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London, UK Investment Management, FinTech
Manager
15 years experience
  • Investment Advisory
  • Financial Modeling
  • Business Strategy
  • Corporate Finance
  • +21
Hire Alexander
Zürich, Switzerland Strategy, M&A
Manager
6 years experience
  • Investment Advisory
  • Financial Modeling
  • Business Strategy
  • M&A
  • +20
Hire Daniel
Dubai - United Arab Emirates Strategy, Investment Management
Analyst
15 years experience
  • Investment Advisory
  • Business Strategy
  • Financial Analysis
  • Competitive Analaysis
  • +14
Hire Sandris
Madrid, España Strategy, M&A
Senior
20 years experience
  • Investment Advisory
  • Financial Modeling
  • Business Strategy
  • M&A
  • +15
Hire Mario
Chandler, AZ, USA Strategy, M&A
Associate
3 years experience
  • Investment Advisory
  • Financial Modeling
  • Business Strategy
  • M&A
  • +5
Hire Daniel
Mumbai, Maharashtra, India Strategy, M&A
Senior
11 years experience
  • Investment Advisory
  • Financial Modeling
  • M&A
  • Corporate Finance
  • +5
Hire Alok
New York, NY, USA Strategy, M&A
Manager
12 years experience
  • Investment Advisory
  • Financial Modeling
  • Business Strategy
  • M&A
  • +12
Hire Peter
Lima, Peru M&A, FinTech
Manager
1 years experience
  • Investment Advisory
  • Financial Modeling
  • Business Strategy
  • M&A
  • +7
Hire Juan Diego
Our investment advisory consultants employ financial research and analytical methods to offer investment advice their to our clients on various forms of their securities investments.

Fintalent is the fastest way to get hyper-specialized M&A talent

Talent with experience at

Frequently asked questions

What clients usually engage your Investment Advisory Consultants?

We work with clients from all over the world. Our clients range from enterprise and corporate clients to companies that are backed by Private Equity or Venture Capital funds. Furthermore, we work directly with Family Offices, Private Equity firms, and Asset Managers. Most of our enterprise clients have dedicated Corporate Development, M&A, and Strategy divisions which are utilizing our pool of Investment Advisory talent to add on-demand and flexible resources, expertise, or staff to their in-house team.

How is Fintalent different?

Fintalent is not a staffing agency. We are a community of best-in-class Investment Advisory professionals, highly specialized within their domains. We have streamlined the process of engaging the best Investment Advisory talent and are able to provide clients with Investment Advisory professionals within 48 hours of first engaging them. We believe that our platform provides more value for Corporates, Ventures, Private Equity and Venture Capital firms, and Family Offices.

Our Hiring Process – What do ‘Community-Approach’ and ‘Invite-to-Apply’ mean?

‘Invite-to-Apply’ is the process by which we shortlist candidates for the majority of projects on our platform. Often, due to the confidential nature of our clients’ projects, we do not release projects to our whole platform but using the matching technology and expertise of our internal team we select candidates who are the best fit for our clients’ needs. This approach also ensures engagement with our community of professionals on the Fintalent platform, and is a benefit both to our clients and independent professionals, as our freelancers have direct access to the roles best suited to their skills and are more likely to take an interest in a project if they have been sought out directly. In addition, if a member of our community is unavailable for a project but knows someone whose skill set perfectly fits the brief, they are able to invite them to apply for the role, utilizing the personal networks of each talent on our platform.

Which skills and expertise do your Fintalents have?

The Fintalents are hand-picked and vetted Investment Advisory professionals, speak over 55 languages, and have professional experience in all geographical markets. Our Investment Advisory consultants’ experience ranges from 3+ years as analysts at top investment banks and Strategy consultancies, to later career C-level executives. The average working experience is 6.9 years and 80% of all Fintalents range from 3-12 years into their careers.

Our Investment Advisory consultants have experience in leading firms as well as interfacing with clients and wider corporate structures and management. What makes our Investment Advisory talent pool stand out is the fact that they have technical backgrounds in over 2,900 industries.

How does the screening and onboarding of your Investment Advisory talent work?

Fintalent.io is an invite-only platform and we believe in the power of referrals and a closed-loop community. Members of our community are able to invite a small number of professionals onto the platform. In addition, our team actively scouts for the best talent who have experience in investment banking or have worked at a global top management consultancy. All of our community-referred talent and scouted talent are subject to a rigorous screening process. As such, over the last 18 months totaling more than 750 hours of onboarding calls, of which only 40% have received an invite-link after the call.

What happens if I am not satisfied with my Investment Advisory consultant’s work?

During your initial engagement with a member of our Fintalent talent pool with no risk. If you are not satisfied with the quality of your hire for any reason then we are able to find a replacement at short notice. There is no minimum commitment per project, but generally projects last at least 5 days and can last 12+ months.

We are a community-based M&A staffing platform.

With our platform, you can fill full-time M&A roles, or staff your team with a Investment Advisory expert when you need an extra hand.

Full Flexibility

On-demand M&A deal staffing

Get full flexibility and add M&A team members from analyst to VP level on demand and on a per-deal basis.

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Permanent M&A Hiring

Hire the best talent for your Corporate M&A team. Our platform approach gets you in front of the right candidates, incredibly fast.

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Everything you need to know about Investment Advisory

What is Investment Advisory?

