Completed Executive Searches

ASSET MANAGEMENT/WEALTH MANAGEMENT

Senior Management – Funds Management/Superannuation/Custody

  1. Chief Executive Officers/ Managing Director/Head of Funds Management – different title for the Head of a FM business (FM and Superannuation fund).
  2. Chief Investment Officer, Funds Management
  3. Chief Financial Officers, Funds Management (some with specific asset class experience; e.g. Real Estate, Equities)
  4. Chief Operating Officers, Funds Management, (two boutiques, 3 global FM organisations, Sydney and Singapore)
  5. Financial Controllers, Funds Management
  6. Managing Director, Country Head, Head of Custody for one of the top Global Custody organisations.
  7. Country Head for a Global Funds Management organisations 
  8. Head of Dynamic Asset Allocation (Active Asset Allocation) for one of the biggest Super Funds in Australia (Sydney based)
  9. Non-Executive Directors, Board appointments

Superannuation/Superannuation Funds

  1. Head of Equities (Global and Domestic), Large Superannuation Fund
  2. Head of Risk (Market Risk Specialisation), Finance & Compliance, Mid-sized Superannuation Fund
  3. Head of Corporate Superannuation Consulting X2, Funds Management
  4. General Manager Business Development and Marketing, Industry Fund/Public Offer, Funds Management
  5. Head of Mastertrust (twice)
  6. Mastertrust Head of Product Development X3 (strong superannuation focus)
  7. Mastertrust BDMs
  8. Corporate Superannuation Consultants for Funds Management, for Asset Consulting firm and for an Industry Fund.
  9. Business Manager Trustee Office, Industry Fund
  10. Head of Administration, Industry Fund
  11. Head of Legal, Large Superannuation Fund
  12. Head of Asset Allocation, Large Superannuation Fund

Equities

  1.    Head of Equities (global and domestic), Large Super Fund, and also for a Multi- Manager/Implemented Consulting business.
  2.    Head of Australian Equities – 2 for Fund Management firms, one for a PWM company, and one for a very large Sovereign Wealth fund
  3.    Head of Equities Research, 3 for Funds Management and Stockbroking
  4.    Equities Portfolio Managers (quantitative and active), Funds Management
  5.    Equity Sector Analysts: Banking and Financial Services; Insurance; Property; Infrastructure; Industrials, Resources, and Media/Communications – Funds Management
  6.    Emerging Markets Portfolio Manager
  7.    Emerging Markets Analyst (for large Sovereign Wealth Fund)
  8.    Equities Investment Specialists

Fixed Income

  1.    Head of Fixed Income (quantitative and active), Funds Management
  2.    Head of Investment Grade Credit, Funds Management
  3.    Fixed Income Portfolio Managers (quantitative and active), Funds Management
  4.    Global Sovereign Bond Analyst, Funds Management
  5.    Business Controller, Fixed Income

Product

  1.    Head of Product Development, Funds Management X5
  2.    Product Development (Institutional, Retail and Mastertrust), Funds    Management
  3.    Head of Product Management and Operations
  4.    Head of Product and Strategy

Implemented Consulting/Asset Consulting

  1.    Head of Strategy – Implemented Consulting
  2.    Head of Equities – Implemented Consulting
  3.    Head of Distribution – Implemented Consulting
  4.    Head of Implementation Services – Head of Institutional Client Services
  5.    Senior Consultant, Implementation Operations
  6.    Asset/Investment Consultants
  7.    Institutional Relationship Managers – (2) for Multi-Manager/Asset Consulting Business    X2
  8.    Multi-Manager Analysts (2)

Asset Allocation

  1. Head of Asset Allocation, Funds Management
  2. Asset Allocation Portfolio Managers (quantitative), Funds Management
  3. Macro-hedge fund Portfolio Managers and Analysts, Funds Management
  4. TAA Portfolio Manager, Funds Management X2

Strategy/Economist

  1. Head of Investment Strategy, Funds Management X3
  2. Chief Economist, Funds Management
  3. Economist and/or Strategists, Funds Management
  4. Economists (Treasury), Investment Banking
  5. Corporate Strategist
  6. Strategist and Strategy Analyst, Funds Management
  7. Chief Economist – Investments, major super fund

