Case Study: Financial Services

Highly Technical Systems Analyst in Short Supply at 1+ Trillion AUM Financial Services Company


Our Client had been looking in the wrong industry sector to find qualified candidates. What they really needed were candidates out of software vendor firms servicing their industry.


  • Position: Systems Analyst
  • Client: Financial services company with 1+ Trillion AUM
  • Issue: Our client had long-term struggles attempting to recruit highly technical Systems Analysts with backgrounds in Computer Science and Object-Oriented Programming. The analysts also needed a deep financial knowledge at the CFA level.

    In addition, their onsite staffing partner did not have the capabilities to assist with these unique positions.

  • Solution: Career Transitions was engaged in a retained search to find highly technical Systems Analysts with Computer Science, Object Oriented Programming backgrounds, and a deep financial knowledge at the CFA level. These analysts would interact directly with Portfolio Managers to create reports, tools, and front office software applications to assist the Equity, Asset Allocation, Fixed Income & Derivatives divisions.

    Within 45 days of the start of the search we were able to successfully fill our first Systems Analyst, and within the next 8 months completed 10 more searches.

    We discovered that our Client had been looking at asset managers to find qualified candidates. What they really needed were candidates coming out of software vendor firms that serviced hedge funds, asset managers etc. While these individuals were already experts on the applications our Client used, they also had a keen financial services acumen to interface with the front office processes.


Related Case Studies