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Current Global Executive Search Engagements

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Asset Backed Securities, Client Services, Equities, Investment Management, Marketing, Quantitative Finance, Asset Management, Business Development, Alternative Asset Management, Financial Modeling, Investment Research, Capital Markets, Debt Capital Markets, Investment Banking, Leveraged Finance, Leveraged Loans, Syndicated Loans, Digital Marketing, Law Firm, Litigation, M&A, Proposal Writer, Regulatory, Account Management, Corporate Communications, Media Relations, Public Relations, Billing, Accounts Receivable, Collections, Private Credit, Private Equity, Relationship Management, Cash Management, Sales, Treasury Management, AI Technology, AML, Change Management, Client Development, Compliance, Professional Services, Risk Management, Enterprise Sales, Financial Technology, High Yield, Industrials, Investment Grade, Healthcare, New Business Development, Asset Allocation, Fixed Income, Insurance
Title Equity Product Specialist – Institutional Investment Management
Categories Asset Backed Securities, Client Services, Equities, Investment Management, Marketing, Quantitative Finance
Location Livingston, NJ
Job Information

Our global Institutional Investment Management client is seeking to recruit an Equity Product Specialist to provide product, market, performance and investment strategy subject matter expertise to institutional investor clients, investment consultants and prospective clients.

Responsibilities:

  • Perform quantitative analysis of the equity markets and investment performance and communicate the firm’s investment strategies, philosophy, performance and process with institutional clients, investment consultants and prospective clients
  • Utilize proprietary and external systems (FactSet, Barra, etc.) to analyze and interpret investment performance
  • 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
  • Work closely with marketing leaders on business development initiatives

Requirements:

  • Master’s Degree and CFA required
  • Deep knowledge of 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
  • 7+ years of experience in the investment management industry
  • Highly motivated, detail oriented and creative
  • Strong project management and computer skills
  • Ability to travel periodically
Apply Now


Title Sales Executive – Deposit Funding & Liquidity Solutiions (Banking)
Categories Cash Management, Sales, Treasury Management
Location Southeastern USA
Job Information

Our global Fintech client is seeking to recruit a Sales Executive to prospect, develop and execute direct sales opportunities with treasury and cash management decision makers at banks throughout the US Southeastern region.  The platform provides reliable and trusted deposit funding, liquidity and balance sheet management solutions.  This is a remote work opportunity – the incument will be based out of the US Southeastern Region.

Responsibilities:

  • Develop and execute new direct sales opportunities with C-level treasury leaders at banks throughout the region
  • Educated customers on the benefits and value of onboarding the firm’s treasury solution platform
  • Work closely with marketing team on cohesive messaging and collateral development to maximize sales success
  • Provide customers with competitive analysis and market trend analysis and position the firm’s platform and product solutions as the best way of meeting their treasury, regulatory, deposit growth and liquidity challenges
  • Maximize pricing strategy to be competitive and profitable
  • Provide regular status updates to senior management
  • Attend and participate in industry events, trade shows and conferences

Requirements:

  • Bachelor’s Degree
  • 10+ years’ treasury and cash management direct sales experience
  • Well developed relationships with C-level decision makers at banks in the US Southeastern region
  • Advanced knowledge of treasury management, cash management and balance sheet management solutions
  • Demonstrated relationship management and business development skills
  • Self-starter who is highly motivated and confident
  • Advanced “hunter” and negotiation skills
  • Travel required
  • Position can be based in any metropolitan area in the Southeastern region (Atlanta, Tampa, Charlotte, Washington DC, etc.)
Apply Now


Title Business Development Director – Corporate Debt Issuers (IG/HY)
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 Business Development Director to cover existing relationships and develop new revenue generating relationships with C-level corporate issuers in the Industrials sector (investment grade and high yield corporate debt).  Industry focus: TMT, Industrials, Healthcare, Business Services, Consumer/Retail, Food & Beverage, Tobacco and/or Transportation.

