Friday, June 27, 2014

MD Small Balance Commercial Sales Prof - L.A. and other locations

Managing Director Small Balance Commercial Sales Professional - L.A. and other locations

Title:  Managing Director Small Balance Commercial Sales Professional (967-1-111)
Location: Company has offices in Denver and New York, Houston, Scottsdale, and Los Angeles (Position can be performed remotely)
Compensation: Commensurate with experience

Firm Overview:
Residential real estate capital markets/financial advisory firm with a 25+ year history and subsidiary companies specializing in: whole loan transaction advice/investment strategies; mortgage servicing rights transaction advice/valuation analytics; mortgage servicing rights valuation/risk analytics; whole loan and fixed income securities valuation analytics; fixed income securities trading and residential mortgage origination pipeline management; and asset-liability management analytic and technical services.  Clients include banks, credit unions, mortgage banks, mortgage servicers, hedge funds, private-equity firms, specialty finance companies, securities broker/dealer firms, insurance companies, government entities, family offices and pension funds.

This position is primarily focused on developing/managing relationships with clients who trade small balance commercial loans. The secondary focus will be on providing clients with transaction advisory services for residential whole loans and valuation advisory services for their mortgage assets.  Firm provides good benefits, high payouts and limited account conflicts.  Experienced institutional salespeople looking for a dynamic, professional platform should apply.

Source/execute/close small balance commercial transactions
Build/maintain ongoing long-term relationships with existing/potential clients in the small to mid-market financial services space

Extensive small balance commercial trading experience
Strong network of relationships with potential clients/referral sources
Excellent interpersonal communications/sales skills
Strong project management skills and ability to execute transactions from start to finish
Desire to work on middle and lower middle market financial services transactions
Thrives in entrepreneurial environment
BS/BA required
Proven networking capabilities

If you are interested, please email your resume as an MS Word attachment to:
Tony Pietrzak
BCI - Financial Services Recruiting

Fund Director, CIM Group - Los Angeles

Fund Director, CIM Group - Los Angeles

Role and Responsibilities
Position Summary:
The Fund Director is responsible for the overall quality of the accounting and financial reporting of their Fund and the individual properties within that Fund, including oversight of the entire Fund accounting team. The Director will assist their staff as needed with respect to technical issues, problem solving and training.

CIM Group® is a full service urban real estate and infrastructure fund manager with approximately $15.8 billion* in assets under management.

Job Responsibility:
  • Review and assist as necessary with the preparation of monthly, quarterly and annual financial statements for the Fund and individual properties within the fund for external users, including banks, existing investors and potential investors.
  • Preparation, review and presentation of internal financial reporting and analysis, including quarterly asset management meetings.
  • Responsible for technical accounting compliance, including consultation with external auditors on complex accounting and tax issues as necessary.
  • Review and understanding of significant Fund and property level agreements, including the Fund LP agreement and Fund and property level debt agreements.
  • Assist with the preparation and review of loan documentation for Fund and property level financing and refinancing.
  • Coordinate with Investor Relations with respect to fulfilling ongoing and ad hoc requests from investors for financial information.
  • Coordinate financial reporting and accounting with multiple joint venture partners with varying levels of expertise.
  • Review of and input to annual property level budgets and forecasts.
  • Set up and maintenance of accounting records and procedures for asset acquisitions. Includes complex legal and joint venture structures.
  • Coordinate and interact with the Investments team with respect to accounting and reporting issues for new and ongoing investments.
  • Coordinate with the appraisal team regarding the annual property level appraisals and fair value adjustments.
  • Coordinate the annual audit of the Fund financial statements with the external auditor, including audit testing and review and preparation of the annual audited financial statements.
  • Direct interaction with investors. Although most communication will be through Investor Relations, direct communication with investors is required.
  • Update and presentation of the Fund and investment level IRR model, at a minimum on a quarterly basis.
  • Oversight and training of the Directors, Managers, Senior Accountants and Accountants working on the Fund team. Includes understanding of financial statements, general ledgers, subsidiary ledgers, budgets, cash flow projections and review of job cost reports.
  • Review contribution and distribution calculations, summaries and notices as needed.
  • Interact and coordinate with Information Technology staff regarding new software, systems, applications and systems deliverables.
  • Supervise staff of 1-10, including but not limited to conducting annual performance reviews, setting performance goals, providing on-going feedback, assignment of work, coaching and oversight of technical support
Qualifications and Education Requirements
  • Bachelor's degree in Accounting or Related Field.
  • + years’ previous accounting experience.
  • Real estate/private equity experience.
  • Mastery of key investment metrics (IRR, ROI, etc.).
  • Proficient in Microsoft Office, including Word and advanced proficiency in Excel.
  • Extensive knowledge of GAAP accounting principles.
  • Experience in Yardi, MRI, J. D. Edwards or comparable software.
Additional Notes
Please apply at the following website:*5EC73E0F73128493

