Client Background
We were retained by our client, an investment firm with a significant portfolio in the U.S. The firm was looking to build their executive team to drive long term sustained growth, profitability, and operational excellence.
With a track record of delivering challenging mandates in a short time frame, Page Executive took on this exciting partnership to run multiple confidential searches for seasoned executives across a variety of functional responsibilities.
The Brief
Page Executive partnered with the client to build its executive team including the roles of:
- COO
- Head of Investor Relations
- CFO
- Head of HR
- Chief Risk Officer
- Chief Compliance Officer
- Head of Corporate Communications and Media Relations
- Head of Corporate Strategy
Skip to our search methodology to find out how we engaged with our client, sourced candidates, assessed them and delivered this assignment.
The Results
The highly competent talent we placed into the firm’s executive team have been in their roles for over 12 months demonstrating success in matching senior professionals to the correct opportunities to make an impact with our client.
Page Executive continues to be the firm’s preferred executive search partner. Having earned the client’s trust, many of the firm’s junior-and mid-level roles are also referred from our team into our sister firm Michael Page.
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Search Methodology
Engagement
From the outset, the client communicated there were no precise timelines to fill each role, and that quality would be paramount despite their rigidity on hiring budgets. Working as an extension of the client, Page Executive partnered with the firm’s internal talent acquisition team and existing leadership throughout the hiring process. Our team conducted weekly collaboration calls to have consistent check ins to confirm there was ongoing alignment on all searches.
Sourcing
Our team started by mapping out top investment firms that operated similarly in terms of size, business location and investment strategy. The team then identified the talent within these companies, many of whom we were already in contact with having operated in the investment industry for 14 years. One of the main challenges in candidate generation was working with an early-stage firm without brand recognition. We overcame this by selling to candidates the firm’s mission as a growth driver and painting a picture of the future.
Assessment
Considering the new executive team would be collaborating cross-culturally and across time zones to grow the investment firm, candidates for the roles had to display strategic vision, a ‘startup mindset’ and a ‘roll-up-your-sleeves’ attitude. They also needed to have a track record of effectively managing teams, navigating complex investment landscapes and thriving in a dynamic environment. Through video calls and initial screens, we assessed for these skillsets in addition to functional expertise. In this capacity we acted as the first-round interview and streamlined the interview process for our client.
Delivery
Every candidate was screened for fit / suitability, after which the profiles were shared with the client. We shepherded the candidates through initial interviews, to accepted offers, advising both candidate and client through every step of the process to ensure a smooth and positive experience.
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