Credit Analyst, Commercial/Esoteric ABS

Job ID: 02490

Our client, a rapidly growing financial services consulting and rating firm, is seeking a Commercial/Esoteric 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 transactions

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    

Please forward qualified resumes to jim@colemancompany.net and reference Job ID: 02490

Client Service Manager - Alternative Asset Manager

Job ID: 02489

Our client, a highly successful 10B alternative asset manager is seeking a Client Service Manager to join their Investor Relations team and help deliver and build long-term business relationships and contribute to a client-centered environment that delivers high-quality services and reporting for high net worth private fund investors. This position is based in New York, NY. 

About the Job:

• Manage daily tasks and activities for a team composed of three
• Oversee investor onboarding for private funds (with a concentration on high-net-worth investors) including: processing of subscription documents, data entry and reconciliation, custodian approvals, AML and FATCA compliance, ERISA monitoring and other compliance related objectives, SEC and Blue Sky filings, communication with new investors
• Manage communications to private fund investors, including investment reporting and other communications and oversight of investor web portal
• Ensure quality control and change control and liaise with other internal departments
• Create internal reports
• Oversee launch of investor web portal
• Monitor and oversee CRM software
• Oversee transfers of interest
• Respond to client inquiries and interact with outside parties
• Produce quarterly webcast presentations

About You:

• 3-12 years in Investor Relations, Client Services or other relevant subject area
• Meaningful relevant experience in similar business is strongly desired (private equity/leveraged finance/hedge fund
• Strong understanding of the asset management business
• Strong project skills
• Strong proficiency in Microsoft Office
• SalesLogix and TheNextRound is a plus
• Exceptional communication skills; able to communicate with internal and external business partners at all levels
• Proactive approach, motivated self-starter and ability to manage multiple tasks simultaneously in a fast-paced environment
• Team player with a creative approach to problem-solving

Please forward qualified resumes to suzanne@colemancompany.net and reference Job ID: 02489

Senior Associate, Client Services

Job ID: 02487

Our client, a prestigious global investment and advisory firm, is seeking a Senior Associate, Investor Services. This individual, as a member of the institutional distribution group, will report to the Head of Client Relations and work with the team that provides support throughout the marketing, onboarding, and ongoing servicing phases of the investor life cycle. This position is based in New York, NY. 

About the Job:

• Manage every aspect of the onboarding of new fund investors
• Manage the coordination, tracking, and processing of all fund transactions, including new and additional subscriptions, redemptions, and distributions, for institutional and high net worth fund investors
• Collaborate with internal Fund Accounting, Client Service, Portfolio Management, Business Management, Legal and Compliance teams, as well as Administrators and Custodians to manage the fund investors
• Create and distribute monthly and quarterly reports and ongoing communications for each fund
• Respond to daily investor requests, investigate and problem solve on topics which can range from reporting, performance, fund guidelines, strategy, transactions, etc.
• Evaluate and improve current work flow, processes, and policies and implement additional procedures to enhance investor communications and transactions.
• Act  as  a  central  point  of  contact  for  all  issues  and  information  for  private  commingled  funds; communicate fund activity and trends to a variety of internal audiences
• Build strong partnerships with the members of the Institutional Distribution team and internal colleagues across all departments of the firm

About You:

• 3-5 years of financial services industry experience with investment management product and sales and servicing practices
• Bachelor’s degree in finance, accounting or operations
• Strong understanding of the asset management business
• Ideally a background in hedge fund and asset management processes and transactions
• Proven ability to work with client-facing teams and directly with investors
• Strong proficiency in Microsoft Office, particularly Excel and PowerPoint
• Exceptional communication skills; able to communicate with internal and external business partners at all levels
• Proactive approach, motivated self-starter and ability to manage multiple tasks simultaneously in a fast-paced environment
• Team player with a creative approach to problem-solving

Please send qualified resumes to carol@colemancompany.net and reference Job ID: 02487

Valuation Analyst

Job ID: 02429

Our client, a Connecticut-based credit hedge fund specializing in structured products, is seeking a Valuation Analyst to join their Valuation Oversight team. This team provides assurances that financial instruments are correctly valued based on internal policies and procedures which incorporate accounting pronouncements of US GAAP with an emphasis on FAS 157 fair value accounting policy and valuation controls.

