Commercial Searches

Assistant Counsel (Investments)

Our client, the New York State Office of the State Comptroller, is seeking an Assistant Counsel (Investments). This position is based in the New York City office and will work closely with investment staff on the negotiation and management of investment agreements across all asset classes. This role will report to the General Counsel to the CRF. New York State Bar admission required.

To learn more about the Responsibilities and Preferred Qualifications please view the Position Specifications. To APPLY please email your resume to Tamara at [email protected].

Chief Investment Officer

We are pleased to assist our client, the Police & Firemen’s Retirement System of New Jersey (PFRSNJ or the “System”) in finding their next Chief Investment Officer. PFRSNJ is a multi-employer, cost-sharing defined benefit retirement plan for all full-time county and municipal police, and firemen. PFRSNJ serves nearly 80,000 members and 579 different employers. As of June 30, 2022, PFRSNJ held assets in trust in excess of $31.4 billion.

Under the direct guidance of the Executive Director and, working in close collaboration with the Board, and specifically, it’s Investment Committee, the Chief Investment Officer (CIO), will lead the Investment Staff and be responsible for assisting the Board in fulfilling its fiduciary duties in managing the System’s assets. Along with the Investment Staff, the CIO will be responsible for monitoring investment performance, recommending adjustments to the System’s asset allocation and investment policies, ensuring compliance with all Board policies and applicable laws and regulations, and working closely with external investment consultants. The CIO, in collaboration with the Investment Staff and general investment consultant, will be responsible for all investment reporting and external investment manager evaluation and selection.

To learn more about the Responsibilities and Preferred Qualifications please view the Position Specifications. To apply please send your resume to Tamara at [email protected].

Chief People Officer

Our Client, a $100B RIA serving multigenerational families with complex needs, single family offices, foundations, and endowments to identify and attract its future Chief People Officer (CPO). As a key member of the executive management team, the CPO will assume a vital role in the overall management of core human resources functions while also supporting other activities, including the people side of mergers and acquisitions.

Minimum of 10-15 years in human resources with 5+ years in HR leadership roles supporting operations and associates in multiple U.S. locations.

Preferred career experience would originate from the financial services or professional services industries; however, the client is open to other applicable industries.

Officing in markets such as New York City/New Jersey, Boston, Philadelphia, Washington, D.C., Providence, or Atlanta would all be favorable. To apply or for additional information, please contact Jessica Galbraith; [email protected].

Director of Economic Security

CBIZ EFL Associates is proud to partner with the Colorado Department of Human Services to find their next Director of the Office of Economic Security. The Director of Economic Security leads the Office of Economic Security (OES) and is responsible for creating and implementing a vision for a variety of antipoverty programs, while also directing the operations of programs that provide income, food/nutrition, workforce, and supportive services to those in need. This office is responsible for the statewide establishment of policy and implementation of poverty alleviation programs. Reporting to Deputy Executive Director of the Department of Human Services, the Director manages approximately 180 employees through five direct reports and oversees a budget of $584 Million.

The ideal candidate for this position is value-aligned leader who sees this position as an opportunity to make a meaningful dent in poverty in the state of Colorado. Ideal candidates will bring 8 years of experience with progressive responsibility in economic security, social work, public health, non-profit or other related governmental policy work including experience at the management level.

Candidates must also have demonstrated strategic planning skills with an understanding of how human capital and organizations can be aligned to transform organizational culture and achieve operational goals. The compensation range for this position is $160,000-175,000.

To apply, or for additional information, please contact Rohan Pidaparti at [email protected]

Fund Administrator

CBIZ EFL Associates is pleased to be assisting our client, Teamsters Local Union No. 731 Benefit Funds with their Fund Administrator search. This role is based in the Chicago suburb of Burr Ridge and will oversee the administration of four distinct health/welfare and pension funds, plus a scholarship fund. The four Funds are comprised of: Non-Excavators Pension Fund, Non-Excavators Welfare Fund, Excavators Pension Fund and Excavators Welfare Fund.

The Fund Administrator, under the general direction of the Boards of Trustees of the Funds, is responsible for overseeing all aspects related to the administration of the retirement, disability, and health/welfare benefits on behalf of the members. The Fund Administrator has primary responsibility for all fund operations, administration and compliance including developing and implementing the strategic business, financial and technology initiatives of the Funds. The Fund Administrator must effectively set goals for, direct and motivate the Funds staff, and interact collaboratively with the Boards of Trustees, Unions, Employers, professional advisors, and colleagues at all levels both inside and outside the organization. The Fund Administrator leads a staff of 18 through five direct reports: Comptroller, Office Manager, Special Projects Manager, Manager-Claims & Customer Service, and an Administrative Assistant/IT Manager. The total administrative budget oversight is in excess of $ 4.7 million. The staff is experienced and has significant tenure with the Funds.

To learn more about the Responsibilities and Preferred Qualifications please view the Position Specifications.

