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Current Global Executive Search Engagements

Title Senior Director – Debt Capital Markets – Investment Grade
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 Director 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 syndicate 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 Analytics Manager – Global Media
Categories Advertising, Business Analytics, Data Analytics, Finance
Job Information

Our global Media client is seeking to recruit an Analytics Manager to own the analytics process and coordinate with key stakeholders across multiple agencies to collect, validate, and prepare operational and business data for reporting to clients.

Responsibilities:

  • Collaborate closely with clients, account management, application development and IT to own the end-to-end process of procuring data, analyzing and delivering clear reports and visualizations with the highest level of accuracy and integrity
  • Proactively implement continual process improvements and the development and growth of the analytics function to drive efficiency, timeliness, and accuracy
  • Coordinate with key stakeholders across multiple agencies to enforce data standards and data submission timelines
  • Manage the logistics of the continuous process to collect data from a variety sources
  • Update mapping tables, SQL, files, and forms required to drive accurate reporting
  • Analyze complex data throughout the process to ensure accuracy and integrity
  • Identify reporting inaccuracies and take direct remediation actions
  • Develop advanced analytics to drive business and process excellence

Requirements:

  • Bachelor’s Degree – Information Technology, Mathematics, Finance or Computer Science preferred
  • 3+ years of relevant data analysis, data visualization or business analytics experience
  • Advanced analytical and problem solving skills
  • Fundamental understanding of ETL and SQL processes
  • Strong project management skills
  • Advanced technology and systems knowledge
  • Highly motivated, personable and collaborative personality with excellent communication and people skills
  • Ability to work effectively with various key stakeholders across multiple agencies
Apply Now


Title Senior Manager – Associate Professional Development (Legal)
Categories Attorney, Legal Industry, Professional Development
Location New York, NY
Job Information

Our global Law Firm client is seeking to recruit a Senior Manager to plan, design and implement long-term professional development strategy for US Associates that will foster a positive employee experience and ensure progressive career growth.

Responsibilities:

  • Plan, design and implement long-term professional development strategy for US Associates that will foster a positive employee experience and ensure progressive career growth
  • Collaborate closely with partners and colleagues (HR, DE&I, Learning & Development, Recruiting, Practice Management, etc.)
  • Build and implement a best in class Associate experience program
  • Facilitate communication channels and solicit ideas to ensure Associates have a voice and influence
  • Collaborate closely with key business partners to enhance mentoring programs and opportunities
  • Solicit Associate feedback to support process improvements and long-term professional development
  • Continuously evaluate and hone professional development processes and programs
  • Evaluate the effectiveness of continuing legal education and training programs
  • Work with Associates and key business partners on thought leadership pieces, events and social media output to promote the Associate experience and the firm’s brand

Requirements:

  • Bachelor’s Degree; JD preferred
  • 10+ years legal talent management or professional development experience
  • Experience designing and implementing Associate professional development and career appraisal programs
  • Highly motivated, creative and polished
  • Outgoing personality with strong organizational and project management skills
  • Well developed thought leadership skills
Apply Now


Title Investor Relations Associate
Categories Alternative Asset Management, Business Development, Client Development, Fundraising, Investor Relations, Marketing, Private Credit
Location New York, NY
Job Information

Our global Private Credit client is seeking to recruit a Investor Relations Associate to support global fundraising and investor relations for their private credit funds and direct lending strategies.

Responsibilities:

  • Support investor relations and fundraising efforts across a variety of global private credit and direct lending strategies and assist with institutional investor marketing and sales support
  • Provide senior leadership with investor relations, sales and marketing coverage support
  • Interact frequently with investors and provide timely responses to inquires for account information, data requests and fund performance analytics
  • Respond promptly to requests for RFPs, DDQs, RFIs and assist the sales team with ongoing client support and prospecting outreach
  • Update fund level pitch materials, client presentations, and client reports across a variety of products and investment strategies
  • Work closely with the sales and marketing teams to create innovative marketing collateral that will aid in fundraising efforts
  • Provide senior management with fund performance and fundraising data analysis reports on a monthly basis
  • Assist with special projects

Requirements:

  • Bachelor’s Degree
  • 4+ years of business development, institutional fundraising or investor relations support experience
  • Broad knowledge of the institutional investment management and alternative investment management industry
  • Knowledge of private credit and direct lending investment strategies preferred
  • Demonstrated experience completing RFP, DDQ, RFI and investor data requests
  • Demonstrated experience developing compelling investor marketing collateral
  • Strong business writing and MS Excel skills
  • Bright, driven and highly motivated
  • Superb communication, interpersonal and presentation skills
Apply Now


Title Senior Business Development Director – High Yield Corporates
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 several Senior Business Development Directors to lead new business development and long-term revenue growth objectives with high yield North American issuers in the Industrials, Healthcare, Business Services and/or Power & Utilities sector.