About the Job:

• Conduct price testing of the valuation of portfolio assets with reference to wider market activity and trade events including internal valuations and assumptions across multiple asset classes
• Utilize proprietary and vendor based models to derive market based prices for primarily Sub-prime, Alt-A and B, Agency and non-Agency CMOs and Derivatives, Commercial Mortgage-Backed Securities, Derivatives and Loans
• Review of internal models and methodologies
• Quantify, document and report valuation discrepancies outside of accepted tolerances
• Interact with Controllers, Mid Office, Traders, Risk and Senior Management regarding the policies and valuation of portfolio assets to resolve internal and external inquiries
• Develop and enhance policies, processes, models and systems to improve the analysis and risk management of the valuation process
• Maintain required documentation including data received from external sources
• Aggregate data from external pricing sources
• Assist with various ad-hoc projects

About You:

• Bachelor's degree from a competitive University required in Finance, Mathematics, Accounting or related field with outstanding academic record.
• 1-3 years of experience in MBS/ABS valuation or structured product trading/valuation or administration
• Strong knowledge of markets and securities, credit products, derivatives, pricing and cash-flow based valuation models
• Strong skills in Excel, MS Office Suite
• Strong verbal and written communication and interpersonal skills
• Knowledge/experience with VBA, SQL Intex, Bloomberg preferred
• Project management experience

Please submit qualified resumes to suzanne@colemancompany.net and reference Job ID: 02429

Analyst, Project Finance

Job ID: 02483

Our client, a financial consultant and rating firm, is seeking a Project Finance Credit Analyst to join their team. This position is located in New York, NY. 

About the Job:

• Responsible for assigning new ratings and providing surveillance for energy and infrastructure related project-financed entities
• Assist in the rating process by preparing internal credit reports for rating committees, analyzing cash flows and evaluating technical aspects of a project
• Responsible for reviewing credit documentation, transaction structures and financial statements
• Support senior analysts in the initial rating process by developing financial models to forecast project performance
• Closely follow developments surrounding rated transactions and their sectors, assessing the potential impact on the transaction and maintaining contact with related parties
• Partner in preparing credit submissions and presenting transactions to rating committees
• Write articles for publications on individual transactions as well as special topic and market commentaries
   

About You:

• 2 to 5 years of experience performing credit analysis on Project Finance or Energy transactions in rating agency, buy-side, credit research, banking or other similar environments
• Proficiency in financial statement analysis and financial modeling
• Strong verbal, written communication and analytical skills
• The ability to organize, meet deadlines and to multitask
• Bachelor’s degree required; advanced degree a plus

Please submit qualified resumes to jim@colemancompany.net and reference Job ID: 02483

Controller - Real Estate Fund

Job ID: 02485

Our client, one of the world’s leading investment and advisory firms, is seeking a Controller to oversee fund accounting and administration for their open-end core real estate fund. The ideal candidate has 10-15 years financial accounting experience and experience with an open-end core real estate fund. This position is located in New York, NY.

About the Job:

• Oversee fund accounting and administration both externally and internally
• Manage a team of finance professionals
• Oversee work performed by third party fund administrator
• Oversee various calculations including IRRs, management fees and Time-Weighted Returns for Funds
• Oversee waterfall calculations related distribution and income allocation
• Oversee quarterly investor reporting, capital calls, distributions and LP capital statements
• Coordinate quarterly reporting and disclosure requests in connection with parent company SEC filings
• Coordinate system implementations and documentation surrounding internal control environment
• Prepare quarterly reports for general partner and assist with ad-hoc projects
• Coordinate the year-end audit process and interact with auditors and third party administrator

About You:

• Experience with an open-end core real estate fund is required
• 10-15 years or more public/private or finance experience is required
• Accounting degree – CPA is preferred
• Strong technical and computer skills, especially in Excel
• Experience and knowledge in accounting systems, including Oracle and Investran

Please submit qualified resumes to carol@colemancompany.net and reference Job ID: 02485

Business Development Director

Job ID: 02481

Our client, a leading global private equity and real estate fund administrator is seeking a Business Development Director to join their North American Sales team, based in New York. This position reports to the Global Head of Sales.