Wednesday, June 25, 2014

Director of Research - So. Cal.

Director of Research - Southern California
Title:  Director of Research (77-007-111)
Location:  Southern California
Compensation:  Commensurate with experience
  • Manage the systems / process / data used by the Research Department
  • Manage the research work flow and directly manage the analysts, i.e to be their direct report
  • Responsible for the generation of reports including: Liquidity reports on portfolio investments/ Levels I, II and III fund and portfolio liquidity / Research reports on individual funds (including  regular updates on data and evaluations)  / Action Reports / Portfolio Risk Reports
  • Assist in writing fund write-ups
  • Provide the Director of Investor Relations with information for clients and for quarterly letters
  • Conduct risk analysis of the underlying funds / firm portfolios
  • Assess the impact of prospective funds on the various firm portfolios
  • Meet with existing managers in the portfolio to gain insight into their investing
  • Organize / manage the research track / process of candidate funds from identification to decision
  • Reports to the Portfolio Managers
  • College graduate w/demonstrated record of academic achievement
  • 4-7 years of relevant experience in an alternative investment organization (managing research for a fund of funds is a major plus)
  • CFA or CAIA charter/progression viewed favorably
  • Passion for investing/the ability to speak articulately about capital markets
  • Solid quantitative skills (statistics, finance, etc.)
  • Strong ability to evaluate the quality of prospective investments
  • Strong ability to evaluate existing investments/to monitor changes in performance/risk/reward/strategy/AUM/ staff/focus that could negatively/ positively impact investment in that fund
  • Strong organizational / managerial skills:  To work with, inspire, collaborate with, and evaluate his/her direct reports
  • Writing/verbal abilities to condense information into concise, accurate prose
  • Prior experience with fund database systems like Backstop/Cogency/Black Diamond/Pertrac
  • Self-starter/problem solver
If interested, please email your resume as an MS Word attachment to:
Julia Brown
BCI - Financial Services Recruiting

Tuesday, June 24, 2014

Guideline Compliance Analyst, PIMCO - Newport Beach

Guideline Compliance Analyst, PIMCO - Newport Beach, CA

Job Title:     Guideline Compliance Analyst
Job Description:
This is a challenging and exciting opportunity to work within the Legal/Compliance department at PIMCO managing investment guidelines in the company’s proprietary compliance management environment - ACE.

Primary responsibilities will include interpreting investment restrictions from different sources and creating rules within the compliance environment. An individual in this position will have frequent interaction with Account Management as well as the various teams both within Legal and Compliance and across the firm. Additional responsibilities include responding to email inquiries as well as participating in automation-related and guideline-review projects.
Position Requirements
  • Qualified candidate will possess working knowledge of fixed income markets/products including Derivatives.
  • An ideal candidate will have (i) experience with interpreting and implementing investment guidelines; and (ii) an understanding of compliance and legal/regulatory practices.
  • Experience with SQL a plus.
  • This position requires a four-year degree in Finance or Economics and/or equivalent work experience.
  • Candidate must be detail-oriented and possess exceptional communication and problem-solving skills.
  • Candidates must also have working knowledge of MS Word and Excel
PIMCO is an equal opportunity employer.
Application Instructions:
Please apply directly at PIMCO Careers page. Link is provided below.