Responsibilities:

  • Cover existing client relationships and develop new revenue generating relationships with investment grade and high yield corporate issuer clients
  • 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 corporate or investment banking industry coverage experience (Healthcare, Consumer/Retail, TMT, Industrials, Business Services, etc.)
  • Demonstrated new business development, strategic marketing and relationship management skills
  • Well developed relationships with industry specific corporate issuers (CFOs, Corporate Treasurers, etc.)
  • Ability and willingness to travel as required
  • MBA preferred
Apply Now


Title Director/Managing Director Business Development – Leveraged Finance
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 Director/Managing Director with bulge bracket leveraged finance coverage and execution leadership 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:

  • 15+ years’ bulge bracket leveraged finance coverage and execution leadership experience
  • Demonstrated new business development, strategic marketing and relationship management skills
  • Deep relationships with financial sponsors, leveraged finance bankers, issuers and investors
  • Ability and willingness to travel as required
  • MBA preferred
Apply Now


Title Business Development Director – Leveraged Finance / Special Situations
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 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 Director – 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 Business Development Director with investment grade and/or high yield capital markets coverage and execution experience in the Industrials sector.

Responsibilities:

  • Grow existing client relationships and develop new revenue generating relationships with corporate issuers across the industrials 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 Industrials sector
  • Investment grade, high yield and/or leveraged finance deal execution experience
  • Ability and willingness to travel as required
  • MBA preferred
Apply Now


Title Enterprise Sales Executive – AI Technology Solutions – Financial Services
Categories AI Technology, AML, Compliance, Enterprise Sales, Financial Technology, Sales
Location London, UK
Job Information

Our global Fintech client is seeking to recruit a Enterprise Sales Executive with consultative technology solutions direct sales and pipeline management experience in the financial services industry.

Responsibilities:

  • Hunt and prospect new direct sales opportunities and managed the sales process from identification to close in the Financial Crimes, AML and Compliance Risk Management space
  • Develop relationships that lead to recurring revenue in the region
  • Develop relationships with C-level decision makers at top global and regional financial services clients
  • Utilize a consultative sales approach tailored to provide solutions for specific customer requirements
  • Create use cases and competitive intelligence to promote the firm’s value added propositions
  • Develop and manage a robust pipeline designed to meet and exceed sales goals
  • Oversee customer negotiations and manage the sales close process
  • Utilized Salesforce to manage pipeline and customer activity
  • Provide senior management with periodic sales reports and pipeline analysis
  • Brainstorm with sales colleagues, marketing and senior management on new sales approaches and opportunity development
  • Responsible for meeting quarterly and annual sales goals

Requirements:

  • 10+ years’ enterprise sales experience in the financial services industry
  • Experience selling Financial Crimes, AML and/or Risk Management technology solutions strongly preferred
  • Demonstrated consultative sales experience
  • Experience selling technology solutions to C-level executives in the financial services industry
  • Demonstrated sales pipeline development and management experience
  • Advanced negotiating skills and the ability to effectively execute the sales process from opportunity identification to close
  • Demonstrated success developing relationships with key decision makers that leads to recurring revenue
Apply Now


Title Enterprise Sales Executive – AI Technology Solutions – Financial Services
Categories AI Technology, AML, Compliance, Enterprise Sales, Financial Technology, Sales
Location New York, NY
Job Information

Our global Fintech client is seeking to recruit a Enterprise Sales Executive with consultative technology solutions direct sales and pipeline management experience in the financial services industry.

Responsibilities:

  • Hunt and prospect new direct sales opportunities and managed the sales process from identification to close in the Financial Crimes, AML and Compliance Risk Management space
  • Develop relationships that lead to recurring revenue in the region
  • Develop relationships with C-level decision makers at top global and regional financial services clients
  • Utilize a consultative sales approach tailored to provide solutions for specific customer requirements
  • Create use cases and competitive intelligence to promote the firm’s value added propositions
  • Develop and manage a robust pipeline designed to meet and exceed sales goals
  • Oversee customer negotiations and manage the sales close process
  • Utilized Salesforce to manage pipeline and customer activity
  • Provide senior management with periodic sales reports and pipeline analysis
  • Brainstorm with sales colleagues, marketing and senior management on new sales approaches and opportunity development
  • Responsible for meeting quarterly and annual sales goals