Quantitative

  1. Head of Equities Investment Management (Active Quant) X2
  2. Head of Fixed Income, Funds Management
  3. Head of Quantitative Research (Funds Management and Investment Banking)
  4. Head of Index Funds Management
  5. Head of Asset Allocation, Funds Management
  6. Head of Macro-Strategy Fund, Portfolio Managers (3) and Analysts (2)
  7. Fixed Income Quantitative Researchers, Funds Management
  8. Quantitative Analysts/Programmers, Equities
  9. Senior Quantitative Product Engineer, Global Markets or Capital Markets (3 total)
  10. Quantitative Analyst, Algorithmic Trading, Investment Banking

Multi-Manager/External Funds/Mastertrust/Fund of Funds

  1. Head of Traditional Assets (Equities and Property)
  2. Head of Alternative Assets
  3. Head of Fixed Income
  4. Head of Strategy
  5. Country Head, Hedge Funds

Distribution (Funds Management, Security Services, Custody, etc.)

  1. Heads of Distribution (some just covering Institutional and Wholesale; others are overseeing Institutional right through to Retail) including Business Development and Client Services/Relationship Management (this can be from M.D. level,      Country Head to Director level), Funds Management
  2. Senior Institutional Business Development Managers, Funds Management (too many to count over the years)
  3. Investment Strategist (a Senior Investment Specialist of which SRC has done 4)
  4.  Head of Wholesale Marketing, Singapore, Funds Management
  5. Head of Client Account Management, Funds Management
  6. Head of Retail Business Development, Funds Management
  7. Head of Mastertrust, Funds Management
  8. Business Development/Relationship Management Managers for the Master trust Division (strong superannuation knowledge), Funds Management
  9. Director and VP level Research and Platform Relationships, Funds Management
  10. National/Key Account Managers, Funds Management X9
  11. State Managers, Funds Management X5
  12. Retail Business Development Managers (selling to and servicing the IFA distribution channel; wholesale platforms, and some also to internal FP distribution channels),  Funds Management

Communications

  1. Head of Corporate Communications (Media/PR) (2), Funds Management
  2. Communications Managers, Funds Management (1) and Investment Banking (1)

Marketing

  1. Head of Marketing, Funds Management (3)

Wealth Management

  1. Head of Research (1)
  2. Head of Equities (1)
  3. Head of Managed Funds (1)
  4. Equity Analysts (3 – Australian Equities but direct equities)
  5. Practice Managers, Wealth Management (2)
  6. Financial Advisers (2)
  7. Private Portfolio Consultants, tax specialisation (1)
  8. Managed Funds Manager/Analysts (1)

Performance Analytics/Performance Reporting

  1. Head of Performance Reporting (3), Funds Management
 

 

SECURITY SERVICES

Security Services

  1. CEO of a global Security Services organisation
  2. Senior VP, Sales
  3. VP, Transition Management
  4. Senior VP, Custody Sales
  5. 2IC Information Technology’
  6. Head of Operations

 

SHARED SERVICES

Operations

  1.   Head of Operations, Funds Management X4 (one for Asia-Pacific)
  2.    Operations Manager (for overall Operations within Financial Services)
  3.    Head of Operations, Investment Banking
  4.    Head of Fund Accounting
  5.    Head of all Administration and Operations, for one of the largest Super funds
  6.    Head of Unit Pricing, Funds Management
  7.    Head of Financial Accounting, Funds Management and Security Services, X4

Risk Management/Compliance

  1. Head of Global Risk Management, Amsterdam, global investment bank
  2. Head of Risk Management for the Americas for Funds Management and Head of US for the Investment Banking Division, Global Bulge Bracket Investment Bank
  3. Head of Market Risk, Operational Risk, Compliance & Finance (with strong market risk specialisation), Superannuation Fund
  4. Regional Head of Risk Management, Risk Manager with a market risk focus (Singapore), Investment Banking
  5. Head of Risk Management, Investment Banking
  6. General Manager Risk Management, large Australian Trading Bank X2
  7. Head of Compliance, Funds Management
  8. Head of Risk Management, Funds Management and for a super fund
  9. Directors, Risk Management several with a strong technology focus (Market Risk), Investment Banking
  10. Compliance/Legal Managers (one fluent in Japanese in Japan), one for Singapore and several in Australia, Funds Management
  11. Senior Compliance Officers (some with a managed funds bent, one with a superannuation expertise and two others with a legal focus), Funds Management
  12. Risk Management Managers, but more operational focus, Funds Management

