Join Our Team

We’re on a mission to connect communities with capital. How about you?

Our people are driven, focused and tenacious in their pursuit of our purpose. With BCMG you’ll draw strength from a highly collaborative and intellectually stimulating team of peers. The work you will do will have a direct and lasting impact on the neighborhoods around you.

Interested?

See our current openings below.

SALES SUPPORT REPRESENTATIVE

SUMMARY

BLOXTrade is a Puerto Rican brokerage company wholly owned by BCMG and is headquartered at our corporate office in San Juan, PR. We are looking to build a team of the best Brokers in generating growth for the largest institutional sales desk in the tax lien industry. BCMG is seeking an enthusiastic strategic thinker to serve as support and a liaison between our Tax Lien Sales/Trading Desk and our Operations Team.

WHAT TO EXPECT

This person will be providing day to day sales support, research, and task functions for the Sales and Trading desk. The ideal person will have strong interpersonal communication skills, attention to detail, and be comfortable prioritizing a high volume of requests on the fly.

Primary Responsabilities

– Actively research potential leads across the county

– Coordinate with Broker on potential leads and next steps

– Setup time for Introduction call

– Send onboarding agreements via custom e-signature platform

– Accurately update and maintain account records

– Coordinate with Data Team by aggregating parcel data on new listing for sale

– Assist in validating the delinquent tax data

– Build and use current VBA’s in excel to process data into standard market portfolio listing for 30 states

– Analyze final product for final review with VP of Sales and Trading

– Upload and post portfolio to internal platforms for market to review

– Properly save and back up files with internal security databases

– Assist in maintaining current inventory for Sales Desk

– Assist Sales and Trading Desk on initial market portfolio sales process

– Setup client calls with current and developing accounts

– Targeted location research relating to the marketed portfolio for potential accounts

– Strategize with Sales team for each listed portfolio

– Continuously analyzing and updating portfolio metrics

– Obtain bids and offers from Sales Team and analyze transactions in excel

– Send Trade Confirmation to each party keeping full non-discloser policies in place

– Coordinating with Clients, Sales Team, and Operations in NYC with the transfer and clearing of portfolio’s being traded.

– Coordinate with Sales Team on purchase orders for data being provided on the primary market

– Coordinate with Sales Team on purchase orders for access to internal platforms

– Coordinating with Operations team on client purchased data orders on internal platforms

– Coordinate with Data Team on deliverables and time frames established with clients

– Relay information gathered from data team back to Sales Team for client approval

– Send Data and Terminal package agreements to clients

– Coordinate with Client and Data team that their purchase is delivered appropriately to the correct account

Requirements

– Well versed in Excel, Knowledgeable on simple functions, Pivot tables, and VBA(Macros)

– Able to react quickly on incoming requests

– Knowledge of Financial Markets

– Customer service focused

– Ability to multi task

– Ability to work well in high pressure situations

– Capability to work with a small team in a social atmosphere

– Advanced proficiency in using CRM software and business office application software

– Strong attention to detail and well organized

PRODUCT SPECIALIST

SUMMARY

Access Terminal is the industry’s trusted tax lien custom data solution for professionals and efficient post trade clearing platform wholly owned by BCMG and is headquartered at our beachfront office in San Juan, PR. BCMG is looking for someone that can guide the team that is charged with product line contribution as a business unit. Increase profitability of existing products by working with product development team, sales and marketing. Conduct market research; generate product requirements; determine specifications, production timetables, pricing, and time- integrated plans for product introduction. Possess a unique blend of product sales and technical savvy; a big-picture vision, and the drive to make that vision a reality.

WHAT TO EXPECT

Responsible for managing the entire product life cycle from strategic planning to tactical activities and sales. Driving a solution set across development teams (primarily Development/Engineering, and Marketing Communications) through market requirements, product contract, and positioning. Developing and implementing a company-wide go-to-market plan, working with all departments to execute and analyzing potential partner relationships for the product.

