Case Study
Guiding Asset Managers through Modernization: Transforming Investment Operations
In this case study, a boutique asset management firm sought to fill a critical senior leadership position to drive operational transformation across key functions. Boyden's Asset Management team successfully executed a targeted executive search, identifying a candidate with process optimization expertise in just 45 days.
The Client
The client is a premier boutique asset management firm dedicated to delivering exceptional investment returns by embracing diverse perspectives. With over four decades of active investing, they continue to prioritize their clients, teammates, and community. The leadership team strives to be a best-in-class investment group, paving the way for clients to achieve financial security and growth.
The Challenge
The firm identified a leadership gap in its investment operations department. They needed a senior leader to implement operational transformation across key functions, including:
- Investment Operations
- Performance Measurement
- Data Assurance
- Guideline Coding and Monitoring
- Vendor Oversight
The ideal candidate had to possess deep process knowledge, foster cross-team collaboration, and drive transformational leadership. They were expected to improve processes, engage with investment teams, and enhance workflows across these critical areas.
The Solution
Boyden’s Asset Management team employed a highly specialized executive search process, targeting senior investment operations professionals with proven expertise in:
- Operational transformation
- Process optimization
- Technological leverage
The team conducted an extensive market mapping exercise to identify candidates with a strong track record of operational leadership in asset management. This search capitalized on Boyden’s deep industry knowledge, delivering candidates capable of aligning operational strategies with the firm's overarching vision.
The Result
In partnership with the Chief Administrative Officer and CFO, Boyden’s executive search team identified and presented a highly qualified candidate pool. The search process was completed in just 45 days, with the client selecting a candidate whose experience and vision exceeded expectations. This rapid, transparent, and collaborative process positioned the organization for successful operational transformation.
