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Current Global Executive Search Engagements

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

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

Responsibilities:

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

Requirements:

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


Title Business Development Manager – Private Equity Practice
Categories Business Development, Client Development, Law Firm, Marketing, Proposal Writer, Research Analysis
Location New York, NY
Job Information

Our AM Law 25 client is seeking to recruit an experienced Business Development Manager with legal, management consulting (Big 4) or financial services business development experience and demonstrated experience leading complex research, client pitch and strategic planning initiatives.

Responsibilities:

  • Prepare new business pitches and complex proposals and respond to RFP/RFI requests in a timely manner
  • Analyze the competitive landscape and develop targeting strategies for existing and new client pitches
  • Conduct deep-dive market research and industry trend analysis to identify potential new business opportunities
  • Prepare the executive partner for client-facing pitches, events and presentations
  • Collaborate with business development and marketing communications colleagues globally to develop marketing collateral, thought leadership pieces and other relevant information that will support revenue growth opportunities
  • Assist the executive partner with strategic planning and special projects

Requirements:

  • Bachelor’s Degree
  • MBA or JD a plus
  • 5+ years’ business development leadership experience in the global law firm, management consulting (Big 4) or global financial services industry
  • Demonstrated pitch and proposal development skills
  • Strong research and analytical skills
  • Advanced technical skills, particularly with PowerPoint and Excel
  • Highly motivated and confident with a polished and professional makeup
  • Intuitive personality with strong critical thinking skills and proactive problem solving ability
  • Highly organized with strong project management skills
  • Ability and willingness to work overtime and weekends as required
  • Position will be based in NYC office post-Covid
Apply Now


Title Investment Banking Analyst – TMT (M&A)
Categories Corporate Finance, Financial Modeling, Investment Banking, M&A
Location New York, NY
Job Information

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

Responsibilities:

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

Requirements:

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


Title Senior Director Leveraged Finance (Sponsor Coverage)
Categories Business Development, Capital Markets, Debt Capital Markets, Leveraged Finance, Relationship Management
Location New York, NY
Job Information

Our global Financial Services client is seeking to recruit a Senior Leveraged Finance Director with established financial sponsor relationships and new business development experience in the capital markets industry.

Responsibilities:

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

Requirements:

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


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

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

Responsibilities:

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

Requirements:

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


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

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

Responsibilities:

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

Requirements:

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


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

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

Responsibilities:

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

Requirements:

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


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

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

Responsibilities:

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

Requirements:

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


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

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

Responsibilities:

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

Requirements:

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


Title Cognos Analytics Administrator – Global Media Industry
Categories Data Analytics, Data Integration, Financial Reporting, Process Improvement, Systems Analyst
Location New York, NY
Job Information

Our global Media Communications client is seeking to recruit a Cognos Analytics Administrator to provide hands-on analytics, reporting and systems support to corporate finance stakeholders globally.

Responsibilities:

  • Manage ERP financial applications configuration, administration and maintenance and monitor global environments to ensure data quality, accuracy and availability
  • Manage the deployment of financial reports across all global business environments
  • Collaborate with business and IT teams to gather, document and integrate financial application requirements and to maintain and expand the enterprise reporting platform capabilities
  • Monitor data integration operations, ETL processes, user access and security procedures
  • Monitor the accuracy of source data in the financial and operational reporting processes
  • Document and maintain internal controls, change management initiatives and operational processes
  • Troubleshoot reports and dashboards and assist business teams with platform technical issues
  • Write SQL queries for report troubleshooting and assist with the design of financial data warehouses
  • Assist with user training on the reporting platform

Requirements:

  • Bachelor’s Degree
  • 3 years’ enterprise reporting platform administration, configuration and maintenance
  • Experience with one or more ERP tools – Cognos, Oracle, SAP, Workday, etc.
  • Cognos Analytics experience preferred
  • Fundamental knowledge of data warehousing and relational databases
  • General knowledge of basic accounting and finance concepts
  • Hands on experience supporting and maintaining data warehouses and financial data applications
  • Demonstrated business systems acumen and exposure to DevOps tools such as GitHub, JIRA, etc.
  • Demonstrated ability to collaborate effectively with IT and business users
  • Prior experience writing SQL queries
  • Experience training systems users and providing general technical support
  • Highly motivated and detail oriented with the proven ability to thrive in a fast-paced global reporting environment
Apply Now


Title Investor Relations Director – Mortgage Finance
Categories Investor Relations
Location Chapel Hill, NC
Job Information

Our global Mortgage Finance client is seeking to recruit an Investor Relations Director to provide strategic financial and investor communications advice to senior leadership, manage the quarterly earnings release process and be the chief liaison between investors, shareholders, analysts and rating agencies.

