Financial Services Recruiting
Investment analysts conduct the research and analysis that drives investment decisions. We recruit analysts with rigorous financial modeling skills and sector expertise.
CFA
Charterholder Candidates
Modeling
DCF/LBO/Comps Expertise
30 Days
To Qualified Shortlist
Every day a Investment Analyst position stays open, your organization loses ground.
Investment decisions based on poor analysis destroy portfolio value and client trust
Analysts must combine financial modeling, sector research, and valuation methodology
Competition for top analysts spans asset managers, hedge funds, and investment banks
We recruit investment analysts with CFA credentials, financial modeling expertise, and the sector knowledge to produce high-quality investment research.
Our fees are significantly lower than traditional staffing firms, and our focus is immediate — no drawn-out timelines, no inflated markups, no revolving door of candidates. You get a dedicated recruiting partner laser-focused on filling your role with the right person, fast.
Every candidate undergoes credential verification, behavioral interviews, background checks, and reference validation before you see a single résumé.
One point of contact who learns your organization, culture, and requirements — no hand-offs, no wasted time.
Our process delivers a qualified shortlist fast — without sacrificing the due diligence that protects your hire.
A proven, four-step process designed for speed and precision.
We learn your organization, culture, and exactly what this hire needs to look like — technically and culturally.
Our recruiters activate confidential networks, referral channels, and specialty pipelines to build your candidate pool.
Candidates are screened through structured interviews, credential checks, and reference calls. Only the best reach your desk.
We support offer negotiations, start-date logistics, and onboarding coordination to ensure a smooth transition.
Request a complimentary search proposal. We'll outline our approach, timeline, and investment — no obligation.
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Founded by Sophia Pettey, JD, LL.M., MBA
