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

Analyst, Higher Education- Private and Public Sector

Due to growth, our New York City based financial services client is looking for a talented analyst to join the Higher Education team.  The candidate will be responsible for preparing and presenting data to rating committees as well as partnering with the surveillance team to monitor and update transactions accordingly.

About the Job:

• Perform private/public higher education credit/bond structure analysis 
• Prepare credit submissions and present transactions to rating committees
• Participate in the development and publication of higher education and other rating methodologies, individual transactions reports, and special topic and market commentaries
• Partner with the surveillance team in monitoring and updating ratings on existing transactions
• Represent company by speaking and attending bond industry and higher education sector conferences.

About You:

• 6-10+ years of experience performing credit analysis on municipal credits at a rating agency, financial guarantor, buy-side firm, credit research firm, banking firm or commensurate experience
• Transaction analysis experience, including analysis of bond structure and accounting analysis
• Revenue bond experience with the private/public higher education bond sectors and other municipal sectors required
• Strong oral and written communications skills. Writing samples will be requested 

Consumer Asset Backed Securities Analyst

Due to growth, our New York City based client is looking for a Consumer Asset Backed Securities (ABS) credit analyst with experience in Consumer asset-backed securities including specific knowledge/experience in sectors such as auto loans, auto lease, dealer floorplans, credit cards, consumer loans and timeshares.

About the Job:

• Perform transaction analysis including originator/servicer evaluation, loan pool analysis, modeling and analysis of bond structure, and review of legal structure and documentation 
• Partner in preparing credit submissions and presenting transactions to rating committees 
•  Assist in the development and writing of rating criteria and methodologies, individual transactions reports, and special topic and market commentaries
•  Work with the surveillance team in monitoring and updating ratings on existing transactions
• Travel to client locations as needed.

About You:

• Proven experience performing credit analysis on Consumer ABS in rating agency, buy-side, credit research, banking or other similar environments
• Advanced Excel and Intex skills
• Strong oral and written communications skills

Please forward resumes to carol@colemancompany.net

Junior CMBS Analyst

The Commercial Mortgage-Backed Security group of our client is growing rapidly and is looking to add an analyst. The idea candidate will be responsible for the timely modeling and updating of CMBS deals. Excellent communication skills, creative thinking and problem solving abilities are requirements for the role. The position is based in New York City.

About the Job:

• Perform detailed cash flow analysis for commercial real estate properties included in CMBS transactions
• Provide general analytical support for CMBS transactions, including the preparation of presale reports and overall transaction management
• Prepare internal and external presentations in Word and Excel
• Visit client sites several days per month. A valid driver’s license is required.

About You:

• 1-2 years of commercial real estate, CMBS, finance or data-oriented experience required
• Bachelor’s degree required, preferably in finance, accounting or real estate; advanced degree in real estate a plus
• Strong Excel skills
• Strong oral and written communications skills

Please forward resumes to carol@colemancompany.net

Due Diligence/Asset Securitization Vice President

Due to growth, our client, a global financial institution located in New York City, is looking for a talented professional to add to their Asset Securitization Group. This is a very successful, well established business with a long track record in structured finance, providing credit and commercial paper programs to consumer and specialty finance companies. They focus on financing transactions backed by a full spectrum of asset classes including esoteric and plain vanilla assets such as mortgage loans, trade receivables, lottery receivables, structured settlements, rental car leases, insurance agency receivables, etc.

About the Job:

• Plan, coordinate and ensure all due diligence assignments and reporting is completed in a timely manner with results documented and tested.
• Conduct or assist in all phases of upfront and ongoing due diligence reviews of clients and portfolio performance. You will:
  • Plan and execute the engagement;
  • Coordinate with third parties;
  • Develop standard procedures for each client and conduct fieldwork reviews;
  • Track due diligence activities;
  • Report findings to internal and external management; and
  • Analyze and revise asset coverage.
• Research, compile and present pertinent business information, identify key risks and due diligence objectives, propose enhancements to program structure and/or client controls to mitigate the Bank’s exposure with minimal supervision.
• Extensive client interaction and domestic travel.
• Portfolio Surveillance / Credit Monitoring:
  • Review and supervise monitoring and reporting activities on all key aspects of the bank’s multi-seller asset-backed conduit, including trading data, asset balances, underlying portfolio defaults, and other critical data.
  • Compile key portfolio data over the life of each transaction for use in future credit reviews.
  • Report monthly on significant trends and/or non compliance of loan covenants to the head of internal due diligence as well as the origination team.
  • Assist deal management team in confirming portfolio data. 