Responsibilities:

  • Drive new business development objectives with North American based high yield corporate issuers in the Industrials, Healthcare, Business Services or Power & Utilities 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 banking or corporate corporate banking experience
  • Broad capital markets knowledge and high yield business development/origination experience
  • Demonstrated client relationships with North American corporate issuers in the Industrials, Healthcare, Business Services or Power & Utilities sector
  • Demonstrated new business development, client marketing and relationship management skills
  • Coverage relationships with C-level treasury and finance executives in the North American Industrials, Healthcare, Business Services or Power & Utilities sector
  • Ability and willingness to travel as required
  • MBA preferred
Apply Now


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

Our global Financial Services client is seeking to recruit a Senior Director to drive new business development, client relationship management and revenue growth objectives with financial sponsors in the corporate debt capital markets.

Responsibilities:

  • Drive new business development, client relationship management and new revenue growth objectives with global private equity financial sponsors with a focus on leveraged finance, leveraged loans and high yield corporate debt transactions
  • 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, competitors, and industry intelligence to assist with pitch development and marketing content
  • Lead, mentor and coach a team of senior relationship managers

Requirements:

  • 10+ years of bulge bracket leveraged finance coverage, origination, syndication and/or execution experience
  • Deep relationships with capital markets teams at top global private equity financial sponsors
  • Demonstrated capital markets, syndication or leveraged finance/high yield origination and execution experience
  • Broad experience originating and executing leveraged finance, leveraged loan and high yield corporate debt deals
  • New business development and commercial relationship management expertise
  • Ability and willingness to travel as required
Apply Now


Title VP Corporate Finance – (Seeking Investment Banking Associate/VP looking to pivot to Alternatives space)
Categories Alternative Asset Management, Corporate Finance, Financial Modeling, FP&A
Job Information

Our global Alternative Investment Management client ($9B+ AUM) is seeking to recruit a Vice President Corporate Finance and oversee the day-to-day corporate finance function, streamline and enhance the firm’s FP&A processes and serve as a key member of the financial strategy leadership team. The incumbent will be an investment banker seeking a pivot to the buy side (FIG coverage preferred).

Responsibilities:

  • Working closely with the CFO and Management Company Controller, oversee the day-to-day corporate finance function, streamline and enhance the firm’s FP&A processes and serve as a key member of the financial strategy leadership team
  • Perform monthly and quarterly financial statement analysis, profit center analysis and drive the development of KPIs and predictive metrics (expenses, margin, staffing, revenue, etc.)
  • Maintain, enhance and streamline the firm’s financial projection model to allow for deep dive scenario analysis, fund performance analysis, the development of user-friendly dashboards and greater transparency
  • Develop a 3-5 years financial projection model
  • Oversee the firm’s budgeting process
  • Collaborate with department heads and senior management on budget planning, forecasting, tracking and variance analysis
  • Perform cash flow analysis, analyze current and projected cash balances and refine the current cash projection model to make is more user-friendly and transparent
  • Connect the refined cash projection model to the financial projection model to provide more seamless updates and to determine cash available for investing in the firm or its funds
  • Manage investment team and non-investment team forecasting, planning and modeling
  • Work closely with HR on staffing projections and hiring initiatives

Requirements:

  • Bachelor’s Degree
  • 4-6 years of Investment Banking coverage and execution experience required (FIG experience preferred)
  • Advanced financial modeling experience and advanced technical modeling skills (Excel, VBA, etc.)
  • Fundamental corporate finance knowledge with strong budgeting and forecasting skills, the ability to create budgets, understand cost drivers and how to reduce costs
  • Strategic and commercial thinker
  • Strong financial presentation skills – ability to create, synthesize and present complex financial analysis to key stakeholders
  • Demonstrated ability to collaborate effectively with key stakeholders
Apply Now


Title Industry Analyst – Non-Bank Financial Sector
Categories Capital Markets, Debt Capital Markets, Research Analysis
Location New York, NY
Job Information

Our global Financial Market Intelligence client is seeking to recruit an Industry Sector Analyst to produce short-term and long-term industry, macro and credit commentary and opinion pieces consumed by institutional investors and capital markets professionals in the corporate bond market. The primary focus will be the North America non-bank financials sector.

Responsibilities:

  • Work with industry-specific analysts to produce cross-sector industry and credit research commentary that will be consumed by institutional investors and internal and external audiences in the capital markets sector
  • Author and publish opinionated commentary covering significant topics and themes affecting a variety of industry sectors in North America with a primary focus on the on the non-bank financials sector
  • Analyze the North American corporate credit and bond markets
  • Build strong relationships with external stakeholders and internal teams
  • Collaborate with internal analysts and credit officers to brainstorm ideas and drive themes that will further engage key audiences in the capital markets and corporate bond industry

Requirements:

  • Bachelor’s Degree
  • 10+ years’ credit, macro or industry research analysis
  • Exceptional research, analysis and business writing skills
  • Experience analyzing a variety of North American industry sectors
  • Prior corporate credit analysis experience preferred
  • Ability to produce compelling, topical and thematic industry commentary
  • Demonstrated relationship building and relationship management skills
  • Prior experience analyzing the non-bank financial institutions sector preferred
Apply Now


Title Investment Operations Associate
Categories Client Reporting, Client Services, Investment Management, Investment Operations
Location New York, NY
Job Information

Our global Investment Management client is seeking to recruit an Operations Associate with excellent client service skills and a keen interest in financial markets and investment management.

