Left Right

Career Listings

Current Global Executive Search Engagements

Title Business Development Director – Institutional Investors (US Equities)
Categories Asset Backed Securities, Client Services, Equities, Investment Management, Marketing, Quantitative Finance
Location Morristown, NJ
Job Information

Our boutique Investment Management client ($10B+ AUM) is seeking to recruit a Business Development Director to advocate partner with institutional investor clients, prospects and consultants and promote the firm’s US equity market philosophy, investment strategy and fund performance.

Responsibilities:

  • Promote the firm’s investment strategies, US equity market philosophy and fund performance with institutional investor clients, investment consultants and prospective investors
  • Analyze, sythesize and report on US equity market developments and internal fund performance
  • Utilize proprietary and external systems to analyze, interpret and report investment performance and performance drivers
  • Create marketing materials, investment commentary and client communication collateral highlighting analysis and investment performance
  • Assist marketing and client service colleagues with RFI and RFP responses and client presentations
  • Perform market trend and competitive intelligence analysis
  • Collaborate with portfolio management and marketing leaders on new business development initiatives

Requirements:

  • Bachelor’s Degree
  • Master’s Degree and/or CFA required
  • Buy side client service and business development experience with institutional investors required
  • Advanced writing, analytical and business presentation skills
  • Deep knowledge of US equity markets, equity products and quantitative equity investment strategies
  • Expertise in analyzing equity markets and interpreting investment performance
  • Strong communication, presentation and client-facing marketing ability
  • Highly motivated, detail oriented and creative
  • Strong project management and computer skills
  • Ability to travel periodically (post-Covid)
  • The incumbent will be physically based in the Northern NJ office post-Covid
Apply Now


Title Marketing Communications Coordinator – AM Law 20
Categories Law Firm, Marketing
Location New York, NY
Job Information

Our AM Law 20 client is seeking to recruit a Marketing Communications Coordinator to support the firm’s awards, rankings and nominations submiission process and assist with market research, thought leadership and content development for digital and social media platforms.

Responsibilities:

  • Directly support the firm’s awards, rankings and nominations submission process
  • Conduct market research and make thought leadership recommendations
  • Assist with content development across the firm’s digital and social media platforms
  • Evalute new award opportunities and assist with writing original content
  • Oversee the awards industry calendar, monitor relevant awards opportunities and evaluate the success of internal awards submission programs
  • Manage time sensitive project deliverables and deadlines
  • Work closely with marketing senior management, partners and attorneys to coordinate the firm’s participation at industry events and awards ceremonies
  • Assist with media relations initiatives including the preparation of relevant materials for media interviews and events
  • Assist with content development for marketing collatoral and publications
  • Perform special projects as assigned

Requirements:

  • Bachelor’s Degree
  • 2-3 years’ marketing support, communications focused project management or content development experience
  • Prior law firm, non-profit or government industy experience preferred
  • Advanced writing, research, project management and analysis skills
  • Keen interest in building a long-term career in marketing and communications
  • Excellent communication, interpersonal and presentation skills
  • Highly motivated, creative and detail oriented
Apply Now


Title Technology Product Manager – Anti-Money Laundering / Cyberfraud
Categories AI Technology, AML, Financial Technology, Machine Learning, Product Management
Location US/Remote
Job Information

Our global Fintech client is seeking to recruit a Technical Product Manager to serve as the key liaison between business, product and engineering teams to understand, develop and drive technical requirements, specifications and prototypes for platform and product development initiatives.  AI/ML technology platform experience, hands-on software development experience and AML / Fincrime product experience required.

Responsibilities:

  • Work closely with business, product and engineering leadership to develop detailed requirements, designs and plans for system components
  • Develop product requirements and specifications from R&D to prototypes and ultimately full enterprise solutions
  • Establish best practices, communications and processes to work effectively with globally distributed teams
  • Serve as the key liaison between Product and Engineering

Requirements:

  • Mimimum 5 years as a technical product manager
  • 5+ years experience in software development
  • Demonstrated experience developing financial services and Anti Money Laundering solutions
  • Demonstrated experience building big data and Machine Learning products
  • Prior software development experience with one or more of the following: Python, Hadoop, Hive, Spark, and/or Javascript
  • Experience designing data visualization and interactive data analysis applications
  • Ability and desire to develop detailed product requirements and documentation
  • Experience communicating with globally distributed engineering teams
  • Passionate about building innovative, cutting-edge and disruptive products
  • Highly motivated self-starter
  • Desire to work in a startup environment
  • Entrepreneurial mentality with an ability to influence others
  • Excellent verbal and written communication skills
Apply Now


Title Business Development Manager – Government / Litigation
Categories Business Development, Law Firm, Marketing, RFP, Strategic Planning
Location Washington DC
Job Information

Our AM Law 25 client is seeking to recruit a Business Development Manager to design and execute business development, strategic marketing and client development plans across the firm’s government, regulatory and litigtation practice groups.

Responsibilities:

  • Design and execute strategic marketing, client development and business development plans focused on revenue growth across the firm’s litigation practice groups
  • Develop and execute strategic plans for individual attorneys, partners, practice groups, client teams, and industry groups across the US
  • Analyze and report on progress of all marketing objectives
  • Provide hands-on marketing and business development leadership and execution support
  • Work with colleagues and key internal and external stakeholders to coordinate and administer events, speaking engagements, sponsorship and thought leadership initiatives
  • Work closely withe the Business Intelligence Group to obtain and analyze client, prospective client and market research to identify business development opportunities and competitive advantages
  • Manage the preparation of marketing collateral, pitch materials and assist the proposal team with RFP preparation
  • Oversee the creation and distribution of marketing collateral and thought leadership pieces
  • Consult with internal communications team with the award submission process as necessary
  • Oversee department database updates, practice and subject matter descriptions, website, biographies, etc.

Requirements:

  • Bachelor’s Degree
  • 5+ years’ experience strategic marketing or business development experience at a large global law firm or professional services organization
  • Demonstrated experience supporting litigation practice areas
  • Regulatory, government, litigation and/or cybersecurity practice experience preferred
  • Supervise a practice marketing specialist
  • Confident and highly motivated with an entrepreneurial spirit
  • Ability to work independently with little supervision
  • Proven experience supporting partners and attorneys with strategic planning and execution
  • Advanced analytical skills and the ability to process and summarize complex information required
  • Demonstrated ability to execute and achieve measurable results
  • Excellent communication, writing, editing and presentation skills
  • Proven ability to work in a high pressure and often stressful corporate environment
  • Highly organized with a meticulous attention to detail.
  • Excellent inter-personal skills.
  • Resourceful and driven attitude with a “can do” attitude
  • Willingness to work overtime, including occasional weekends required
  • Domestic travel, although infrequent, may be required
  • JD or prior law practice experience a plus
Apply Now


Title Technology Product Manager – Anti-Money Laundering / Cyberfraud
Categories AI Technology, AML, Financial Technology, Machine Learning, Product Development, Product Management
Location London/Remote
Job Information

Our global Fintech client is seeking to recruit a Technology Product Manager to serve as the key liaison between business, product and engineering teams to understand, develop and drive technical requirements, specifications and prototypes for platform and product development initiatives.  AI/ML technology platform experience, hands-on software development experience and AML / Fincrime product experience required.

Responsibilities:

  • Work closely with business, product and engineering leadership to develop detailed requirements, designs and plans for system components
  • Develop product requirements and specifications from R&D to prototypes and ultimately full enterprise solutions
  • Establish best practices, communications and processes to work effectively with globally distributed teams
  • Serve as the key liaison between Product and Engineering

Requirements:

  • Mimimum 5 years as a technical product manager
  • 5+ years experience in software development
  • Demonstrated experience developing financial services and Anti Money Laundering solutions
  • Demonstrated experience building big data and Machine Learning products
  • Prior software development experience with one or more of the following: Python, Hadoop, Hive, Spark, and/or Javascript
  • Experience designing data visualization and interactive data analysis applications
  • Ability and desire to develop detailed product requirements and documentation
  • Experience communicating with globally distributed engineering teams
  • Passionate about building innovative, cutting-edge and disruptive products
  • Highly motivated self-starter
  • Desire to work in a startup environment
  • Entrepreneurial mentality with an ability to influence others
  • Excellent verbal and written communication skills
Apply Now


Title Director – Leveraged Finance / US Healthcare Industry
Categories Business Development, Capital Markets, Debt Capital Markets, Healthcare, High Yield, Investment Banking, Leveraged Finance, Marketing, Relationship Management, Strategic Planning
Location New York, NY
Job Information

Our global Financial Services client is seeking to recruit a Director with well established financial relationships in the US Healthcare industry and demonstrated leveraged finance / high yield transaction origination and execution experience.

