Investments, Financial Services & Banking

We partner with the Nation’s top mutual fund companies, hedge funds, insurance companies, banks, and brokerage operations, as well as the accounting, operations, consulting, strategy, and financial practitioners who thrive within in them.

Whether contract or temporary staffing or direct-hire and executive search, we focus on positions within the investment management industry, and the businesses that support it, ranging from large institution investment managers to smaller boutique investment firms. Our client companies vary in size and strategy and include multi-strategy global investment management, hedge funds, private equity, fund of funds, investment advisor, broker dealer, and more. Positions are serviced at all levels including, but not limited to, operations, middle office, front office, relationship management, sales and marketing, compliance, and client/investor service.

Our Financial Services, Investment & Banking practice is the Nation’s top resource for financial placement within the banking sector, servicing positions within local, regional, and national institutions, across commercial and retail banking, commercial and real estate lending, and trust and private banking.

  • Operations
  • Financial Management
  • Sales & Trading
  • Lending & Private Banking
  • Compliance
  • Front, Middle & Back Office

Positions include:

  • Trade Operations, Settlement, Reconciliation, and Execution
  • Fund Administration, Investment, and Financial Reporting
  • Compliance, Regulatory, and Risk Management
  • Hedge Fund, Private Equity, and Manager Research
  • Portfolio Accounting, Mutual Fund Pricing, Fund Accounting
  • Partnership, Hedge Fund, Private Equity Tax, Investment, and  RIC Tax
  • Relationship Management, Client and Investor Services, Client Reporting
  • Commercial, Industrial, and Retail Banking
  • Large Corporate, Middle Market, Small Business, and Specialized Banking
  • Credit Analysis, Lending, Risk Management, and Compliance
  • Trade, Treasury, Private Wealth Management, Product Management and Sales
  • Branch Operations, Bank Finance and Accounting

Learn about other Beacon Hill Financial specialized Practice Areas including Corporate Accounting & Finance, Public Accounting, and Healthcare Revenue Cycle Management.

Explore Beacon Hill Financial's Delivery Models and Case Studies.

Beacon Hill Financial Contact and Locations

We look forward to hearing from you. Please contact us at any of our locations.

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