Investment Writer - Investment Management

Our client, a large global quantitative investment management firm, based in the New York metro area is seeking an experienced investment writer to work closely with the Director of Marketing Communications to write compelling copy to help 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:

• Write strong, compelling copy on a wide range of investments topics for institutional and retail audiences
• Develop content for sophisticated, research-driven communications to help drive sales
• Produce analytical white papers, thought leadership materials, marketing campaign deliverables and website copy
• Contributing to other key projects, such as ongoing content development for strategy profiles, pitchbooks and RFPs
• Supplying idea generation, along with development of investments-driven communications to further elevate the firm’s brand
• Review marketing material and RFP language created by other Marketing team members, adding value through constructive comments and recommendations
• Collaborate with product management and investments to write Prospectus/updates
• Properly set and manage expectations of internal clients, eliciting necessary information to develop effective marketing solutions.

About You:

• Bachelor’s Degree (English, Marketing or Journalism major strongly preferred)
• 5-7 years or more experience in a Marketing or Writing position in the financial services industry is required
• Deep knowledge of investment strategies/products
• Strong analytical skills and ability to work with data
• Must have the ability to interact on a peer level with the investments team as well as provide editorial expertise in the development of investment-oriented materials
• Needs marketing savvy and ability to conceive and deliver copy that has a positive effect in the sales cycle
• Ability to work independently, handle multiple assignments concurrently and complete all tasks in a timely manner
• Must possess strong communication, interpersonal and organizational skills
• Learns quickly when facing new problems; open to change; analyzes both successes and failures for clues to improvement
• Ability to develop effective internal/external working relationships
• Exhibits leadership qualities, self-confidence in one’s work, must be a problem solver as well as a team player. 
• Ability to work under time pressure and manage competing priorities
• During peak production periods the individual may be required to work after regular work hours

Please forward resumes to suzanne@colemancompany.net

RFP Marketing Manager

Our client, a global quantitative investment management firm located in the NY metro area, is seeking an experienced RFP professional with 2-5 years of experience in investment management to become a valuable member of a dynamic and growing marketing team. This role reports to the Head of RFP Management and is highly promotable to other related areas within marketing, such as product management, marketing content/ collateral or client services.

About the Job:

• Coordinate and oversee the preparation of Requests for Proposals (RFPs), Requests for Information (RFIs) and Due Diligence Questionnaires (DDQs)
• Prepare RFP/RFI/DDQ responses based on information gathered from internal database tools and acquired industry and company knowledge
• Responsible for reviewing data for accuracy and suitability in addressing questions, proofreading, editing and standardizing proposal text for proper grammar, comprehension, style and overall quality of the delivered document
• Collaborate with Investments Writer to update RFP Machine periodically to fine-tune existing language and input new questions
• Extensive interaction with investment professionals, management, compliance, operations and other business partners.

About You:

• Bachelor’s degree
• 2-5 years of RFP experience in financial services
• Strong writing and editing skills
• Excellent communication skills with an ability to relate to professionals at various levels with the firm
• Solid understanding of the investment management business
• Ability to manage complex projects
• Ability to work under time pressure and manage competing priorities
• Propensity for working with numbers/analytical skills

Please forward resumes to suzanne@colemancompany.net

CMBS Surveillance

Our client, a ratings and risk consulting firm based in New York, NY, is seeking an experienced professional to join their rapidly growing of CMBS Surveillance team. This position is based in New York, NY. 

About the Job:

• Lead CMBS transaction reviews in accordance with organizational guidelines, including the preparation and presentation of analyses to committees and the publication of transaction reports.
• Develop detailed cash flow analysis for commercial real estate properties.
• Respond to servicer requests regarding a variety of post securitization matters, including loan assumptions and defeasance.
• Monitor and document the credit performance of CMBS transactions on an ongoing basis.
• Prepare research and data compilation as needed to effectively monitor ratings exposure; publish findings.
• Produce research and commentary reports on credit or marketplace trends.
• Conduct property site visits and document findings for internal and external use.
• Direct and lead junior analysts.

About You:

• 10+ years of relevant commercial real estate or CMBS experience.
• Advanced degree preferred, bachelors required, preferably in finance, accounting or real estate.
• Familiarity with the CREFC Investor Reporting Package.
• Strong oral and written communications skill.
• Ability to take initiative and work independently, as well as work closely with fellow team members in a collaborative environment.

Please forward resumes to carol@colemancompany.net

Investor Relations Compliance Specialist – Hedge Fund

Our client, a 2.5 Billion Hedge Fund located in Greenwich Ct., is seeking an Investor Relations Compliance Specialist to work closely with the Investor Relations and Marketing teams to ensure all investor relations and marketing collateral are compliant. This position reports to the Chief Operating Officer and works very closely with the Chief Compliance Officer.