Responsibilities:

  • Perform new business development with leveraged finance and high yield issuers in the US Healthcare industry
  • Develop and execute strategic plans that lead to long-term revenue growth
  • Work closely with global colleagues and senior management on strategic marketing planning and execution
  • Develop a cohesive messaging strategy that will effectively drive revenue and brand engagement
  • Assist with cross-border initiatives
  • Pitch the firm’s strategic philosophy, market insights and competitive value advantages directly with clients and prospects
  • Analyze market conditions, competitives, and industry intelligence to assist with pitch development and marketing content
  • Mentor and coach junior relationship managers

Requirements:

  • 8+ years’ leveraged finance experience at a top-tier global investment bank
  • Well developed relationships with C-level executives in the US Healthcare industry
  • Demonstrated capital markets, syndication or leveraged finance/high yield origination and execution experience
  • New business development and commercial relationship management expertise
  • Ability and willingness to travel as required (post-Covid)
Apply Now


Title Accountant – Investment Management
Categories Accounting, Investment Management, Private Credit
Location New York, NY
Job Information

Our global Investment Management client is seeking to recruit a Accountant to assist with general corporate accounting and investment/loan accounting, analysis and reporting. This is a great opportunity for a hungry and driven junior-to-mid level accountant to join a dynamic and entrepreneurial investment management platform in the private debt/direct lending industry.

Responsibilities:

  • Provide general accounting support for the management company and loan products and
  • Assist with account reconciliations and reporting
  • Ensure data quality and manage accounting data reporting and analysis
  • Perform daily and month account reconciliations, performance reconciliations and asset liability management analysis
  • Assist with financial statement preparation and analysis
  • Assist with reconciliation for complex loan accounts
  • Assist with month-end, quarter-end and year-end close and reporting
  • Perform journal entries and general ledger analysis
  • Assist with quality control and process improvement initiatives
  • Assist with ad hoc accounting projects as required

Requirements:

  • Bachelor’s Degree in Accounting or Finance
  • 2-3 years’ of general accounting experience
  • Highly motivated and outgoing personality and the drive to learn and grow in a fast-paced dynamic environment
  • Prior experience in the financial services industry preferred
  • Exposure to loan products, CLOs or private debt/private equity is a plus
  • Entrepreneurial team player with excellent communication and interpersonal skills
  • Strong MS Office skills
Apply Now


Title Director – Leveraged Finance (Consumer / Retail)
Categories Business Development, Capital Markets, Debt Capital Markets, Investment Banking, Leveraged Finance, Leveraged Loans, Marketing, Relationship Management
Location New York, NY
Job Information

Our global Financial Services client is seeking to recruit a Director with well established financial relationships in the US Consumer/Retail industry and demonstrated leveraged finance / high yield transaction origination and execution experience.

Responsibilities:

  • Perform new business development with leveraged finance and high yield issuers in the US Consumer/Retail industry
  • Develop and execute strategic plans that lead to long-term revenue growth
  • Work closely with global colleagues and senior management on strategic marketing planning and execution
  • Develop a cohesive messaging strategy that will effectively drive revenue and brand engagement
  • Assist with cross-border initiatives
  • Pitch the firm’s strategic philosophy, market insights and competitive value advantages directly with clients and prospects
  • Analyze market conditions, competitives, and industry intelligence to assist with pitch development and marketing content
  • Mentor and coach junior relationship managers

Requirements:

  • 8+ years’ leveraged finance experience at a top-tier global investment bank
  • Well developed relationships with C-level executives in the US Consumer/Retail industry
  • Demonstrated capital markets, syndication or leveraged finance/high yield origination and execution experience
  • New business development and commercial relationship management expertise
  • Ability and willingness to travel as required (post-Covid)
Apply Now


Title Team Leader Business System Analyst – Asset Management
Categories Asset Backed Securities, Business Analyst, Business Intelligence, Dashboards, Data Analytics, Data Integration, Investment Management, Systems Analyst
Location Stamfor, CT
Job Information

Our global Investment Management client is seeking to recruit a Team Leader Business System Analyst to collaborate with front office investment teams and technology teams to identify information and technology that will improve investment data quality, systems, and business processes.

Responsibilities:

  • Collaborate closely with technology development teams to assist with the design and implementation of new systems capabilities
  • Liaise with business and technology teams to identify and foster opportunities to use information and technology to improve investment data quality, systems and business processes
  • Define and document requirements, project scope, process flows and data mapping and advise stakeholders on means necessary to drive projects to delivery
  • Establish and maintain standards for requirements gathering, documentation, business processes and best practices
  • Collaborate with business and technology stakeholders to develop project vision, roadmaps and strategic priorities
  • Perform, managed and track user acceptance and production testing
  • Identify, investigate and solve business process, system and data quality issues
  • Utilize business intelligence knowledge to help implement and improve reporting in the investment data management platform
  • Develop and manage reports and dashboards
  • Gather and document business processes and system requirements
  • Assist with ad hoc and special projects

Requirements:

  • Bachelor’s Degree in Computer Science, Information Systems or Business related field
  • 5+ years’ business analysis, systems analysis or project management experience in the asset management or financial services industry industry
  • Hands-on experience with SQL, Business Objects (SAP) and Excel skills
  • Demonstrated ability to write scripts and queries
  • Demonstrated knowledge of QA processes, user acceptance testing and production testing
  • Demonstrated expertise with requirements gathering and documentation and the ability to effectively liaise with project managers and business end-users to understand business needs, develop actionable requirements and deliver complex projects
  • Experience with business intelligence tools, data mapping, and end-to-end system integration across multiple platforms
  • Experience with BlackRock Aladdin, Markit EDM or Incorta is a plus
  • Superb communication, interpersonal and business writing skills
Apply Now


Title Credit Analyst – US Financials / Non-Bank Financials
Categories Capital Markets, Credit Analysis, Credit Analyst
Location New York, NY
Job Information

Our global Financial Services client is seeking to recruit a Credit Analyst with demonstrated experience analyzing corporate credit and fixed income credit risk in the US financial institutions and/or non-bank financial institutions.

Responsibilities:

  • Analyze credit quality and author market commentary across the US financial and non-bank financial industry
  • Analyze the credit quality of issued debt and perform default risk analysis
  • Participate in due diligence meetings with senior management at companies under coverage
  • Interact with buy side / sell side analysts, institutional investors, investment bankers and the financial media
  • Perform complex quantitative and qualitative financial analysis
  • Participate in the internal credit committee review process
  • Communicate analysis with key market participants and media stakeholders
  • Author and publishing credit research and industry trend analysis reports

Requirements:

  • Bachelor’s Degree
  • 3-5 years’ corporate credit analysis or corporate financial analysis experience in the US financial institutions industry
  • Fundamental knowledge of fixed income and debt capital markets
  • Strong business writing, communication and presentation skills
  • Fundamental quantitative finance and accounting knowledge
  • Strong analytical skills, detail oriented and highly motivated
Apply Now


Title Legal Counsel – Securitization / Securities Law
Categories Attorney, Capital Markets, Real Estate, RMBS, Structured Finance
Location Tysons Corner, VA
Job Information

Our global Capital Markets client is seeking to recruit an experienced Legal Counsel to provide legal advice and execution support for a variety of mortgage securitization and real estate/mortgage securities transactions.

Responsibilities:

  • Provide sound legal advice and execution support for mortgage securitization initiatives and real estate capital markets transactions
  • Provide deal structuring and closing legal support
  • Draft, negotiate and execute complex mortgage securities and capital markets transactions and disclosure documents
  • Work closely with business line management to provide capital markets, mortgage securities law and securitization advice that may affect business line and firm-wide operations
  • Interact frequently with securities regulators
  • Participate in industry roundtables and events
  • Collaborate closely with external counsel as needed

Requirements:

  • Juris Doctor with 4+ years’ legal experience with real estate capital markets and mortgage securitization transactions
  • State Bar membership in good standing (Virginia preferred, but not required)
  • Broad knowledge of federal securities regulations
  • Demonstrated experience drafting, negotiating and executing complex mortgage securities and real estate capital markets transactions and disclosure documents
  • Analyze securities and securitization market regulations and policies and provide business management with relevant legal advice
  • Excellent communication, interpersonal and business presentation skills
  • Advance project management skills
Apply Now


Title Director – Leveraged Finance / Financial Sponsors
Categories Business Development, Capital Markets, Debt Capital Markets, Leveraged Finance, Relationship Management
Location New York, NY
Job Information

Our global Financial Services client is seeking to recruit a Director with well established financial sponsor relationships, new business development expertise and transaction execution experience in the leveraged finance / debt capital markets industry.

