OUTSOURCED C-SUITE SERVICES

Within the C-Suite Executive Management
we offer the following outsourced solutions:

We, at Hecksher Partners, use our extensive knowledge of highly regarded industry professionals to support our clients in attaining an institutional calibre look/feel. We provide new NexGeneration managers with access to the knowledge based on multiple years of building successful funds.  We move the dial for our clients and expedite growth. We also support Middle market managers in the evolution to their next stage of business success. We help our clients realign their business strategy, build a robust management team and deliver transparency to their investors. Our goal is to help our clients succeed through strategic partnerships.

Running money is not equivalent to running a business. There are countless tasks that are crucial to keeping the lights on but a distraction from the fund manager’s primary job of analyzing and making investments. The C-Suite team picks up all that other work, so the money managers can focus on managing money and everyone can get paid.

Chief Executive Officer – CEO

A CEO is vital for a firm in driving direction, the objectives and strategy to ensure high potential growth firms succeed. With many talented traders and analysts in the market, all firms need a clearly defined strategy and competent person front of house to communicate the message on point, give deep experienced guidance, be impressive, broaden the addressable market and drive growth.

 Key Functions:

  • Communicating, on behalf of the company, with shareholders, government entities, and the public
  • Leading the development of the company’s short- and long-term strategy
  • Creating and implementing the company or organization’s vision and mission
  • Evaluating the work of other executive leaders within the company, including directors, vice presidents, and presidents
  • Maintaining awareness of the competitive market landscape, expansion opportunities, industry developments, etc.
  • Ensuring that the company maintains high social responsibility wherever it does business
  • Assessing risks to the company and ensuring they are monitored and minimized
  • Setting strategic goals and making sure they are measurable and describable
Chief Financial Officer – CFO
Investors today want a guardian over their capital, a designated officer to produce precise performance reporting, Tax and legal disclosures, demonstrate segregation of duties away from the CEO/ Fund Manager.  History has shown without a CFO Hedge Funds fail to grow. Responsibilities include: preparing and reporting financial statements, budgeting and forecasting, managing independent auditors, outside counsel, outside fund administrators and prime broker relationships.  They often oversee operations, including trade settlements, technology and vendor management.
Key Functions:
  • Accounting Control and Verification
  • Budgeting and Forecasting
  • Cost Control and Containment
  • Accounting (Management Company and Fund)
  • Monthly Management Company Statements
  • Administrator Oversight
  • Shadow NAV Calculations
  • Security and Business Valuation
  • Financial Statements and Audit Report Preparation and Liaison
  • Income Tax Returns, FATCA Compliance
  • Investor Inquiries and Communications
  • Internal Audit
  • Forensic Services
  • Risk Identification and Reporting
  • Financial Policies and Procedures
Chief Operations Officer – COO

The COO, will work closely with the CFO and CEO, outline the operational workflows and seeks to maximize operational efficiencies within the organization.

Key Functions:
  • Provide oversight and responsibility for all the non-investment decision making areas of the firm (i.e. investment selection and trade execution, etc.)
  • Negotiating and handling contracts with outside counsel and fund services like prime brokerage, auditor, corporate secretary, fund accounting and administration.
  • Managing internal legal and compliance, oversight of accounting and performance measurement, facilities staff, and assisting to establish processes and procedures.
  • Post trade processes and procedures, to facilitate working with prime broker and the clearing of trades, exception processing, and transaction cost analysis, if required.
  • Ad-hoc advice, problem solving, and other project based work as needed.
Chief Investment Officer – CIO
We often meet with UHNI and Family Offices managing their own portfolio of investments based on personal analysis of the markets. We provide Family offices and investors with fundamental based Investment Programs to either complement, diversify, refine and grow clients returns who are seeking alpha. The Investment team should be headed by an experienced Chief Investment Officer (CIO). The investment philosophy must be consistent, persistent, and generate predictable investment returns across all market environments. This is best achieved by combining multiple uncorrelated strategies (each designed to profit from a logical, distinct “return driver”) into diversified and systematically executed investment portfolios. However, true portfolio diversification is no guarantee of investment success and there is always the risk of loss. If you are looking for performance that is different, with the potential to earn profits in both bull and bear markets – if you are looking to spark your portfolio performance – we can help.

 