About the Job:

• Review and approval of marketing and investor relations materials
• AIFMD compliance including coordinating with outside counsel to register the firm and/or the funds and stay current on the registration requirements
• Foreign marketing rules and regulations
• Email reviews of IR employees
• Monitoring side letter requirements
• Ensuring consistency across communications and disclosures
• Develop, maintain and monitor compliance policies and procedures relevant to the areas for which he or she is responsible 
• Monitor the news, regulatory updates and regulatory actions related to their specialty to ensure the firm’s policies, procedures and practices are in compliance with current guidance, industry practices and that all “hot topics” have been addressed or considered
• Understand the dynamic relationship between compliance requirements and business practices to liaise with other departments and use/assist in the development of technology to achieve efficiencies where possible

About You:

• 5-7 years of related experience reviewing and approving marketing and investor relations materials
• 4 year college degree
• Excellent writing and analytical skills
• Solid understanding of hedge fund regulations
• Excellent communication skills

Forward resumes to carol@colemancompany.net

Trade and Trading Surveillance Specialist – Hedge Fund

Our client, a well established and highly reputable 2.5 billion Hedge Fund located in Greenwich, CT. is seeking a Compliance professional with trade and trading surveillance experience to join their compliance team. Due to growth, this is a newly created position that will report to the Chief Operating Officer and Chief Compliance Officer.

About the Job:

• Areas to be monitored and managed include:
  • Regulatory filings
  • Restricted list
  • Short sales
  • Trade errors
  • Best execution reviews
  • Soft dollar services
• Conduct ongoing internal surveillance of trading
• Develop, maintain and monitor compliance policies and procedures relevant to the areas for which he or she is responsible; 
• Monitor the news, regulatory updates and regulatory actions related to their specialty to ensure the firm’s policies, procedures and practices are in compliance with current guidance, industry practices and that all “hot topics” have been addressed or considered 
• Understand the dynamic relationship between compliance requirements and business practices to liaise with other departments and use/assist in the development of technology to achieve efficiency where possible.

About You:

• 3-7 years of related trade/trading surveillance experience at a hedge fund or bank
• Knowledge of hedge fund regulations
• Four year college degree

Associate Product Manager - Investment Management

Our client, a well-established global investment management firm, headquartered in New York, is seeking an Associate Product Manager to manage marketing programs that support sales and communication efforts for exchange traded funds, one of their flagship businesses. The Associate Product Manager is a member of the product management team who reports to the Marketing Director but works directly with the various ETF product managers. This is an extraordinary opportunity for an intelligent and creative thinker with good communication skills to develop their knowledge of investment funds and product management experience with an asset management firm.

About the Job:

• Assist in developing strategic/tactical marketing plans.
• Manage communications including development, production, and periodic update of fact sheets, commentaries, educational materials, press releases, web updates, emails, video scripts regulatory materials, etc.
• Coordinate eMarketing and outside vendors to manage the planning, development and execution of monthly webinars/conference calls.
• Coordinate creative development of advertising among the product managers and the advertising agency.
• Work closely with public relations agency to implement media plans and programs.
• Gather, analyze and report on metrics for all relevant marketing related activities: makes recommendations based on findings.
• Work on special projects, typically with marketing focus and primarily related to assigned products or channels.
• Other duties may be assigned as needed.

About You:

• 2-5 years of work experience, preferably in a marketing or product function in a financial services company or investment management firm.
• Strong project management skills and ability to manage multiple projects effectively.
• Creative thinker with strong verbal and written communication skills.
• Capacity and desire to learn about investments and investment product distribution.
• Excellent interpersonal skills and able to interact effectively with all levels of staff, clients and vendors.
• Excellent computer skills including Microsoft Office and capacity to learn new software systems.
• Bachelor Degree with superior academic performance.
• Must obtain Series 7 license within 6 months of joining the firm.

Customer Relationship Assistant- M&A & Private Equity

Job ID: 02497

Our client, an M&A boutique focused on Latin America, is looking for an executive assistant to support the Placement Agent team. This individual will support the Partner and Managing Director in handling relations with potential investors and clients. Duties will include answering and screening phone calls, managing, organizing, and updating the firm’s contact database and scheduling client meetings and follow-up on contacts with clients and investors. Other duties will include maintaining client records, responding to client inquiries and resolving any client issues. The assistant will also be responsible for back-up assistance to the CFO and Office Manager. Our client offers a competitive salary, benefits and high growth opportunities. The ideal candidate has 3-5 years previous experience, a bachelor’s degree, strong Microsoft Office Skills and preferably proficiency in Spanish. This position is based in Miami, FL.