Responsibilities:

  • Perform new business development with top-tier financial sponsors, investment banks and corporate debt issuers
  • Develop and execute strategic plans that lead to long-term revenue growth
  • Work closely with global colleagues and senior management on strategic marketing planning and execution
  • Develop a cohesive messaging strategy that will effectively drive revenue and brand engagement
  • Assist with cross-border initiatives
  • Pitch the firm’s strategic philosophy, market insights and competitive value advantages directly with clients and prospects
  • Analyze market conditions, competitives, and industry intelligence to assist with pitch development and marketing content
  • Mentor and coach junior relationship managers

Requirements:

  • 8+ years’ leveraged finance experience at a top-tier global investment bank
  • Demonstrated capital markets, syndication or financial sponsor origination experience
  • Industry agnostic coverage experience (Healthcare, Consumer/Retail, Industrials, or Information/Business Services coveraged experience a plus)
  • New business development and commercial relationship management expertise
  • Ability and willingness to travel as required (post-Covid)
Apply Now


Title Senior Counsel – Technology & Business Contracts
Categories Attorney, Contract Management
Location Arlington, VA
Job Information

Our global Financial Services client is seeking to recruit a Senior Counsel to provide sound legal advice to internal stakeholders and draft, negotiate and enforce complex third-party technology and business contracts and agreements.

Responsibilities:

  • Analyze various corporate and transactional legal matters and provide senior management and key stakeholders with sound legal advice
  • Analyze matters including, but not limited to intellectual property, data security, privacy, consulting/outsourcing agreements, etc.
  • Review and analyze RFPs
  • Draft and negotiate contracts and third-party service provider and technology provider agreements
  • Advise internal stakeholders with potential legal, liability, regulatory and compliance issues arising from these agreements
  • Assist in developing and implementing best practices and internal training programs

Requirements:

  • JD and state bar membership in good standing
  • 4+ years reviewing and analyzing complex technology/IP contracts and business transactions at a law firm or corporate legal department
  • Advanced negotiating and contract drafting skills
  • Prior experience negotiating and drafting technology focused agreements
  • Ability to analyze complex legal matters and provide sound legal advice
  • Ability to advise key stakeholders across the corporate structure
  • Highly motivated and detail oriented with a deep belief in accountability
  • Superb relationship management, project management and presentation skills
Apply Now


Title Investment Technology Product Manager
Categories Asset Management, Business Analyst, Business Intelligence, Investment Management, Product Management, Product Specialist, Project Management/PMO
Location Stamford, CT
Job Information

Our global Investment Management client is seeking to recruit a Product Manager with demonstrated investment management technology product experience and hands-on experience gathering and documenting business and systems requirements and driving the delivery of critical front-office investment systems projects.

Responsibilities:

  • Liaise with front office investment and technology teams to identify and expand the use of information and technology products to improve data, systems, and business processes
  • Gather and document business and technical product requirements
  • Perform data mapping, product roadmapping and design new product implementation capabilities
  • Assist with the QA and UAT process
  • Develop and maintain reporting processes and utilize business intelligence and reporting expertise to help implement a new reporting infrastructure
  • Assist with investment systems administration and proactively identify and resolve data gathering and reporting issues
  • Gain subject matter expertise with the firm’s investment management systems and business processes

Requirements:

  • Bachelor’s Degree
  • 5+ years’ relevant product, project and or business systems analysis experience
  • Financial services or investment management industry experience required
  • Fundamental knowledge of SQL queries and database structures
  • Strong experience gathering and documenting business and system requirements
  • Demonstrated ability to work with technical and non-technical stakeholders to effectively scope and manage the product delivery process
  • Experience with business intelligence tools and dashboard design preferred
  • Knowledge of leading investment management systems such as, Aladdin and ePAM preferred
  • Excellent communication, interpersonal and writing skills
Apply Now


Title Director – Leveraged Finance
Categories Business Development, Capital Markets, Debt Capital Markets, High Yield, Leveraged Finance, Leveraged Loans, Relationship Management
Location New York, NY
Job Information

Our global Financial Services client is seeking to recruit a Director to lead new business development with private equity sponsors and corporate debt issuers. Well established with private equity sponsors and corporate debt issuers required.

Responsibilities:

  • Perform new business development with private equity sponsors and leveraged finance and high yield corporate debt issuers
  • Develop and execute strategic plans that lead to long-term revenue growth
  • Work closely with global colleagues and senior management on strategic marketing planning and execution
  • Develop a cohesive messaging strategy that will effectively drive revenue and brand engagement
  • Assist with cross-border initiatives
  • Pitch the firm’s strategic philosophy, market insights and competitive value advantages directly with clients and prospects
  • Analyze market conditions, competitives, and industry intelligence to assist with pitch development and marketing content
  • Mentor and coach junior relationship managers

Requirements:

  • 8+ years’ leveraged finance experience at a top-tier global investment bank
  • Well developed relationships with private equity sponsors and corporate debt issuers
  • Demonstrated capital markets, syndication or leveraged finance/high yield origination and execution experience
  • Healthcare, Consumer/Retail, Business Services or Industrials industry experience preferred
  • New business development and commercial relationship management expertise
  • Ability and willingness to travel as required
Apply Now


Title Business Development Marketing Manager – Venture Capital – Global Law Firm
Categories Business Development, Capital Markets, Client Development, Corporate Finance, Legal Industry, Marketing
Location Palo Alto, CA
Job Information

Our AM Law 25 client is seeking to recruit a Business Development Manager to support and execute business development, strategic marketing and client development plans across the firm’s corporate practice group.

Responsibilities:

  • Design and execute strategic marketing, client development and business development plans focused on revenue growth across the firm’s corporate practice group
  • Develop and execute strategic plans for individual attorneys, partners, practice groups, client teams, and industry groups across the US
  • Analyze and report on progress of all marketing objectives
  • Provide hands-on marketing and business development leadership and execution support
  • Work with colleagues and key internal and external stakeholders to coordinate and administer events, speaking engagements, sponsorship and thought leadership initiatives
  • Work closely withe the Business Intelligence Group to obtain and analyze client, prospective client and market research to identify business development opportunities and competitive advantages
  • Manage the preparation of marketing collateral, pitch materials and assist the proposal team with RFP preparation
  • Oversee the creation and distribution of marketing collateral and thought leadership pieces
  • Consult with internal communications team with the award submission process as necessary
  • Oversee department database updates, practice and subject matter descriptions, website, biographies, etc.

Requirements:

  • Bachelor’s Degree
  • 5+ years’ experience strategic marketing or business development experience at a large global law firm or professional services organization
  • Demonstrated experience supporting venture capital, capital markets, investment management or related corporate practice areas
  • Supervise a practice marketing specialist
  • Confident and highly motivated with an entrepreneurial spirit
  • Ability to work independently with little supervision
  • Proven experience supporting partners and attorneys with strategic planning and execution
  • Advanced analytical skills and the ability to process and summarize complex information required
  • Demonstrated ability to execute and achieve measurable results
  • Excellent communication, writing, editing and presentation skills
  • Proven ability to work in a high pressure and often stressful corporate environment
  • Highly organized with a meticulous attention to detail.
  • Excellent inter-personal skills.
  • Resourceful and driven attitude with a “can do” attitude
  • Willingness to work overtime, including occasional weekends required
  • Domestic travel, although infrequent, may be required
  • JD or prior law practice experience a plus
Apply Now


Title Debt Sourcing Analyst – Hedge Fund (entry-level)
Categories Business Development, Investment Management, Sales & Trading
Location New York, NY
Job Information

Our Hedge Fund client is seeking to recruit a Debt Sourcing Analyst to join their business development/origination team. You will source, negotiate, acquire and trade secured & unsecured distressed debt instruments.