Responsibilities:

  • Oversee new investment client and client account onboarding across multiple asset and investment platforms
  • Manage the client billing and client fee process
  • Review, reconcile and manage the quarterly client advisory fee billing process
  • Provide superb client service including client reporting and fee process reporting
  • Execute trade reconciliations, money movements and asset movements
  • Maintain compliance policies and compliance documentation and stay abreast of regulatory compliance updates
  • Manage the portfolio rebalancing system and assist clients in aggregating accounts into the system

Requirements:

  • Bachelor’s Degree
  • 3-5 years of investment operations experience
  • Prior client account onboarding experience
  • Experience working at a Registered Investment Advisor (RIA) preferred
  • Driven and motivated with a strong work ethic
  • Proven ability to work independently in a fast-paced environment and meet deadlines
  • Superb communication, interpersonal and client service skills
  • Experience working with custody platforms (Charles Schwab and/or Fidelity Investments trading platforms preferred)
  • Strong time management skills with a strong attention to detail and ability to multitask
Apply Now


Title Investment Research Analyst – CMBS / CLO (Buy Side)
Categories Asset Management, CMBS, Investment Research
Location Stamford, CT
Job Information

Our global Investment Management client is seeking to recruit an Investment Research with CMBS and/or CLO structured credit investing experience.

Responsibilities:

  • Analyze the credit quality of primary and secondary market CMBS and CLO transactions
  • Manage existing investment positions while making new investment recommendations
  • Perform fundamental credit analysis, cash flow analysis, impairment testing and portfolio holding performance analysis
  • Conduct monthly credit evaluations of structured finance asset classes and watch list investment opportunities
  • Interact frequently with key rating agency, loan servicing and investment banking stakeholders to discuss investment performance expectations and variances
  • Participate in special project and process improvement initiatives

Requirements:

  • Bachelor’s Degree
  • MBA or CFA designation preferred
  • 3-5 years’ CLO or CMBS structured credit investing experience
  • Understanding of relative value and total return investment strategies
  • Experience analyzing complex data sets, evaluating market trends and modeling various deal structures
  • User experience with software tools such as CoStar, Trepp, Bloomberg, Intex, etc.
  • Advanced quantitative analytical ability
  • Experience interacting with key market participants
  • Excellent communication, interpersonal and presentation skills
Apply Now


Title Investment Banking Analyst (looking to move to the buy side)
Categories Alternative Asset Management, Financial Modeling, Leveraged Finance, Private Credit
Location New York, NY
Job Information

Our global Alternative Investment Management client is seeking to recruit a lateral Investment Banking Analyst (Leveraged Finance or M&A) to be a key member of their global middle market direct lending team. The Associate will will work directly with sophisticated institutional investors on fund formation, fundraising, fund development and investment analysis. The qualified candidate will have advanced financial modeling and client-facing skills.

Responsibilities:

  • Perform institutional fundraising and fund development for the firm’s main funds and separately managed accounts
  • Participate in meetings with institutional investors, private equity sponsors and prospective clients and assist with structuring, negotiation and the formation of new funds
  • Develop client presentations, pitch materials and analytics and marketing collateral
  • Perform ongoing portfolio monitoring, performance analysis and financial data management (from origination to payoff)
  • Perform investment analysis and underwrite new loan transactions
  • Assist with loan term negotiations and documentation
  • Work closely with internal teams across sales operations, finance/accounting, compliance and investor relations

Requirements:

  • Bachelor’s Degree
  • 1-3 years of leveraged finance or M&A investment banking experience
  • Broad financial modeling experience and demonstrated ability to build LBO, DCF and three-statement models
  • Fundamental knowledge of financial analysis and accounting concepts
  • Formal credit training is a plus
  • Detail oriented, highly motivated and intellectually curious with a strong work ethic
  • Advanced MS Excel and PowerPoint skills
  • Ability to thrive in a fast-paced deadline driven environment
  • Experience developing client presentations and marketing collateral
  • Excellent communication, business writing and presentation skills
Apply Now


Title Risk & Valuation Analyst (Advanced Excel/VBA/Python)
Categories CMBS, Derivatives, Python, Risk Management, RMBS, Valuation Analysis
Location New York, NY
Job Information

Our global Alternative Investment Management client is seeking to recruit an Analyst with advanced Excel/VBA skills and Python proficiency to support risk, reporting and valuation analysis for firm’s real estate structured credit portfolio.

