Research and portfolio management

Driving investment management firms to thrive and succeed by unearthing the high-calibre candidates that will transform your organisation.

Offering & USPs

Research Analysts. Fund Managers. The people who assess the viability of investments and make trading decisions. They separate the best investment management houses from the rest. That’s why our clients rely on us to source top Research & Portfolio Management talent.

Quality

We offer the quality and assurance of the most established search firms, but at the pace and competitive rates of a transactional contingent recruiter.

expertise

We excel at what we do because our scope is incredibly narrow, focusing exclusively on mid to senior-level investment management roles.

network

We use our extensive network to reach top talent, rather than relying on databases or advertising. And we don’t stop until the role has been filled.

Want to know more about our Research and Portfolio Management expertise?

Testimonials

Our happy customers, what do they say?

Having worked with Berkeley Croft for four years I have nothing but praise and gratitude for their partnership in helping my business achieve our strategy to grow outside the US. They are my go to agents for first class candidates, in-depth industry insight as well as current and future trends across asset management. Experts in Equity Research, Distribution and Operations, they have placed dozens of our highest performing hires over the course of the relationship with our business.

They are able to map and access candidates that other firms are unable to, they understand our business strategy and care about delivering a service that exceeds expectations. They are the only firm I choose to engage with as they offer a dedicated search approach, are always responsive and contactable, and act with the utmost integrity and honesty which are difficult qualities to find with larger search firms in totality.

If you are considering a search firm for your business I would recommend Berkeley Croft without hesitation, the best I have worked with in my ten years recruiting for Asset Management in Europe.

Senior Talent Manager
Global Asset Manager investing in Equity and Fixed Income

In an increasingly competitive and complex marketplace, where the choice of recruitment agents is abundant; I go to Berkeley Croft every time. Their professionalism and know-how exceeds anything else I’ve experienced in the City. Recruitment isn’t really about jobs, it’s about people and the Berkeley Croft team understands this. As a candidate and as a hiring manager it is nothing but a delight to work with Berkeley Croft. I’ve always received trustworthy advice, excellent profiles and outstanding support.

Senior Manager in Distribution
Global Asset Manager investing in Equity, Fixed Income, Multi-Asset and Real Estate

I have been working closely with Berkeley Croft for a number of years now and the service I have received has been outstanding. They have worked with us primarily on roles on an exclusive basis including several retained positions for senior hires across Distribution and Investments. What sets them apart is their understanding of the market place, network of clients and fundamentally the ability to go the extra mile. In a candidate short market, their ability to understand, sell our organisation and its values and ultimately to close candidates, has been invaluable. I look forward to a continued partnership in the years to come.

Global Head of Recruitment
Global Asset Manager investing in Fixed Income, Equity, Multi-Asset and Alternatives