Key Functions:
  • Provide insight and direction, lead investment teams, establish and maintain a well-organized investment process.
  • Managing and monitoring all investment activity.
  • Write clearly defined investment recommendations with extensive research and analysis.
  • Develop a structure of both short-term and long-term investment policies to be followed by the team.
  • Work professionally with external analysts to provide timely information.
  • Maintain a high quality of investor relations.
  • Organize investment reports along with quantitative and qualitative portfolio reviews.
Chief Technology Officer – CTO
We work with the team to ensure the organization utilizes the current FinTech solutions to drive efficiencies, deploy and execute a technology backbone strategy, and meet the growing demands of Cyber security and Breach management
As the world evolves, we see a growing need for firms to be FinTech savvy in order to compete in today’s environment. Through our extensive global network, we see early stage and mature technology solutions that provide significant advantage to our clients.  
We assist our clients across all aspects of the technology needs of an Investment management firm covering:
Key Functions:
  • Cyber Security Solutions
  • Cloud Technology
  • Financial Market Data Solutions – Bloomberg and Thomson Reuters and SIX Financial Information
  • Trading Solutions
  • Risk Management Solutions
  • Compliance Solutions
  • Web Portals
  • Web Reporting Solutions
  • Outsourced Trading Solutions
  • Business Continuity Plan (BCP)
  • Disaster Recovery Plan (DR)
  • Virtual Offices
  • Co-Location Solutions
  • Global Connectivity – Cloud Technology, Virtual IT Support, 24/7, Trading solutions, Co-location Solutions, Telco’s,
Group Compliance Officer – GCO
We meet key regulatory objectives, protect investors, mitigate risk, AML and fraud. The objective is to support consumer confidence.
We fill the role of the GCO by deploying and implementing effective process, procedures and controls delivered by seasoned professionals.
Financial services organizations are subject to regulatory business rules that govern advertising, customer communications, conflicts of interest, customer understanding and suitability, client assets and rule breaking and errors guidelines.
Since the financial crisis of 2008 led by the Madoff scandal the industry saw and increase in regulatory scrutiny and regulation. This drove the industry to increase the role of the compliance from advisory to active risk management and monitoring.
Compliance now provides practical perspectives on translating regulations into operational requirements. This stronger risk culture includes timely information sharing, rapid escalation of emerging risks and willingness to challenge existing practices. Effective execution of these expanded responsibilities requires deeper understanding of the business and business practices. The structure of the compliance department has changed to combine business-unit based coverage with broader, shared expertise across the organization.

 

Key Functions:
  • Development and Implementation of Robust Compliance Procedures and Process
  • Global Regulatory Support
  • Policies & Procedures Development
  • Draft Regulatory Filings
  • Employee Compliance Training
  • Financial Statements and Audit Report Preparation and Liaison
  • Portfolio Compliance
  • SEC Registration, including ADV Part 1 and 2 Preparation and Filing
  • Initial Registration Filings (SEC, FINRA, CFTC/NFA, and relevant States)
  • FINRA Broker Dealer Registration and Business Expansion (New Member Application, Continuing
Chief Revenue Officer – CRO
This is now a role within any high potential growth organization and Investment Management firm seeking an accelerated route to market. The key roles and responsibilities we offer at Hecksher Partners ensure there is a clearly defined and executable revenue growth strategy complimented with well proven process and procedures, including promoting the funds, raising the profile, and marketing.
Trust the process of activity led business growth. We deploy several sales and revenue growth tactics from SPIN, Strategic selling, Permission Marketing and the art of negotiating the deal to create the win win environment. We help define key metrics that lead to success, we deploy training programs to elevate the sales team’s performance. We believe in the “Always Be Closing” vision, make the phone ring, influence your sphere, dominate, and always be impressive.
Group Marketing Officer – GMO
Create the corporate identity of the firm covering brand, web, pitchbooks, elevator pitches, presentations skills, life coaching, publishing white papers and becoming an influencer in the markets place.
In the competitive world today, how you look and present your brand is so important. What is your brand?  What do you stand for? How do you communicate that message externally? At Hecksher Partners we deploy our team to help you define the Brand and Corporate identity with clear goals on how you want your firm to be received in the market place. Our team of experts will work very closely in defining and delivering against the chosen direction.
This is now a role within any high potential growth organization and Investment Management firm seeking an accelerated route to market. The key roles and responsibilities we offer at Hecksher Partners ensure there is a clearly defined and executable revenue growth strategy complimented with well proven process and procedures, including promoting the funds, raising the profile, and marketing.
Trust the process of activity led business growth. We deploy several sales and revenue growth tactics from SPIN, Strategic selling, Permission Marketing and the art of negotiating the deal to create the win win environment. We help define key metrics that lead to success, we deploy training programs to elevate the sales team’s performance. We believe in the “Always Be Closing” vision, make the phone ring, influence your sphere, dominate, and always be impressive.
Key Functions:
  • Brand and Corporate Identity Development
  • All Supporting Marketing Materials
  • Pitch Book Construction
  • Elevator Pitch Construction
  • Web Development
  • Develop your Online Digital Strategy
  • Global Marketing Schedule
  • Market Positioning
  • Self-originated Event and our Influencer Program
Active Fund Directorships
We provide fund directorships. Supporting our clients with the deep years of experience and global contacts in helping guide, advise and drive the business while maintaining independence and protecting shareholder value.
Our team of globally well-respected CFO, CEO, CTO and CIO of major hedge funds are delighted to offer their services, global contacts and deep experience of managing and running successful funds. Our knowledge is unsurpassed in the marketplace defining how your board is paramount to success in the eyes of Investors. Checking the box no longer validates your fund and or business acumen. Key senior, well regarded active directorships guide your fund through corporate governance and compliance, regulatory awareness and acumen to support your business in the good and challenging times.

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