Responsibilities:

  • Conduct risk calculations, covenant test, liquidity analysis and assist with P&L reporting across a variety of investment positions
  • Ensure valuations are marked appropriately against the trading desk
  • Perform and review daily liquidity risk and VaR calculations
  • Analyze and produce weekly risk reports
  • Produce daily and monthly reports and ad-hoc analysis to assist portfolio management and valuation committee in tracking Cost/MV/PNL attribution and price trends/variances
  • Verify monthly pricing for OTC derivatives

Requirements:

  • Bachelor’s Degree in Finance, Accounting or Quantitative/Mathematical focus preferred
  • 1-2 years of relevant financial industry experience
  • Expert level Excel/VBA skills (will be tested) – ability to build complex formulas and Macros from scratch and well versed in reporting and data query formation
  • Python proficiency required
  • Fundamental understanding of complex data structures
  • Fundamental understanding of derivative products
  • Confident, poised and highly motivated
  • Strong work ethic with demonstrated ability to thrive in a fast-paced transaction oriented environment
  • Strong team player
  • Excellent communication and interpersonal
Apply Now


Title Competitive Intelligence Analyst
Categories Business Development, Business Intelligence, Law Firm, Legal Industry, Legal Research, Legal Writing, Marketing
Location New York, NY
Job Information

Our global Law Firm client is seeking to recruit a Competitive Intelligence Analyst to produce specialized, topical and thematic research and analysis of companies, industries, markets and competitors.  The analyst will author and communicate insightful and actionable commentary and intelligence reports and provide meaningful recommendations to support business growth, the firm’s competitive position and strategic initiatives.

Responsibilities:

  • Produce specialized, topical and thematic research, analysis and written reports on a wide variety of company, business, industry, markets and/or competitor intelligence to support the firm’s business development and strategic initiatives
  • Stay abreast of critical news developments affecting the legal industry, corporate industry sectors and key firm clients
  • Provide research support to attorney’s, practice group leaders and client-specific projects
  • Provide critical legal research support for firm wide business development and strategic marketing initiatives
  • Collaborate with attorney’s and practice group leaders on client-specific business intelligence and research projects
  • Advocate the team’s resources and research analysis capabilities among key firm stakeholders
  • Maintain and distribute metrics/KPI analysis and reports on a monthly and annual basis
  • Assist with marketing, business development and client-specific special projects as required

Requirements:

  • Bachelor’s Degree; Advanced degree a plus
  • 5+ years’ competitive intelligence, market research or industry research experience
  • Prior legal, professional services or financial services research and analysis experience
  • Demonstrated research and analytical proficiency with a passion for consuming business and financial news
  • Motivated, passionate and intellectually curious
  • Detail oriented with the ability to consume, synthesize and draw conclusions from complex data and information
  • Ability to work in a fast-paced and deadline driven environment
  • Strong team player with superb communication, interpersonal and presentation skills
  • Exposure to legal research and analysis strongly preferred
Apply Now


Title Senior Relationship Manager – Private Equity / Financial Sponsors
Categories Business Development, Debt Capital Markets, Leveraged Finance, Leveraged Loans, Private Equity
Location New York, NY
Job Information

Our global Financial Services client is seeking to recruit a Relationship Manager to perform new business development and and grow long-term revenue development with capital markets leadership at top-tier private equity sponsors.

Responsibilities:

  • Perform new business development and drive long-term revenue development with key senior capital markets leadership at top-tier private equity sponsors
  • Develop relationships that lead to client retention and long-term market penetration
  • Meet and exceed financial and strategic objectives set by group head
  • Collaborate closely with credit, analytics, marketing and sales to execute consistent commercial revenue growth strategy
  • Pursue and close new business and actively participate in client engagement activities (i.e., client visits, marketing presentations, etc.)
  • Educate clients on the competitive advantages the firm’s research and analysis offers
  • Gather and analyze client feedback and utilize results to hone client marketing strategy
  • Analyze global industry trends and produce actionable market intelligence
  • Work closely with colleagues to achieve group revenue goals

Requirements:

  • Bachelor’s Degree
  • 7-10 years’ leveraged finance investment banking experience
  • Demonstrated relationships with capital markets professionals at top private equity sponsors
  • Broad knowledge of debt capital markets and the corporate debt origination and execution process
  • Strong client-facing relationship management and negotiating skills
  • Ability to communicate strategic initiatives, identify customer needs, create actionable solutions and influence internal and external stakeholders
  • US travel required
Apply Now


Title Financial Analyst – Advertising / Media
Categories Advertising, Finance
Location New York, NY
Job Information

Our global Advertising / Media client ($15B revenue) is seeking to recruit a Financial Analyst (junior level) to join their corporate finance team in NYC.

Responsibilities:

  • Prepare and modify fee proposals for client planning
  • Prepare fee reconciliations
  • Work closely with VP Finance, CFO and Account Directors
  • Assist with budgeting, forecasting and reporting
  • Perform ad hoc project as required

Requirements:

  • Bachelor’s Degree
  • 1-2 years financial analysis experience
  • Advertising/Media industry experience a plus, but not required
  • Advanced Excel skills
  • Detail oriented with strong organization and time management skills
  • Excellent communication and interpersonal skills
Apply Now


Title Wealth Management Finance Transformation – Senior Manager
Categories Asset Management, Business Development, Finance, Process Improvement, Professional Services, Wealth Management
Location US – Remote
Job Information

Our global Professional Services client is seeking to recruit a Finance Transformation Senior Manager level to manage multiple engagement teams delivering finance transformation consulting services with large global Wealth Management clients in the United States.  You will be responsible for leading new business development and client marketing efforts as well.

