CURRENT POSITIONS AVAILABLE

Managing Director, Investment Banking – Insurance Sector, New York or Philadelphia
Our client is a boutique investment banking firm based in Philadelphia that offers financial advisory and brokerage services. The firm also provides public offerings, private placements, and mergers and acquisitions support to emerging and middle-market companies.  They are looking for Managing Director of investment banking with specific expertise within the Insurance sector.  The Managing Director is responsible for generating ideas and identifying opportunities that result in Corporate Finance revenues. The MD must conduct business development calls on, perform financial analysis on and handling from start to close a range of Investment Banking transactions for prospective corporate clients including public offerings of common equity, private placements of common and preferred equity and merger & acquisition assignments. Candidate must have significant experience in the insurance sector.

Managing Director, Investment Banking – Healthcare Sector, New York
Seeking a U.S. Healthcare Team in New York.  A strong international investment banking firm based in London is looking to develop a US-centric business and grow a strong Healthcare Team to include a Managing Director (possibly 2), Distribution (Research Sales), and some Research Analysts.  The firm focuses on corporate finance advisory and equity capital raising for small to mid-cap companies and specializes in Renewable Energy, Energy (Oil & Gas), Technology & Healthcare.  The MANAGING DIRECTOR, Corporate Finance is responsible for generating ideas and identifying opportunities that result in Corporate Finance revenues. The MD must conduct business development calls on, perform financial analysis on and handling from start to close a range of Investment Banking transactions for prospective corporate clients including public offerings of common equity, private placements of common and preferred equity and merger & acquisition assignments.  Candidate(s) must have significant Healthcare experience.

Senior Equity Analyst – Dallas
A multi-strategy hedge fund with significant AUM ($10 billion), is looking for a Senior Analyst to join the long/short equity team.  Based in Dallas, TX, the ideal candidate has a demonstrative track record of generating alpha producing ideas in a team environment and is comfortable **NOT** being a PM role, but us instead interested in being behind closed doors, away from all the noise, ensuring that no idea – regardless of the industry or sector – goes unnoticed, analyzed and traded if it has the potential to significantly enhance the performance of the fund.  Role requires the ability to dive deep in a company's fundamentals; strong valuations experience is a must.  Although there will be the ability to discuss and help structure trades, the capital allocation and actual management of any and all trades are up to the PM.  Therefore, a succesful candidate will be more interested in picking companies rather than trading.  This is a senior position with at least 7-10 years experience.  You will lead 2 other analysts on the team.
Compensation: High Compensation Package assumed for the right person.

Financial Advisor, Wealth Management – Nationwide (particularly: San Francisco, Los Angeles, San Diego, Denver, Seattle, Chicago, New York, Miami, Tampa, Philadelphia, Boston & Houston).

A very prestigious and elite Wall Street WEALTH MANAGEMENT firm is seeking to hire very successful "best of class" Sales and Business Development executives in non-wealth management industries. This includes previously held sales positions in different verticals within financial services, (i.e. Institutional Sales, Banking, Fixed Income, etc.), or other industries such as medical devices, software, etc.  "Best in class" typically being determined by ranking at or near the top of your peer group.  Candidates need to represent a demonstrative record of success in sales with an upward trajectory in their personal income earnings (previous income of at least $250K+ area is most always required and in access of $400K is preferred).  Primary goal in first year is to build a referral network amongst influential intermediaries to the wealthy, i.e. CPA firms, Law Firms, PE firms, etc.  Establishing connections and the respect of a referral network is the key to long term success.  A successful candidate will also demonstrate the following core competencies:  Boardroom Presence - Candidate should be very polished and possess a certain level of "gravitas" or boardroom presence; Entrepreneurial, high work ethic; Comfort and skill at networking; and Ruthless time allocation and organization skills.
Compensation: A strong six-figure package

Sr. Associate / VP - Technology & Media Group, Investment Banking – Los Angeles
Company is a full service investment banking firm dedicated to the small and micro-cap market.  Investment banking services include raising capital, research coverage, trading and market making, merger and acquisition advisory services, and investor conferences.  Their experience and capabilities in raising capital for public companies are the hallmarks of the Firm.  They are a leading placement agent for the number of PIPE transactions.  The Technology & Media (T&M) Investment Banking team brings expertise in capital transactions and advisory services to emerging leaders in the Technology, Media and Convergence sectors.  The Investment Banking Group focuses exclusively emerging growth companies and providing them with ready access to public and private capital markets and executing strategic transactions.   Candidate must be 3-6 years post MBA, have Technology & Media sector experience, and have Transactional experience in the Capital Markets, i.e.: has completed PIPE deals, IPOs, and buyside M&A deals.