About You:

• 7+ years of related industry experience including credit related experience (emphasis in consumer/commercial financial products a plus) and surveillance or audit experience
• Strong analytical skills
• Excellent communication skills (written and oral) for both internal and client interaction
• Proficiency in Excel, Lotus, Access, PowerPoint

Mutual Fund Marketing Manager

Job ID: 02500

Our client, a leading global asset management firm, is currently seeking a Mutual Fund Marketing Manager to join their team in Stamford, CT. As a key member of the Retail channel team, the Marketing Channel Manager is accountable for developing, managing and executing channel specific marketing initiatives.  The Marketing Manager will partner with National Accounts and Sales to identify channel/firm-specific marketing opportunities, and implement initiatives and activities that align with Americas Distribution sales and retention goals, as well as the longer-term growth strategy. The ideal candidate preferably has a background in channel marketing, Series 6 or 7 license and a MBA. This position offers competitive compensation and comprehensive benefits package which includes medical, dental, vision, 401(k), paid time off, employee stock purchase plan, tuition reimbursement, and much more.

About the Job:

• Develop and maintain relationships with Channel National Accounts, Sales and partner firms in the initiative decision-making process
• Develop, manage & implement initiative strategy; execute marketing activities in the channel including but not limited to:
• Targeted content and campaigns tailored to Broker-Dealer Relationship Managers, Research Analysts, and Financial Advisors
• Initiatives; composition of marketing plans with input from various stakeholder groups (deliverables, goals, etc)
• Oversee initiatives & manage timelines; through frequent stakeholder updates, team meetings, and by working closely with other areas in marketing (interactive, production, programs, product, etc.)
• Promote & communicate initiatives via channel management meetings, sales calls, and e-mail
• Use metrics to progress against initiative goals and report of findings
• Institutionalize learning; adapt future initiatives based on results and feedback
• Align with the messaging and promotions of our key accounts by visiting regularly with account managers and attending conferences (10-20% travel)
• With the event planning team, spearhead national account conference planning efforts
• Review websites that support channel efforts - both internal and partner firm sites

Requirements:

• 7+ years experience in marketing, sales or national accounts
• Experience in channel marketing and MBA is preferred
• Capital Markets knowledge is required
• Mix of strategic and tactical ability and collaborative work style
• Proven ability to set priorities and lead initiatives from inception thru execution
• Creative thinker and well organized with strong project management skills
• Excellent written and verbal communication skills
• Series 6 or 7 preferred

Please submit qualified resumes to suzanne@colemancompany.net and reference Job ID: 02500

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

Structuring Analyst - Asset Management

Our client is a global asset management and investment advisory firm with innovative
approaches to the market resulting in attractive results. Due to growth, the investment
team is seeking a talented Structuring Analyst. The position is based in New York City.

About the Job:

• Reporting to senior management, the structuring analyst will be a critical member of the
• team responsible for creating, developing, and executing structured products across asset
• classes both for our client’s own investments as well as in connection with raising third party
• capital. Specific responsibilities will include:
• Building analytical models to evaluate the merit of particular product and
• transaction ideas
• Building cash flow waterfall models for those products/transactions
• Structuring highly complex structured transactions such as cash and synthetic
• CDOs/CLOs. Experience in structuring other types of ABS, MBS and CMBS
• transactions very desirable.
• Building rating agency models in Excel to run scenario analysis for the rating
• agencies
• Maintaining relationships with structured product rating analysts and staying
• abreast of their methodologies.
• Taking conceptual ideas for structures and creating models to analyze risks and
• values of particular structures and products.
• Verifying models with the accountants and investors and providing cash flow and
• scenario analysis as required.
• Working with embedded derivatives and modeling and analyzing derivatives in
• structured transactions extremely helpful.

About You:

• 3 -7 years relevant experience.
• Academic degree with focus on math or engineering.
• Advanced modeling skills in Excel required; C++ Programming skills desirable.
• Knowledge of markets and interest rates, hedging, derivatives, etc. 

Asset Backed Securities Analyst

Our client, a rapidly growing financial services consulting and rating firm, is seeking a Commercial/Esoteric Asset Backed Securities (ABS) Credit Analyst with knowledge in sectors such as aviation and other transportation assets, intellectual property, small business loans and other non-traditional asset classes. This position is based in New York, NY.

About the Job:

• Perform transaction analysis including originator/servicer evaluation, loan pool analysis, modeling and analysis of bond structure, and review of legal structure and documentation
• Lead transactions with minimal direction.
• Prepare credit submissions and present transactions to rating committee
• Develop and publish rating methodologies, individual transactions reports, and special topic and market commentaries
• Work with surveillance team in monitoring and updating ratings of existing transaction

About You:

• 2 to 7+ years of experience performing credit analysis on Commercial/Esoteric ABS in a rating agency, buy-side or credit research company or investment bank
•  Transaction analysis experience must include originator/servicer evaluation, loan pool analysis, modeling and analysis of bond structure, and review of legal structure and documentation
• Strong technical skills and proficiency in Microsoft Office, especially Excel
• Ability to take initiative and work independently, as well as work closely with partners in a collaborative environment
• Ability to travel when required
• Strong oral and written communications skills

lease forward resumes to carol@colemancompany.net