Responsibilities:

  • Lead multiple finance transformation engagement teams in the delivery of professional consulting services and lead business development efforts with prospective Asset/Wealth Management customers
  • Advise large global clients on both fund-level and finance operations level (FP&A, Treasury, etc.) optimization, transformation, forecasting, planning, profitability and performance measurement engagements
  • Work closely with C-level management to help them better align their financial operating infrastructures within their business strategies
  • Lead multiple engagement teams to bring a wide range of capabilities, knowledge and insight to enhance the effectiveness of their finance and business operations
  • Work closely with colleagues across the firm to deliver best in class advice that will enhance the client’s organizational, business process and technology capabilities
  • Lead C-level business development and strategic marketing initiatives across the Asset and Wealth Management verticals

Requirements:

  • Bachelor’s Degree; MBA preferred
  • 10+ years’ experience at a large global professional services/management consulting firm servicing global asset and wealth management clients
  • Big 4 experience strongly preferred
  • Experience servicing both fund-level and finance operations level engagements
  • Demonstrated experience leading engagement teams
  • Demonstrated business development and strategic marketing experience
  • Fundamental experience across multiple consulting capabilities: finance transformation, forecasting & planning, FP&A, profitability measurement, post-merger integration, etc.
  • Highly motivated and creative strategic problem solver
  • Collaborative leadership skills with proven ability to manage teams, provide effective feedback, and coach team members
  • Proven ability to work with senior-level clients in large matrixed organizations
  • Strong analytical ability, excellent communication skills, and proven ability to influence and manage stakeholders
  • Ability and willingness to travel
Apply Now


Title Project Finance Analyst
Categories Capital Markets, Financial Modeling, Project Finance, Structured Finance
Location New York, NY
Job Information

Our global Fintech client is seeking to recruit an Analyst to analyze, model and monitor complex transactions and support client development and product development efforts across a variety of structured finance and project finance asset classes.

Responsibilities:

  • Analyze, model and monitor complex transactions across structured and project finance asset classes
  • Perform cash flow modeling and conduct ongoing surveillance and transaction monitoring
  • Brainstorm, develop and implement tools to assist with modeling
  • Lead project planning and execution and deliver projects on time while mitigating risk
  • Support client development efforts and resolve client modeling platform issues in a timely manner
  • Work closely with data science and product teams to help enhance existing products and services

Requirements:

  • 4+ years’ financial modeling and cash flow analysis across a variety of structured finance and/or project finance asset classes
  • Prior experience analyzing structured or project finance transactions at a credit rating agency, investment bank or asset management firm
  • Advanced MS Excel skills
  • Demonstrated experience analyzing and interpreting complex financial transaction data and deal documentation
  • Proven ability to lead and execute complex projects under tight deadlines
  • Keen interest in the fintech industry
  • Excellent communication, interpersonal and presentation skills
Apply Now


Title Business Development Analyst – AM Law 20
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 Senior Analyst – Capital Markets / Leveraged Loans
Categories Account Management, Business Development, Capital Markets, Debt Capital Markets, High Yield, Investment Grade, Leveraged Finance, Leveraged Loans, Marketing
Location New York, NY
Job Information

Our global Financial Services client is seeking to recruit an Senior Analyst to support strategic marketing and business development planning with the fundamental objective of generating new business revenue with investment bankers, corporate treasurers, institutional investors and private equity sponsors in the leveraged loan and fixed income capital markets industry.

Responsibilities:

  • Partner with senior leadership to develop and maintain relationships with key investment bankers, corporate treasurers, institutional investors and private equity sponsors
  • Foster and build existing relationships that lead to new business wins across the leveraged loan and fixed income capital markets
  • Conduct industry, market and sector-based research
  • Screen potential new business opportunities and coordinate outreach efforts with key external stakeholders
  • Prepare engagement letters and confidentiality agreements and support the contract negotiation process for new business mandates
  • Work closely with colleagues in North America, Europe, Asia and Latin America on cross-border opportunities and consistent messaging strategies
  • Develop, maintain and implement marketing collateral and outreach plans
  • Mentor, coach and supervise junior staff

Requirements:

  • Bachelor’s Degree
  • 5 years’ leveraged finance, high yield or investment grade capital markets investment banking experience
  • Advanced knowledge of leveraged loans and fixed income capital markets
  • Highly motivated and personable
  • Excellent communication, interpersonal, presentation skills
  • Ability and willingness to travel
  • Proof of Covid vaccination required
Apply Now


Title Investment Banking Associates (M&A or Equity Capital Markets)
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 lateral Investment Banking Associates for multiple industry coverage teams (TMT, Healthcare, Industrials, FIG and Business Services) and their ECM and Equity Private Placement groups in NY, Dallas, Chicago and Los Angeles.

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 Investment Banking M&A or Equity Capital Markets experience
  • Relevant industry coverage experience
  • Demonstrated M&A transaction due diligence and execution experience (for coverage roles)
  • Demonstrated Capital Raising or Private Placement execution experience (for capital markets roles)
  • 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 Legal Personnel Manager – 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 Legal Personnel Manager to support capital markets practice leadership with professional development, talent management, staff utilization and practice administration.