Responsibilities:

  • Identify, source, acquire and trade various high-risk fixed income investment products
  • Negotiate with creditors to acquire high-risk fixed income products such as bankruptcy trade payables, defaulted bonds, loan pools, private placement instruments, etc.
  • Work closely with the firm’s Investment Analysts, Senior Traders and Partners to identify investment opportunities and strategically execute the purchase of debt securities
  • Assist with transaction execution, due diligence, and closing
  • Conduct research on debtors and creditors to assist in developing market intelligence and short-term / long-term marketing strategies
  • Market and trade the firm’s products and through heavy telephone work and client interaction

Requirements:

  • Bachelors Degree in Marketing
  • 1 year of sales / marketing experience OR recent undergraduates with a degree in marketing and a strong interest in a sales career
  • Must be passionate about selling, client interaction and account management
  • Motivated and highly competitive
  • Street smart, tenacious, aggressive, thick skinned
  • Interest in working in the distressed securities and bankruptcy/restructuring industry
  • Former collegiate athletes encouraged to apply
Apply Now


Title Director – Investment Grade Debt Capital Markets
Categories Account Management, Business Development, Capital Markets, Debt Capital Markets, Investment Banking, Investment Grade, New Business Development, Relationship Management
Location New York, NY
Job Information

Our global Financial Services client is seeking to recruit a Director to originate new business mandates and drive long-term relationship development with investment grade corporate debt capital markets investment bankers.

Responsibilities:

  • Originate new business mandates and drive long-term relationship development with investment grade corporate debt capital markets investment bankers
  • Develop and execute strategic plans that lead to long-term revenue growth
  • Work closely with global colleagues and senior management on strategic marketing planning and execution
  • Develop a cohesive messaging strategy that will effectively drive revenue and brand engagement
  • Assist with cross-border initiatives
  • Pitch the firm’s strategic philosophy, market insights and competitive value advantages directly with clients and prospects
  • Analyze market conditions, competitives, and industry intelligence to assist with pitch development and marketing content
  • Mentor and coach junior relationship managers

Requirements:

  • 10+ years’ investment grade corporate debt capital markets or investment grade debt syndication at a top-tier investment bank
  • Deep relationships with bulge bracket investment grade DCM bankers
  • Demonstrated origination and execution experience
  • New business development, revenue growth and relationship management experience
  • Ability and willingness to travel as required
Apply Now


Title Relationship Manager – US Non-Bank Financials / Specialty Finance
Categories Account Management, Business Development, Capital Markets, Debt Capital Markets, Financial Institutions, Relationship Management
Location New York, NY
Job Information

Our global Financial Services client is seeking to recruit a Relationship manager to originate new business mandates with debt capital markets investment bankers and corporate debt issuers in the non-bank financials / specialty finance industry.

Responsibilities:

  • Originate new business mandates and drive long-term revenue with debt capital markets investment bankers and corporate debt issuers in the US non-bank / specialty finance industry
  • Collaborate with US and global relationship managers and other key stakeholders to execute a cohesive marketing strategy and support cross-border opportunities
  • Develop relationships that result in recurring revenue with existing clients and prospective customers
  • Promote the firm’s market capabilities and educate clients and prospective clients on the firm’s competitive advantages and value-added positions
  • Develop market intelligence, competitive analysis, and industry analysis
  • Assist with developing marketing materials, client presenations and pitchbooks

Requirements:

  • Bachelor’s Degree; MBA preferred
  • 5+ years’ debt capital markets, debt syndication or structured finance experience
  • Broad knowledge of the US non-bank financial and speciality finance industry
  • Fundamental knowledge of the investment grade and high yield corporate debt market
  • Strong relationship management, negotiation and client development skills
  • Travel required
Apply Now


Title Credit Analyst – Asset Backed Securities
Categories Asset Backed Securities, Capital Markets, Credit Analysis, Credit Analyst, Credit Research, Credit Risk
Location New York, NY
Job Information

Our global Financial Services client is seeking to recruit a Credit Analyst to develop cash flow models and analyze the credit quality and credit structure of asset backed securities and ABS transactions.

Responsibilities:

  • Develop cash flow models and analyze the credit quality and credit structure of asset backed securities and ABS transactions
  • Perform credit research, supporting analysis and make credit criteria recommendations to internal credit committees
  • Build cash flow models and develop automation tools to enhace analytical efficiencies
  • Interact with and support relationship management with credit issuers and investors
  • Analyze the credit quality of issued debt and perform default risk analysis
  • Analyze industry trends and author market commentary for external market consumption

Requirements:

  • Bachelor’s Degree
  • 3+ years’ structured finance or structured credit analysis
  • Cash flow modeling and quantitative financial analysis experience
  • Strong communication, interpersonal and business writing experience
  • Exposure to structured credit products such as auto loans and leases, aviation loans and leases, equipment leasing and/or student loans required
  • Advanced Excel skills
  • Programming experience with VBA, SQL or Python is a plus
  • Strong analytical skills, detail oriented and highly motivated
Apply Now


Title Investment Banking Associate – Financial Institutions (M&A)
Categories Corporate Finance, Financial Institutions, Financial Modeling, Investment Banking, M&A, Valuation Analysis
Location New York, NY
Job Information

Our global Investment Banking client is seeking to recruit a lateral Investment Banking Associate to lead due diligence and transaction execution across the financial institutions sector with a primary focus on M&A engagements.

Responsibilities:

  • Lead engagement planning, due diligence and execution
  • Assist with development and execution of client marketing plans and build relationships with clients and prospects
  • Supervise and mentor junior team members
  • Build complex financial models and conduct business valuation analysis
  • Prepare management presentations and marketing pitches
  • Develop target lists for potential buyers, investors and strategic partners
  • Conduct in-depth industry research and trend analysis

Requirements:

  • Bachelor’s Degree with strong academic record
  • 3+ years of FIG / Speciality Finance investment banking experience
  • Broad exposure to financial institutions, non-bank financial institutions and the speciality finance industry
  • Demonstrated M&A transaction due diligence and execution experience
  • Complex financial modeling and valuation analysis skills
  • Superb communication, interpersonal and presentation skills
  • Detail oriented with the proven ability to work independently and meet strict deadlines
  • Keen interested in building a career in the investment banking industry
Apply Now


Title Web Content Digital Marketer
Categories Digital Content, Digital Marketing, Marketing, Web Analytics
Location New York, NY
Job Information

Our global Law Firm client is seeking to recruit a Web Content Digital Marketer to develop original content, build brand visibility and develop processes (SEM/SEO) to improve organic search performance across all digital channels in the US.

Responsibilities:

  • Work closely with marketing, business development, communications and digital stakeholders globally to develop original content ideas, promote brand visibility and improve organic search performance across the US business
  • Develop original and impactful content and deliver digital marketing campaigns that fall in line with overall marketing and brand engagement strategies utlizing the agile methodology
  • Assist in developing a digital roadmap that will lead to increased brand engagement
  • Work closely with firm partners and key stakeholders on promoting digital marketing best practices
  • Serve as a subject matter expert on marketing technologies and advocate for the adoption and implementation of new marketing technologies
  • Provide day to day support for the firm’s web properties
  • Assist branding and in-house studio specialists with the design and display of online content
  • Implement on-page and off-page SEO methodologies to support digital content optimization and to maximize reach and performance organically
  • Assist with coordinating and managing video shoots including editing, post-production content development and video distribution
  • Asssit with planning, recording, editing and distrubuting audio content for podcasts
  • Assist with the development, management and creating of online ads across all search and social media platforms
  • Assist with ad hoc projects

Requirements:

  • 3-5 years’ digital marketing campaign development, SEO/SEM, website development, social media marketing and paid search experience
  • Demonstrated experience using digital experience platforms (DXP) and digital marketing tools, marketing automation tools and platforms (ex. pardot, marketo, etc.)
  • Strong knowledge of web content management systems that support content distribution and digital campaigns
  • Demonstrated SEM/SEO experience
  • Experience using analytics tools such as Google Analytics
  • Hands-on HTML, CSS and MS Office applications coding experience to enable digital campaign customization
  • Experience with third party SEO tools and Google Search Console
  • Experience working in an agile methodology environment for website development
  • Creative and driven personality with strong attention to detail, critical thinking and problem solving skills
  • Experience with Google Marketing Platform, Adobe Creative Cloud and/or UX development preferred
  • Experience working in a partnership-structured environment (Big 4, Management Consulting or Global Law Firm) preferred
  • Bachelor’s Degree preferred
Apply Now


Title Credit Analyst – US Financials / Insurance Sector
Categories Credit Analysis, Credit Analyst, Credit Risk, Insurance
Location New York, NY
Job Information

Our global Financial Services client is seeking to recruit a Credit Analyst with demonstrated experience analyzing corporate credit and fixed income credit risk in the US financial institutions / insurance industry.

