Areas of Expertise
- Chief Executive Officers, Chief Investment Officers, Heads of
Asset Management and Product Heads
- Chief Operating Officers, Chief Compliance Officers, Chief Legal Counsel
- Investment team lift-outs, with or without asset followings
- Senior and junior portfolio managers: equity, fixed income, international,
quantitative, private securities, HNW
- Product Managers for traditional and alternative asset classes
- Research Directors, traditional and alternative
- Research Analysts for traditional and alternative asset classes,
fundamental and quantitative, domestic and international, equity,
fixed income, currency, commodity, structured products, global
macro, convertible arbitrage, merger arbitrage, risk arbitrage
and relative value
- Heads of Asset Allocation
- Fund of Funds Head of Manager Selection and Research Analysts
- Traders: equity, fixed income, hedge fund
- Distribution personnel: institutional, HNW, retail, hedge fund
- Marketing communications personnel
- Strategic, Operations and Technology personnel
Representative Searches
Conducted
Investment team lift-outs:
Large Cap Growth Team lift-out (2)
Large Cap Value Team lift-out (2)
Small Cap Value/Core Team lift-out
International ADR Team lift-out
International/Global Growth Team lift-out
Quantitative Team lift-out
Fixed Income Emerging Market Debt Team lift-out
Global Macro Team lift-out
Asset Allocation Team lift-out
Research positions:
Director of Quantitative Research (2)
Quantitative Research Analyst, Active Quant Equity
Quantitative Research Analyst, Global Macro
Equity Analyst, Capital Goods Sector
Equity Analyst, Emerging Markets Sector
Equity Analyst, Financial Services Sector (2)
Equity Analyst, Global Cyclicals Sector
Equity Analyst, International
Equity Analyst, Small Cap Value Generalist (2)
Equity Analyst, Technology Sector
Portfolio Management positions:
Large Cap Growth Portfolio Manager
Municipal Bond Portfolio Manager
Distribution/Sales positions:
HNW Relationship Manager for a newly formed boutique
HNW Salesperson for small boutique in the Midwest
HNW/Institutional Salesperson for boutique in Chicago
Director of Institutional Sales (2)
Senior Institutional Salesperson covering Western US (6)
Senior Institutional Salespersons covering Midwest & Southeast (2)
Senior Institutional Salesperson covering Northeast
Institutional salesperson covering Public Funds (2)
Consultant Relations liaison
HNW Business Development Officer in Houston
Hedge Fund Salesperson (4)
Hedge Fund Head of Institutional Business Development
Director of Consultant Relations
Executive leadership positions:
International Equity CIO
Head of Asset Management
Chief Investment Officer
Chief Operating Officer
Other:
Capital Structure Arbitrage Trader
Private Banker, Latin America
Head of Manager Selection, Hedge Fund-of-Funds
Global Fixed Income Product Manager
Emerging Market Debt/Diversified Income Product Manager
Domestic Equity Product Manager
International Equity Product Manager
Head of Product Management |