Responsibilities:

  • Support capital markets partners, attorneys and practice leadership with professional development, staff unitization 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 utilization, 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
  • 5+ 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


Title Credit Analyst – Commercial Mortgage Backed Securities (CMBS)
Categories Capital Markets, CMBS, Credit Analysis, Credit Analyst, Credit Risk
Location New York, NY
Job Information

Our global Financial Services client is seeking to recruit an experienced Credit Analyst to develop cash flow models, analyze the credit quality and credit structure of commercial mortgage backed securities and CMBS transactions and analyze the broader North American commercial real estate market.

Responsibilities:

  • Develop cash flow models and analyze the credit quality and credit structure of commercial mortgage backed securities and CMBS 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
  • 5+ years’ structured finance or structured credit analysis
  • Demonstrated knowledge of CMBS securities, transactions and the North American commercial real estate market
  • Cash flow modeling and quantitative financial analysis experience
  • Strong communication, interpersonal and business writing experience
  • Advanced Excel skills
  • Strong analytical skills, detail oriented and highly motivated
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Title Business Development Manager – Litigation
Categories Business Development, Law Firm, Litigation, Marketing
Location New York, NY
Job Information

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

Responsibilities:

  • Develop 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 (US and International)
  • 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 legal marketing or business development experience at a large global law firm
  • Demonstrated experience supporting litigation practice areas
  • Broad litigation practice experience
  • 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
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Title Credit Analyst – Project Finance & Public Infrastructure
Categories Credit Analysis, Credit Analyst, Credit Risk, Infrastructure Finance, Project Finance
Location New York, NY
Job Information

Our global Financial Services client is seeking to recruit an experienced Analyst to analyze the credit structures and credit quality of North American project finance and public infrastruture transactions, including PPP and ESG infrastructure transactions.

Responsibilities:

  • Analyze credit structures and credit quality of North American project finance and public infrastructure transactions
  • Perform quantitative financial and credit analysis across a variety of transactions: PPP Infrastructure, public transportation, ESG infrastructure, etc.
  • Analyze project financing documentation and project credit structures
  • Develop and analyze complex project financial models
  • Perform project surveillance analysis and identify market and industry trends that may affect project credit and financial quality
  • Interact regulatory with project investors, debt issuers and other project stakeholders
  • Create presentations for internal credit committee review
  • Author and publish credit research, industry trend analysis and market commentary

Requirements:

  • Bachelor’s Degree
  • MBA, CFA or Formal Credit Training preferred
  • 7+ years’ infrastructure finance, project finance and/or public-private partnership (PPP) experience
  • Well developed credit analysis experience – formal credit training preferred
  • Demonstrated financial modeling ability
  • Experience analyzing project financing documentation
  • Strong business writing, communication and presentation skills
  • Ability to travel 25%
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Title Senior Sales Director – Leveraged Loans / High Yield Bonds / Syndicate Loans
Categories Business Development, Capital Markets, Client Development, Debt Capital Markets, Investment Banking, Leveraged Finance, Leveraged Loans, Relationship Management
Location New York, NY
Job Information

Our global Financial Services client is seeking to recruit a Senior Sales Director to lead new business development and client development with institutional investors and insurance asset managers in the leveraged loan, high yield bond and syndicate loan markets.

Responsibilities:

  • Lead new business development and client development with institutional investors and insurance asset managers in the leveraged loan, high yield bond and syndicate loan markets
  • Drive revenue growth, client retention and market penetration in the leveraged loan, high yield bond and syndicate loan markets
  • Meet and exceed financial and strategic objectives set by group head
  • Collaborate closely with credit, analytics, marketing and sales to execute consistent commercial revenue growth strategy
  • Pursue and close new business and actively participate in client engagement activities (i.e., client visits, marketing presentations, etc.)
  • Educate clients on the competitive advantages the firm’s research and analysis offers
  • Gather and analyze client feedback and utilize results to hone client marketing strategy
  • Analyze global industry trends and produce actionable market intelligence
  • Work closely with colleagues to achieve group revenue goals

Requirements:

  • Bachelor’s Degree
  • 10+ years’ credit, leveraged loan, high yield bond or syndicate loan sales experience
  • Deep knowledge of the leveraged loan, high yield bond and syndicate loan markets
  • Existing relationships with institutional investors, portfolio managers, traders and sector analysts at leading leveraged loan and high yield bond platforms
  • Advanced relationship building, client development and negotiation skills
  • Ability to communicate strategic initiatives, identify customer needs, create actionable solutions and influence internal and external stakeholders
  • Ability to travel as required
Apply Now


Title Structured Finance Modeling Analyst – Global Fintech
Categories Capital Markets, Financial Technology, Project Finance, Structured Finance
Location New York, NY
Job Information

Our global Fintech client is seeking to recruit a Structured Finance Modeling Analyst to analyze, model and monitor complex transactions and support client development and product development efforts.

