Career Listings

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

Responsibilities:

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

Requirements:

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

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

Responsibilities:

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

Requirements:

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

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

Our global Investment Banking client is seeking to recruit a lateral Investment Banking Associate to lead complex sell side M&A planning, due diligence and transaction execution and play a key role in marketing and client development efforts.

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 sell side M&A experience
• Candidates will have experience in one or more of the following industry sectors: financial institutions, speciality finance, fintech, industrials or business services industry
• Demonstrated M&A transaction due diligence and execution experience
• Complex financial modeling and valuation analysis skills
• Superb communication, interpersonal and presentation skills
• Detail oriented with the proven ability to work independently and meet strict deadlines
• Keen interested in building a career in the investment banking industry

Our global Private Credit Fund client is seeking to recruit a Fund Accountant to assist with managing day to day fund accounting, investor reporting and financial data analysis for a variety of entities in their private credit / direct lending business unit.

Responsibilities:

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

Requirements:

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

Our global Private Credit Fund client is seeking to recruit an Investor Relations Specialist to support global fundraising, marketing and sales efforts.

Responsibilities:

• Support senior IR, Sales and Marketing colleauges with fundraising and investor relations initiatives with global institutional investors
• Provide internal sales and marketing support
• Assist in developing marketing collateral and pitch materials
• Respond promptly to RFI and RFP requests
• Create and submit DDQs
• Analyze investor data and investor reporting requirements
• Provide support to global capital raising initiatives across all investment strategies

Requirements:

• Bachelor’s Degree
• 4 years of investor relations, sales or marketing support experience in the financial services industry
• Fundamental knowledge of the institutional investment management industry
• Demonstrated experience responding to RFP and RFI requests
• Experience creating DDQs preferred
• Strong business writing and MS Excel skills
• Bright, driven and highly motivated
• Keen interest in building a career in investor relations
• Superb commuication, interpersonal and presentation skills

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

Our global Financial Services client is seeking to recruit a senior banker to serve as a Senior Relationship Manager to originate new business mandates and drive long-term revenue growth with bulge bracket investment bankers across the US investment grade debt capital markets.

Responsibilities:

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

Requirements:

• 10+ years’ bulge bracket investment banking origination and exeuction experience
• Broad US investment grade debt capital markets origination or syndication experience
• Well developed relationships senior investment grade bankers at the top-tier banks
• Demonstrated origination and execution experience
• New business development, revenue growth and relationship management experience
• Ability and willingness to travel as required

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

Responsibilities:

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

Requirements:

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

Our global Fintech client is seeking to recruit a Senior Relationship Manager with broad institutional derivatives and capital markets experience to manage, retain and grow relationships with institutional clients in the OTC derivatives market.

Responsibilities:

• Manage and develop relationships with key decision makers in the institutional capital markets industry
• Develop and execute strategic account plans for individual clients
• Solicit user feedback and understand client requirements
• Collaborate closely with marketing and product teams to develop new platform capabilities based on customer feedback
• Utilize consultative sales techniques to develop customized solutions for each client
• Proactively cross-sell and up-sell new products, services and features
• Provide superb client service skills and respond to inquiries and problems in a timely manner

Requirements:

• 3+ years’ experience working directly with institutional clients
• Deep knowledge of derivatives products and the capital markets industry
• Prior experience in Account Management, Relationship Management or Derivatives Sales & Trading required
• Ability to solicit and act on client feedback
• Strong presentation, communication and interpersonal skills
• Outgoing, driven and motivated personality

Our AM Law 30 law firm client is seeking to recruit a Senior Business Development Manager to serve as a key advisor and assume a business development leadership role for the firm’s global intellectual property practice group.

Responsibilities:

• Provide hands-on business development and strategic marketing guidance and execution to lawyers and partners across the IP practice
• Support all business development and strategic marketing objectives with a focus on strategic planning and execution
• Assist with RFP responses, client presentation development, pitch materials and other relevant marketing collateral development
• Develop original marketing content and maintain practice group literature and standard marketing collateral
• Assist with directory submission initiatives and client events
• Work closely with the firm’s knowledge management, legal research and business intelligence teams to analyze and act on competitor and market research
• Assist with lead generation and drive cross sell opportunities

Requirements:

• Bachelor’s Degree
• 5+ years’ Litigation focused business development and strategic marketing experience
• Demonstrated knowledge of the broad litigation arena with particular understanding of patent and intellectual property litigation
• Sharp, focused, competitive and intellectually curious personality
• Some overtime, limited weekend work hours and occasional domestic travel required
• In-depth analytical, market research and industry trend analysis skills
• Highly motivated and detail oriented with strong time management skills
• MBA or JD a plus

Our global Fintech client is seeking to recruit an experienced Product Marketing Manager with deep knowledge of institutional derivatives and the apital markets industry to develop and execute comprehensive product marketing plans to promote brand awareness, drive growth and improve customer retenation.