To apply please send your resume to Tamara at [email protected].

Senior Investment Analyst

We are pleased to assist our client, the State of Utah School and Institutional Trust Funds Office (SITFO) in finding their next Senior Investment Analyst. SITFO is an independent team of investors working to create a brighter future and more equitable present for Utah’s education programs. As of June 30, 2022, SITFO held AUM of just over $3.2 billion.

The Senior Investment Analyst will be joining a high-functioning and collegial investment team playing an integral role in the investment process, including diligence on new and existing public and private equity investment managers. Team members are expected to bring the skills and experience necessary to make quantitative and qualitative assessments of investment teams and strategies, participate in portfolio construction discussions, and present to the Board of Trustees. This person will work closely with the Director/CIO and other investment staff members. The Senior Investment Analyst is expected to be, above all, a team player who is a hands-on contributor that supports the continued intellectual growth of the office.

To learn more about the Responsibilities and Preferred Qualifications please view the Position Specifications.

To apply please send your resume to Tamara at [email protected].

Senior Investment Officer – Emerging Manager Program

Our client, the New York State Office of the Comptroller’s Office is seeking a Senior Investment Officer – Emerging Manager Program. This position is based in the New York City office and will work closely with the NY Common Retirement Fund’s internal staff across all asset classes, as well as with all appropriate program-partners on all aspects of the Emerging Manager Program. This role will report to the Director of the Emerging Manager Program.

To learn more about the Responsibilities and Preferred Qualifications please view the Position Specifications.

To APPLY please email your resume to Tamara at [email protected].

Senior Vice President of Accounting and Finance

CBIZ EFL Associates is honored to partner with our client, a $500 million dollar dental specialty services organization committed to providing non-clinical business support services to the nation’s leading specialty dental practices, to find their next Senior Vice President of Accounting and Finance. The company was founded in 2019 by four endodontists who wanted to provide unique and differentiated support to specialty-only dental practices. Originally focusing on support to endodontics practices, our client is now the parent company of multiple dental/surgical partnerships. Since their founding in 2019, the company has grown at an extremely rapid pace, expanding to approximately 200 locations across 27 states.

The SVP, Accounting and Finance is a senior leadership position responsible for streamlining and managing the accounting and financial activities of the organization to maximize profits and effectively plan for growth. Operationally, this role will serve as the CFO of the company’s “day-to-day” accounting and financial functions.

The ideal candidate will register a minimum of 10 years of experience working in finance, accounting, or a relevant field, with private equity-backed business experience highly preferred. Experience in healthcare, especially in multi-site environments, will distinguish candidates. The ideal candidate must also possess strategic planning and execution abilities to enhance profitability, productivity, efficiency, and quality throughout a company’s financial operations. An ability to work effectively with a variety of constituents and implement lean process improvements is a necessity.

To apply, or for additional information, please contact Sarah Clark at [email protected] or Rohan Pidaparti at [email protected].

Chief Financial Officer

CBIZ EFL Associates is partnering with our client, a privately held innovative manufacturer and distributor of specialty food and beverages in the identification and recruitment of their future Chief Financial Officer. 

Reporting to the Chief Executive Officer, the CFO will have a strong influence on the strategy and operating aspects of the company and will lead all the finance activities of the enterprise.

To apply or for additional information, please contact Jessica Galbraith at [email protected].

Chief Financial Officer

CBIZ EFL Associates is honored to partner with our client, a $350 million dollar publicly traded holding company located in New York with subsidiaries in the manufacturing, life sciences, and logistics segments, to identify and attract its next Chief Financial Officer (CFO). The CFO is a senior leadership position responsible for all fiscal functions of the company, including finance, treasury, accounting, and audit. This position will also be responsible for assessing the financial health of individual subsidiaries and the whole enterprise and translating that assessment into an articulate financial strategy that shapes the direction of the company.

The ideal candidate will register a minimum of 10 years of experience working in finance, accounting, or a relevant field, with public company experience highly preferred.

The ideal candidate must also possess strategic planning and execution abilities to enhance profitability, productivity, efficiency, and quality throughout a company’s financial operations. An ability to work effectively with a variety of constituents and implement lean process improvements is a necessity.

To apply, or for additional information, please contact Sarah Clark at [email protected] or Rohan Pidaparti at [email protected].

Clinical Director

CBIZ EFL Associates is excited to partner with our client, a multi-disciplinary pediatric occupational, physical, and speech therapy provider located in the Kansas City area, in their search for a Clinical Director. Our client provides personalized, intensive, and client-centered therapy services for children with various neurodevelopmental disabilities including developmental delays, autism, and sensory processing disorders.

The Clinical Director will be responsible for overseeing and managing all aspects of the outpatient pediatric rehabilitation services. The Clinical Director will collaborate closely with a team of healthcare professionals to ensure the delivery of high-quality care to clients and their families.

To apply, or for additional information please contact Mari Kerwin at [email protected].