VP Sales, Private Client Group – San Francisco
Company is a privately-held investment management firm headquartered in the San Francisco Bay Area with a track record of successfully managing portfolios for the Private Client Group of high-net worth investors high-net-worth private clients and some of the world's preeminent institutions.  They are now searching for a highly qualified financial sales specialist to join their team as a Vice President. The ideal candidate has previous quantifiable success gathering assets through selling portfolio management services.  They are looking for professionals that are goal-oriented, articulate, charismatic, and have an unparalleled work ethic.

Business Development Associate, Private Wealth Management Group, San Francisco
Our client is one of the largest money managers, providing structured investment strategies such as indexing, risk-controlled active products, and exchange traded funds to investors worldwide.  They are seeking high energy, self-motivated Business Development Associates (BDA) to build and grow relationships with financial advisors and portfolio managers within key focus accounts as a member of a Business Development Team within the Private Wealth Management (PWM).  The primary target audience will be large, mid-tier and regional banks on both the private bank and brokerage side.  Primary Responsibilities: The BDA serves as the central point of contact for the team.  As a member of the team, a BDA will actively participate in the business management and territory planning with the Business Development Officer (BDO).  You will: Develop and grow relationships with a specified segment of the territory’s clients; Work with prospective and existing clients to provide customized solutions through needs-based profiling; Develop call campaigns and client targets.  A successful candidate will have 3+ years of experience in mutual fund or brokerage industry.  NASD Series 7, and 63 or 65 is required.
Compensation: $75-95K + bonus

Institutional Equity Research Sales - Middle Market – New York, San Francisco
A leading Healthcare Investment Bank seeks Institutional Equity Research Sales - Middle Market positions for both New York and San Francisco.  The candidate will build and maintain contact database, Sell company platform & research to prospective clients; Help develop new relationships and maintain existing relationships; Disseminate research and industry information to buy-side accounts; and Participate in company conference calls to discuss market trends and new research, remain current on industry developments and share client information.  Ideal candidates have backgrounds in and passions for medical, scientific and/or business disciplines combined with the desire to use knowledge and experience to provide high-impact services to clients. Candidates should have 2-5 years institutional equity research sales experience, should have an entrepreneurial spirit and an interest in teamwork and collaboration.
Compensation: $150K + bonus

Institutional Equity Research Sales - San Francisco & New York
A publically-traded West-Coast financial services firm focused on fast-growing companies and their institutional investors. They also specialize in four growth industry sectors: CleanTech, Consumer, Health Care and Tech/Media/Telecom and offer expertise in emerging markets such as China.  The job description is: Build and maintain contact database; Sell company platform & research to prospective clients; Help develop new relationships and maintain existing relationships; Disseminate research and industry information to buy-side accounts.  Candidate should have 2-5 years institutional equity research sales experience, built their book of business by prospecting new, uncovered accounts; and covered a wide array of accounts in the west coast geographies
Compensation: $100K + bonus

Institutional Equity Research Sales & Sales Traders – London, UK
Our client, a UK based financial services firm, is looking for research sales people to help broaden its distribution capabilities in the following regions: UK, Continental Europe and the Nordic Region.  Candidates will have a demonstrable track record of sales success and will have established institutional relationships in one or all of the aforementioned regions.  Our client is also looking for sales traders with experience in the same regions.

Institutional Equity Research Sales / Emerging Markets - New York
Looking for a seasoned research salesperson with emerging market focus and particular experience covering US or London-based buyside clients investing in Israel, Turkey, or even Russia.

Client is a “super-boutique” international bank that specializing in value added investment strategy services and products for institutional and high net worth private investors.  They are particularly well positioned to provide investors with access to Israeli financial markets and companies.   The firm is a subsidiary of leading international bank in the Middle East, whose assets exceed $60 billion.  They operate globally and are active in major financial centers in Europe, North America and South America, focusing on private banking and trade, corporate and syndicated financing. 