Responsibilities:

  • Develop, execute and oversee a robust investor relations strategy to promote the firm’s operational and financial capabilities and to foster strong relationships with institutional investors, customers, shareholders, employees and buy side, sell side and rating agency analysts
  • Develop and oversee the firm’s rating agency relationships and framework to promote business transparency
  • Coordinate messaging and develop marketing collateral for investor presentations, analyst calls, shareholder meetings and rating agency presentations
  • Oversee the quarterly earnings release process including the preparation of comprehensive financial and operational analysis to support earnings data
  • Assist with the development of quarterly statements, annual reports and other investor reporting requirements
  • Advise and coach the CFO and Executive Management on the communication of financial information and related disclosures and how it can impact shareholders, credit ratings and the overall market
  • Analyze market intelligence and solicit market feedback to understand short and long-term market conditions
  • Utilize market feedback and KPIs to identify and target new investors
  • Create and manage the department budget
  • Interact frequently with industry analysts, ratings analysts and investors and respond promptly with requests for information
  • Monitor stock price and financial valuation changes and explain variances

Requirements:

  • 10+ years’ investor relations leadership experience at a publicly traded company
  • Experience in the mortgage finance industry required
  • Demonstrated experience developing and maintaining strong relationships across the institutional investor community and with buy side, sell side and ratings analysts
  • Fundamental knowledge of equity capital markets and the public company valuation process
  • Broad knowledge of SEC regulations, disclosure and filing requirements
  • Creative personality with demonstrated critical thinking skills
  • Fundamental understanding of financial modeling and valuation analysis
  • Experience developing and analyzing performance metrics
  • Ability to advise senior management on business development and communications strategies
  • Excellent communication, interpersonal and presentation skills
  • Travel required
  • Bachelor’s Degree required; MBA preferred
Apply Now


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

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

Responsibilities:

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

Requirements:

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


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

Our global Investment Management client is seeking to recruit a Staff 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 productsand
  • Assist with account reconciliations and reporting
  • Ensure data quality and manage accounting data reporting and analysis
  • Perform daily and month account reconciliations, performance reconciliations and asset liability management analysis
  • Assist with financial statement preparation and analysis
  • Assist with reconciliation for complex loan accounts
  • Assist with month-end, quarter-end and year-end close and reporting
  • Perform journal entries and general ledger analysis
  • Assist with quality control and process improvement initiatives
  • Assist with ad hoc accounting projects as required

Requirements:

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


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

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

Responsibilities:

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

Requirements:

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


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

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

Responsibilities:

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

Requirements:

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


Title Relationship Manager – Tresaury/Captial Markets (Insurance/Reinsurance)
Categories Account Management, Business Development, Capital Markets, Insurance
Location New York, NY
Job Information

Our global Financial Services client is seeking to recruit a Relationship Manager to manage existing relationship and drive new business development with C-level treasury and finance stakeholders in the US insurance and reinsurance industry.

Responsibilities:

  • Drive new business and revenue generating mandates with C-level treasury and finance stakeholders in US insurance and reinsurance industry
  • Manage existing client relationships while consistantly developing new relationships with US insurers, insurance brokers and investment bankers
  • Develop and implement an effective marketing strategy that will lead to successful penetration and revenue growth across the US insurance and investment banking industry
  • Prepare pitches, proposals and marketing collateral
  • Assist with the preparation of KYC compliance, legal documents and fee agreements for new business mandates
  • Participate in industry events, roundtables, media events and join industry trade groups to help promote the firm and generate brand awareness
  • Work closely with industry analysts, marketing communications and event management teams to prioritize and closed new business mandates

Requirements:

  • Bachelor’s Degree
  • 2+ years of business development, account management, relationship management or insurance/reinsurance industry analyst experience
  • Property & Casualty insurance experience preferred
  • Demonstrated knowledge of corporate treasury and capital markets in the US insurance and/or reinsurance industry
  • Relationships with senior treasury and corporate finance decision makers at US insurers, reinsurers,  brokers or insurance/capital markets bankers preferred
  • Creative and motivated with the ability to brainstorm, develop and execute new marketing ideas
  • Strong client service skills
  • Excellent communication, interpersonal and presentation skills
Apply Now


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

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

Responsibilities:

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

Requirements:

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


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

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

Responsibilities:

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

Requirements:

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


Title Operational Risk Analyst – Commercial Real Estate
Categories CMBS, Commercial Real Estate, Operational Risk
Location Chicago, IL
Job Information

Our global Financial Services client is seeking to recruit an Operational Risk Analyst to perform operational risk assessments for a porfolio of commercial loan servicing clients with a primary focus on the US commercial real estate securitization (CMBS) market.