Requirements:

• Bachelor degree is required
• 3-5 years previous experience as executive assistant
• Excellent verbal & written communication skills and interpersonal skills
• Strong sense of urgency & ability to multitask & prioritize
• Familiar with customer relationship management software and database management
• Proficient with Microsoft Word and Outlook, PowerPoint; data and systems oriented
• Fluent in English; proficiency in Spanish a plus
• Preferably US citizen or permanent resident (Green Card holder)

Please send resumes to carol@colemancompany.net and reference Job ID: 02497

Marketing/Presentations Specialist – Investor Relations

Job ID: 02494

Our client, a highly successful 10B alternative asset manager, is seeking a Marketing Presentations Professional to join their Investor Relations team. The ideal candidate will have strong expertise in the creation and maintenance of PowerPoint presentations and other marketing materials. This role will primarily focus on updating existing materials and overseeing an extensive internal approval process utilizing Adobe InDesign, Photoshop and/or Illustrator. The ideal candidate is required to have previous corporate design experience and a proven ability to compile messaging, content and detailed data into polished materials through heavy use of Microsoft Office, especially PowerPoint. The applicant must provide a recent portfolio and resume. The position has a highly competitive compensation package, excellent benefits and career progression.  This position is based in New York, NY. 

About the Job:

• Maintain high-quality pitch books and presentations consistent with the firm’s brand
• Update graphs, charts and other design elements for presentations; collaborate with graphic designer to ensure consistency of brand
• Proofread work for accuracy (typing, layout, consistency and format)
• Coordinate the acquisition of data from multiple sources
• Coordinate document approval process and maintain approval records
• Assist with the printing and binding of presentations (both internal printing and external print vendors)
• Oversee inventory of presentations in circulation
• Manage calendar of recurring material updates
• Other ad hoc items as needed

Desired Skills & Experience:

• Expert PC-based PowerPoint skills
• Strong proficiency and heavy use with Microsoft Office: Word, Excel and Outlook
• Strong proficiency Adobe InDesign, Photoshop and/or Illustrator
• Code HTML emails for consistent appearance across multiple browsers, platforms and devices
• Excellent verbal, writing and proofreading skills
• Ability to meet tight deadlines efficiently and work under pressure
• Strong multi-tasking and management of projects
• Sharp attention to detail
• Proactive, can-do attitude
• Ability to work independently as well as part of a collaborative team
• Minimum 2-year college degree
• Strong design sense and keen visual eye

Please submit qualified resumes to suzanne@colemancompany.net and reference Job ID: 02494

VP of Finance/CFO

Our client, a rapidly growing technology company, is seeking a Vice President of Finance/CFO to lead their financial operations and strategy. This position is located in New York, NY and provides competitive compensation including stock options and full medical, dental and vision benefits.

About the Job:

• Establish the infrastructure for all finance and operations
• Play a crucial role in future fundraising efforts and debt financings
• Spearhead financial planning, operations, and accounting
• Build and manage the finance team

About You:

• 7+ years of experience in a senior financial role at a growing company
• Strong analytical and modeling skills
• Experience fundraising, particularly with debt
• Track record of working independently and setting up financial processes including forecasting
• Highly motivated, energetic, detail oriented, organized and self-directed

Please forward qualified resumes to carol@colemancompany.net

Operational Risk Management Associate-Banking

Job ID: 02491

A major global bank is seeking an Associate in their Corporate Risk Management Department/Operational Risk Management Department. The ideal candidate will have 5-7 years of experience in Control Assurance, Risk Management and Project Management with a strong knowledge of Control Self-Assessment (CSA), Payment System Risk assessment process and possess a solid understanding of control evaluations and risk based control assessment for banks.  Strong MS Access/Excel skills are required and SQL is a plus. This position is located in New York, NY

About the Job:

• Assist in managing the execution of the Control Self-Assessment (CSA) for all businesses within the Americas, including risk assessment and CSA plan for the Bank’s Branches.
• Provide training to business units on CSA framework
• Provide consultation to businesses/departments throughout the entire CSA process. 
• Consolidate CSA for approval by Executive Management.  Communicate and report to Head Office as required.
• Coordinate and integrate the results of the CSA with the Head Office GCSA framework, consolidate the results for HQA and report the results to Head Office.
• Supervise the execution of the Bank’s Payment System Risk (PSR) assessment process and ensure that it meets the Bank’s PSR policy requirements.
• Develop regulatory assessment programs and coordinate with businesses to provide their assessments of the control environment.
• Perform internal control targeted reviews of various business units.
• Develop adequate policies and procedures for CSA Framework and PSR assessment processes

Please send qualified resumes to carol@colemancompany.net and reference Job ID: 02491