Exceeding the Demands of the Most Demanding Names in Financial Services.

For thirty-five years, through bull and bear markets, TBG’s Financial Services Division has supported the strategic staffing needs of investment banks, hedge and private equity funds, and other asset managers. Our team’s experience, expertise, and in-house training help us deliver consistent, high-quality permanent placements while also supporting targeted consulting and project engagements.

The Financial Services team starts each engagement by developing a deep understanding of our clients’ strategies, products, and staffing needs, allowing us to best represent career growth opportunities to an extraordinarily competitive marketplace. Our thorough and broad knowledge of the banking and investment sectors helps us position our clients to attract the talent they seek.

Top-tier investment candidates demand a level of professionalism and trust in their talent representatives that only TBG can provide. We develop long-standing relationships and provide counsel and guidance during all phases of our candidates’ careers, which in turn ensures our clients have access to a high-caliber, difficult to reach candidate base. By understanding what our candidates are seeking when making a career move, we make quality matches that result in targeted shortlists, consolidated interview processes, and successful hires.

At TBG, we pride ourselves in helping banks, funds, and other financial services clients meet growth targets, provide superior returns for investors and achieve operational excellence. In any market, talent remains the prized commodity that ensures success. The Financial Services Division looks forward to our partnership and to contribute to your firm’s future accomplishments.

Hedge, Private Equity and Fund of Funds, Mutual Funds and Family Offices:

  • Investment Management
    • equities
    • private equity
    • private debt
    • manager selection
    • venture capital
  • Investor Relations
    • marketing/business development
    • client service
    • client reporting
  • Accounting and Operations
    • middle and back office trading support
    • fund accounting
    • management company accounting
  • Compliance
    • fund
    • product and customer compliance
    • (SEC, CFA, CFTC, 1934 and 1940 Act, AML/KYC/OFAC)

Corporate and Wholesale Banking:

  • Wholesale Lending
    • relationship managers
    • credit analysts/underwriters
    • credit officers
  • Leveraged Lending
    • sponsor finance
    • middle market
    • acquisition and recapitalization
  • Risk Management
    • corporate and consumer credit risk
    • market risk
  • Stress Testing
    • CCAR/DFAST/PPNR, credit quantitative modeling (PD, LGD, EAD, etc.)
    • asset and liability management (IR, Fx, sovereign)
  • Accounting and Finance
    • CFO, divisional controller, product control,
    • financial reporting, GL accounting

Financial Services Solutions Providers:

  • Fund Administration (Accounting)
    • Hedge and private equity fund accounting Directors, Managers and staff
  • Fund Administration (Operations)
    • equity, fixed income and OTC trade support,
    • investor relations
  • Prime Brokerage
    • relationship managers
    • risk, operations and clearing
    • collateral management, treasury
  • Valuations
    • securitized debt, fixed income, private equity, derivatives, CMBA, RMBS
  • Auditing
    • Tax and Financial Accounting Support for funds and family office

Investment Banking:

  • M&A Advisory
    • equity and fixed income research
  • Debt and Equity Capital Markets
    • origination
    • marketing
    • credit
    • execution
    • operations

Jordan Shapiro, Sr. Managing Director, Financial Services

Jordan is a proud graduate of Binghamton University, where he was both a research and teaching assistant. Jordan now leads the firm’s Financial Services Practice. With over a decade’s experience in Executive Search and Recruitment, he is a trusted advisor to corporate and investment banks, asset managers, and private funds seeking exceptional talent in their front offices, risk management groups, and CFO verticals. Jordan and his team tailor and execute searches based on their client’s individual strategies and goals to make mutually beneficial matches that advance and protect investment firms, while offering candidates exceptional career opportunities. Additionally, Jordan has been featured on CNN, NBC News, and in many online publications.


Marshall Brown, Senior Managing Director, Risk and Finance

Marshall graduated from Gettysburg College with a Bachelor of Arts in History. Currently, he is the Managing Director for the Finance and Risk Division. He is a seasoned Executive Recruiter and Managing Director with over two decades of experience in the field of Risk Management.

His extensive knowledge of risk and quantitative analytics gives Marshall the edge to deliver strategic advice and exceptional talent across market, credit, and operational risks.  In a highly competitive field, Marshall and his team make the process of engaging high-caliber quality matches efficient and seamless across all levels.


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