Responsibilities:

  • Analyze credit quality and author market commentary across the US regulated insurance sector (P&C or Life)
  • Analyze the credit quality of issued debt and perform default risk analysis
  • Participate in due diligence meetings with senior management of insurance companies under coverage
  • Interact with buy side / sell side analysts, institutional investors, investment bankers and the financial media
  • Perform complex quantitative and qualitative financial analysis
  • Participate in the internal credit committee review process
  • Communicate analysis with key market participants and media stakeholders
  • Author and publishing credit research and industry trend analysis reports

Requirements:

  • Bachelor’s Degree
  • 3-5 years’ credit analysis, actuarial or corporate financial analysis experience in the US property & casualty or life insurance industry
  • Demonstrated knowledge of the P&C and/or Life Insurance industry
  • Fundamental knowledge of fixed income and debt capital markets
  • Strong business writing, communication and presentation skills
  • Fundamental quantitative finance and accounting knowledge
  • Strong analytical skills, detail oriented and highly motivated
Apply Now


Title Senior Director – Private Equity Financial Sponsors
Categories Business Development, Capital Markets, Investment Banking, Leveraged Finance
Location New York, NY
Job Information

Our global Financial Services client is seeking to recruit a Senior Director to lead new business development and revenue growth with top US private equity financial sponsors.

Responsibilities:

  • Develop revenue growth relationships and lead new business development with top US private equity firms financial sponsors
  • Collaborate with the global relationship management team and executive leadership to develop and execute strategic marketing plans
  • Promote a cohesive messaging strategy that will help drive revenue and develop recurring business opportunities with existing customers and new prospects
  • Work with global counterparts on cross-border business development opportunities
  • Engage with customers and prospects to discuss industry trends, strategic opportunities across the fixed income and leveraged capital markets industry and to promote the firm’s competitive advantages and value-added propositions
  • Develop market intelligence, competitive analysis, and industry research and analysis
  • Create proposals, RFPs, new business pitch materials and marketing content
  • Document client meetings and prospect outreach activity in internal databases and CRM systems

Requirements:

  • 10+ years’ leveraged finance investment banking experience
  • Demonstrated relationships with key capital markets leaders at top US private equity firms
  • Demonstrated new business development skills and the ability to monetize relationships
  • Ability and willingness to travel as required
  • MBA preferred
Apply Now


Title Senior Fund Accountant – Private Debt Fund
Categories Asset Management, Buy Side, Fund Accounting
Location New York, NY
Job Information

Our global Private Debt Fund client is seeking to recruit a Senior Fund Accountant to manage day to day fund accounting, investor reporting and financial data analysis for a variety of entities in their private debt / direct lending business unit.

Responsibilities:

  • Manage day to day accounting for multiple private credit funds and entities
  • Prepare NAVs, reconcilations, journal entries and work papers in support of the month-end, quarter-end and annual close process
  • Prepare reconciliations of investment positions and fund cash
  • Prepare financial statements (monthly, quarterly and annual)
  • Track and document capital calls, management and incentive fees, distributions, accruals and fund expenses
  • Collborate closely with fund operations, investor relations and compliance teams
  • Monitor fund compliance
  • Analyze fundraising requests and investor reporting
  • Manage annual audit and tax reporting process and work closely with internal accounting and external audit partners

Requirements:

  • Bachelor’s Degree in Accounting or Finance
  • CPA strongly preferred
  • 5+ years’ fund accounting experience
  • Demonstrated accounting experience across a variety of fund structures – standalone entities, private equity funds, master feeder structures, private debt, side by side entities, etc.
  • Fundamental knowledge of term loans, revolving credit, leveraged loans and DDTLs
  • Prior investment management focused public accounting experience strongly preferred
  • Broad knowledge of fund accounting and financial reporting theory
  • Mature, motivated and high attention to detail
  • Ability to interact effectively various internal and external stakeholders
  • Advanced technical skills
Apply Now


Title Senior Relationship Manager – Investment Grade Debt
Categories Capital Markets, Debt Capital Markets, Investment Banking, Leveraged Finance, Leveraged Loans, Syndicated Loans
Location New York, NY
Job Information

Our global Financial Services client is seeking to recruit a Senior Relationship Manager to grow existing relationships and develop new revenue generating relationships with investment grade debt capital markets and sydicate bankers, corporate issuers and investors.

Responsibilities:

  • Grow existing client relationships and develop new revenue generating relationships with investment grade debt capital markets and sydicate bankers, corporate issuers and investors
  • Collaborate with the global relationship management team and executive leadership to develop and execute strategic marketing plans
  • Promote a cohesive messaging strategy that will help drive revenue and develop recurring business opportunities with existing customers and new prospects
  • Work with global counterparts on cross-border business development opportunities
  • Engage with customers and prospects to discuss industry trends, strategic opportunities across the fixed income and leveraged capital markets industry and to promote the firm’s competitive advantages and value-added propositions
  • Develop market intelligence, competitive analysis, and industry research and analysis
  • Create proposals, RFPs, new business pitch materials and marketing content
  • Document client meetings and prospect outreach activity in internal databases and CRM systems

Requirements:

  • 10+ years’ bulge bracket investment grade debt capital markets and/or syndicate coverage and execution experience
  • Demonstrated new business development, strategic marketing and relationship management skills
  • Well developed relationships with investment grade debt capital markets and syndicate bankers, corporate issuers and investors
  • Ability and willingness to travel as required
  • MBA preferred
Apply Now


Title Senior Business Development Manager – Capital Markets
Categories Account Management, Business Development, Capital Markets, Debt Capital Markets
Location New York, NY
Job Information

Our global Financial Services client is seeking to recruit a Senior Business Development Manager to develop long-term revenue generating relationships and manage existing clients in the high yield and investment grade capital markets industry.

Responsibilities:

  • Develop new revenue generating relationships and manage/grow existing client relationships with bankers, financial sponors, corporate issuers and investors in the high yield and investment grade capital markets industry
  • Work closely with the global team members and executive leadership to develop and execute a united messaging strategy to drive cohesive that will help drive revenue and develop recurring business opportunities with existing customers and new prospects
  • Collaborate with global colleagues on cross-border opportunities
  • Promote the firm’s competitive advantages and educate clients and prospective clients on industry trends, strategic market opportunities and value-added propositions
  • Develop market intelligence, competitive analysis, and industry analysis
  • Assist with developing pitch, proposal and strategic marekting content
  • Utilize Salesforce to manage client marketing activities

Requirements:

  • Bachelor’s Degree; MBA preferred
  • 10+ years’ bulge bracket corporate or investment banking coverage and execution experience (industry agnostic)
  • Well developed coverage relationships with private equity sponsors, C-level corporate issuers, syndicate bankers and institutional investors in the leveraged finance, high yield and/or investment grade capital markets industry
  • Demonstrated new business development, strategic marketing and relationship management skills
  • Travel required (post Covid)
Apply Now


Title Director Communications
Categories Corporate Communications, Media Relations, Public Relations
Location New York, NY
Job Information

Our global law firm client is seeking to recruit a Director Communications to lead and manage a team responsible for the planning, development and execution of external communications, strategic messaging, brand positing and reputation management.

Responsibilities:

  • Work closely with the CMO, Partners and Business Development Marketing leadership to evelop, execute and oversee internal and external brand positioning, messaging and strategic communications
  • Advise key stakeholders on messaging and media strategies
  • Managed the daily operations and workflow for the communications team
  • Prepare, coach and train attorneys and other key stakeholders for media interviews, speaking engagements, industry events and presentations
  • Develop and execute brand visibility strategies that promote the firm’s expertise while protecting its reputation, as well that of its attorneys, partners and clients
  • Develop, execute and refine internal and external communications best practices
  • Brainstorm with business development and marketing colleagues to develop and publish compelling content across traditional and digital channels
  • Work closely with marketing colleagues to support media strategies across digital and social media platforms
  • Manage firmwide internal communications and oversee the strategic promotion of rankings, awards and directories
  • Manage, coach and mentor communications staff
  • Oversee recruitment, performance and accountability
  • Manage ROI, metrics and KPIs

Requirements:

  • Bachelor’s Degree
  • Master’s Degree or JD preferred
  • 10+ years’ strategic communications leadership experience at a top-tier global law firm, partership-structured professional services organization or management consulting firm
  • Demonstrated experience planning, executing and implementing internal and external communications and media relations strategies
  • Demonstrated experience managing, coaching and mentoring a team with a focus on empowerment, collaboration, accountability and a free exchange of ideas
  • Superb writing, editing and presentation skills
  • Demonstrated leadership skills with the ability to influence and inspire
  • Demonstrated ability to thrive in a high pressure, demanding and time sensitive environment
Apply Now


Title Business Development Director – Leveraged Finance / Special Situations
Categories Business Development, Capital Markets, Financial Restructuring, Leveraged Finance, Leveraged Loans
Location New York, NY
Job Information

Our global Financial Services client is seeking to recruit a Business Development Director with leveraged finance/special situations coveraged and execution experience.