Requirements:

  • 10+ years’ enterprise sales experience in the financial services industry
  • Experience selling Financial Crimes, AML and/or Risk Management technology solutions strongly preferred
  • Demonstrated consultative sales experience
  • Experience selling technology solutions to C-level executives in the financial services industry
  • Demonstrated sales pipeline development and management experience
  • Advanced negotiating skills and the ability to effectively execute the sales process from opportunity identification to close
  • Demonstrated success developing relationships with key decision makers that leads to recurring revenue
Apply Now


Title Global Professional Services Director – Fintech
Categories AI Technology, AML, Change Management, Client Development, Compliance, Professional Services, Risk Management
Location New York, NY
Job Information

Our global Fintech client is seeking to recruit a Professional Services Director to maximize customer satisfaction by building strong partner alliances, successfully delivering strategic consulting services, and overseeing platform implementations and business transformation initatives globally.

Responsibilities:

  • Deliver world-class customer satisfaction by successfully delivering strategic consulting services, overseeing platform implementations and business transformation initatives and building strong partner alliances globally
  • Manage professional services P&L
  • Develop KPIs to measure project success and analyze market trends and their affect on the business globally
  • Develop partner-focused professional services capabilities, organization vision and strategy and project implementation methodologies
  • Collaborate closely with sales and marketing leadership to implement partner strategies and manage key relationships within strategic customer accounts
  • Gather and analyze customer feedback (positive and pain points) to improve product and service offerings
  • Direct the professional services team (workflow and utlization), manage project budgets and ensure active projects meet delivery deadlines and customer requirements
  • Recruit, mentor and manage a high-caliber professional services team

Requirements:

  • 10+ years’ in the global professional services industry with demonstrated experience managing resources and partners globally
  • Demonstrated experience managing complex global professional services projects from planning to delivery
  • Experience working with customers in the global financial services industry
  • Fundamental knowledge of the financial services risk management and regulatory compliance landscape
  • Demonstrated experience collaborating with sales and marketing teams to develop and execute client strategies and growth objectives
  • P&L management and project budget oversight experience
  • Proven ability to build strategic alliances and partnerships with key stakeholders
  • Creative, progessive and entrepreneurial mindset
  • Ability to change priorities quickly and manage through crisis situations
  • Customer focused
  • Prior team building, coaching and management experience
Apply Now


Title Business Development Director – Middle Market Sponsor Coverage
Categories Business Development, Capital Markets, Debt Capital Markets, Private Credit, Private Equity, Relationship Management
Location New York, NY
Job Information

Our global Financial Services client is seeking to recruit a Business Development Director to drive revenue generation and long-term relationship development with middle market financial sponsors and private debt investors.  The incumbent will have demonstrated relationships with key capital markets decision makers at leaading middle market private equity firms.

Responsibilities:

  • Drive new business development efforts and long-term revenue generation with middle market financial sponsors and private debt investors
  • Work closely with global counterparts and senior management to build and execute a winning marketing strategy and support cross-border opportunities
  • Develop relationships that result in long-term revenue growth 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
  • 7+ years’ private debt investing/origination or middle market financial sponsor coverage experience
  • Well developed relationships with middle market private equity capital markets deal leaders
  • Demonstrated knowledge of the private debt and fixed income capital markets industry
  • Business development and client management skills
  • Travel required
Apply Now


Title Director Client Service – Asset Management
Categories Asset Management, Business Development, Client Services, Investment Management, Marketing
Location Short Hills, NJ
Job Information

Our global Asset Management client is seeking to recruit a Director Client Service to drive strategic marketing, business development and client service objectives with institutional investor clients, prospective clients and investment advisors.

