Wealth Management Recruiting
Research analysts produce the investment insights that inform portfolio decisions. We recruit analysts with rigorous research methodology and the ability to generate actionable investment ideas.
CFA
Credential Progress
Research
Publication Track Record
30 Days
To Qualified Shortlist
Every day a Research Analyst – Investments position stays open, your organization loses ground.
Research quality directly impacts investment selection and portfolio performance
Analysts must cover multiple asset classes, sectors, and investment vehicles
Finding analysts with both quantitative rigor and clear communication skills is challenging
We source research analysts with financial modeling skills, sector coverage experience, and the writing ability to produce clear, actionable 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
