Positions

Real Estate Investment Trust (REIT) and Real Estate Analyst

Our client, based in New York City, is a financial consulting and rating firm looking to add a Real Estate Investment Trust (REIT) and Real Estate Analyst at the Director level in their Real Estate Group. Ideal candidate will have a solid understanding of financial and statistical analysis and the ability to organize and present data analysis, draw objective conclusions and make recommendations.

About the Job:

  • Write research on real estate companies and the industry. 
  • Analyze REIT and real estate operating companies in accordance with organizational guidelines, including the preparation and presentation of analyses to committees and the publication of transaction reports for first time issuers.  
  • Work independently with issuers as part of a global ratings team.
  • Ongoing surveillance.

About You:

  • 7-10+ years’ work experience involving REIT analysis in a  buy-side firm, financial institution, or credit rating agency
  • Strong verbal and written communications skills
  • Exceptional attention to detail
  • Advanced degree preferred, bachelors required, preferably in finance, accounting or real estate.

Please forward resumes to carol@colemancompany.net

Financial Institutions Director

Our client, a ratings and risk consulting firm based in New York, NY, is seeking a Director, Financial Institutions to join their growing, successful firm. This position is based in New York, NY. 

About the Job: 

  • Perform credit analysis including, modeling and analysis of bond structures 
  • Help to prepare credit submissions and present transactions to rating committee 
  • Assist in the development and publication of rating methodologies, individual transactions reports, and special topic and market commentaries 


About You: 

  • 7+ years of experience performing credit analysis on Bank credits at a rating agency, buy-side firm, credit research firm, banking firm or other similar roles 
  • Strong Interest and relevant experience in ratings and/or investment banking transactions
  • Experience developing and publishing rating criteria and methodologies and writing articles for publication on individual transactions as well as special topic and market commentaries 
  • Solid transaction analysis skills including modeling and analysis of bond structure, and accounting analysis 
  • Excellent oral and written communications skills 
  • Strong Excel skills and familiarity with database tools a plus 

Director of Marketing and Communications

Our client, a large global quantitative investment management firm, based in the New York metro area is seeking a sophisticated marketing professional to drive the marketing function, working closely with senior management, both on the investment and distribution side, to lead an integrated marketing strategy for the firm.

 About the Job:

  •  Influence product rationalization and new product offerings
  • Leverage the well-known existing brand to make it even more widely known and regarded
  • Spearhead thought leadership initiatives including white papers, webinars, industry surveys, conference speaking engagements/content and client events
  • Demonstrate enthusiasm for content creation
  • Create and execute an integrated marketing program
  • Ensure that marketing programs have quantifiable objectives and measurable results
  • Prepare and manage department budgets and overall spending
  • Oversee and analyze market trends and act to take remedial action based on analysis and feedback
  • Deliver engaging leadership and management
  • Oversee the recruitment of additional team members or external vendors
  • Interact with other groups across the organization, particularly with the distribution and investment teams

About You:

  • 10-15 years of marketing leadership experience focused on financial services with an understanding of the investment management industry
  • Knowledge of both institutional and/or intermediary markets
  • Visionary, strategic and creative with ability to drive an agenda through collaboration
  • Possess a strong sense of how marketing can transform a business
  • Experience in leading and managing a small team
  • Ability to communicate with a variety of audiences and build consensus
  • Experience developing marketing programs and related product offerings that are focused on driving revenue
  • CFA a plus
  • Outstanding strategic and analytical skills

Please forward resumes to suzanne@colemancompany.net

Director of Financial Reporting

Job ID: 02463

Our client, a globally recognizable entertainment organization, seeks a Director of Financial Reporting. This role oversees the preparation and distribution of financial statements for external use and provides an opportunity to collaborate across the organization to ensure compliance with professional standards, SEC and GAAP reporting guidelines. The ideal candidate will oversee the research of technical accounting issues and be able to manage a variety of tasks. The position provides frequent interaction with senior management.  This position is located in Fairfield County, CT.

