Senior Marketing Associate

Job ID: 02474

Our client, a successful asset management firm, is seeking a Senior Marketing Associate to join their Investor Relations and Business Development team. The Senior Marketing Associate is responsible for maintaining and developing investor relationships for its commercial real estate investment products. The Senior Marketing Associate must have strong communication, analytical capabilities and product level knowledge to support relationship management and business development efforts. A main focus will be on client retention, as well as new business expansion in order to grow and diversify the firm’s investor base and investment product offerings. This position is located in Boston, MA.

About the Job:

• Support the servicing of existing clients and consultants, as well as new business opportunities
• Assist in the management of client and consultant needs, inquires and requests through effective coordination with the investor relations team; respond in an articulate, accurate and professional manner
• Produce, update and maintain institutional-quality presentation materials, marketing collateral, and client reports; design and create new presentation slides and collateral as necessary
• Lead the initiative for the production of RFIs and RFPs with a specific focus on the accuracy, effectiveness and warehousing of content
• Work closely with other areas of the firm, particularly accounting and investment team members, as it relates to investor relations and business development efforts
• Track, coordinate and complete client subscription and redemption requests
• Perform competitor and industry analysis
• Maintain the client reporting portal, update consultant databases, and assist with ongoing maintenance/refinement of the CRM system
• Assist in the quality control process regarding externally distributed documents, data and information
• Respond to ad hoc requests and contribute to new projects/initiatives as appropriate

About You:

• Bachelor’s degree with emphasis in business; advanced degree or designation (CFA, CAIA, etc.) a plus
• 4-7 years of financial services industry experience with a focus on institutional asset management; commercial real estate investment product is required
• Strong technical foundation with ability to grasp various investment strategies and products, as well as understand accounting, finance and operations elements
• Effective time management and organization skills to ensure work processes are completed accurately and on time
• Team-orientation; able to work well with various groups
• Proficient in Microsoft Office Suite, particularly PowerPoint and Excel and familiarity with understanding a CRM system, ideally SalesForce
• Excellent written, communication and interpersonal skills
• Located in Boston, MA

Please forward qualified resumes to jim@colemancompany.net and reference Job ID: 02474

Senior Associate, Securitization

Job ID: 02475

The Investment Banking Division of a privately held global financial services firm is seeking a Senior Associate to join their Structured Products Team. The Senior Associate will work directly with senior bankers in the group’s established esoteric ABS and credit structuring business and play a significant role in the origination and execution of transactions.

About the Job:

• Model complex securitization transactions such as CLO’s and various types of esoteric ABS
• Draft and prepare marketing materials (presentations, term sheets, etc) for clients.  Analyze asset portfolios, including tracking relevant collateral attributes; prepare stratifications and perform collateral analytics and other analyses as needed
• Model rating agency stresses; prepare rating agency presentations and other analyses
• Run cash flow scenario analyses for investors
• Review and comment on transaction offering memoranda and other legal documentation
• Coordinate the syndication process with the firm’s sales force.
• Lead group infrastructure projects that involve building systems to process and organize large volumes of industry data
• Train and develop analysts and junior associates

About You:

• 3-5 years of experience in structured products at a major financial institution, a top tier accounting firm; or top law firm.
• Bachelor’s degree required
• Experience with ABS and/or CLO cash flow modeling required, familiarity with VBA preferred
• Esoteric ABS transactional experience a big plus
• Knowledge of Microsoft Access a plus
• Detail-orientation, organizational skills
• Ability to work as part of a team
• Excellent written and verbal communication skills
• Responsive to client needs
• Learning agile, able to quickly and appropriately in accordance with the constant evolution of the company and industry
• Must successfully pass a background check

Please forward qualifying resumes to carol@colemancompany.net and reference Job ID: 02475

Senior Analyst, Securitization

Job ID: 02472

The Investment Banking Division of a privately held global financial services firm is seeking a senior analyst to join their Structured Products Team. This individual will support senior bankers in the group’s established ABS and credit structuring business. The senior analyst will work directly with the group’s senior professionals on all aspects of transactions, providing clients with a broad range of financing solutions using securitization technology applied to a variety of asset classes. 

About the Job:

Model complex securitization transactions such as CLO’s and various types of esoteric ABS Prepare marketing materials (presentations, term sheets, etc) for clients.
Analyze asset portfolios, including tracking relevant collateral attributes; prepare stratifications and perform collateral analytics and other analyses as needed
Model rating agency stresses; prepare rating agency presentations and other analyses
Run cash flow scenario analyses for investors
Review certain sections of transaction documentation
Test models and collateral with accountants
Arrange and coordinate client meetings, transaction road shows and other marketing initiatives
Liaise with the firm’s sales force to facilitate syndication process
Conduct market research projects for clients and sales force
Work on group infrastructure projects that involve building systems to process and organize large volumes of industry data

About You:

1-3 years of experience in structured products at a major financial institution or a top tier accounting firm; top tier law firm may be considered
Bachelor’s degree required
Experience with ABS and/or CLO cash flow modeling, or other types of securitized products required
Strong quantitative skills; Microsoft Excel modeling experience required, familiarity with VBA preferred
Knowledge of Microsoft Access a plus
Detail-orientation, organizational skills
Ability to work as part of a team
Excellent written and verbal communication skills
Responsive to client needs
Learning agile, able to quickly and appropriately in accordance with the constant evolution of the company and industry

Please forward resumes to jim@colemancompany.net and reference Job ID: 02472

CMBS Analyst - Director Level

Job ID: 02437

Our client, a ratings and risk consulting firm based in New York, NY, is seeking Analytical talent in their CMBS Surveillance Group at levels beginning at Analyst up to Director Level.   This position is based in New York, NY.
 
