Case Studies

US Equity Analyst - $200bn Investment firm

Our client runs an $8bn US Equity franchise from the London office of an international investment firm. The team runs a combination of long only and long short products. He was seeking to add to this group an analyst with a specific focus on Financials.

The vast majority of international investment firms manage their US Research teams from the US for obvious reasons. This applied to many UK and European based firms. Our mandate was to source the best candidate for the role from wherever these talent pools existed. Having exhausted the UK and European talent pools, we quickly turned to our colleagues in the US to support a local search there into investment firms in the key financial centres.

We were searching for a depth of investment analysis experience of a fundamental bottom up nature, a track record of successful stock picking of at least 10 years within the Financials sector and - most testing of all – a commitment to relocate to London.


We presented a shortlist of 6 candidates all based in the US to our client and then facilitated an interview process involving video conferencing followed by face to face meetings for the 2 preferred candidates.

The process was completed successfully – taking 6 weeks from start to finish.