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Investment Management

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

Responsibilities:

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

Requirements:

  • Bachelor’s Degree in Accounting or Finance
  • 2-3 years’ of general accounting experience
  • Highly motivated and outgoing personality and the drive to learn and grow in a fast-paced dynamic environment
  • Prior experience in the financial services industry preferred
  • Exposure to loan products, CLOs or private debt/private equity is a plus
  • Entrepreneurial team player with excellent communication and interpersonal skills
  • Strong MS Office skills
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Title Team Leader Business System Analyst – Asset Management
Categories Asset Backed Securities, Business Analyst, Business Intelligence, Dashboards, Data Analytics, Data Integration, Investment Management, Systems Analyst
Location Stamfor, CT
Job Information

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

Responsibilities:

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

Requirements:

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

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

Responsibilities:

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

Requirements:

  • Bachelor’s Degree
  • 5+ years’ relevant product, project and or business systems analysis experience
  • Financial services or investment management industry experience required
  • Fundamental knowledge of SQL queries and database structures
  • Strong experience gathering and documenting business and system requirements
  • Demonstrated ability to work with technical and non-technical stakeholders to effectively scope and manage the product delivery process
  • Experience with business intelligence tools and dashboard design preferred
  • Knowledge of leading investment management systems such as, Aladdin and ePAM preferred
  • Excellent communication, interpersonal and writing skills
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Title Sourcing Analyst – Distressed Hedge Fund (entry-level)
Categories Business Development, Investment Management, Sales & Trading
Location New York, NY
Job Information

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

Responsibilities:

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

Requirements:

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