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Asset Backed Securities, Capital Markets, Credit Analyst, Credit Analysis, Marketing, Accounting, Advertising, Business Analyst, Law Firm, Project Management/PMO, Insurance, Account Management, Relationship Management, Debt Capital Markets, Leveraged Finance, M&A, Private Equity, Alternative Asset Management, Compliance, Finance, Regulatory, Corporate Communications, Business Analytics, Investment Banking
Title CFO/CCO – Distressed Hedge Fund (CPA / 2-3 years’ experience)
Categories Alternative Asset Management, Compliance, Finance
Location New York, NY
Job Information

Our Distressed Hedge Fund client (15+ years in business) has a unique opportunity for a junior-level CPA with 2-3 years’ hedge fund/alternative investment focused public accounting experience to assume the role of CFO/CCO and oversee key financial objectives and compliance requirements as the firm grows its AUM.

Responsibilities:

  • Develop, implement and oversee the firm’s compliance program and compliance manual
  • Oversee and play a key role in managing the firm’s registration as a Registered Investment Advisor with the SEC (the firm is currently an Exempt Reporting Advisor (AUM under $150MM), but is  enhancing its infrastructure to raise capital above $150MM)
  • Oversee the preparation of monthly financial statements and investor returns
  • Review fair market valuations in accordance with our marking policy
  • Assist the current accounting team with financial oversight and the refining of accounting controls
  • Oversee all AML procedures
  • Assist with managing some day to day treasury functions
  • Interact effectively with banks and brokers and dealers that the firm has current relationships with and with those the firm wishes to open accounts with

Requirements:

  • CPA required
  • 2-3 years’ public accounting with exposure to hedge fund compliance processes
  • Knowledge of state and federal compliance regulations, including anti-money laundering (AML) pertaining to hedge funds and the investment management industry
  • Understanding of SEC filings, including Form ADV
  • Knowledge of mark to market pricing
  • Ability to interact effectively with state and federal regulators
  • Motivated, detail oriented and the ability to work with little guidance and supervision
  • Keen interest in a hedge fund hybrid accounting/finance/compliance role
Apply Now


Title Senior Relationship Manager – Financial Sponsors / Private Equity
Categories Capital Markets, Debt Capital Markets, Leveraged Finance, M&A, Private Equity, Relationship Management
Location San Francisco, CA
Job Information

Our global Financial Industry client is seeking to recruit a Senior Relationship Manager with sell side client marketing experience and established relationships with bulge bracket debt capital markets bankers and private equity deal team leaders. The incumbent will assume a leadership role in driving revenue development and brand engagement with senior bankers and private equity firms.

Responsibilities:

  • Plan and execute marketing strategy focused on revenue generation with bulge bracket bankers and private equity deal teams in the debt capital markets industry (leveraged and M&A financing)
  • Develop relationships that lead to client retention and long-term market penetration
  • Meet and exceed financial and strategic objectives set by group head
  • Collaborate closely with credit, analytics, marketing and sales to execute consistent commercial revenue growth strategy
  • Pursue and close new business and actively participate in client engagement activities (i.e., client visits, marketing presentations, etc.)
  • Educate clients on the competitive advantages the firm’s research and analysis offers
  • Gather and analyze client feedback and utilize results to hone client marketing strategy
  • Analyze global industry trends and produce actionable market intelligence
  • Work closely with colleagues to achieve group revenue goals

Requirements:

  • Bachelor’s Degree
  • 10+ years’ bulge bracket investment banking coverage and execution experience or private equity deal execution experience
  • Established relationships with bulge bracket bankers and private equity deal teams
  • Advanced client facing relationship management and negotiation skills
  • Generalist sector coverage experience
  • Broad knowledge of corporate debt capital markets deal execution process
  • Keen ability to identify and capitalize on competitive advantages
  • Ability to communicate strategic initiatives, identify customer needs, create actionable solutions and influence internal and external stakeholders
  • US travel required
Apply Now


Title Senior Relationship Manager – Investment Grade Investors (DCM)
Categories Debt Capital Markets, Marketing, Relationship Management
Location New York, NY
Job Information

Our global Financial Industry client is seeking to recruit a Senior Relationship Manager with proven client-facing strategic marketing experience and established relationships with key investment grade debt capital markets institutional investors and fund managers.

