The Boland Group - Selected, Representative Financial Services (Industry) assignments:

(For Other Industry or Function Specific assignments, see Financial Officer Searches, Finance, Accounting Audit searches, Professional Services Searches, Mission Critical Searches, Financial Services (industry) Searches, Healthcare searches, IT Security searches, and Cleared Professional Searches)

Selected representative Financial Services Industry assignments recently conducted or is actively under way:

Selected Representative Financial Services (Industry) Assignments

  • For a boutique fee-based investment management firm, multiple Investment Advisors with a minimum $25M+ book of business (Milwaukee), ($125K++)

  • For a “Big Four” Business Advisory Consulting practice, multiple Managers, Senior Managers, Associates and Senior Associates for the Information Risk Management practice. (Dallas, Houston, Denver, Tulsa, Oklahoma City)

  • For a “Big Five” Global IT Consulting practice, multiple Partners, Senior Managers and Consultants for the Financial Services Vertical ($85K to $1.2M)

  • For a global investment management firm, multiple Investment Counselors / Advisors, Investment Center Manager, Corporate Actions Manager (California, Virginia, Baltimore), ($45K-$85K,$125K++)

  • For a global financial services firm, with operations in 20 countries, multiple roles, including: multiple fund accounting senior associates and managers, portfolio & performance analysts.

  • Risk Control Analyst Developer , Hedge Fund ($110-150K); strong java experience developing sophisticated fixed income risk management applications. (Westchester County, NY, local only)

  • Securities and Investments Industry Research Analysts ($80-100K USD) and IT strategy consultants ($90-110K USD), boutique financial services firm (NYC, Boston and London)

  • Investment Operations Performance , Group Leader (second level manager, $55K-75K+ bonus) and supervisor (first line manager, $45-60K+bonus), Global Investment Fund. 5+ years relevant experience in Performance, Fund Accounting, Portfolio Accounting. $55K-65K ++

  • Fixed lncome Fund Accounting , Group Leader, Global Investment Fund. 5+ years relevant experience in fixed income fund accounting. NYC metro area (local only). $55K-75K + bonus.

  • Investment Operations, Compliance Supervisor , Global Investment Fund. Minimum 3 years investment compliance. Baltimore Washington area (local only). $45-60K plus bonus.

  • Global Head of Client Reporting (London, Washington DC) Global Investment Fund. Minimum 8+ years of diverse investment operations experience, including client reporting, performance analysis, etc.$150K++

  • Writer / Marketing Product Manager, Mutual Fund Sacramento CA (relocation available). Marketing communications and product management experience with 401Ks and IRAS.

  • CIB Controller, Capital Markets CFO, VP Risk Management, Manager, Wholesale Credit Services (Commercial Lending) top 20 Global Investment Bank.

  • Treasury Director, Capital Markets. Seattle WA (relocation available) Minimum of 7+ years capital markets experience, including derivatives and (SOX) Oxley compliance.

  • Senior Financial Analysts (two), U.S. based research practice (Boston, local strongly preferred). Experience in two or more major market segments (e.g. Retirement, Asset Management, Intermediary, Insurance or Managed Accounts. $70-85K.

  • Multiple C# developers with experience developing / supporting trading applications, strong knowledge of Bloomberg and similar information services, Financial Services Firm. (NYC metro, $75K-105K ++)

  • Senior Accountant, Investment Firm, NYC metro area (local only) $55-85K. 5+ years experience, including GAAP and investment accounting software.

  • Multiple Clients, Risk management advisory consultants with investment operations and Sarbanes Oxley (SOX), auditors and financial analysts with unique certifications (e.g. CFA, CISA, CISSP, CIA, CPA, CMA); analysts with industry-specific standards (e.g. COBIT, SCORM, SEC, FDICIA, GAAP)