Responsibilities:

  • Grow existing client relationships and develop new revenue generating relationships with with private equity firms, leveraged finance bankers, issuers and investors
  • Collaborate with the global relationship management team and executive leadership to develop and execute strategic marketing plans
  • Promote a cohesive messaging strategy that will help drive revenue and develop recurring business opportunities with existing customers and new prospects
  • Work with global counterparts on cross-border business development opportunities
  • Engage with customers and prospects to discuss industry trends, strategic opportunities across the fixed income and leveraged capital markets industry and to promote the firm’s competitive advantages and value-added propositions
  • Develop market intelligence, competitive analysis, and industry research and analysis
  • Create proposals, RFPs, new business pitch materials and marketing content
  • Document client meetings and prospect outreach activity in internal databases and CRM systems

Requirements:

  • 10+ years’ bulge bracket leveraged finance / sponsor coverage and execution experience
  • Demonstrated new business development, strategic marketing and relationship management skills
  • Deep relationships with financial sponsors, leveraged finance bankers, issuers and investors
  • Special situations, distressed assets, DIP financing, esoteric assets or restructuring engagement coverage and execution experience desirable
  • Ability and willingness to travel as required
  • MBA preferred
Apply Now


Title Senior Director – Debt Capital Markets (Industrials)
Categories Business Development, Capital Markets, Client Development, Debt Capital Markets, High Yield, Industrials, Investment Grade, Leveraged Finance, Leveraged Loans, Relationship Management
Location New York, NY
Job Information

Our global Financial Services client is seeking to recruit a Senior Director to drive new business development efforts with North American based investment grade and leveraged issuers in across the diversified industrials sector.

Responsibilities:

  • Drive new business development efforts with North American based investment grade and leveraged issuers across the diversified industrials sector
  • Assist with coverage and growth of existing client relationships
  • Collaborate with the global business development team and executive leadership to develop and execute strategic marketing plans
  • Promote a cohesive messaging strategy that will help drive revenue and develop recurring business opportunities with existing customers and new prospects
  • Work with global counterparts on cross-border business development opportunities
  • Engage with customers and prospects to discuss industry trends, strategic opportunities across the fixed income and leveraged capital markets industry and to promote the firm’s competitive advantages and value-added propositions
  • Develop market intelligence, competitive analysis, and industry research and analysis
  • Create proposals, RFPs, new business pitch materials and marketing content
  • Document client meetings and prospect outreach activity in internal databases and CRM systems

Requirements:

  • 10+ years’ debt capital markets investment or corporate banking experience
  • Broad knowledge and deal execution experience across the diversified industrials sector
  • Demonstrated new business development, client marketing and relationship management skills
  • Coverage relationships with C-level corporate executives
  • Investment grade, high yield and/or leveraged finance deal execution experience
  • Ability and willingness to travel as required
  • MBA preferred
Apply Now


Title Business Development Director – Debt Capital Markets – Healthcare
Categories Business Development, Capital Markets, Client Development, Debt Capital Markets, Healthcare, High Yield, Investment Grade, Leveraged Finance, Leveraged Loans, New Business Development, Relationship Management
Location New York, NY
Job Information

Our global Financial Services client is seeking to recruit a Business Development Director with investment grade and/or high yield debt capital markets coverage and execution experience in the Healthcare sector.

Responsibilities:

  • Grow existing client relationships and develop new revenue generating relationships with corporate issuers across the healthcare sector
  • Collaborate with the global business development team and executive leadership to develop and execute strategic marketing plans
  • Promote a cohesive messaging strategy that will help drive revenue and develop recurring business opportunities with existing customers and new prospects
  • Work with global counterparts on cross-border business development opportunities
  • Engage with customers and prospects to discuss industry trends, strategic opportunities across the fixed income and leveraged capital markets industry and to promote the firm’s competitive advantages and value-added propositions
  • Develop market intelligence, competitive analysis, and industry research and analysis
  • Create proposals, RFPs, new business pitch materials and marketing content
  • Document client meetings and prospect outreach activity in internal databases and CRM systems

Requirements:

  • 10+ years’ bulge bracket capital markets investment or corporate banking experience
  • Demonstrated new business development, client marketing and relationship management skills
  • Coverage relationships with C-level executives in the Healthcare sector
  • Investment grade, high yield and/or leveraged finance deal execution experience
  • Ability and willingness to travel as required
  • MBA preferred
Apply Now


Title Business Development Analyst
Categories Business Development, Business Intelligence, Competitive Intelligence, Marketing, Research Analysis
Location New York, NY
Job Information

Our AM Law 20 client is seeking to recruit an Analyst with financial services industry research and analysis experience to conduct in-depth industry/market research and identify and recommend new business and client development opportunities.

Responsibilities:

  • Support Senior Business Development leaders with new business development, client development and client management inititatives
  • Research and gather competitive data and analyze market, company and industry trends
  • Develop and maintain client coverage lists highlighting potential new business opportunities
  • Work closely with Competitive and Business Intelligence teams on deep-dive company, market and industry research projects in support of firm partners, attorneys and other key stakeholders
  • Gather and analyze data and information from various internal and public sources with the goal of identifying potential new business opportunities
  • Gain a deep understanding of the competitive landscape, firm partners, key clients, and practice expertise in order to develop actionable intelligence and new business development recommendations
  • Support and lead special projects as required

Requirements:

  • Bachelor’s Degree
  • 2+ years’ of business development, market research or competitive analysis experience in the financial services or banking industry required
  • Experience working at a law firm or professional services organization is a plus
  • Confident and highly motivated with an entrepreneurial spirit
  • Creative mindset with the ability to work independently and develop actionable recommendations
  • Advanced analytical skills with the ability to process and summarize complex information
  • Demonstrated ability to execute and achieve measurable results
  • Excellent communication, writing, editing, interpersonal and presentation skills
  • Proven ability to work in a high pressure and often stressful corporate environment
  • Highly organized with a meticulous attention to detail
  • Resourceful and driven attitude with a “can do” attitude
  • Willingness to work overtime, including occasional weekends required
Apply Now


Title SVP Debt Capital Markets
Categories Business Development, Capital Markets, Debt Capital Markets, Investment Banking, Leveraged Finance, Relationship Management
Location New York, NY
Job Information

Our global Financial Services client is seeking to recruit a SVP level leveraged finance/debt capital markets banker to lead new business development and revenue growth efforts with top private equity sponsors and corporate issuers relationships.

Responsibilities:

  • Develop revenue growth relationships and lead new business development with top financial sponsors and corporate bond issuers
  • Collaborate with the global relationship management team and executive leadership to develop and execute strategic marketing plans
  • Promote a cohesive messaging strategy that will help drive revenue and develop recurring business opportunities with existing customers and new prospects
  • Work with global counterparts on cross-border business development opportunities
  • Engage with customers and prospects to discuss industry trends, strategic opportunities across the fixed income and leveraged capital markets industry and to promote the firm’s competitive advantages and value-added propositions
  • Develop market intelligence, competitive analysis, and industry research and analysis
  • Create proposals, RFPs, new business pitch materials and marketing content
  • Document client meetings and prospect outreach activity in internal databases and CRM systems

Requirements:

  • 10+ years’ leveraged finance, debt capital markets or private equity sponsor banking experience
  • Well developed relationships with private equity sponsors and corporate debt issuers
  • Industrials, Transportation, Healthcare, Business Services, Consumer, Retail, and/or Information Services industry coverage experience preferred
  • Demonstrated new business development skills and the ability to monetize relationships
  • Ability and willingness to travel as required
  • MBA preferred
Apply Now


Title Fund Accountant – Direct Lending
Categories Asset Management, Fund Accounting
Location New York, NY
Job Information

Our global Private Credit Fund investment management client is seeking to recruit an experienced Fund Accountant to support with day to day fund accounting, investor reporting and financial data analysis across a variety of private investment funds.

