Our Expertise is in
Investment Management Search.

Mutual Funds

Private Equity

Hedge Funds

Pension Funds

RIA’s & Family Office

Board Relations & Endowments

Helping You Staff All Areas of Your Business

Back Office

  • Fund & Portfolio Accounting

  • Compliance, Regulatory Reporting, & Counsel

  • Investment Accounting

  • Information Technology & Program Management

  • Corporate & Partnership Accounting

  • CFO, Treasury & Financial Planning

Middle Office

  • Operations & Trading Settlements

  • Portfolio & Fund Administration

  • Product Development & Management

  • Risk Management & Oversight

  • Data Governance & Integrity

  • Performance & Quantitative Analytics

Front Office

  • Equity & Fixed Income Research

  • Portfolio Management

  • Institutional Sales & Wholesaling

  • Marketing & Digital Technology

  • Human Resources

  • Client Service

  • Trading

  • Investor Relations