VP, Institutional Sales and Marketing - So Cal

VP, Institutional Sales and Marketing - Southern California
Title: VP, Institutional Sales and Marketing (917-001-111)
Location: Southern California
Compensation: Commensurate with experience
  • Develop/execute a coordinated direct solicitation program aimed at winning investment mandates for pension plans/endowments/foundations/corporations
  • Develop detailed knowledge and understanding of firm investment strategies
  • Present knowledgeably on all aspects of investment management expertise to institutional prospects
  • Deliver regular sales presentations/RFP responses to institutional prospects
  • Work with the Director of the Business Development group and investment management staff (portfolio managers/consultant relations/client services/legal/compliance) throughout the firm to design strategic sales solutions and due diligence presentations meeting specific client needs
  • Maintain close, positive, on-going relations with clients in order to strengthen candidacy for future mandates
  • Maintain/develop relationships with Field Consultants
  • Build and maintain relationships by working with institutional prospects/clients as a partner; understanding, anticipating and meeting their needs on a timely basis
  • Increase market awareness and enhance firm’s brand name by hosting events/attending conferences/participating in associations and by increasing market visibility
  • 10+ years of direct institutional investment sales experience is desired
  • Experience with wide geographic coverage desirable; strong relationships in California and Texas coverage would be ideal
  • BA/BS degree required; MBA and/or CFA preferred
  • Generalist institutional client experience preferred, but relationships in the following spaces particularly desirable: public pensions, corporate, foundations and endowments
  • Knowledge of competitive products/distribution systems/consultant trends
  • Track record of stability and success ideal
  • Superior integrity, work ethic, and written/verbal communication and presentation skills
  • Drive to succeed and ability to develop relationships and win final presentations will be key measures of success
  • Must be able to travel
If interested in this opening, please email your resume as an attachment to:
Tony Pietrzak
BCI - Financial Services Recruiting