Responsibilities:

  • Assist with day to day accounting for multiple private funds and related entities
  • Assist with the preparation of NAVs, reconcilations, journal entries and work papers in support of the month-end, quarter-end and annual close process
  • Assist with reconciliations of investment positions and fund cash
  • Assist with financial statement preparation (monthly, quarterly and annual)
  • Track and report on capital calls, management and incentive fees, distributions, accruals and fund expenses
  • Collborate closely with fund operations, investor relations and compliance teams
  • Monitor fund compliance
  • Assist with analyzing fundraising requests and investor reporting
  • Assist in managing the annual audit and tax reporting process and work closely with internal accounting and external audit partners

Requirements:

  • Bachelor’s Degree in Accounting or Finance
  • CPA preferred
  • 4+ years’ fund accounting experience
  • Demonstrated accounting experience across a variety of fund structures – standalone entities, private equity funds, master feeder structures, private debt, etc.
  • Fundamental knowledge of term loans, revolving credit, leveraged loans and DDTLs
  • Broad knowledge of fund accounting and financial reporting theory
  • Mature, motivated and high attention to detail
  • Ability to interact effectively various internal and external stakeholders
  • Advanced technical skills
Apply Now


Title Investment Banking Analyst – TMT (M&A)
Categories Corporate Finance, Financial Modeling, Investment Banking, M&A
Location San Francisco, CA
Job Information

Our global Investment Banking client is seeking to recruit a lateral Investment Banking Analyst to join their TMT corporate finance advisory team with a primary focus on M&A deal execution.

Responsibilities:

  • Support senior bankers and client engagements and play key role in finanical due diligence and transaction execution
  • Draft proposals and marketing collateral and and participate in new business pitches, confidential offering memoranda and management presentations
  • Develop target lists for potential buyers, investors and strategic partners
  • Conduct in-depth industry research and trend analysis
  • Perform complex financial modeling and valuation analysis

Requirements:

  • Bachelor’s Degree with strong academic record
  • 1+ year of investment banking or corporate finance experience
  • TMT industry M&A transacation experience a plus
  • Highly motivated, confident and personable
  • Superb communication, interpersonal and presentation skills
  • Detail oriented with the proven ability to work independently and meet strict deadlines
  • Keen interested in building a career in the investment banking industry
Apply Now


Title Treasury Analyst – Private Debt Fund
Categories Investment Management, Private Credit, Treasury Management
Location New York, NY
Job Information

Our global Private Debt Fund is seeking to recruit a Treasury Analyst to perform cash flow forecasting and modeling, liquidity analysis and to monitor and manage cash requirements across all funds and business lines.

Responsibilities:

  • Support and analyze cash management, forecasting, compliance, counterparty risk assessment and other treasury related operations
  • Perform cash flow forecasting and modeling
  • Perform liquidity analysis and reporting for all company entities
  • Assist with daily cash projections and properly record cash movements to the general ledger
  • Monitor cash requirements across all funds and business units
  • Assist with shareholder compliance and reporting
  • Assist with monitoring and administration of cash management systems
  • Analzye credit lines, ensure borrrowing eligibility compliance and assist with bank relationship management
  • Assist with treasury best practices and the development and implementation of policies and procedures

Requirements:

  • Bachelor’s Degree – Accounting / Finance preferred
  • 3+ years’ treasury analysis, cash flow forecasting and modeling experience
  • Demonstrated ability to analyze liquidity and make sound cash projections
  • Treasury or cash management experience in the investment management industry is a plus
  • Advanced MS Office skills
Apply Now


Title Tax Specialist – Direct Lending
Categories Investment Management, Private Credit, Tax, Tax Compliance
Location New York, NY
Job Information

Our global Direct Lending investment management client is seeking to recruit a Tax Specialist to assist with the design and development of tax governance strategies, methodologies, and oversight and the design and development of controls for tax withholding and reporting obligations, including W-8 and W-9 certification and validation, backup withholding, NRA withholding, CRS and FATCA withholding.

Responsibilities:

  • Play a key role in the design and development of tax governance strategies, methodologies, and oversight
  • Assist with the design and development of controls for tax withholding and reporting obligations, including W-8 and W-9 certification and validation, backup withholding, NRA withholding, CRS and FATCA withholding
  • Maintain tax data and documentation and work with technology teams to implement appropriate systems and controls
  • Analyze the adequacy and effectiveness of tax policies, procedures, processes, and internal controls
  • Ensure Federal, State, and non-US withholding amounts are deposited with the appropriate tax authority or agency and filing of annual withholding reconciliation returns
  • Manage FATCA and CRS reporting the IRS and related tax authorities

Requirements:

  • Bachelor’s Degree
  • 5+ years’ tax accounting, reporting and compliance experience
  • Demonstrated knowledge of technical tax onboarding, withholding, reporting, and tax compliance (FATCA, CRS, NRA, etc.)
  • Ability to analyze and interpret complex tax issues and make appropriate recommendations
  • Advanced MS Office skills
Apply Now


Title VP Agency Loan Operations – Loan IQ
Categories Investment Management, Loan Administration, Syndicated Loans
Location New York, NY
Job Information

Our global Investment Management client is seeking to recruit a VP Loan Operations with Loan IQ subject matter expertise to oversee primary and secondary loan trading operations, maintain relationships with borrowers, private equity sponsors and multiple loan investors and to implementation and maintain internal controls and systems.

Responsibilities:

  • Oversee the implementation of internal controls and systems for primary and secondary loan trades
  • Maintain relationships with borrowers, private equity sponsors and multiple loan investors
  • Work closely with Accounting, Compliance, Loan Underwriting, Portfolio Management, and Legal to coordinate and execute transaction closings
  • Analyze and review loan documentation, internal loan memorandums, funds flow, credit agreements, fee letters, and KYC requirements to ensure accurate loan establishment
  • Create and organize loan closing materials and upload loan information for loan pricing, payments, compliance tracking, utilization requests and other loan service requirements
  • Work closely with trading desks and legal for post-closing primary syndication process
  • Coordinate daily trade activity for ongoing secondary trades with counterparties and trade support staff
  • Coordinate with Portfolio Management, Letter of Credit Management and third-party Issuing Banks to record Letter of Credit issuances and activities
  • Act as an intermediary between borrowers and lenders
  • Respond to lender inquiries regarding positional discrepancies, interest and payments, and deal structure
  • Submit invoices to borrowers and lenders for fees, interest and principal payments
  • Process loan amendments, deal restructurings, and loan payoffs
  • Work closely with Portfolio Management teams to update global commitment amounts, pricing, amortization schedules, maturity dates, and bank group lender schedules
  • Assist with best practices and the development of policies and procedures

Requirements:

  • Bachelor’s Degree
  • Loan IQ subject matter expertise
  • Demonstrated agency loan operations and deal administration expertise
  • Prior experience with broadly syndicated loans, term loans, revolvers and delayed draw term loans
  • Advanced knowledge of the broadly syndicated loan process
  • Proficient with MS Office
  • Strong project management and team leadership ability
  • Position will be based out of the NYC office post-Covid
Apply Now


Title Loan Operations Associate – Loan IQ
Location New York, NY
Job Information

Our global Investment Management client is seeking to recruit a Loan Operations Associate to assist with the implementation of internal controls and systems for primary and secondary loan trades and to assist with maintaining relationships with borrowers, private equity sponsors and multiple loan investors.

Responsibilities:

  • Assist with the implementation of internal controls and systems for primary and secondary loan trades
  • Maintain relationships with borrowers, private equity sponsors and multiple loan investors
  • Work closely with Accounting, Compliance, Loan Underwriting, Portfolio Management, and Legal to coordinate and execute transaction closings
  • Analyze and review loan documentation, internal loan memorandums, funds flow, credit agreements, fee letters, and KYC requirements to ensure accurate loan establishment
  • Assist with creating and organizing loan closing materials and upload loan information for loan pricing, payments, compliance tracking, utilization requests and other loan service requirements
  • Work closely with trading desks and legal for post-closing primary syndication process
  • Coordinate daily trade activity for ongoing secondary trades with counterparties and trade support staff
  • Coordinate with Portfolio Management, Letter of Credit Management and third-party Issuing Banks to record Letter of Credit issuances and activities
  • Act as an intermediary between borrowers and lenders
  • Respond to lender inquiries regarding positional discrepancies, interest and payments, and deal structure
  • Submit invoices to borrowers and lenders for fees, interest and principal payments
  • Process loan amendments, deal restructurings, and loan payoffs
  • Work closely with Portfolio Management teams to update global commitment amounts, pricing, amortization schedules, maturity dates, and bank group lender schedules
  • Assist with best practices and the development of policies and procedures

Requirements:

  • Bachelor’s Degree
  • Demonstrated experience with Loan IQ subject matter expertise
  • Demonstrated agency loan operations and deal administration expertise
  • Prior experience with broadly syndicated loans, term loans, revolvers and delayed draw term loans
  • Advanced knowledge of the broadly syndicated loan process
  • Proficient with MS Office
  • Strong project management and team leadership ability
Apply Now


Title Senior Case Manager – AM Law 25
Categories Law Firm, Paralegal
Location San Francisco, CA
Job Information

Our AM Law 25 law firm client is seeking to recruit a Senior Case Manager to manage a team of paralegals and oversee case management and trial preparation and support.

