Positions

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. 

Portfolio Risk and Performance Vice President

Job ID: 02458

Our client, a global financial services firm is seeking a Portfolio Risk and Performance Vice President to join their firm. The Portfolio Risk & Performance Vice President will perform qualitative and quantitative monitoring of our client’s equity investment strategies, including mutual funds, variable insurance trusts, exchange traded products, closed-end funds, managed accounts, and unit investment trusts. This position is located in New York, NY.

About the Job:

  • Work with Technology and Operations teams to develop a tool to automate the production, archival, and distribution of daily risk reports for 200+ portfolios.
  • Conduct real-time monitoring of portfolio risk profiles and performance relative to benchmarks and peers; alert management to changes in risk profile and emerging performance concerns.
  • Develop and produce standardized reports for all investment strategies managed or advised by the client, including in-depth performance analyses and portfolio risk analysis.
  • Manage the design, production, and automation of quarterly risk and performance reports.
  • Review quarterly board reports to identify strategies which may require further analysis and discussion with the relevant board.
  • Conduct a regular, structured survey of all external sub-advisors and their parent companies on an annual basis, highlighting any material changes since the prior review and maintain regular contact with sub-advisors to monitor changes between reviews.
  • Review of product suites (i.e. mutual funds, ETFs, CEFs, SMAs, UITs) relative to those of individual competitor firms and the industry at large, with the objective of improving the competitiveness of the breadth and depth of our product offerings.
  • Provide ad-hoc analysis as needed on a variety of investment strategies and market niches.

About You:

  • Bachelor’s degree required advanced degree and/or CFA designation preferred.
  • Minimum of seven years’ experience in investment management industry.
  • High level of proficiency in Bloomberg, Excel, and PowerPoint. Zephyr, FactSet, and Matlab experience a major plus.
  • Understanding of portfolio risk management concepts for equity portfolios.
  • Broad understating of various asset classes, investment vehicles, and investment strategies.
  • High level of knowledge in statistical concepts and analysis.
  • High level of understanding of financial accounting, financial modeling, and valuation methodologies.
  • High level of understanding of database design and use, computer programming, and system design.
  • Familiarity with quantitative investment strategies and techniques.

Professional Chemistry:

  • Organized and extremely detail-oriented.
  • Ability to work under tight deadlines, and extended hours as required.
  • Willingness and ability to work constructively and collaboratively with others.

Please forward resumes to jim@colemancompany.net and reference Job ID 02458

Analyst, Latin American Credit, NYC

Job ID: 02470

Our client, a large global bank, requires an experienced credit analyst based in NYC to focus on Latin American banking transactions.

About the Job:

  • Manage credit process of a designated portfolio of Latin American assets by analyzing credit risk, preparing detailed credit analysis and credit applications, determining accurate ratings and making recommendations to management
  • Function as a subject expert with regard to particular industries/industry subsectors and maintain most updated knowledge on assigned industries through internal/external sources and direct communication with the borrowers
  • Prescreen proposed transactions to identify critical structural issues and risks, balancing institutional policy with business development needs
  • Handle quantitative work required to structure transactions (including securitizations, etc.)
  • Work as a member of deal team to identify business opportunities
  • Advise Relationship Managers on credit risk issues/terms and conditions to create the best possible deal with a goal of maximizing profit and minimizing credit cost.
  • Attend bank and client meeting when appropriate

About You:

  • 3-5 years of related experience
  • Strong quantitative as well as qualitative analytical skills
  • Strong knowledge of the economic and political environments of the Latin American countries
  • Proficiency in English (oral and written), and strong writing skills
  • Fluent in Spanish and/or Portuguese language preferred
  • Able to work independently and under pressure
  • Formal credit training and advanced degree

Please forward resumes to jim@colemancompany.net, and reference Job ID:02470

Analyst, KYC and Compliance, Latin America

Job ID: 02462

The Latin American banking division of a major global bank with offices around the world is looking for an analyst to establish and manage processes for identifying and mitigating compliance risks for Latin American transactions.  This position is located in New York, NY.

About the Job:

  • Conduct and oversee KYC processes for all transactions booked with the Latin American Banking division in collaboration with the relevant Relationship Managers and local offices.  
  • Support credit administration and credit operations in Latin America by working with relevant Relationship Managers in NY and in the regional offices. 
  • Coordinate documentation with in-house legal counsel and send booking instruction to the Middle Office Group.
  • Maintain and monitor overall Latin American customer data in internal databases and systems. 
  • Prepare reports for internal control and compliance-related program. 
  • Perform any related assigned duties and projects as required by senior management and the supervisor.
  • Function as coordinator for Information Security and Business Continuity Plan for the department in coordination with other.

About You:

  • 2+ years of experience in compliance and risk management
  • Deep knowledge of internal business procedures.
  • Good knowledge of money transfer products, trade finance, cash management and deposit services.
  • Good database management and system manipulation skills.
  • Good written and verbal communication skills in English, and Spanish or Portuguese.
  • Some undergraduate legal coursework is a plus.

Please forward resumes to Carol@ColemanCompany.net and reference Job ID 02462

Aviation Analyst

Job ID: 02432

Our client, a ratings and risk consulting firm based in New York, NY, is seeking an Aviation Analyst to join their growing, successful firm. Please note that qualified applicants will be asked to submit writing samples.  This position is based in New York, NY.

About the Job:

  • Perform credit analysis including, modeling and analysis of bond structures
  • 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
  • Work with the surveillance team in monitoring and updating ratings on existing transactions

About You:

  • 2-4 years of experience performing credit analysis on corporate credits at a rating agency, buy-side firm, credit research firm, banking firm or other similar role. Aviation industry exposure a plus.
  • Strong oral and written communications skills
  • Strong Excel skills and familiarity with database tools a plus
  • Ability to take initiative and work independently, as well as work closely with partners in a collaborative environment

Please forward qualified resumes to Carol@ColemanCompany.net and reference Job ID: 02432