OUR EXPERTISE

Our team is able to work on a wide range of roles across three main areas in financial services:

  • Asset management

  • Hedge funds

  • Private markets

 

PRODUCT

Product is now a central pillar within any asset management business. There is a need to manage existing and legacy products and their lifecycle effectively, building a compelling product line up that fulfils the needs of investors in an ever-changing market. The need to create a product that is able to connect with distribution, investments and operations effectively are pressing concerns for every asset management business. In order to deliver in all these areas product teams need to have the right personnel in place who can work collaboratively across the business, have deep industry expertise and an understanding client needs. We have hired for a number of roles within the Products function for asset management businesses, these range from entry level to Managing Directors across a range of sizes of asset manager.

  • Product Management

  • Product Development

  • Product Strategy

  • Market Intelligence

 
 

INVESTMENT

The competition for talent within investment teams is harder than ever, in a world where passive investing is becoming increasingly prevalent, investment teams and managers who can deliver consistent alpha or a clear outcome for clients are in high demand. In addition to this, the skills required to be an effective investment team are changing, the need to effectively market your product with powerful written and oral communications, the need for deeper product specialist expertise and an understanding of clients needs and motivations are increasingly part of the role of investment teams. We have hired for a number of roles within investment teams, whether sourcing whole teams, Portfolio Managers or Product Specialists.

  • Credit

  • Fixed Income

  • Alternatives / private markets

 
 

MARKETING

Within the last decade marketing departments have gone from small teams within sales to leading strategic players within asset management businesses. The increasing importance of brand when mixed with better data, more advanced technology and the drive for more efficient distribution places marketing in a sweet spot. We believe the future of marketing is partnering closely with sales to deliver relevant content and material to clients to improve the effectiveness and efficiency of sales efforts and empowering distribution with the insights they need to win business. We have helped numerous asset managers find their marketing leaders who are able to champion this cause and seize the opportunity it presents across a range of roles:

  • Investment Writing / Thought Leadership

  • Content / Brand / Communications

  • Digital Marketing / Multi-Media Marketing

  • Marketing Manager

  • Investor Services / Investor Relations

  • Factsheet

  • RFP / Proposal

 
 
 

DISTRIBUTION

Winning new business is one of the key metrics of success for any asset management business. However, the role of the salesperson has changed significantly, gone are the days or large regional teams with company cards and cars meeting face to face with numerous clients. The future involves more focused efforts with a higher level of technical knowledge. As the requirements and skills of clients have changed so have the demands placed on distribution teams. The rise of passive and increasing regulation have led to a rapid professionalisation of fund selection across all distribution channels and your teams have to match this. We’re able to provide expertise and knowledge across a number of areas and have hired for distribution roles including:

  • Client Relations / Business Development

  • Sales / Sales Support

  • Alternatives

  • Intermediary

 
 

KEY INFRASTRUCTURE

Increasing regulatory pressure, the need for more efficient and effective back and middle office set-up has led to a rethink around how many asset managers want to resource their key infrastructure. With the growth in private markets and alternatives and the complexities and challenges this brings to operations, finding the specific roles and expertise is crucial. Support functions need to have deep asset management expertise, understand client needs as well as strong functional and technical skills. We have proven hires across a range of infrastructure functions and have hired for roles including:

  • Fund Operations / Oversight / Administration / Loan Agency Risk / Compliance

  • Accountant / Account Manager

  • HR / Legal

 
 

ESG FOCUS

The last year has seen a huge growth in the importance of a long-term theme for asset management ESG. Asset managers are now being asked by both clients and regulators to prove their knowledge and understanding of ESG in not only their products but how they run their own businesses. This has seen a spread of roles beyond just investments and products to marketing, distribution and back office. Therefore, an awareness and understanding of ESG is now the role of everyone within the organisation. We have hired for a number of roles within ESG including:

  • Product

  • Investment

  • Marketing

  • Distribution

  • Key Infrastructure