Trader – Dubai, UAE
Trader with small/mid-cap and illiquid stock experience needed now at a boutique investment bank.  Position based in Dubai.  Operating experience and institutional account relationships in the region a plus, but not necessarily required.  The ability to relocate to Dubai quickly is, however, a must.  Position must be filled immediately.  Tremendous opportunity to help an investment bank expand into the UAE and beyond. 

UK-based company is an international financial services firm offering its clients a full range of dedicated independent Corporate Finance Advisory, Research and Distribution services.  They focus on the following core sectors – Renewable Energy, Energy and Healthcare industries - satisfying the needs of both our corporate and institutional clients throughout the UK, Europe, Middle Eastern and US. 

Director of Sales - Hedge Fund – San Francisco
Asset Management company is looking for a highly motivated individual to sell our proprietary hedge funds.  Sales calls will be made to high net worth and institutional investors, financial institutions, and hedge fund professionals.  You will have significant exposure to the hedge fund and private equity industry.  You will develop and execute compelling sales presentations and proposals that lead to the successful closing of deals.  Responsibilities:  Conduct extensive marketing campaigns targeting potential new institutional investors and high net worth individuals.  Research potential investors, understand investment style, and sell the firms’ products & principals.  Liaise and negotiate with potential investors to build relationships that will lead to growth of assets under management.  Coordinate and prepare presentation and marketing material.  Attend prospect and client meetings.  Successful candidate will have had 2+ yrs years in a Sales/Marketing role preferably for a hedge fund, fund of funds, consulting firm or capital introductions group; A proven track record of success in sales, extensive prospecting experience, comfortable speaking in front of an audience (presenting to investors), and knowledge of the financial markets.; A polished professional with superior phone and communication skills; and Absolutely zero cold calling reluctance.
Compensation: $130K base + bonus

Client Analyst - Private Wealth Management Group – San Francisco                
The Private Wealth Management Group of a bulge bracket investment banking firm develops and manages relationships with wealthy individuals and family groups, advising them on ways in which to build and protect their financial assets through equity, fixed income, and alternative investments.  Responsibilities:  Serve as primary contact to the team's clients for all account servicing related issues; Serve as resource to multiple Private Wealth Advisors in supporting client relationships for the team; Provide overview of client reporting and web capabilities to potential new clients; and Plan and manage the new account documentation, opening and funding processes.
Compensation: $60-70K + bonus

Financial Associate – Private Wealth Management Group – San Francisco
The Private Wealth Management Group of a bulge bracket investment banking firm develops and manages relationships with wealthy individuals and family groups, advising them on ways in which to build and protect their financial assets through equity, fixed income, and alternative investments. Core Senior Financial Associate Responsibilities: Portfolio analysis and management, asset allocation, valuation analysis, portfolio performance reviews and other client presentation preparation; Global fixed income, equity and derivatives strategy and trading; portfolio rebalancing and implementation; and Client-ready, articulate and confident presentation skills.
Compensation: $65-70K + bonus

Director of Executive Search – San Francisco, New York
A retained executive search firm that focuses on the capital markets and financial services seeks an experienced Director of Executive Search for their San Francisco office.  Responsibilities: Developing and executing recruitment strategies that effectively identify, reach and attract desired candidates; Sourcing candidates based on network of contacts within the capital markets and financial industries, internet sourcing and other techniques; Conducting phone and onsite behavior-based interviews to assess the skills, experience and competencies of candidates; Tracking and reporting to client on applicant/candidate status; and Promoting a positive spirit of teamwork in this exciting, growing business.

­Contact Information:
The Curran Group (www.curransearch.com) is a retained boutique search firm focusing on the placement of high performers in the capital markets and financial services. Headquartered in San Francisco with additional offices in New York and London, we are a recognized leader in the executive search industry and work with leading investment banks, brokerage houses and boutique firms throughout the U.S and internationally.

The Curran Group
595 Market Street, 6th Floor
San Francisco, CA 94105
Tel: 415-956-9990. 
resume@curransearch.com