Primary Responsabilities

– Actively research potential leads across the county

– Coordinate with Broker on potential leads and next steps

– Setup time for Introduction call

– Send onboarding agreements via custom e-signature platform

– Accurately update and maintain account records

– Coordinate with Data Team by aggregating parcel data on new listing for sale

– Assist in validating the delinquent tax data

– Build and use current VBA’s in excel to process data into standard market portfolio listing for 30 states

– Analyze final product for final review with VP of Sales and Trading

– Upload and post portfolio to internal platforms for market to review

– Properly save and back up files with internal security databases

– Assist in maintaining current inventory for Sales Desk

– Assist Sales and Trading Desk on initial market portfolio sales process

– Setup client calls with current and developing accounts

– Targeted location research relating to the marketed portfolio for potential accounts

– Strategize with Sales team for each listed portfolio

– Continuously analyzing and updating portfolio metrics

– Obtain bids and offers from Sales Team and analyze transactions in excel

– Send Trade Confirmation to each party keeping full non-discloser policies in place

– Coordinating with Clients, Sales Team, and Operations in NYC with the transfer and clearing of portfolio’s being traded.

– Coordinate with Sales Team on purchase orders for data being provided on the primary market

– Coordinate with Sales Team on purchase orders for access to internal platforms

– Coordinating with Operations team on client purchased data orders on internal platforms

– Coordinate with Data Team on deliverables and time frames established with clients

– Relay information gathered from data team back to Sales Team for client approval

– Send Data and Terminal package agreements to clients

– Coordinate with Client and Data team that their purchase is delivered appropriately to the correct account

Requirements

– Well versed in Excel, Knowledgeable on simple functions, Pivot tables, and VBA(Macros)

– Able to react quickly on incoming requests

– Knowledge of Financial Markets

– Customer service focused

– Ability to multi task

– Ability to work well in high pressure situations

– Capability to work with a small team in a social atmosphere

– Advanced proficiency in using CRM software and business office application software

– Strong attention to detail and well organized

Office Administrator

SUMMARY

Bespoke Capital Markets Group, LLC is a family of companies that provides funds, investors, governments, and service providers with essential tools to grow their tax lien business. The BCMG team is organized into four divisions that service our family of companies and clients: Sales & Trading, Data & Analytics, Clearing & Operations, and Innovation & Product Development. The position will provide office support with a variety of clerical activities and related tasks. The receptionist is the immediate point of contact for the Company and will be responsible for answering incoming calls, directing calls to appropriate associates, mail distribution, flow of correspondence, requisition of supplies as well as maintaining an active interaction with the office and appointment scheduler.

WHAT TO EXPECT

Greets and directs visitors to the company. Takes and retrieves messages for various personnel. Provides callers with information such as company address, directions to the company location, company fax numbers, company website and other related information. Receives, sorts and forwards incoming mail (although limited in nature). Coordinates the pick-up and delivery of express mail services (FedEx, UPS, etc.). Assists in the ordering, receiving, stocking and distribution of office supplies. Assists with other related clerical duties such as photocopying, faxing, filing and collating.

Primary Responsabilities

– Must be flexible and able to manage a variety of projects and tasks at various points as well as interact well with various teams including sales, operations, and accounting and understand the various needs of each.

– Flexibility

– Communication Proficiency

– Collaboration Skills

– Customer/Client Focus

– Technical Capacity

– Assists office staff in maintaining files and databases

– Monitors office operations

– Schedules appointments and meetings for executives and upper level staff

– Serves as the go-to for office inquiries and conflicts

– Manages staff schedules

– Tracks office supply inventory and approves supply orders

III. Languages

Bilingual – English/Spanish, preferred

1. Additional responsibilities:

Assist the CEO with some personal tasks including meeting clients, customers as well as managing some personal responsibilities.

Requirements

– Associate degree at a minimum is preferred along with +3 years’ experience with preference given to those coming from a financial services company.

– Knowledge and experience of relevant software applications – spreadsheets, word processing, and database management

– Knowledge of administrative and clerical procedures

– Knowledge of business principles

– Proficient in spelling, punctuation, grammar and other English language skills

– Proven experience of producing correspondence and documents

– Proven experience in information and communication management

Key Competences

– Attention to detail

– Confidentiality

– Planning and organizing

– Time management

– Interpersonal skills

– Customer-service orientation

– Initiative

– Reliability

– Stress tolerance

DATA PROCESSOR

SUMMARY

Lienalytics, Lienclear & Access Terminal is the industry’s trusted tax lien custom data solution for professionals and efficient post trade clearing platform wholly owned by BCMG and is headquartered at

our beachfront office in San Juan, PR. BCMG is seeking a Jr. Data Processor to assist both of these divisions of BCMG, LLC. In addition to very strong technical skills, this position will have superb business process analysis and interpersonal skills. The ability to extract and analyze data, patterns, and related

trends is needed, with the subsequent ability to synthesize the data into information consumable by senior business decision-makers.