Legal

  1. Head of Legal and General Counsel, 2 for Funds Management and 1 for Investment Banking
  2. Regional Head of Legal & Compliance (Japan), Funds Management
  3. Head of Legal, Risk and Compliance, for one of the largest Super funds
  4. Compliance Director, Asia-Pacific
  5. Regional Head of Legal, Investment Banking
  6. Legal Managers (VP level), Investment Banking
  7. Corporate Counsel, Investment Banking
  8. Corporate Counsel (FICC), Investment Banking
  9. Assistant General Counsel, Legal and Compliance, Funds Management

IT

  1. Head of IT Applications and Delivery – promoted to Acting Global Head and then Head of Europe, Funds Management
  2. Head of IT Infrastructure – promoted to and now Global Head of IT Infrastructure, Investment Banking
  3. 2IC in IT for global funds management organisation, Australia – promoted to Head of London
  4. Head of Business Analysis and Senior Business Analysts, IT, Funds Management
  5. Directors, IT, Funds Management
  6. Director IT, global IT company
  7. IT Project Manager (2), Global Funds Management Company
  8. IT Program Managers (2), Global Funds Management Company

Human Resources

  1. Heads of Human Resources, Funds Management x 4
  2. Head of Training and Development (T&D), Funds Management, promoted to US      Head of T&D
  3. HR Managers and/or Recruitment HR, Funds Management
  4. Talent Manager, Funds Management (2)

Tax

  1. Tax Managers, Funds Management (2)
  2. Directors, Structured Finance (Tax), Investment Banking (5)
  3. Tax Manager – PPP, Business and Product/Transaction (2)
 

 

 PROPERTY & INFRASTRUCTURE

Property

  1.    Head of Property Funds Management, Funds Management
  2.    Head of International Property Funds Management Operations (2IC of    International Property Funds), Funds Management
  3.    Head of Property Finance (CFO), Global Property Funds Management Group X2
  4.    Regional Project Director, Property Development, Funds Management
  5.    Director, Property Investment Banking, Investment Banking
  6.    Property Portfolio Managers and Analyst (direct), Funds Management
  7.    International Property Funds Management, Portfolio Manager and Analyst,    Funds Management
  8.    Head of Property Operations (Leasing, Development, Property Mgmt./Asset    Mgmt.) for Global Property Funds Management Group
  9.    Structured Property Finance, Investment Banking
  10.    Property Development Managers, Direct Property, Funds Management
  11.    Property Asset Managers, Funds Management X2
  12.  Retail Leasing Executives –Head, Regional and Senior levels, Funds Management

Infrastructure

  1.    Head of Infrastructure, Funds Management
  2.    Global Head of Listed Infrastructure, Funds Management
  3.    Directors, Public Private Partnerships (PPP), Australia, UK and Canada (see Investment    Banking section)
  4.    Senior Infrastructure Analysts and Analyst level, Funds Management

 

CORPORATE & INVESTMENT BANKING

Private Equity

  1.    Principal, Private Equity
  2.    Director, Private Equity
  3.    Associate Director, Private Equity X2

Investment Banking /Banking

  1. Head of Derivative Sales (1)
  2. Director, Utilities (1)
  3. Director, Syndications (1)
  4. Director, Project Finance (Utilities Company) (2)
  5. Directors, Debt Capital Markets (4)
  6. Managers, Debt Capital Markets (3)
  7. Senior Credit Manager
  8. Associate Directors, Financial Products (1)
  9. Directors and Associate Directors, Public Private Partnerships (8)
  10. Associates, Securitisation
  11. Associates, Project Finance