Responsibilities:

  • Manage a team of paralegals
  • Oversee case management and serve as a subject matter expert on current cases
  • Maintain traditional and electronic case documents
  • Manage technology resources and staffing needs
  • Assist attorneys with factual research, cite-checking and document proofreading
  • Oversee trial preparation and support
  • Organize trial materials and maintain case calendars
  • Manage vendor relationships and travel arrangements
  • Attend court proceedings, prepare courtrooms and oversee trial document management
  • Collaborate effectively with attorneys, court clerks, outside vendors, opposing law firms, court reporters and firm clients

Requirements:

  • Bachelor’s Degree
  • Demonstrated experience managing paralegals
  • 10+ years’ experience as a senior paralegal / case manager
  • Demonstrated experience managing cases, preparing for trials and attending trials
Apply Now


Title Credit Analyst – Insurance Sector (P&C / Life)
Categories Capital Markets, Credit Analysis, Credit Analyst, Insurance
Location Chicago, IL
Job Information

Our global Financial Services client is seeking to recruit a Credit Analyst to join their financial institutions coverage team and analyze a credit quality and author market commentary across the US insurance sector (P&C and Life).

Responsibilities:

  • Analyze credit quality and author market commentary across the US regulated insurance sector
  • Analyze the credit quality of issued debt and perform default risk analysis
  • Participate in due diligence meetings with senior management of insurance companies under coverage
  • Interact with buy side / sell side analysts, institutional investors, investment bankers and the financial media
  • Perform complex quantitative and qualitative financial analysis
  • Participate in the internal credit committee review process
  • Communicate analysis with key market participants and media stakeholders
  • Author and publishing credit research and industry trend analysis reports

Requirements:

  • Bachelor’s Degree
  • 3+ years’ property & casualty or life insurance financial or credit analysis
  • Demonstrated knowledge of the P&C and/or Life Insurance industry
  • General debt capital markets and financial markets knowledge
  • Strong business writing, communication and presentation skills
  • Fundamental quantitative finance and accounting knowledge
  • Strong analytical skills, detail oriented and highly motivated
Apply Now


Title Conferencing Technology Manager – Global Law Firm
Categories Information Technology, Law Firm
Location New York, NY
Job Information

Our global Law Firm client is seeking to recruit a Conferencing Technology Manager technical, operational and business mentorship and leadership to the conferencing team, as well as design, implement, oversee and deliver audio, video and conferencing technologies for the firm.

Responsibilities:

  • Provide hands-on leadership, mentorship, oversight and support for a team of conferencing specialists
  • Establish the vision, strategic road map and lead all aspects of department’s technology services
  • Manage daily operations of the conferencing technology services group
  • Facilitate, setup and support onsite and virtual conferencing needs at the firm
  • Implement processes and procedures to ensure all audio, video and conferencing events are fully supported and produced
  • Resolve complex audio, video and conferencing technical and infrastructure issues
  • Oversee the design, infrastructure, implementation and support for audio, video and conferencing solutions
  • Research and analyze new systems and conferencing equipment and make recommendations to management
  • Document technology standards, policies and procedures for end user support
  • Ensure staff reacts to business and client requests in a timely manner
  • Coach, mentor and motive departmental staff

Requirements:

  • Bachelor’s Degree
  • 10+ years’ conferencing, audio and video technology support experience at a law firm or professional services organization
  • Experience managing, mentoring, coaching and professionally developing junior staff
  • Demonstrated expertise supporting leading audio, video and conferencing technologies: WebEx, Zoom, Microsoft Teams, LifeSize, BlueJeans, etc.
  • Experience providing hands-on user support
  • Expertise with video conferencing technology and infrastructure
  • Superb communicator with exceptional written, verbal, presentation, and interpersonal skills
  • Exceptional customer relationship, project management and negotiation skills
Apply Now


Title Strategic Pricing Manager – Global Law Firm
Categories Law Firm, RFP, Strategic Pricing
Location New York, NY
Job Information

Our global Law Firm is seeking to recruit a Strategic Pricing Manager to manage day to day workflow and implement pricing strategy across all practice groups, as well as provide strategic advice to pricing analysts and assist attorneys with budgeting and pricing for RFP responses.

Responsibilities:

  • Manage the day to day workflow and implement pricing strategy across all practice groups
  • Provide strategic advice to pricing analysts and assist attorneys with budgeting and pricing for RFP responses
  • Advise attorneys on the development, evaluation, and execution of matter budgets and alternative fee arrangements
  • Oversee pricing analysts work product and ensure accuracy and delivery to meet client needs
  • Draft new content, attorney communications and respond to pricing requests and RFP responses
  • Establish processes, templates and best practices that can be used by analysts
  • Work closely with the Business Development team and coordinate the Pricing team’s efforts to provide strategic guidance on the firm’s approach to RFP responses
  • Advise on rate strategy and creative fee structures
  • Assist with ongoing oversight of fee arrangement tracking and reporting
  • Advise on facilitating the execution of automation pricing strategies
  • Assist the Pricing Director in developing a uniform legal project management process for all practice groups
  • Mentor, coach and train a team of pricing analysts

Requirements:

  • Bachelor’s Degree
  • 4+ years’ strategic pricing or project management experience at a large global law firm or professional services organization
  • Prior experience mentoring and coaching junior staff
  • Advanced project management and problem solving skills
  • Highly motivated and outgoing personality
  • Prior experience responding to RFPs
  • Strong negotiating skills and the ability to influence others
  • Strong knowledge of MS Office Excel and PowerPoint
  • Excellent communication, interpersonal, business writing and presentation skills
Apply Now


Title Electronic Information Governance Analyst
Categories Compliance, Law Firm
Location New York, NY
Job Information

Our global Law Firm client is seeking to recruit an Electronic Information Governance Analyst to support information governance and ensure electronic information is secured, monitored and ISO compliant.

Responsibilities:

  • Provide day to day oversight support for electronic information monitoring and ensure information is secure and ISO compliant
  • Review client information security and management guidelines and coordinate with various teams to ensure compliance with requirements
  • Review and analyze third parties with privileged access to the firm and client information
  • Support of the firm’s ISO 27001 initiative and 27701 PIMS privacy extension
  • Respond promptly and accurately to IS assessments requested of firm clients and support of client audits of internal systems
  • Oversee and monitor workflows with access to personal information
  • Perform periodic reviews of business units and privilaged parties with access to information
  • Monitor and review those with access to sensative information and ensure legitimacy
  • Monitor and manage data loss prevention technologies
  • Manage legal hold systems and implement legal holds
  • Coordinate data collection from internal systems
  • Coordinate data transfers for incoming and outgoing attorneys
  • Assit with ad hoc information governance and compliance needs

Requirements:

  • Bachelor’s Degree
  • 5+ years’ information governance at a law firm or legal services firm
  • Fundamental knowledge information governance and assurance principles and best practices
  • Experience responding to internal and external client IT audit requests
  • Knowledge of relevant laws and best practices relating to information assurance
  • Information assurance or compliance certification preferred
Apply Now


Title Senior Manager Legal Personnel – Capital Markets
Categories Administrative Support, Human Resources, Law Firm, Practice Development, Professional Development
Location New York, NY
Job Information

Our AM Law 25 law firm client is seeking to recruit a Senior Manager Legal Personnel to support capital markets practice leadership with professional development, talent management, staff utlization and practice administration.

Responsibilities:

  • Support capital markets partners, attorneys and practice leadership with professional development, staff ulitzation and talent management
  • Analyze and monitor staff skills and department workloads and make recommendations on staffing and utilization requests
  • Solicit and compile staff feedback on personnel, practice administration and professional development needs and identify and report any potential issues or concerns to senior management
  • Assist attorneys and support staff with workflow ultization, training requirements and career development efforts
  • Plan, coordinate and manage practice events
  • Conduct staff exit interviews

Requirements:

  • Bachelor’s Degree
  • J.D. Degree a plus
  • 10+ years of professional development, talent management and/or practice administration experience
  • Prior law firm experience required
  • Exceptional project management and time management skills
  • Creative and outgoing with the ability to interact effectively with partners, attorneys and practice leadership
  • Critical thinker with the keen ability to solve problems
  • Superb communication and interpersonal skills
Apply Now