Investment advisory businesses provide guidance to investors of all types. These professionals are an important part of the financial industry and their services can be very helpful in making better investment decisions. The investment advisory business as noted by Fintalent’s investment advisory consultants, is a profession that serves individuals and institutions. One common aspect of this profession is how the advisors can help their clients make more informed decisions on their investments.

Investment advisory services offer a professional portrayal of securities, such as stocks, bonds and commodities. Investment advisors help investors with decision-making processes. They examine an individual’s profile and investment objectives to make tailored recommendations. An advisor will then develop an appropriate strategy for the client’s risk tolerance and time horizon. In addition to making buy or sell decisions based on market movements, advisors also provide advice in regards to taxes on investments. A significant part of the job is researching investment opportunities and presenting them to their clients on a regular basis if necessary.

What does an Investment Advisor do?

Investment advisors usually work for a financial services firm or a securities broker. Most advisors have experience as a broker before qualifying for the Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Certified Public Accountant (CPA) designations, which provide them with the professional credentials required to get hired. Since the development of investment advisory services , markets have become more accessible to smaller investors through online discount stockbrokers. Advisors need at least an associate’s degree in finance, business administration or accounting. At least three years of experience working in an advisory or valuation position is required to become a Registered Investment Advisor (RIA) or Certified Financial Planner (CFP).

Types of investment advisory firms

Let’s look at some of the most popular types of Investment Advisory Companies for a better idea about what they do as far as financial products are concerned. You can then make an informed choice about investing your hard earned money with them or not and thus improve your overall financial security.

Stock Brokers – These companies are the most popular type of Investment Advisory Companies and they help clients trade stocks and other securities through various exchanges around the world. They provide a wide range of services to their customers and are available for advice and assistance 24 hours a day.

Mutual Fund Brokers – This type of Investment Advisory provides mutual fund transaction services to investors. They also help clients purchase mutual funds in a completely secure method through a number of investment companies. Most of them closely monitor specific funds and make sure that they are fit for investment by their clients. Many investors purchase mutual funds as it gives them options to invest on their own terms, like choosing when they want to buy or sell securities, etc.

NFA Member Firms – These firms are members of the National Futures Association (NFA) and provide brokerage and research services to their clients. They help their customers to trade futures and other derivatives through financial markets.

Discount Brokerage – These companies assist their clients in purchasing securities and stocks at a reduced price. They offer low commissions and the lowest possible prices on stocks, bonds and mutual funds.

Portfolio Advisory – This type of Investment Advisory provides advisory services to wealthy individuals who need assistance with investment decisions. Most of these companies have experience in managing portfolios for high net worth individuals, almost as if they were family members.

Analytical Services – These investment advisory firms provide services which help their clients in analyzing the market conditions and trends in order to make better investment decisions. They help investors make smart decisions by providing them with reliable information through thorough analysis.

Asset Management – These companies offer investment products to their clients like multi-asset class portfolios, retirement plans, actively managed funds, etc. Some of these companies also allow their clients to customize specific strategies for their own benefit which includes mutual funds, annuities, stocks and bonds.

Financial Planning – These companies conduct financial planning for individuals and small businesses who are starting a business or need guidance in managing their finances. They take a look at your entire financial profile and create a detailed plan that is based on your needs and requirements.

Bail Bonds – These companies assist individuals who may be arrested for any alleged crime. They help family members of these people in getting the best possible deal by providing them with guidance. They also help their clients to acquire bail bonds which are necessary for their release from custody.

Investment Advisory Firm Services:

The following are some of the most common services offered by Investment Advisory Companies to their clients:

Portfolio Management: Investment Advisory firms provide assistance to investors with specific portfolios they have created or help them create new ones which are based on their individual needs and requirements.

Investment Advisory firms provide assistance to investors with specific portfolios they have created or help them create new ones which are based on their individual needs and requirements. Transaction Services : These companies conduct transactions in stocks, bonds and other securities for their clients in order to help them make the right decisions with their investments.

These companies conduct transactions in stocks, bonds and other securities for their clients in order to help them make the right decisions with their investments. Brokerage : Investment Advisory firms offer brokerage services to their customers at reduced prices so that they can purchase securities and stocks without any hassle.

Investment Advisory firms offer brokerage services to their customers at reduced prices so that they can purchase securities and stocks without any hassle. Research: These firms provide financial research to their customers so that they have the necessary information about the market which will help them make better investment decisions. They thoroughly look into the current and future growth opportunities for their clients and help them decide what type of investments will give them a better return on their investment, etc.

Looking for a different skillset?

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Case studies

Want to become a Fintalent?

»I have worked with Fintalent.io both as a talent and as a recruiter. It helped me find a full-time position and supported the recruitment process to expand my new team. The experience and engagement of Fintalent.io and their team have always been incredible.«

Piotr Sliwa, EPAM Systems
Piotr Sliwa
Head of M&A | Europe, EPAM Systems

»Fintalent was able to provide consulting advice in very little time for one of our latest M&A projects. The support was hands-on, pragmatic and of high quality and was as a result critical to advance the project we were not able to properly address in the classical way.«

Dr. Fabian Kley
Dr. Fabian Kley
Head of Group Strategy and M&A at MAN Energy Solutions SE

»Inorganic growth is a big part of our strategy. We were looking for a global partner to help us with our buy-side M&A projects, and found Fintalent. From first contact to project start took less than 2 weeks. The quality of talent is exceptional. Now, we’re already talking to potential targets.«

Bart van Acker
Bart van Acker
CEO, QbD Group