About the Job:

• Monitor the credit performance of CMBS transactions on an ongoing basis. This includes the review and assessment of commercial real estate (CRE) loan and property performance
• Perform detailed cash flow analysis for CRE properties, including the review of borrower and servicer operating statements
• Lead conduit and single-borrower transaction reviews in accordance with organizational guidelines. This includes the preparation and presentation of analysis to committee and as well as the publication of transaction reports
• Participate in database and efficiency projects
• Occasional travel is required

 
About You:

• Master’s degree in real estate, MBA or CFA required for the Associate or Associate Director level. 3-5 years of work experience in commercial real estate or CMBS required for all positions.
• Bachelor’s degree required, preferably in finance, accounting or real estate.
• Strong Excel skills
• Exceptional attention to detail
• Strong oral and written communications skills
• Ability to take initiative and work independently, as well as work closely with partners in a collaborative environment
• Working knowledge of the CREFC Investor Reporting Package (IRP) and Trepp a plus

Please forward qualified resumes to jim@colemancompany.net and reference Job ID: 02437

Structured Products Attorney, Aviation Focus

Job ID: 02478

Our client, based in New York City, is a financial consulting and rating firm with a need to add an attorney to their Structured Finance Team covering Aviation and ABS transactions. This is an opportunity to become directly involved in the analytical and business aspects of transactions while offering legal expertise in structured transactions. Our client will consider providing relocation to the New York area.

About the Job:

• Review transaction documents and legal opinions for Aviation Finance, ABS and RMBS transactions
• Coordinate with Rating Analysts on legal issues relating primarily to Aviation Finance
• Provide analysis of transaction structures and deal documents to committees and analysts
• Draft and edit reports
• Coordinate with outside counsel on documentation

About You:

• J.D. from an accredited law school
• Large law firm experience
• Minimum of five years in Aviation Finance
• Strong oral and written communication skills; strong editing skills

Please forward resumes to jim@colemancompany.net and reference job ID: 02478

VP Principal Investments, Latin America (NYC based)

Job ID: 02437

Our client, a ratings and risk consulting firm based in New York, NY, is seeking Analytical talent at the Director level in their Commercial Real Estate Finance Group. This position is based in New York, NY.

About the Job:

• Provide overall transaction management and analytical support for CMBS transactions
• Author pre-sale reports and lead transactions at the direction of senior management
• Perform detailed cash flow analysis for commercial real estate properties underlying CMBS transactions
• Prepare internal and external presentations in Word and Excel
• Occasional travel is required

About You:

• Former rating agency or underwriting experience a plus
• Five plus years of work experience in commercial real estate or CMBS
• Bachelor’s degree required, preferably in finance, accounting or real estate. Masters degree in Real Estate highly desirable.
• Strong Excel skills
• Exceptional attention to detail
• Strong oral and written communications skills
• Ability to take initiative and work independently, as well as work closely with partners in a collaborative environment

Please forward resumes to jim@colemancompany.net and please reference job ID: 02437

VP Principal Investments, Latin America (NYC based)

JOB ID: 02459

Our client is a global player in infrastructure principal investing and advisory. Due to expansion in Latin America, an immediate need has been created to add to staff.

About the Job:

• Responsible for execution and project management of both principal and M&A advisory transactions in Latin America
• Infrastructure focus in areas such as power, utilities, pipelines, renewables, ports, transportation etc.
• Serve as principal interface with clients
• Advise on business and investment strategies for portfolio companies

About You:

• 8+ years of transactional experience in private equity or M&A advisory. Project Finance background acceptable if some experience in M&A or PE. Working knowledge of retail and institutional fund distribution
• Must have core transactional skills in valuation, due diligence, business and industry analysis and project management
• Some experience in Infrastructure transactions
• Fluency in Spanish required. Portuguese is also a plus
• Leadership and mentoring experience
• Ability to work with people at all levels and also independently
• Team player
• Bachelor’s Degree; MBA preferred

Please forward qualified resumes to suzanne@colemancompany.net and reference job ID 02459

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

Senior Director, Consumer ABS

Job ID: 02466

Our client is a rapidly growing financial services consulting and rating firm based in New York City. Growth has created a need for experienced senior talent.

About the Job:

• Research and analyze Consumer asset-backed securities (ABS) including auto loans, auto lease, dealer floor plan, credit cards, consumer loans and timeshares.
• 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 transactions

About You:

• 7-10+ years of experience performing credit analysis on Consumer ABS in rating agency, buy-side, credit research, banking or other similar roles
• Transaction analysis experience must include originator/servicer evaluation, loan pool analysis, modeling and analysis of bond structure, and review of legal structure and documentation
• Experience writing articles for publication on individual transactions as well as special topic and market commentaries
• Strong Excel and Intex skills
• Ability to take initiative and work independently, as well as work closely with partners in a collaborative environment
• Ability to travel when required

Please forward resumes to jim@colemancompany.net and reference job ID: 02466

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