About the Job:

  • Supervise the preparation of 10-K, 10-Q, and other SEC required documents in a timely manner
  • Improve the effectiveness and efficiency of the external reporting process and the related documentation
  • Prepare quarterly communications with the Company’s Audit Committee
  • Oversee preparation and review of information in support of the annual financial audit and quarterly reviews
  • Point person for the Company’s Sarbanes-Oxley compliance effort
  • Point person for the review, preparation and coordination of the Company’s statutory reporting requirements
  • Document policies and procedures surrounding accounting processes
  • Research accounting treatments and prepare accounting memos for transactions and present findings to senior management
  • Ensure accuracy of accounting staff work through detailed reviews, including the Company’s equity and investment transactions 
  • Oversee special projects and analysis for the CFO and Corporate Controller as needed

About You:

  • 7+ years of related experience, including public accounting
  • Extensive knowledge of GAAP and SEC regulations regarding financial filing requirements
  • Strong analytical/technical skills
  • Good communication skills
  • Ability to meet deadlines under time constraints
  • Demonstrated management experience
  • Bachelor degree in Accounting (Master’s Degree a strong plus)
  • CPA required
  • Proficient in Microsoft Office applications
  • JD Edwards and/or TM1 experience helpful

Please forward qualified resumes to carol@colemancompany.net and reference job ID 02463

 

Director of Human Resources

Job ID 02450

A global and rapidly-growing Media and Entertainment company located in Connecticut is seeking a Director of Human Resources.

About the Job:

  • Provide progressive and proactive HR leadership and support to business units, ensuring alignment with corporate objectives and governmental regulations

  • Handle HR issues in compliance with relevant legislation

  • Develop and maintain positive and productive working relationships with employees, vendors, and business partners

  • Manage, implement, and build upon various best-in-class HR programs and initiatives such as new hire orientation, on-boarding, recognition & rewards, performance management, succession planning, and leadership development

  • Work closely with department heads on organizational development

  • Partner with recruiting team to acquire top talent for open positions

  • Accountable for key business metrics and budget items including headcount, compensation, and other HR functional areas

  • Develop innovative HR solutions, always striving to make the company a top employer of choice

  • Effectively manage one or two staff members and work well with other members of the HR team

  • Keep current with company programs, talent, products, and businesses

About You:

  • 8+ years of HR Generalist experience in a corporate environment including at least 2 years in a management capacity partnering with top executives

  • Bachelor degree (HR-related field of study preferred); MBA/MS a plus

  • Entertainment/Media/TV industry experience a plus

  • Able to work flexible hours and travel for business as needed

  • Valid driver’s license and vehicle that can be used for business as needed

  • Hands on experience with HRIS systems

  • International HR experience preferred

  • Demonstrated track record of using good judgment, discretion and absolute integrity

  • Strong knowledge of state and federal employment regulations

  • Demonstrated strength in handling employee relations and organizational development

Professional Chemistry:

  • Working knowledge of compensation including variable pay plans and incentive programs

  • Strong business acumen with ability to understand business drivers and manage budgets

  • Self-starter who is able to thrive in a fast-paced, dynamic environment while maintaining an appropriate level of detail orientation

  • Positive, can-do attitude and team-player orientation

  • Strong track record of assessing needs, influencing direction, managing change, and delivering effective solutions

  • Excellent leadership, interpersonal, organizational, verbal and written communication, listening, and presentation skills

 Please forward resumes to carol@colemancompany.net and reference Job ID 02450

Director of Marketing and Sales, Wealth Management

Job ID: 02428

A well-established investment management firm is seeking a Director-level Marketing and Sales professional to join their High Net Worth (HNW) wealth advisory business.  It is a position with substantial upside potential for a business development/investment professional interested in growing a business and then taking a leadership position. The ideal candidate is results-driven, has skills in production, as demonstrated while employed in the HNW market.  The firm is located in Mercer County, New Jersey.

About the Job:

  • Develop strategic marketing and sales plans for high-net-worth markets
  • Spearhead sales efforts to increase AUM
  • Collaborate with management to grow firm both organically and inorganically

About You:

  • Minimum of 15 years of experience developing HNW business at an RIA, broker dealer or private bank
  • Background in private banking business development, insurance sales, asset management sales, and/or investment banking, preferred

Professional Chemistry:

  • Strong desire to work in an entrepreneurial environment
  • Desire and ability to move into senior management
  • Ability to work independently and collaboratively

Please forward resumes to Jim@ColemanCompany.net and reference Job ID: 02428