Responsibilities:

  • Engage with institutional clients, investment consultants and prospects and serve as a key point of contact in driving new business development and strategic marketing initiatives
  • Build, maintain and foster relationships with top firm clients and prospects
  • Review and approve marketing materials for roadshows and client marketing presentations
  • Review and approve RFP and RFI responses
  • Pitch the firm’s investment philosophy, strategies and performance with institutional clients, investment consultants and prospective clients

Requirements:

  • Bachelor’s Degree, MBA and CFA designation required
  • Demonstrated institutional investor focused business development, marketing and/or client service experience
  • Fundamental knowledge of equity markets, products and investment strategies
  • Demonstrated ability to build and maintain relationships and to effectively pitch and communicate to clients and prospects
  • Ability to travel frequently
  • Advanced communication, presentation and interpersonal skills
  • High level of integrity and attention to detail with the proven ability to influence internal and external audiences
  • Strong project management
Apply Now


Title Collections Specialist – AM Law 20
Categories Accounts Receivable, Collections, Law Firm
Location New York, NY
Job Information

Our AM Law 20 client is seeking an experienced Collections Specialist to communicate with clients on past due and aging receivable accounts and support the collection process.

Responsibilities:

  • Review client accounts and monitor aging receivables
  • Work with partners to review matters and determine action plans
  • Communicate with clients to secure payments on a timely basis
  • Provide documentation and analysis to partners and clients as required
  • Maintain detailed records of steps taken to facilitate payments
  • Coordinate with Collections team regarding assigned receivables portfolio and discuss escalation strategy as required
  • Assisting with research, analysis and the resolution of client deductions and unapplied credits
  • Collaborate with various operations teams regarding client deductions, cash receipts, collections and other projects

Requirements:

  • Bachelor’s degree
  • 5+ years’ law firm collections or accounts receivable experience
  • Ability to follow up on client accounts with minimal supervision
  • Highly motivated with the ability to work well under pressure and with a high degree of accuracy
  • Ability to meet strict deadlines and interact well with co-workers
  • Excellent interpersonal, communication and analytical skills
  • Attention to detail
  • Must be proficient in Word and Excel.
Apply Now


Title Client E-Billing Specialist – AM Law 20
Categories Billing, Law Firm
Location New York, NY
Job Information

Our AM Law 20 client is seeking an experienced Client E-Billing Specialist to support and facilitate the e-billing process for the firm’s largest and most complex clients.

Responsibilities:

  • Ensure bills are submitted promptly through the client’s e-billing system
  • Review and analyze time and disbursements for compliance with client billing policies and e-billing system requirements
  • Track client appeals and initiate process to correct invoices per client instructions
  • Implement invoice revisions to in Elite to re-generate bills for submission
  • Follow up on outstanding e-bills, monitor rejections and proactively researche and resolve invoice issues
  • Assist with collection efforts
  • Prepare related documentation
  • Assist with special projects

Requirements:

  • Bachelor’s degree
  • 4+ years’ of law firm e-billing experience
  • Experience with Elite Enterprise or Aderant required
  • Motivated, organized, detail oriented
  • Ability prioritize work load, multitask and work independently
  • Ability to handle a large volume of work
  • Patience to work with invoices which may be rejected repeatedly
  • Ability to work under pressure and meet deadlines
  • Driven to contribute to the success of the team
  • Flexibility to adapt to various situations, including overtime if needed
  • Basic knowledge of Excel and Word
Apply Now


Title Client Billing Specialist – AM Law 20
Categories Billing, Law Firm
Location New York, NY
Job Information

Our AM Law 20 client is seeking an experienced Client Billing Specialist to support the firm’s billing function, prepare of client invoices, maintain client information and assist with special projects.

Responsibilities:

  • Monitor unbilled time and disbursements for assigned matters to ensure prompt billing
  • Meet with partners to discuss preparation and status of invoices
  • Generate various reports and proformas
  • Analyze billing materials for compliance to client guidelines, fee agreements, rate discounts, and firm policies
  • Perform transfers, write-offs and adjustments
  • Work closely with partners, legal and support staff to resolve any issues and ensuring bills are accurate and complete
  • Prepare related documentation
  • Draft, finalize and post bills and maintain billing files
  • Work with E-Billing Specialists to ensure successful transmission of invoices
  • Assist with special projects as needed

Requirements:

  • Bachelor’s Degree
  • 5+ years’ legal billing experience
  • Elite billing software experience
  • Strong analytical, math and problem solving skills
  • Acute attention to detail
  • Ability to work under pressure and meet deadlines
  • Advanced customer service and relationship building skills
  • Motivated, organized and able to prioritize work load, multitask and work independently
  • Driven to contribute to the success of the team
  • Flexibility to adapt to various situations, including overtime if needed
  • Advanced experience with Excel and Word
Apply Now


Title Communications Director – AM Law 20
Categories Corporate Communications, Media Relations, Public Relations
Location New York, NY
Job Information

Our AM Law 20 law firm client is seeking to recruit a Senior Communications Manager to manage a team of communications specialists and develop, execute and manage internal and external communicationis, brand positioning, and media relations.

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 large global law firm 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 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 Business Development Manager – Global Law
Categories Business Development, Capital Markets, Digital Marketing, Law Firm, Litigation, M&A, Marketing, Proposal Writer, Regulatory
Location Menlo Park, CA
Job Information

Our international Law Firm client is seeking to recruit a Senior Business Development Manager to advise senior partners on client strategy objectives and develop and execute strategic business development and brand building initiatives throughout the Silicon Valley legal market.

Responsibilities:

  • Lead client strategy, brand building and strategic business development efforts and advise partners across multiple 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, business development and client strategy planning 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 with 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
  • 7+ years’ experience at a top-tier global law firm, management consulting or professional services firm
  • Demonstrated experience providing client strategy, brand development, go-to-market strategy and/or strategic business development planning and execution at the partner level
  • Demonstrated knowledge of the California/Silicon Valley legal landscape
  • Demonstrated experience supporting multiple practice areas
  • 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
  • J.D. or MBA preferred
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 Junior Investment Analyst – Distressed Investing
Categories Alternative Asset Management, Financial Modeling, Investment Research
Location Rye, NY
Job Information

Our boutique Distressed Investment Fund client is seeking to recruit Junior Investment Analyst with 1 year of financial restructuring experience to research, identify and evaluate a variety distressed investment opportunities across the capital structure.

Responsibilities:

  • Research and analyze a variety of complex distressed investment opportunities across the capital structure (i.e., insolvencies, bankruptcies, liquidations, illiquid securities, partnership divestments, etc.)
  • Perform financial due diligence including capital structure, cash flow, balance sheet, P&L and financial statement analysis
  • Review and analyze legal documentation
  • Work closely with senior firm management to identify and evaluate investment opportunities
  • Build relationships with key industry professionals to gain market knowledge, identify new business opportunities and influence investment decisions
  • Research and analyze market trends, economic and financial market data

Requirements:

  • Bachelor’s Degree in Accounting, Finance or Economics preferred
  • 1 year of financial restructuring analysis experience
  • Demonstrated knowledge of fundamental accounting and financial analysis principles
  • Fundamental financial modeling, DCF modeling, valuation and capital structure analysis skills required
  • Ability to analyze and interpret complex financial information (financial statements analysis, balance sheet analysis, cash flow analysis, etc.)
  • Critical thinker with the ability synthesize and present analysis
  • Highly motivated and detail oriented with the ability to work autonomously
  • Advance technical ability
  • Superb communication skills with the ability to build relationships and influence others
Apply Now


Title Business Development Director – Insurance Coverage / Private Debt Capital Markets
Categories Asset Allocation, Asset Management, Business Development, Capital Markets, Debt Capital Markets, Fixed Income, Insurance, Private Credit, Relationship Management
Location New York, NY
Job Information

Our global Financial Services client is seeking to recruit a Business Development Director with origination, investing or capital markets coverage experience in the insurance industry or private debt / asset management industry focused on insurance industry investing.

Responsibilities:

  • Drive new business development and foster long-term revenue based relationships with private debt investors, asset managers and insurance companies in the fixed income credit markets
  • 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
  • 10+ years’ fixed income credit origination, portfolio management or asset allocation experience
  • Prior experience in the insurance, private debt or investment management industry
  • Demonstrated knowledge of the global insurance industry and well developed relationships with fixed income investors in the insurance industry
  • Business development and client management skills
  • Travel required
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