About the Job:

• Maximize sales earnings and profitability by winning new clients, achieved by successful implementation of the sales plan
• Win new business prospects by creating, refining and implementing US sales strategy
• Manage and develop the new business sales process, procedures and related documentation
• Lead relationships with third parties (lawyers, accountants, valuation providers, bankers, etc.
• Manage and refine marketing strategy including promotional activities such as mailshots and press releases
• Represent the firm at industry seminars, networking events and conferences
• Target profitable potential leads aligned with the firm’s target business profile and sector
• Lead sales process from initial contact, meeting, presentations, fee proposal process, negotiation and closing
• Create and deliver presentations, RFP’s and fee proposals
• Develop an understanding of new clients’ business models and processes
• Establish and foster effective relationships with new business prospects and industry contacts to strengthen the firm’s brand and reputation within the industry
• Contribute to the collection of market intelligence on potential target customer base and competitors
• Maintain hands-on relationships with new clients until they are taken by client services team
• Act as the facilitator and coordinate work required from the firm by the client in the new business stage to ensure that is it successfully completed

About You:

• Bachelor’s degree in finance, marketing, accounting or a related business field required
• 3-5 years of sales, business development and/or marketing experience in financial services
• Knowledge of Private Equity and Real Estate funds

Please submit qualified resumes to suzanne@colemancompany.net and reference Job ID: 02481

Private Wealth Manager

JOB ID: 02480

Our client, a prestigious financial firm, is seeking an experienced Portfolio Manager to work in conjunction with the group’s Research and Transactional Management Team. This position is based in New York, NY. 

About the Job:

• Manage select portfolios within the domestic practice, adhering to the portfolio strategy, philosophy, and risk guidelines established by the group
• Assist and lead initiatives in portfolio and risk monitoring processes and modeling infrastructure
• Provide support to internal investment professionals and other business partners
• Report to the CIO and add and develop a book of UHNW clients for their Wealth Management Practice
• Support the portfolio team on a wide range of initiatives around managing investment processes and risk monitoring

Skills & experience required:

• A minimum 7 years demonstrated portfolio management experience and a developed book of qualified purchaser clients
• Alternative investments, trading, and/or risk management experience
• Strong working knowledge of modern techniques relating to financial risk management and statistical process control
• Demonstrated ability to work effectively in a team-oriented environment and also work independently
• Collaborative, energized by the open exchange of ideas
• Responsive to client needs and must have excellent interpersonal skills
• Series 7 License

Please send resumes to carol@colemancompany.net and reference Job ID: 02480

Senior Analyst - M&A

JOB ID: 02479

Our client, an M&A boutique focused on Latin America, is looking for an analyst who has completed the corporate finance program at one of the large investment banks. The analyst will support the Investment Banking team in the execution of M&A, debt and equity capital raising, and restructuring transactions in Latin America and the US. Responsibilities will include preparing analytics, company and industry research, financial modeling, valuation by DCF and multiples. The analyst will participate in due diligence and data room preparation and management. There will be significant involvement in transactions and client interaction. This position is based in Miami, FL and requires strong proficiency in Spanish.

Requirements:

• At least 1-3 years of relevant experience in M&A and investment banking with a recognized investment bank
• Successful completion of the internal/external training program of such recognized investment bank
• Undergraduate degree from a top U.S. educational institution with an excellent GPA
• Preferably FINRA registered representative with Series 7, 79 or equivalent or willingness to take tests if needed
• Preferably deal experience in Latin America
• Outstanding modeling skills with Microsoft Excel
• Strong presentation skills with Microsoft PowerPoint
• Capacity to work independently and manage an intense agenda
• Excellent interpersonal skills and capacity to work independently
• Willingness to travel
• Preferably US citizens or permanent residents (Green Card holders)

Please e-mail qualified resumes to carol@colecompany.net and reference Job ID: 02479

Compliance Officer - AVP level

Job ID: 02476

Our client is a large global bank with substantial operations in the USA. They are looking for a junior Compliance and Operations Officer to support the Compliance and Operations in monitoring of activities related to all commercial loan activities for the branch.

About the Job:

• Certification for USA PATRIOT Act
• Perform OFAC PEPs and FinCEN name checking
• Application of Know-Your-Customer (KYC) concepts/policies
• Adherence to Customer Identification Program (CIP)
• Provide input for regulatory requirements as needed
• Interface with department managers, compliance officers, internal auditors and regulators on an ongoing basis

About You:

• 3-5 years of related experience in either Regulatory Compliance, Operations , Audit or Credit Administration
• Experience in Monitoring or following up on KYC, CIP, OFAC or PATRIOT Act regulatory requirements
• Familiarity with commercial loan legal documentation/loan administration desirable
• BA in Finance or Business preferred

Please forward qualified resumes to linda@colemancompany.net and reference Job ID: 02476