Wealth Management Recruiting
Investment analysts support portfolio construction through manager research, asset class analysis, and market commentary. We recruit analysts who provide the research foundation for sound investment decisions.
CFA
Credential Progress Required
Manager
Due Diligence Experience
30 Days
To Qualified Shortlist
Every day a Investment Analyst position stays open, your organization loses ground.
Analyst quality directly impacts investment selection and portfolio performance
Analysts must evaluate managers, asset classes, and market conditions across diverse strategies
Finding analysts with both quantitative rigor and practical wealth management context is rare
We source investment analysts with manager due diligence experience, asset allocation research skills, and the ability to produce actionable research for advisors and clients.
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
