Your Full-Cycle
Talent Partner
for...
Boutique
Investment Firms
High Level
Retained Search
$5000 Flat Fee
to Source
Great Candidates
Outplacement Services
and Team Workshops
Your Full-Cycle Talent Partner
At CRC, we partner with boutique investment firms and institutional investment consultants to confidentially build, strengthen, and transition their teams.
As your Full-Cycle Talent Partner, we support the entire employee lifecycle: hiring, sourcing, coaching, and outplacement. This holistic approach ensures you have the right people at the right time — and that transitions are handled with professionalism and care.
Traditional Retained Search
Our specialty is discreet, targeted recruiting that surfaces the top 15% of talent in the market — without broadcasting your search.
Our retained search model is built for firms seeking a true partner to deliver top-tier talent and provide the necessary support and service to “close the deal”. Roles include research analysts, portfolio managers, business developers and client service professionals.
- Deep Discovery: We invest time in understanding your firm’s story, culture, and investment process
- Confidential Targeting: We protect your brand while sourcing top candidates
- Precision Selection: We prioritize cultural alignment and long-term performance potential
Our Proven 6-Step Path to a Successful Hire
- Discovery & Alignment – Capture your firm’s culture, philosophy, and goals
- Market Mapping – Build a curated target list across competitors and adjacencies
- Outreach & Engagement – Attract the top 15% of this talent pool with targeted messaging
- Evaluation & Vetting – Assess skills, culture fit, and career alignment
- Shortlist & Presentation – Deliver only the most qualified and engaged candidates
- Offer & Retention – Close offers and ensure smooth onboarding
Flat-Fee Candidate Sourcing – $5,000 Per Successful Hire
For roles that don’t require a full retained search, CRC offers a streamlined sourcing option:
- Flat fee: $5000 per successful candidate hire (no fee if hired through another source)
- Fast pipeline building: Access our network and sourcing expertise
- Ideal for repeatable or urgent roles where you prefer to run interviews internally
Outplacement Services
Being a full-cycle talent partner also means supporting you during times of change and protecting your corporate reputation. Offering these services strengthens your employer brand and shows your commitment to people — even when difficult decisions must be made.
Outplacement Programs:
- Provide career transition support for departing employees
- Preserve morale for remaining staff
The Investment Areas that we focus on:
- Public Equity and Fixed Income
- Private Equity and Credit
- Real Estate and Real Assets
- Long Only and Long/Short
- Alternative Asset Classes
The Talent pool we focus on:
- Research Analysts
- Lead and Co-Portfolio Managers (PMs)
- Chief Investment Officers (CIOs)
- Institutional and Retail Business Developers