Responsibilities:

• Develop and execute comprehensive product marketing plans to promote brand awareness, drive growth and improve customer retenation
• Collaborate closely with global marketing and product teams to promote and position platform services
• Analyze market research and competitive intelligence to promote value, communicate the unique selling proposition (USP) and help the business stand out above its competitors
• Analyze the competitive landscape and the firm’s marketing strategy to ensure products and services remain best in class
• Create marketing collateral and draft through leadership pieces to support product promotion
• Provide marketing support to the product team when bringing new products and services to market
• Assit the marketing team with messaging strategy, lead generation and marketing campaign execution
• Support sales and relationship management teams by developing comprehensive sales collateral
• Track marketing KPIs and ROI
• Assist with identifying and executing events in the US market

Requirements:

• Bachelor’s Degree
• 4+ years’ marketing experience in the capital markets industry
• Deep understanding of the global derivatives and capital markets industry
• Prior B2B markeing in the Fintech industry preferred
• Advanced business writing, copywriting and marketing collateral development skills
• Advanced PowerPoint skills (diagrams, workflows, etc.)
• Demonstrated market research and market data analysis skills
• Creative and critical thinking skills
• Outgoing personality and highly motivated team player

Our global Financial Services client is seeking to recruit a Credit Analyst to analyze Latam corporate credit quality with primary focus on the TMT sector.

Responsibilities:

• Perform comprehensive credit analysis for a portfolio of Latam corporates with primary focus on the TMT sector
• Analyze, assess and report on mitigating factors that may affect short-term and long-term credit quality
• Participate in due diligence meetings with key stakeholders and senior management
• Develop comprehensive financial forecasts and cash flow models
• Participate in the internal credit committees review process
• Communicate regularly with investors, industry analysts and the media
• Author and publish credit research and market trend analysis

Requirements:

• Bachelor’s Degree
• Bilingual fluency in English and Spanish or Portuguese required
• 3+ years’ corporate credit analysis with exposure to the Latin America region
• Strong analytical skills and advanced Excel skills
• Keen interest in analyzing Latin America corporate finance transactions

Our global Financial Services client is seeking to recruit a Director to drive and win new business mandates and develop long-term relationships with middle market financial sponsors, private debt issuers and investors.

Responsibilities:

• Drive new business development and long-term revenue generation with middle market financial sponsors, private debt issuers and 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

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%

Our global Investment Banking client is seeking to recruit a lateral Investment Banking Senior Associate to lead M&A due diligence and transaction execution with Industrials, Defense and Aerospace clients.

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 Industrials sell side M&A experience
• Broad knowledge of the Industrials sector
• Defense, Aerospace and/or Government transaction execution experience preferred
• Demonstrated M&A transaction due diligence and execution experience
• Complex financial modeling and valuation analysis skills
• Superb communication, interpersonal and presentation skills
• Detail oriented with the proven ability to work independently and meet strict deadlines
• Keen interested in building a career in the investment banking industry

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

Responsibilities:

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

Requirements:

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

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

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

Responsibilities:

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

Requirements:

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

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

Responsibilities:

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

Requirements:

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

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

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

Responsibilities:

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

Requirements:

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

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

Responsibilities:

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

Requirements:

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

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

Responsibilities:

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

Requirements:

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

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

Responsibilities:

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

Requirements:

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

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

Responsibilities:

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

Requirements:

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

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

Responsibilities:

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

Requirements:

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

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

Responsibilities:

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

Requirements:

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

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

Responsibilities:

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

Requirements:

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

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

Responsibilities:

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

Requirements:

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

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

Responsibilities:

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

Requirements:

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

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

Responsibilities:

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

Requirements:

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

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

Responsibilities:

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

Requirements:

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

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

Responsibilities:

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

Requirements:

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

Our global Management Consulting client is seeking to recruit a Senior Consultants, Managers and Senior Managers to lead client engagements and advise US based asset management and wealth management clients on business transformation, process improvement, business integration and product go-to-market strategies. Candidates can be geographically based throughout the US.

Responsibilities:

• Lead and/or serve as a key member of client engagement teams
• Advise US based asset management and wealth management clients on a variety of business transformation, process improvement, business integration and product go-to-market strategies
• Foster strong relationships with clients, deliver quality client service and assist with client marketing and business development initiatives
• Assist with the delivery of new products, features and strategic initiatives using the Agile methodology
• Assist clients with clients operational improvement, profitability management, finance and business integration and technology-enabled automation initiatives
• Foster inclusion, innovation and a team-oriented approach

Requirements:

• 2+ years’ client engagement experience in management consulting, professional services, asset management, alternative investment management or wealth management industry
• Fundamental understanding of process improvement, business transformation, operational strategy and/or product delivery concepts and methodologies
• Highly motivated, creative and inquisitive mindset
• Excellent communication, presentation, client service and technical writing skills
• Willingness and ability to travel domesticall and internationally as clients require (50% minimum required)