Responsbilities:

  • Perform operational risk assessments for a porfolio of US commercial loan servicing clients
  • Asset risk exposure by analyzing internal controls, best practices and policies and procedures
  • Prepare and present operational risk assessments to internal risk management committees
  • Manage portfolio relationships with senior management at commercial loan servicers
  • Write comprehensive reports detailing operational risk exposure and remediation recommendations
  • Assist with writing and publishing commercial real estate market research and commentary
  • Conduct cash flow analysis, securitization market analysis and physical site inspections

Requirements:

  • Bachelor’s Degree
  • 3+ years of operational risk, structured credit risk, compliance or internal audit experience
  • Experience in the loan servicing, commercial real estate and/or commercial securitization market required
  • Demonstrated knowledge of the US commercial real estate market
  • Ability and willingness to travel 25%
  • Advanced analytical and business writing skills
  • Excellent communication, interpersonal and presentation skills
  • Advanced Excel skills
Apply Now


Title Senior Business Development Manager – Silicon Valley / Global Law Firm
Categories Business Development, Capital Markets, Digital Marketing, Law Firm, Litigation, M&A, Marketing, Proposal Writer, Regulatory
Location Menlo Park, CA
Job Information

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

Responsibilities:

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

Requirements:

  • Bachelor’s Degree
  • 7+ years’ experience at a top-tier global law firm, management consulting or professional services firm
  • Demonstrated experience providing client strategy, brand development, go-to-market strategy and/or strategic business development planning and execution at the partner level
  • Demonstrated knowledge of the California/Silicon Valley legal landscape
  • Demonstrated experience supporting multiple practice areas
  • Confident and highly motivated with an entrepreneurial spirit
  • Ability to work independently with little supervision
  • Proven experience supporting partners and attorneys with strategic planning and execution
  • Advanced analytical skills and the ability to process and summarize complex information required
  • Demonstrated ability to execute and achieve measurable results
  • Excellent communication, writing, editing and presentation skills
  • Proven ability to work in a high pressure and often stressful corporate environment
  • Highly organized with a meticulous attention to detail.
  • Excellent inter-personal skills.
  • Resourceful and driven attitude with a “can do” attitude
  • Willingness to work overtime, including occasional weekends required
  • Domestic travel, although infrequent, may be required
  • J.D. or MBA preferred
Apply Now


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

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

Responsibilities:

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

Requirements:

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


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

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

Responsibilities:

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

Requirements:

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


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

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

Responsibilities:

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

Requirements:

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


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

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

Responsibilities:

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

Requirements:

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


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

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

Responsibilities:

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

Requirements:

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


Title Legal Marketing Coordinator – AM Law 25
Categories Business Development, Law Firm, Legal Industry, Marketing, Practice Development
Location Washington DC
Job Information

Our AM Law 25 Law Firm client is seeking to recruit a Legal Marketing Coordinator to provide marketing, business development and practice support for the firm’s business litigation and intellectual property practice (position can sit in Boston, Washington DC, NYC or San Francisco, Denver, San Diego or San Jose).

Responsibilities:

  • Collaborate closely with partners, attorneys and marketing colleagues to support all marketing and business development activities for the litigation practice group
  • Support new business identification, client development and strategic revenue growth initiatives
  • Assist with RFPs, pitches and new business proposals
  • Assist with event planning and sponsorship opportunities
  • Respond to all business development and marketing requests in a timely manner
  • Assist with managing the new business pipeline and client development practices

Requirements:

  • Bachelor’s Degree
  • 2+ years’ marketing or business development experience at a law firm, professional services firm or creative ad agency
  • Highly motivated, creative and mature
  • Keen interest in a career in legal marketing and business development
  • Advanced business writing skills
  • Advanced analytical ability and project management skills
  • Ability to manage relationships and pipeline deliverables in a fast-paced transaction oriented environment
  • Excellent communication, interpersonal, presentation and time management skills
Apply Now


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

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

Responsibilities:

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

Requirements:

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


Title Business Development Coordinator – International Law Firm
Categories Business Development, Law Firm, Litigation, Marketing
Location New York, NY
Job Information

Our top-tier international Law Firm client is seeking to recruit a Business Development Coordinators to support business development, strategic marketing and client development initiatives. Paralegals with Corporate or Arbitration practice experience seeking to pivot to a legal marketing/business development career track are encouraged to apply.

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
  • Assist with event planning and directory submissions
  • Support and lead special projects as required

Requirements:

  • Bachelor’s Degree
  • 2+ years’ of business development, marketing or paralegal experience in the legal industry required
  • Prior corporate law, litigation or arbitration practice experience preferred
  • 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
Apply Now


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

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

Responsibilities:

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

Requirements:

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


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

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

Responsibilities:

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

Requirements:

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


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

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

Responsibilities:

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

Requirements:

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


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

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

Responsibilities:

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

Requirements:

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


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

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

Responsibilities:

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

Requirements:

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


Title Practice Business Development Manager – Litigation Practice
Categories Business Development, Law Firm, Marketing, RFP, Strategic Planning
Location New York, NY
Job Information

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

Responsibilities:

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

Requirements:

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