Responsibilities:

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

Requirements:

  • Bachelor’s Degree
  • 10+ years’ institutional sales, strategic marketing or client-facing relationship management experience in the investment grade debt capital markets industry
  • Established relationships with key investment grade institutional investors and fund managers
  • Advanced client facing relationship management and negotiation skills
  • Generalist sector coverage experience
  • Broad knowledge of corporate debt capital markets deal execution process
  • Keen ability to identify and capitalize on competitive advantages
  • Ability to communicate strategic initiatives, identify customer needs, create actionable solutions and influence internal and external stakeholders
  • US travel required
Apply Now


Title Implementation Specialist – Regulatory Technology (Fintech)
Categories Project Management/PMO, Regulatory
Location New York, NY
Job Information

Our global Enterprise Data Management client is seeking recruit an Implementation Specialist with advanced technical and relationship management skills to serve as a key member of a client-facing team focused on financial regulatory platform implementations at financial industry client sites throughout the US.

Responsibilities:

  • Interact frequently with customers to ensure reporting requirements are being met as issued by federal, state and international regulators governing the banking and broker dealer industry
  • Serve as the subject matter expertise for all software and platform configuration and implementation initiatives
  • Solicit customer feedback on key product features, pain points and desired product enhancements
  • Advise customers on key product features and platform capabilities
  • Continuously monitory regulatory updates and changes and advise customers on how they may impact their business
  • Work closely with internal Product team to drive product enhancement and new product feature development based on feedback received from customers and changes / updates issued by regulators

Requirement:

  • Bachelor’s Degree in Information Technology, Computer Science, Finance or Accounting preferred
  • Excellent communication, writing and interpersonal skills with highly effective client facing relationship management ability
  • Advanced SQL and Excel skills required
  • Strong data analysis skills and demonstrated exposure to relevant banking and broker dealer regulatory reporting requirements
  • Demonstrated business analysis, project management and platform implementation consulting skills
  • Familiarity with programming languages such as Python, R and Javascript a plus
  • Experience working with Java based enterprise data management platforms a plus
  • Ability to travel 50% of the time
Apply Now


Title Marketing Communications Analyst
Categories Corporate Communications, Law Firm, Marketing
Location New York, NY
Job Information

Our international Law Firm client is seeking to recruit a Marketing Communications Analyst to oversee the firm’s global rankings and directory submission process.

Responsibilities:

  • Oversee the directory nomination and submissions process and nominations
  • Manage project deliverables and provide strategic advice to business development and communications colleagues regarding the directory submission process
  • Manage the rankings program globally
  • Manage program quality control and ensure that all stakeholders adhere to key guidelines for final submissions
  • Manage a marketing communications assistant and provide training and professional development guidance
  • Monitor the editorial calendar to determine when additional resources are required
  • Analyze directory submission and rankings opportunities and make appropriate recommendations
  • Develop training sessions, best practices guides and process documents for internal consumption
  • Assist with external relationship management (vendors, consultants, freelancers, etc.)
  • Analyze KPI’s and perform comparative analysis of legal industry rankings
  • Evaluate 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 collateral and publications
  • Perform special projects as assigned

Requirements:

  • Bachelor’s Degree
  • 3+ years’ marketing communications experience at a law firm, professional services organization or financial institution
  • Prior legal/business publication awards and/or directory rankings experience strongly preferred
  • Advanced writing, editing, proofreading, and project management skills
  • Excellent communication, interpersonal and presentation skills
  • Highly motivated, creative and detail oriented
Apply Now


Title Investment Banking Associate
Categories Capital Markets, Investment Banking, M&A
Location Washington DC
Job Information

Our global Investment Banking client is seeking to recruit a lateral Associate with advanced analytical, due diligence and deal execution experience.  The incumbent will focus on providing advice to clients in the defense, aerospace and government industry verticals.

Key Responsibilities:

  • Directly support senior bankers with day-to-day transaction due diligence and execution primarily focused on mergers, acquisitions, private placements, divestitures, capital raising and strategic financial consulting
  • Draft and participate in the presentation of marketing / 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
  • Mentor and train junior Analysts

Key Requirements:

  • Bachelor’s Degree with strong academic record
  • 3-4 years investment banking transaction advisory execution experience
  • M&A transaction execution experience required
  • Advanced financial modeling ability (operating, DCF, balance sheet, etc.)
  • Advanced valuation analysis skills
  • Highly motivated, confident and passionate
  • Superb communication, interpersonal and presentation skills
  • Proven ability to work independently and meet strict deadlines
Apply Now


Title IT Project Manager
Categories Business Analytics, Law Firm, Project Management/PMO
Location New York, NY
Job Information

Our international Law Firm client is seeking to recruit an experienced IT Project Manager with proven experience managing the delivery of complex technology projects in a fast-paced highly matrixed professional services environment.