Responsibilities:

  • Analyze, model and monitor complex transactions across structured and project finance asset classes
  • Perform cash flow modeling and conduct ongoing surveillance and transaction monitoring
  • Brainstorm, develop and implement tools to assist with modeling
  • Lead project planning and execution and deliver projects on time while mitigating risk
  • Support client development efforts and resolve client modeling platform issues in a timely manner
  • Work closely with data science and product teams to help enhance existing products and services

Requirements:

  • 5+ years’ financial modeling and cash flow analysis across a variety of structured finance and/or project finance asset classes
  • Prior experience analyzing structured or project finance transactions at a credit rating agency, investment bank or asset management firm
  • Advanced MS Excel skills
  • Demonstrated experience analyzing and interpreting complex financial transaction data and deal documentation
  • Proven ability to lead and execute complex projects under tight deadlines
  • Keen interest in the fintech industry
  • Excellent communication, interpersonal and presentation skills
Apply Now


Title Senior Analyst – Renewable Energy Infrastructure
Categories Credit Analysis, Credit Analyst, Infrastructure Finance, Project Finance
Location New York, NY
Job Information

Our global Financial Services client is seeking to recruit an experienced Senior Analyst to analyze infrastructure and project finance transactions with a primary focus on the North American renewable energy sector (solar, wind, liquified natural gas, etc.).

Responsibilities:

  • Analyze credit structures and credit quality of North American renewable energy infrastructure and project finance transactions
  • Perform quantitative financial and credit analysis across a variety of transactions: PPP Infrastructure, energy transmission, ESG infrastructure, etc.
  • Analyze project financing documentation and project credit structures
  • Develop and analyze complex project financial models
  • Perform project surveillance analysis and identify market and industry trends that may affect project credit and financial quality
  • Interact regulatory with project investors, debt issuers and other project stakeholders
  • Create presentations for internal credit committee review
  • Author and publish credit research, industry trend analysis and market commentary

Requirements:

  • Bachelor’s Degree
  • MBA or CFA preferred
  • 7+ years’ energy infrastructure or project finance experience
  • Well developed financial analysis experience – formal credit training preferred
  • Financial modeling ability
  • Experience analyzing project financing documentation
  • Strong business writing, communication and presentation skills
Apply Now


Title Business Development Manager – M&A
Categories Business Development, Capital Markets, Financial Institutions, Insurance, Law Firm, Legal Industry, M&A, Marketing
Location Washington DC
Job Information

Our AM Law 10 client is seeking to recruit a Business Development Manager to lead and advise partners, attorneys and key stakeholders on new business development, client development and strategic marketing objectives across the firm’s global M&A/Capital markets and financial institutions industry practice groups.

Responsibilities:

  • Design and execute strategic marketing, client development and business development plans focused on revenue growth across the firm’s global financial services 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 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.
  • Manage small team of business development specialists

Requirements:

  • Bachelor’s Degree
  • 5+ years’ experience law firm strategic marketing or business development experience
  • Demonstrated experience supporting a global financial services industry practice (Financial Institutions, Banking, Fintech, Insurance, etc.) or M&A/Capital Markets transactional practice group
  • Broad knowledge of the global financial institutions industry
  • Broad knowledge of global financial markets
  • 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 Business Development Coordinator – Litigation
Categories Business Development, Law Firm, Litigation, Marketing
Location New York, NY
Job Information

Our global law firm client is seeking to recruit a Business Development Coordinator to support new business development, client development and strategic marketing objectives for the global litigation and dispute resolution practice.

Responsibilities:

  • Support new business development, client development and strategic marketing objectives for the global litigation and dispute resolution practice
  • 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 support for multiple litigation practice areas
  • Work with colleagues 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
  • Prepare marketing collateral, pitch materials and assist the proposal team with RFP preparation
  • Create and distribute of marketing collateral and thought leadership pieces
  • Assist internal communications team with the award submission process
  • Manage department database updates, practice and subject matter descriptions, website, biographies, etc.

Requirements:

  • Bachelor’s Degree
  • 1+ years’ law firm business development or strategic marketing experience
  • Litigation practice experience
  • 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, motivated and driven attitude with a “can do” attitude
  • Willingness to work overtime, including occasional weekends required
Apply Now


Title Legal Personnel Manager – M&A Practice
Categories Human Resources, Law Firm, Legal Industry, Professional Development
Location New York, NY
Job Information

Our AM Law 30 law firm client is seeking to recruit a Legal Personnel Manager to provide professional staff development, personnel management, staffing utilization and operational support for the global M&A practice.

Responsibilities:

  • Support partners, attorneys and M&A practice leaders with professional development, staff unitization 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 utilization, training requirements and career development efforts
  • Plan, coordinate and manage practice events
  • Conduct staff exit interviews

Requirements:

  • Bachelor’s Degree
  • 5+ years of professional development, personnel management and/or practice administration experience at a global law firm or professional services organization
  • Exceptional project management and time management skills
  • Prior M&A practice support experience preferred
  • 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


Title Vice President Investment Banking – Industrials
Categories Business Development, Industrials, Investment Banking, M&A
Location New York, NY
Job Information

Our global Investment Banking client is seeking to recruit a lateral Vice President to manage and execute complex corporate finance transactions, provide strategic advice to clients and assist with identifying new business development opportunities across the Industrials sector.