Wednesday, June 18, 2014

Mortgage Portfolio Officer - Ohio

Mortgage Portfolio Officer - Ohio

Title:  Mortgage Portfolio Officer (203-002-811)
Location:  Ohio
Compensation: Commensurate with experience
Oversee the management of the mortgage programs asset/liability position by designing, proposing, vetting and executing strategies.
  • Responsible for analyzing/recommending/executing purchases of MBS/Collateralized Mortgage Obligation (CMO) securities in accordance with the FMP, regulatory limitations and balance sheet management strategies
  • Researches payment discrepancies and coordinates with the Accounting Department
  • Monitors the composition and market risk profile of the mortgage portfolios
  • Lead in the determination, recommendation and execution, in accordance with the FMP and Asset Liability Committee approved balance sheet strategies, of the analysis and funding of the mortgage portfolios with a ladder of bullet and callable debt funding instruments including American and Bermudan callable Bonds/TAPS/Global debt
  • Oversees the funding of the floating rate MBS/CMO portfolio in conjunction with departmental officers utilizing Discount Notes, floating rate Notes and swapped funding
  • Manages Polypaths and optimization tools usage within the Treasury department including MBS pre-purchase analysis and MPP/Mandatory Delivery Contract (MDC) funding/hedging optimizations
  • Collaborates with Financial & Market Risk Analysis staff regarding the use of the prepayment, loss and option pricing models/proposed changes to the model and the analysis of other derivative instruments
  • Manages the ongoing relationship with dealers and analysts to assure the Bank has adequate coverage relating to MBS/CMO and the analytical resources to assist in managing the portfolio
  • Provides market color regarding MBS/CMO issuance and spread trends to indicate areas of value in the market
  • Complete callable bond analysis and daily review in the Debt Management System (DMS), making call decisions
  • Recommends and executes callable bond replacement strategies
  • Reviews and provides comments to senior departmental management on proposals for System-wide changes submitted by the Office of Finance, Funding Officer working groups or other regulatory agencies regarding aspects of debt issuance policies and procedures, capital markets activities, changing regulations and related issues
  • Provides guidance and training to the Investment Analysts by delegating projects, including the Investment Analysts in educational experiences and assuring deadlines are met and information is accurate
  • Performs other duties as assigned by management
  • BA – required
  • Masters or CFA – strongly preferred
  • 4+ years of work experience in the financial services industry including portfolio management or research/analysis
  • 2+ years trading experience in fixed-income securities including MBS or their derivatives
  • Extensive knowledge of the financial industry and capital markets, particularly fixed income securities and derivative instruments, investment practices, asset/liability analysis, and credit analysis (related to investments and derivatives)
  • Familiarity with interest rate, market and convexity risk metrics, funding gap modeling and cash flow forecasting and duration analysis
  • Exposure to generally accepted accounting principles relating to investments, debt instruments, financial hedges and off-balance sheet financial instruments
  • Knowledge of portfolio management and ability to manage a portfolio of mortgage securities by holding, selling, or buying selected securities to minimize the risk and maximize the return of a portfolio of investments in a buy and hold environment
  • Knowledge of the investment industry; in-depth knowledge of the legislative and regulatory environment and understanding of portfolio management constraints
  • Ability to act as a managerial advisor on professional and technical issues with a view toward reaching strategic decisions
  • Ability to make decisions and formulate an immediate plan of action to address potential issues/opportunities
  • Ability to pay close attention to detail since errors could result in significant monetary and/or reputation loss
If you are interested in this opening, please email your resume as an MS Word attachment to:
Tony Pietrzak
BCI - Financial Services Recruiting

Monday, June 2, 2014

Director of Annual Fund, Santa Margarita Catholic High School - Rancho Santa Margarita, CA

Director of Annual Fund, Santa Margarita Catholic High School - Rancho Santa Margarita, CA

Position Title:                                     Director of Annual Fund
Reporting Responsibilities:               Senior Director of Development
Duties:                                                Position has Responsibilities to:

1.      Plan, develop and implement a strategic plan of acquisition and renewal with objectives, timelines and evaluation plans for the Annual Fund program that includes identification, cultivation, solicitation, acknowledgement, and stewardship of constituents.

2.      Work closely with Sr. Director and President to solicit gifts from parents and friends including personal solicitations, telemarketing, web and mail programs for the Annual Fund.

3.      Promote community awareness and support for the annual fund program.

4.      Collaborate with Director of Alumni Programs to ensure, timelines and evaluation plans for the alumni are consistent with annual fund plan.

5.      Develop acquisition, renewal, and upgrade strategies associated with gift society members and other gift club societies.

6.      Ensure open communication with Sr. Director regarding contact of potential donors.

7.      Assists Senior Director of Development and President with Annual Report.

8.      Support school-wide fundraisers including annual gala, golf tournament and other school wide fundraisers and events.

Qualifications or Requirements:
Bachelor’s degree required with annual fund, major gift, and event planning experience preferred.  Must be a team player and have excellent interpersonal, organizational and writing skills.  Proficiency with Microsoft Windows package (Excel, Word, Publisher, Outlook). Attention to detail and accuracy. Highly motivated with demonstrated success in working with volunteers and experience with building supportive relationships

Work Schedule:
Full time, 12 month Exempt Position with benefits as outlined in the Employee Handbook.  Forty hour workweek, evening and weekend meetings and events will be required.

Interested candidates must submit a Resume and an SMCHS Classified Application.
Classified applications are at:

Please submit to
Pat Mollica
HR Manager
22062 Antonio Parkway, Rancho Santa Margarita, CA 92688