Managing Director - Investment Services

Overview

We are seeking a dynamic and highly experienced Managing Director (MD) to lead our Investment Services practice group. This senior leadership role combines strategic vision, business acumen, and client-centric expertise to guide day-to-day operations, drive business development, and deliver exceptional advisory services.

 

With deep expertise in private equity, venture capital, hedge funds, and healthcare-related transactions, the MD will act as a trusted advisor to clients, spearheading transaction due diligence and offering strategic insights that shape impactful investment strategies. A critical contributor to firmwide growth, this role emphasizes collaboration with other Managing Directors and office principals to align business objectives, foster client success, and ensure excellence across engagements.

 

This position offers an exciting opportunity to leverage a robust background in investment services and healthcare-focused financial transactions to make a lasting impact within a growing, innovative firm.

 

Job Summary

The Managing Director provides team leadership and oversight of day-to-day activities for the practice group. Working with clients, the Managing Director, provides expertise and advice to help organizations improve their business performance in operations, profitability, management, structure, and strategy. Collaborating closely with HMA Managing Directors and Managing Principals, the Managing Director advances joint initiatives with other areas of expertise within the firm. As a senior member of the firm, the Managing Director is responsible for firm-wide client services, project management, and business development.

Responsibilities

Work Performed

• Provides business development guidance and assistance for colleagues in the related practice group.
  • Identifies RFPs and other business opportunities.
  • Assists in development of proposals, particularly for new colleagues.
  • Collaborates closely with Managing Directors and Managing Principals across the firm to advance joint initiatives with other areas of expertise.
  • Determines value-add consulting opportunities through current client engagements.
• Ensures billable hour targets are met for self and colleagues within the designated business line of subject matter expertise.
  • Assists with identification of projects and billable activity for colleagues who have availability.
  • Regularly monitors colleagues and assists in identifying projects to fill deficits or distributing workloads to others.
  • Regularly reports committed hours in VantagePoint for one-, two- and three-month projections.
  • Reviews action hours to budget, target, and projections.
• Provides project management guidance and assistance.
  • Supports colleagues in managing to budgets/project caps.
  • Provides ongoing review of and assistance with monthly revenue projections for the relevant practice group project managers.
• Assesses quality of work products and documents.
  • Assists colleagues in meeting quality standards.
  • Supports use of peer review committee as appropriate.
• Leads and assists with recruiting efforts to continuously identify and recommend new colleagues for the firm.
• Provides connection to firm to enhance communication and inclusiveness.
  • Links new colleagues with colleagues in other offices and areas of expertise.
  • Encourages participation on proposal calls and Colleague Connect calls.
• Fosters a sense of collegiality and purpose for the practice group team.
  • Supports orientation and training of new and existing colleagues.
  • Identifies aspirations of individual colleagues and assists with goal achievement.
  • Looks for opportunities to build connections between colleagues.
  • Meets regularly to discuss goals for the team and ideas to be conveyed to HMA leadership.
• Serves as subject matter expert on projects.
• Undertakes short-term or long-term projects to address a variety of issues and needs.
• Meets with clients to understand requirements.
  • Gathers and organizes information about the issue to be solved or the procedure to be improved.
  • Analyzes data to identify and understand issues to be addressed.
  • Presents findings to client.
  • Provides advice, implementation plans, and/or suggestions for improvement according to project objectives.
  • Evaluates the client’s needs as warranted and adjusts as appropriate.
• Ensures performance meets or exceeds HMA expectations in the following areas:
  • Business development
  • Billable hour target attainment
  • Client and project management