Positions

Associate Product Manager - Investment Management

Our client, a well-established global investment management firm, headquartered in New York, is seeking an Associate Product Manager to manage marketing programs that support sales and communication efforts for exchange traded funds, one of their flagship businesses. The Associate Product Manager is a member of the product management team who reports to the Marketing Director but works directly with the various ETF product managers. This is an extraordinary opportunity for an intelligent and creative thinker with good communication skills to develop their knowledge of investment funds and product management experience with an asset management firm.


About the Job:

  • Assist in developing strategic/tactical marketing plans.
  • Manage communications including development, production, and periodic update of fact sheets, commentaries, educational materials, press releases, web updates, emails, video scripts regulatory materials, etc.
  • Coordinate eMarketing and outside vendors to manage the planning, development and execution of monthly webinars/conference calls.
  • Coordinate creative development of advertising among the product managers and the advertising agency.
  • Work closely with public relations agency to implement media plans and programs.
  • Gather, analyze and report on metrics for all relevant marketing related activities: makes recommendations based on findings.
  • Work on special projects, typically with marketing focus and primarily related to assigned products or channels.
  • Other duties may be assigned as needed.


About You:

  • 2-5 years of work experience, preferably in a marketing or product function in a financial services company or investment management firm.
  • Strong project management skills and ability to manage multiple projects effectively.
  • Creative thinker with strong verbal and written communication skills.
  • Capacity and desire to learn about investments and investment product distribution.
  • Excellent interpersonal skills and able to interact effectively with all levels of staff, clients and vendors.
  • Excellent computer skills including Microsoft Office and capacity to learn new software systems.
  • Bachelor Degree with superior academic performance.
  • Must obtain Series 7 license within 6 months of joining the firm.

 

INVESTMENT ANALYTICS AND DATA MANAGEMENT ASSOCIATE

Job ID: 02464

Our client is a large global asset management firm providing services to institutions, governments, corporations and family offices. Growth has created the need to add an associate to the institutional distribution group. This position is located in New York, NY.

About the Job:

  • Support business development efforts by gathering, analyzing and presenting data for RFPs, RFIs and Due Diligence Questionnaires
  • Review and update investment product and company information on investment databases.
  • Develop strong working relationships with operations, sales, client service and investment teams to produce effective, timely and accurate deliverables
  • Review and consolidate data from multiple contributors to ensure responses are accurate and presented in an understandable manner
  • Identify process improvement opportunities and develop tools to create more efficient methods of gathering and reporting data

About You:

  • Minimum 2-3 years of investment management experience, including familiarity with investment industry databases
  • Comfort and skill managing large volumes of data: advanced Excel/VBA skills and ability to set up macros preferred
  • Strong process management skills, attention to detail and ability to manage several projects while maintaining integrity of data.
  • Understanding of fixed income, equity and alternative investment strategies a plus
  • Excellent communication and client interfacing skills
  • Undergraduate degree, preferably in marketing or finance
  • Collaborative and team oriented and an agile learner to adapt quickly to an evolving industry

 

Please forward qualified resumes to suzanne@colemancompany.net and reference job ID 02464

 

Private Equity Associate/Vice President

Job ID: 02459

Our client is a direct investment firm with a prestigious pedigree and substantial resources and pipeline. Their focus is on generating attractive long term returns, regardless of investment cycles. Investments are made across industries and asset strategies. This position is located in New York, NY.

About the Job:

  • Work with senior partners on transaction execution 
  • Primary and Secondary research
  • Financial modeling
  • Valuations
  • Transaction screening and structuring
  • Active involvement with the management and directors of portfolio companies

About You:

  • Associate - 2-3 years of banking or top consulting firm
  • VP - 2-3 years of banking/consulting plus 2-3 years of PE/VC/Growth Equity/Real Estate PE, MBA and then 1-2 years additional experience
  • Exceptional analytical and quantitative skills
  • Excellent interpersonal and communication skills
  • Strong work ethic and ability to work both independently and as part of a team

Please forward resumes to jim@colemancompany.net, and reference Job ID 02459

Product Development Associate - Alternatives

Our client, a successful, privately-held global financial services firm is seeking a Product Development Associate to join their team.  The Product Development Group as a whole is responsible for evaluating new business opportunities, product design, deal structuring and execution with Asset Management and other Financial Institutions clients.  The team also works closely with senior management in setting business strategy.  This position is located in New York, NY.

About the Job:

  • Prepare presentation materials for use in client meetings
  • Prepare internal senior management presentations
  • Analyze potential business and product opportunities
  • Research industry trends and coordinate efforts with other team members across Sales and Marketing, Legal, Risk and Operations

About You: 

  • Minimum of 3 to 4 years’ experience in financial services with familiarity with hedge funds and hedge fund strategies, excellent analytical and communication skills and have a team player mindset. 
  • Completion of an investment banking training program and/or experience with structured products is highly desirable
  • Demonstrate independent mindset and the ability to take a project to completion with limited guidance

Please forward resumes to Carol@ColemanCompany.net and reference Job ID 02441