WHAT TO EXPECT

You will learn about the tax lien markets and products while working alongside salespeople and traders. You will learn the tax sale / trade process, be in communication with county/government jurisdictions for tax lien and property data. You will interact with the seller and establish relationships with the county personnel to assist in facilitating the clearing process.

Primary Responsabilities

– Prepare, compile and sort documents for data entry

– Check source documents for accuracy

– Verify data and correct data where necessary

– Combine and rearrange data from source documents where required

– Enter data from source documents into prescribed computer database, files and forms

– Check completed work for accuracy

– Comply with data integrity and security policies

Requirements

– Self-starter – must be productive with minimal direction

– Ability to work in a fast-paced, technical, cross-functional environment & under pressure

– High school diploma

– Knowledgeable in Excel, Powerpoint, Word, Salesforce & Outlook

– Accurate keyboard skills and proven ability to enter data at the required speed.

– English as a primary language

– Technical expertise regarding data models, database design development, data mining and segmentation techniques

– Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy

– Adept at queries, report writing and presenting findings

– Good communication skills

Business Development Rep / Copy Writer

SUMMARY

Access Terminal is the industry’s trusted tax lien custom data solution for professionals and efficient post trade clearing platform wholly owned by BCMG and is headquartered at our beachfront office in San Juan, PR. BCMG is seeking an enthusiastic strategic thinker to serve as a liaison between and in a support function to our external marketing firm and Trading Desks.

WHAT TO EXPECT

The Business Development Representative position will work with all external marketing support and manage marketing applications/software. The responsibilities and accountabilities include achieving company objectives relating to sales, productivity, and marketing. Must be highly creative and

imaginative, have good written and interpersonal skills, must be able to work under pressure, have an eye for detail, and work well in a team. The Business Development Representative duties also include developing a clear strategy to sell the products of the firm, manage social media & blogging.

Primary Responsabilities

– Assist with marketing / production schedule

– Direct work efforts of both internal and external social media contributors

– Manage posting calendar to ensure we are posting to the correct channels at the desired frequency

– Follow-ups with vendor’s sponsors and conference attendees

– Research new vendor and sponsorship opportunities

– Assist in data research for newsletter contribution

– Compile analytics from social media, websites, registration platforms for monthly team analysis

– Manage Social Media

– Copy Writing

– Hand out tax lien talk postcards

– Hand out Lienalytics data cards

– Hand out BLOXTrade listing/product cards

– Give away company collateral pieces

– Entertain clients

– Collect auction results

Requirements

– A bachelor’s degree normally is expected. Coursework in finance, marketing and/or economics is helpful, though not required.

– Ability to work on a small, entrepreneurial team; self-motivated & creative.

– 1-3 years’ experience a business-to-business environment.

– Background in communications, public relations, media or marketing is preferred.

– A valid Driver’s License

– Must possess strong market development skills, a competitive spirit and place a high value on ethical standards.

– Must be a self-starter with strong time management and planning skills, have the ability to target accounts and achieve results through a daily action plan.

– The ability to take direction, work independently, and manage multiple tasks and projects in a fast paced environment

– English as a primary language

– Ability to travel and or relocate to San Juan, PR.

– Understanding of the Financial Service industry and key market forces.

– Knowledgeable in Excel, Powerpoint, Word, Pipedrive, Outlook & Mailchimp

ASSISTANT CONTROLLER

SUMMARY

Bespoke Capital Markets Group, LLC is a family of companies that provides funds, investors, governments, and service providers with essential tools to grow their tax lien business. The BCMG team is organized into four divisions that service our family of companies and clients: Sales & Trading, Data & Analytics, Clearing & Operations, and Innovation & Product Development. The position is accountable

for the accounting operations of the company, to include the production of periodic financial reports, maintenance of an adequate system of accounting records, and a comprehensive set of controls and

budgets designed to mitigate risk, enhance the accuracy of the company’s reported financial results, and ensure that reported results comply with generally accepted accounting principles or international financial reporting standards.

