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

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

Vice President, Structured Trade Finance

Job ID: 02455

Our client, a global bank, is seeking a Vice President, Structured Trade Finance to join their team.  The Structured Trade Finance Senior Relationship Manager is responsible for the acquisition, structuring, negotiating and closing of structured trade and commodity transactions in the NAFTA region. Furthermore, s/he is responsible for the relationship and risk management of assigned accounts.  This position is located in New York, NY.

About the Job:

  • Responsible for business development in line with the Departments strategy and the Bank’s prevailing credit risk policy and return expectations
  • Responsible for acquiring, structuring, negotiating and closing of structured trade transactions
  • Proper assessment and evaluation of the risk regarding borrowers, country risks, and structures in order to prepare a New Deal Meeting with Credit
  • Maintain a regular contact with the Borrower and Arranger Banks 
  • Preparation of credit applications for new transactions/credit facilities and follow-up the approval process
  • Supervision of review dates and preparation of credit reviews according to internal guidelines
  • Responsible for Credit documentation in cooperation with ex-/internal lawyers, banks and other internal departments 
  • Responsible to obtain all necessary documentation for compliance and filing
  • Close cooperation with Credit, Collateral Management and with Operations

About You:

  • MBA or equivalent
  • 5+ years’ experience in international trade and structured finance (financial institution) or
  • 5+ years’ experience in commodity trade/finance (trading company)
  • Solid credit background
  • Proficiency in Microsoft Office Suite

Professional Chemistry:

  • Good verbal and written communication skills
  • Business oriented, customer focus, team player, creativity, initiative
  • Self-directed/independent work style

Please forward resumes to jim@colemancompany.net and reference job ID: 02455

Vice President, Senior Writer, Mutual Funds

Job ID: 02414

Our client, a global asset management firm is seeking a Vice President Marketing/Communications to join their Strategic Communications team.  The Vice President Marketing/Communications will work within the department to generate original content designed to engage financial intermediaries and their clients resulting in greater facilitation of the sales process.  This position is located in Fairfield County, Connecticut.

About the Job:

  • Write and edit a cross-section of editorial and promotional content focused on investment strategies and industry trends, including white papers, one-pagers, email, presentations and audio/video

  • Project-manage white papers and videos through design, compliance, and web-posting

  • Leverage thought leadership resources in web features and related elements designed to drive response and engagement (e.g. tweets, banners, captions, bullet points, summaries)

  • Collaborate with Strategic Marketing Team to generate ideas that reflect current market conditions as well as the priorities of our investment managers and sales/distribution organization

  • Provide ad hoc creative assistance to other teams within Marketing to enhance impact and quality of messaging

  • Build positive relationships with marketing, sales and compliance teams, seeking opportunities to enhance productivity and to improve distribution of thought leadership content


About You:

  • 7+ years of experience in financial marketing communications, preferably aimed at financial advisors or institutional buyers

  • Creative thinker with proven track record bringing investment concepts to life in high-quality written materials

  • Familiarity with general investment principles and with basics of equity, fixed income, and alternative asset classes

  • Working knowledge of retail and institutional fund distribution

  • Bachelor’s Degree; MBA preferred

  • Series 6 or 7 preferred


Professional Chemistry:

  • Excellent writing skills with the ability to present investment concepts and strategies clearly, forcefully and accurately

  • Able to work under pressure in a fast-paced environment involving multiple projects (with various departments and components) at the same time

  • Familiarity with asset management business and functional areas within Marketing

  • Committed to accuracy in the presentation of concepts as well as charts and data

  • Able to identify and anticipate client needs; sensitive to the sales organization and sales process

  • Self-directed and motivated

  • Able to collaborate successfully and interact with individuals, teams and departments throughout a global organization

Please forward qualified resumes to Suzanne@ColemanCompany.net and reference Job ID: 02414