Responsibilities:

  • Synthesize business plans and strategies into programs for solution delivery, enhancement, and support
  • Create and execute plans and strategies in close collaboration with business teams and ensure IT plans align correctly with business strategies
  • Manage simultaneous projects of various size and complexity as assigned by the PMO Director
  • Develop, document and manage project tasks, structures, dependencies, and timelines
  • Guide teams on key project priorities, identify and resolve potential risks and issues and provide relevant status updates to key business stakeholders
  • Manage external vendor relations on various projects
  • Mentor and coach junior project management team members

Requirements:

  • Bachelor’s Degree
  • 10+ years’ project management and business analysis experienced in a fast-paced, highly matrix and often highly political environment
  • Legal, management consulting or financial services industry project management experience strongly preferred
  • Proven ability to liaise with key business stakeholders, analyze complex business needs/problems and apply practical knowledge to develop solutions
  • Highly organized and detail oriented with exceptional time management skills
  • Adept at influencing key technical and non-technical stakeholders
  • Advanced planning, project management and prioritization skills
  • Advanced presentation skills with the proven ability to mediate and negotiate with key internal and external stakeholders in a politically charged environment
Apply Now


Title Senior Relationship Manager – High Yield Institutional Investors (DCM)
Categories Account Management, Capital Markets, Relationship Management
Location New York, NY
Job Information

Our global Financial Services client is seeking to recruit a Senior Relationship Manager with demonstrated client-facing strategic marketing experience and established relationships with key high yield debt capital markets institutional investors and fund managers.

Responsibilities:

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

Requirements:

  • Bachelor’s Degree
  • 10+ years’ institutional sales, strategic marketing or client-facing relationship management experience in the high yield debt capital markets industry
  • Established relationships with key high yield institutional investors and fund managers
  • Advanced client facing relationship management and negotiation skills
  • Generalist sector coverage experience
  • Broad knowledge of corporate debt capital markets deal execution process
  • Keen ability to identify and capitalize on competitive advantages
  • Ability to communicate strategic initiatives, identify customer needs, create actionable solutions and influence internal and external stakeholders
  • US travel required
Apply Now


Title Credit Analyst – Property & Casualty Insurance Industry
Categories Capital Markets, Credit Analysis, Insurance
Location Chicago, IL
Job Information

Our global Financial Industry client is seeking recruit a Credit Analyst to analyze corporate credit quality and industry trend analysis across the US property & casualty insurance industry.

Responsibilities:

  • Analyze corporate credit in the US P&C Insurance sector
  • Assess credit quality and various factors affecting corporate credit quality
  • Participate in due diligence meetings with industry senior management teams
  • Develop comprehensive financial forecasts and analyze complex credit and financial documents
  • Participate in the internal credit committees review process
  • Communicate regularly with investors, corporate issuers, industry analysts and the media
  • Author and publish credit research and industry trend analysis

Requirements:

  • Bachelor’s Degree
  • 3+ years’ credit analysis or actuarial experience in the property & casualty insurance industry
  • CPA, MBA or CFA designation is a plus
  • Strong quantitative financial analytical skills
  • Keen interest in analyzing the P&C Insurance sector
Apply Now


Title Credit Analyst – Oil, Gas & Power
Categories Capital Markets, Credit Analysis
Location New York, NY
Job Information

Our global Financial Market Intelligence client is seeking recruit a Credit Analyst with demonstrated experience analyzing corporate credit quality and publishing credit research focused on the oil, gas and natural resources industry.