WHAT TO EXPECT

Responsible for guiding financial decisions by establishing, monitoring, and enforcing policies and procedures. Primary responsibilities include managing the financial aspects of the firm by establishing, monitoring and enforcing accounting, producing critical financial reports, which include but are not limited to: profit and loss statements, balance sheets, cash flows. In addition, presentation support and financial prospectuses. Federal and state regulatory company reporting requirements are also prepared and submitted in this role.

Primary Responsabilities

– Maintain a documented system of accounting policies and procedures

– Oversee the operations of the accounting department, including the design of an organizational structure adequate for achieving the department’s goals and objectives

– Oversee the accounting operations of subsidiary corporations, especially their control systems, transaction-processing operations, and policies and procedures.

– Ensure that accounts payable are paid in a timely manner

– Ensure that all reasonable discounts are taken on accounts payable

– Ensure that accounts receivable are collected promptly

– Ensure payroll and commissions are progressed in a timely manner

– Ensure that periodic bank reconciliations are completed

– Ensure that required debt payments (if applicable) are made on a timely basis

– Maintain the chart of accounts

– Maintain a system of controls over accounting transactions

– Issue timely and complete financial statements

– Coordinate the preparation of the corporate annual report

– Recommend benchmarks against which to measure the performance of operations

– Calculate and issue financial and operating metrics

– Manage the production of the annual budget and forecasts

– Calculate variances from the budget and report significant issues to management

– Provide for a system of management cost reports

– Provide financial analyses as needed, in particular for capital investments, pricing decisions, and contract negotiations

– Coordinate the provision of information to external auditors for the annual audit

– Monitor debt levels and compliance with debt covenants

– Comply with local, state, and federal government reporting requirements and tax filings

– Maintain (and when applicable) file reports with Federal and State authorities

Requirements

– Bachelor’s degree in accounting or business administration, or equivalent business experience

– 5+ years of progressively responsible experience for a major company or division of a large corporation.

– Proficiency in English, Spanish, MS Office, & QuickBooks

– Customer service orientation and negotiation skills

– High degree of accuracy & attention to detail

– Professionalism and confidentiality is an absolute must, along with maintaining security of the Executive Offices.

– Work well under pressure with tight deadlines and changing priorities.

– Have exceptional organizational, interpersonal, and communication skills.

– Be adept at learning new software.

Preference will be given to candidates who are Certified Public Accountants and/or seeking this license.

JR. BROKER

SUMMARY

BLOXTrade is a Puerto Rican brokerage company wholly owned by Bespoke Capital Markets Group (BCMG) and is headquartered at our beachfront office in San Juan, PR. We are looking to build a team of

the best Brokers in generating growth for the largest institutional sales desk in the tax lien industry. You’ll start in our Junior Analyst program where you’ll spend 90 days working with our brokers as they source and facilitate transactions with institutional clients. As an integral part of a team, you are expected to make a significant personal impact from day one.

WHAT TO EXPECT

You will learn about the tax lien markets and products while working alongside salespeople and traders to gain greater exposure and insight into the opportunities available within Sales & Trading. You will interact and socialize with BLOXTrade colleagues, fund managers, institutional traders, bankers, and service providers.

Primary Responsabilities

– Research online state and county records to identify new opportunities

– Call tax lien owners in 29 states to educate them on our company and products

– Communicate weekly with existing clients to determine their market needs

– Monitor a variety of states and assist in developing trade ideas in support of the trading desks

– Attend morning desk meetings and deal meetings for new listings and opportunities

– Listen to client calls and help field client requests

– Attend client meetings with senior traders, salespeople, and research

– Prepare presentation materials and participate in portfolio reviews for senior management

Requirements

– BA/BS required

– Solid sales experience

– Ability to work on a small, entrepreneurial team

– English as a primary language

– Ability to travel and or relocate to San Juan, PR.