Responsibilities:

  • Manage and execute complex transaction engagement across the Industrials sector
  • Manage the preparation of financial models and business valuations
  • Perform marketing and business development and assist with identifying new business opportunities
  • Perform company specific due diligence and industry research
  • Prepare client presentations and execute pitches
  • Participate in client marketing meetings and follow up on client requests
  • Participate in strategic planning and client management planning initiatives
  • Mentor and coach junior team members

Requirements:

  • Bachelor’s Degree; MBA preferred
  • 4+ years of corporate finance / M&A execution experience
  • Industrials coverage experience
  • Demonstrated business development acumen
  • Ability to thrive in a highly demanding environment
  • Advanced financial modeling and valuation analysis skills
  • Exceptional client facing and presentation skills
  • Highly motivated, creative, intellectually curious and strong leadership skills
Apply Now


Title Business Development Specialist – M&A/Capital Markets
Categories Business Development, Capital Markets, Law Firm, Litigation, M&A, Marketing
Location Palo Alto, CA
Job Information

Our global law firm client is seeking to recruit a Business Development Specialist to support new business development, client development and strategic marketing objectives for the firm’s Corporate M&A/Capital Markets and Securities litigation practice groups.

Responsibilities:

  • Support new business development, client development and strategic marketing objectives for for the firm’s Corporate M&A/Capital Markets and Securities litigation practice groups
  • 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 support for multiple litigation practice areas
  • Work with colleagues 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
  • Prepare marketing collateral, pitch materials and assist the proposal team with RFP preparation
  • Create and distribute of marketing collateral and thought leadership pieces
  • Assist internal communications team with the award submission process
  • Manage department database updates, practice and subject matter descriptions, website, biographies, etc.

Requirements:

  • Bachelor’s Degree
  • 3+ years’ business development or strategic marketing experience
  • Prior legal marketing/business development preferred
  • Knowledge of M&A, Capital Markets or Litigation preferred
  • 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, motivated and driven attitude with a “can do” attitude
  • Willingness to work overtime, including occasional weekends required
Apply Now


Title Fundraising/Sales Operations Associate – Alternative Investments
Categories Alternative Asset Management, Business Development, Fundraising, Investor Relations, Sales Operations
Location New York, NY
Job Information

Our global Alternative Investment Management client is seeking to recruit a Sales Operations Associate to support fundraising and investor relations with the development of marketing materials, investor analytics and the timely response to investor inquires (RFPs, DDQs, reporting, etc.).

Responsibilities:

  • Create marketing collateral, fundraising materials and client presentations that include detailed investment analytics
  • Collaborate with product and investment teams to market funds and firm strategies
  • Analyze and review complex data and synthesize into concise and relevant points
  • Write focused and high-quality responses to RFPs that support the firm’s global fundraising objectives
  • Develop fundamental knowledge of the firm’s investment strategies, investment approach and operational functions to effectively respond to prospective investor requests
  • Utilize internal and external data sources to create customized investor responses
  • Collaborate effectively across the firm to gather and incorporate key stakeholder input during the RFP process
  • Create recurring DDQs and RFPs for existing investors on a monthly and quarterly basis
  • Research and analyze competitors and their fundraising efforts
  • Participate in process improvement initiatives, special projects, ad hoc requests and the development of best practices

Requirements:

  • Bachelor’s Degree
  • 2+ years of investor relations or fundraising support experience for alternative investment, private equity or hedge fund investment strategies
  • Advanced Excel and PowerPoint
  • Outgoing, intellectually curious and highly motivated
  • Advance writing and communication skills
Apply Now


Title E-Discovery Manager – Litigation
Categories Law Firm, Legal Industry, Project Management/PMO
Location New York, NY
Job Information

Our global Law Firm client is seeking to recruit an E-Discovery Manager to serve as the subject matter expert in planning, managing and consulting on e-discovery projects for the firm’s global litigation practice.

Responsibilities:

  • Serve as the subject matter expert in planning, managing and consulting on e-discovery projects for the firm’s global litigation practice
  • Provide e-discovery services to the firm’s clients, lawyers, and professional staff
  • Utilized and leverage cutting-edge technologies to support cases and firm clients
  • Participate in and lead team meetings to design project scope, project milestones and deadlines
  • Collaborate with firm clients and team members to understand e-discovery lifecycle and develop case specific plans in line with client guidelines and budgets
  • Manage the identification, preservation and collection of ESI and paper documents
  • Oversee and monitor document preservation and ensure client data progresses efficiently through the e-discovery lifecycle
  • Work closely with and manage external e-discovery vendors and ensure vendor invoicing is complete
  • Track and manage ESI throughout project lifecycle
  • Assist with process improvement projects

Requirements:

  • Bachelor’s Degree; JD is a plus
  • 5+ years’ e-discovery project planning and management
  • Broad knowledge of the e-discovery process
  • Fundamental knowledge of evolving e-discovery standards and litigation support services and technologies
  • Experience with Relativity required
  • Ability to handle multiple projects simultaneously while providing superior client service
  • Organized, deadline driven and highly motivated
  • Superb communication and interpersonal skills
  • Off-hour and weekend flexibility when required
  • Off-site travel required when necessary
Apply Now