. We use the utmost confidence and integrity in working with you to assist you in your efforts of moving forward in your professional life.

Our services cover the following:

  • Review and critique of your resume
  • Presenting various opportunities that fit your specifications
  • Sending current job openings to you
  • Career Counseling and Advice
  • Scheduling and Prepping you for interviews
  • Negotiating all offers
  • All services to candidates are free

If interested in applying for a position, please forward your resume to: candidates@wallstreetpersonnel.com for further review and consideration.

 

Check Our Job Openings

CONTACT US


Any questions contact us at

Submit An Inquiry Directly

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