– Ability to work in a small entrepreneurial team

– Knowledgeable in Excel, Powerpoint, Word, Salesforce, Outlook & Mailchimp

– Client Relationship and Management skills

– Self motivated & Creative

– Ability to communicate effectively with all type of investors

PERSONAL OFFICE ASSISTANT

SUMMARY

Bespoke Capital Markets Group, LLC is a family of companies that provides funds, investors, governments, and service providers with essential tools to grow their tax lien business. The BCMG team is organized into four divisions that service our family of companies and clients: Sales & Trading, Data & Analytics, Clearing & Operations, and Innovation & Product Development. This position is for a professional, polished, meticulous, tech savvy Personal/Office Assistant needed for an office based in San Juan, Puerto Rico. Qualified candidates will have exceptional administrative and organizational skills, superb communication skills, and great instincts; diplomatic with healthy boundaries and outstanding time management skills.

WHAT TO EXPECT

As a Personal Assistant your primary focus will be: organization, communication, and personal readiness. Responsibilities include: answering phone calls, keeping track of personal calendar, for the president, helping prepare daily plan/ schedule for president, create a clean and healthy environment that promotes optimal productivity.

Primary Responsabilities

– Welcomes visitors by greeting them, in person or on the telephone; answering or handling inquiries.

– Maintain security by following procedures; monitoring logbook; issuing visitor badges.

– Maintains safe and clean reception & copy area by complying with procedures, rules, and regulations.

– Anticipate executives or team needs and provide rock-solid proactive support.

– Running errands for CEO & office

– Writing emails, faxing, copying, and or printing documents figure heavily in a personal assistant’s day.

– Follow-up on internal and external events

– Be a liaison for the CEO with local vendors

Requirements

– Fully bilingual in English & Spanish

– Must have a car

– Professionalism and confidentiality is an absolute must, along with maintaining security of the Executive Offices.

– Have excellent verbal, written, and grammatical skills.

– Proficient with Microsoft Office applications in composing correspondence, reports, excel spreadsheets and other documents with 100% accuracy. Adapt to new technology and learn new programs quickly.

– Be a self-starter with the ability to work independently, multi-task, and set priorities effectively.

– Have high attention to detail, and accuracy, and strong decision making skills. Work well under pressure with tight deadlines and changing priorities.

– Have exceptional organizational, interpersonal, and communication skills.

– Be proactive in terms of anticipating needs and follow-up items for Executives.

– Be adept at learning new software.

JR. DATA ANALYST

SUMMARY

Lienalytics & Lienclear is the industry’s trusted tax lien custom data solution for professionals and efficient post trade clearing platform wholly owned by Bespoke Capital Markets Group (BCMG) and is headquartered at our beachfront office in San Juan, PR. BCMG is seeking a Jr. Data Analyst to assist both of these divisions of BCMG, LLC. In addition to very strong technical skills, this position will have superb business process analysis and interpersonal skills. The ability to extract and analyze data, patterns, and related trends is needed, with the subsequent ability to synthesize the data into information consumable by senior business decision-makers.

WHAT TO EXPECT

You will learn about the tax lien markets and products while working alongside salespeople and traders. You will learn the tax sale / trade process, be in communication with county/government jurisdictions for tax lien and property data. You will interact with the seller and establish relationships with the county personnel to assist in facilitating the clearing process.

Primary Responsabilities

Provide property data to be used in the sale of secondary tax liens and deeds.

– Use of MSO to access client’s list/portfolio.

– Use of MSO to reformat APN’s using original client’s list/portfolio and create forms needed for data entry and Upload to data providers.

– Use of both data websites and County Assessor/Tax websites.

– Assist in the management of the transfer process

– Gather information from counties to compile a database for use in the trading, analysis and transfer of liens.

– Maintain up to date transfer documents and other documents needed for the transfer process

– Maintain client operations relationships and maintain files for all client information.

– Work with development team to improve the client relationship and introduce efficiencies into the process.

– Complete projects that require data mining, analysis, and presentation.

– Interpret data, analyze results using statistical techniques and provide ongoing reports

– Develop and implement data collection systems and other strategies that optimize statistical efficiency and data quality

– Acquire data from primary or secondary data sources and maintain databases/data systems

– Work closely with management to prioritize business and information needs

Requirements

– Self starter – must be productive with minimal direction

– Ability to work in a fast-paced, technical, cross-functional environment

– 1-3+ years of experience as a data analyst

– Knowledgeable in Excel, Powerpoint, Word, Salesforce & Outlook