Responsibilities:

  • Analyze corporate credit in the Oil, Gas and Natural Resources  industry
  • Assess credit quality and various factors affecting corporate credit quality
  • Participate in due diligence meetings with industry senior management teams
  • Develop comprehensive financial forecasts and analyze complex credit and financial documents
  • Participate in the internal credit committees review process
  • Communicate regularly with investors, corporate issuers, industry analysts and the media
  • Author and publish credit research and industry trend analysis

Requirements:

  • Bachelor’s Degree
  • 5+ years’ corporate credit analysis experience
  • Prior experience analyzing corporate credit in the Oil, Gas, and Natural resources industry
  • Strong quantitative credit and financial analytical skills
  • Keen interest in analyzing the energy / natural resources sector
Apply Now


Title Credit Analyst – Consumer & Retail Sector
Location New York, NY
Job Information

Our global Financial Services client is seeking to recruit a Credit Analyst with experience analyzing corporate credit and industry trends in the global Consumer and Retail sector.

Responsibilities:

  • Perform lead analysis of a Retail / Consumer Goods corporate credit portfolio
  • Engage in due diligence meetings with senior management of the under coverage
  • Interact with issuers, bankers and capital markets investors
  • Perform complex quantitative and qualitative financial analysis
  • Participate in the internal credit committee review process
  • Communicate analysis with key market participants and the financial media stakeholders
  • Author and publishing credit research and industry trend analysis reports

Requirements:

  • Bachelor’s Degree
  • MBA and/or CFA preferred
  • 10+ years’ credit risk and financial analysis experience
  • Broad experience analyzing the Retail and Consumer Goods industry
  • Demonstrated credit analysis skills
  • Strong business writing, communication and presentation skills
  • Fundamental quantitative finance and accounting knowledge
  • Strong analytical skills, detail oriented and highly motivated
Apply Now


Title Marketing Strategist
Categories Capital Markets, Marketing
Location New York, NY
Job Information

Our global financial industry Information Services client is seeking recruit a Marketing Strategist to collaborate with client-facing relationship management teams and global marketing colleagues on developing integrated marketing strategy, branding campaigns, and go-to-market strategy.

Responsibilities:

  • Lead the development and execution of integrated marketing strategies to enhance the firm’s market presence with the ultimate goal of maximizing revenue growth and increasing market share
  • Work closely with Business Management, Sales and Client Relationship Management to plan, develop and execute go-to-market strategies
  • Advise internal business partners on optimal marketing and branding strategies based on keen knowledge of market conditions and overall business objectives
  • Assist marketing specialists with tactical execution of digital campaigns, event planning, branding campaigns and content development
  • Develop thought leadership strategy to promote the expertise of the firm’s analytical staff and market content
  • Analyze performance metrics and data to measure the effectiveness of marketing campaigns and determine future marketing investments
  • Develop and implement a reporting system showcasing marketing KPIs to senior management
  • Work closely with external vendors and internal marketing support resources
  • Adopt and promote best practices the empower employees to utilize proven marketing solutions
  • Assist the marketing director with budget oversight and analysis of global marketing investment

Requirements:

  • Bachelor’s Degree
  • 8-10 years’ integrated marketing strategy planning and execution experience in the financial services industry
  • Highly motivated, intellectually curious and creative
  • Innovative strategic planning expertise with the ability to execute tactically
  • Advanced project management skills
  • Demonstrated experience analyzing data and performance metrics to drive marketing strategy and execution
  • Advance writing, editing, presentation and communication skills
Apply Now


Title Assistant Controller
Categories Accounting, Advertising
Location Jersey City, NJ
Job Information

Our global Media Entertainment client ($5B annual revenue) is seeking to recruit an Assistant Controller to manage day to day domestic accounting initiatives and serve as a key liaison between shared services and subsidiary financial management.

Responsibilities:

  • Manage the month-end close process while ensuring regional and subsidiaries adhere to company best practices, reporting requirements and internal compliance guidelines
  • Manage expense, travel and cash accounts and serve as an authorized signor
  • Assist with budgeting, forecasting and variance analysis
  • Perform P&L and balance sheet analysis
  • Manage the preparation and approval of account reconciliations and journal entries and oversee monthly and quarterly reporting requirements
  • Serve as a key liaison between the firm’s shares services center and subsidiary finance departments
  • Collaborate closely with regional and global subsidiary Finance Directors and corporate senior management
  • Perform special projects and contribute to the development and implementation of best practices and process improvements

Requirements:

  • Bachelor’s Degree in Accounting or Finance
  • 7+ years’ accounting and finance experience
  • CPA a plus, but not required
  • Confident, proactive and outgoing personality with advanced problem solving skills
  • Excellent communication skills with the proven ability to interact with regional and global stakeholders (prior experience working in a shared services environment strongly preferred)
  • Experience working with integrated accounting / ERP systems
  • Highly motivated, organized and detail oriented
  • Advanced Excel skills
  • Prior experience working in the Media industry is a plus
Apply Now


Title Credit Analyst – Insurance Sector (Property & Casualty)
Categories Capital Markets, Credit Analyst, Insurance
Location New York, NY
Job Information

Our global Financial Services client is seeking recruit a Credit Analyst to analyze corporate credit quality and industry trend analysis across the US property & casualty insurance industry.

Responsibilities:

  • Analyze corporate credit in the US P&C Insurance sector
  • Assess credit quality and various factors affecting corporate credit quality
  • Participate in due diligence meetings with industry senior management teams
  • Develop comprehensive financial forecasts and analyze complex credit and financial documents
  • Participate in the internal credit committees review process
  • Communicate regularly with investors, corporate issuers, industry analysts and the media
  • Author and publish credit research and industry trend analysis

Requirements:

  • Bachelor’s Degree
  • 3+ years’ credit analysis or actuarial experience in the property & casualty insurance industry
  • CPA, MBA or CFA designation is a plus
  • Strong quantitative financial analytical skills
  • Keen interest in analyzing the P&C Insurance sector
Apply Now


Title Senior Business Analyst – Law Firm
Categories Business Analyst, Law Firm, Project Management/PMO
Location New York, NY
Job Information

Our global Law Firm client is seeking to recruit an experienced Business Analyst to serve as the chief liaison between the Project Management Office (PMO) and key internal business stakeholders primarily focused on driving the delivery of critical information technology, business intelligence, and data management projects.

Responsibilities:

  • Serve as the chief liaison between the PMO and business end-users to support the delivery of critical information technology, business intelligence, and data management projects
  • Utilize analytical expertise to make key recommendations to business end-users
  • Analyze and translate complex business requirements and specifications to facilitate strategic business decisions and actionable project deliverables
  • Perform in-depth gap analysis, market analysis and business intelligence research and clearly document findings
  • Analyze project requirements, process workflows and relevant business solutions
  • Lead workshops and meetings to gather end-user requirements and solicit feedback for best practices and potential process improvements
  • Make strategic recommendations to senior business management based on analysis and end-user feedback
  • Liaise with Project Managers and business end-users on project planning, requirement analysis and solutions forecasting
  • Stay current on industry trends, BI technologies and cutting-edge business analysis techniques

Requirements:

  • Bachelor’s Degree
  • 6+ years’ of Business Analysis / Project Management experience in the professional services or financial services industry
  • Demonstrated experience liaising with PM’s and business end-users to understand business needs, develop actionable requirements and deliver complex projects
  • Experience working through the entire project delivery lifecycle and developing clear and concise project documentation
  • Experience creating and documenting process workflows, use cases and funcational specifications
  • Experience leading workshops and managing tight project delivery timelines
  • Superb communication, interpersonal and business writing skills
Apply Now


Title Structured Credit Analyst – CMBS / ABS
Categories Asset Backed Securities, Capital Markets, Credit Analyst
Location New York, NY
Job Information

Our global Financial Services client is seeking recruit (2) Structured Credit Analysts to analyze the credit quality of various structured credit transactions (CMBS and ABS) and publish corresponding credit and market research analysis.

Responsibilities:

  • Analyze the credit quality of various CMBS and/or ABS transactions including, but not limited to ABCP conduits, auto loans & leases, consumer loans, student loans, aviation loans, etc.
  • Create financial models and cash flow models used to analyze legal, credit and other relevant transaction structures
  • Author reports for internal credit committees and external audiences analyzing transaction credit quality and structured credit market trends
  • Discuss credit analysis and market trends with investors and other key market constituents
  • Assist with various internal research projects

Requirements:

  • Demonstrated understanding of financial modeling and cash flow modeling fundamentals
  • 5+ years’ experience analyzing structured finance transactions (CMBS or ABS)
  • Advanced technical proficiency
  • Experience with query and/or scripting programming languages strongly preferred
  • Ability and willingness to travel periodically
  • Strong communication, interpersonal, presentation and business writing skills
  • Bachelor’s Degree required
Apply Now