Director of Finance

CBIZ EFL Associates is excited to partner with DCCCA in search of a Director of Finance to lead all financial operations, forecasting, budgeting and reporting. This head of finance will work closely with the CEO, COO, management team and Board of Directors, to establish strategic goals and objectives and generate tactical plans of implementation for financial improvement. 

Leading and partnering with others, the Director of Finance will collaborate across the agency to optimize and improve financial performance. CPA or CMA is required for the role. DCCCA is a leading provider of high-quality residential and outpatient treatment services and large contractor of child welfare prevention services. With its full array of social and community services, our client is positioned to support Kansas’ most vulnerable populations. This is an exciting role for a strategic finance professional to join a committed team that values respect, learning and commitment to quality.

Location: Lawrence, KS

To apply, or for additional information please contact Tiffany Connelly at 816-518-5902 or [email protected]

Finance & Operations Analyst

We are pleased to assist our client, the State of Utah School and Institutional Trust Funds Office (SITFO) in finding their next Finance and Operations Analyst. SITFO is an independent team of investors working to create a brighter future and more equitable present for Utah’s education programs.

The Finance and Operations Analyst role will provide critical support in managing portfolio operations including finance and accounting tasks, data entry, data aggregation, procedural development, and other investment operations tasks. The successful candidate will work closely with the Finance and Operations Officer, the Operations team, the greater SITFO staff, consultants, and trustees to successfully manage the investment portfolio to responsibly maximize the return on invested principal. The Finance and Operations Analyst is expected, above all, to be a hands-on contributor, capable of building and collaborating across the organization.

To learn more about the Responsibilities and Preferred Qualifications please view the Position Specifications.

To apply please send your resume to Tamara at [email protected].

Investment Director of Public Markets

We are pleased to assist our client, The Teachers’ Retirement System of Louisiana (TRSL or the System) in finding their next Investment Director of Public Markets. This role is based in Baton Rouge. TRSL is the largest public retirement system in the state serving an active and retired membership of over 180,000. The System is governed by a Board of Trustees whose primary responsibility is to manage and safeguard assets held in trust for the membership. As of June 30, 2022, the System’s total assets under management were $24.5 billion.

The Investment Director of Public Markets reports to the Deputy Chief Investment Officer (DCIO) and has primary responsibility for developing and implementing a public markets investment program strategy within the goals established by the TRSL Investment Policy. This role will manage the activities of the external managers, including analysis and due diligence reviews, assisting in negotiating terms and conditions of agreements, furnishing appropriate reports on all investment activity, and attending meetings to present reports to the TRSL Board of Trustees Investment Committee. This role will also be responsible for providing expert consultation and advice to the Chief Investment Officer, Deputy Chief Investment Officer, Director, and Board Investment Committee.

To learn more about the Responsibilities and Preferred Qualifications please view the Position Specifications.

To apply please send your resume to Tamara at [email protected]

Senior Investment Officer

We are pleased to assist our client, the Fairfax County (VA) Retirement Systems (collectively referred to as the “Systems”) in finding their next Senior Investment Officer. The Systems is a sub-unit of Fairfax County government and administers three distinct defined benefit retirement plans for different groups of County employees. The three plans are: Employees’ Retirement System, Police Officers Retirement System, and Uniformed Retirement System.

While reporting directly to the Chief Investment Officer of the Employees’ Retirement System, the Senior Investment Officer will assist all three (3) Chief Investment Officers by administering the investment portfolios for the three County retirement systems. The successful candidate will provide recommendations to support the overall Systems’ objectives and will provide recommendations for policy improvements. The Senior Investment Officer will assist the CIOs in overseeing the work of external investment managers and managing the retirement systems’ investment portfolios.

To learn more about the Responsibilities and Preferred Qualifications please view the Position Specifications.

To apply please send your resume to Tamara at [email protected].

Senior Investment Officer – Real Estate

We are proud to partner with our client, the Los Angeles County Employees Retirement Association (LACERA) in seeking a Senior Investment Officer-Real Estate. LACERA is headquartered in Pasadena, CA. LACERA has been proudly fulfilling its mission to produce, protect, and provide the promised benefits, both retirement and retiree health coverage, of Los Angeles County employees and retirees for nearly 85 years. LACERA serves approximately 188,000 members which includes over 70,000 benefit recipients. LACERA is the largest county retirement system in the United States with approximately $75 billion in assets under management and more than $2.5 billion in Other Post Employment Benefit Trust (OPEB) funds.

LACERA is seeking energetic, highly-qualified candidates for this newly staffed role, Senior Investment Officer – Real Estate position within its Investment Division. The successful candidate will play a leading role in shaping LACERA’s $5-8 Billion real estate allocation and leading a team through an evolution of the portfolio structure and investment process. The position reports to the Principal Investment Officer for Real Assets and oversees a six-person dedicated real estate team.

To learn more about the Responsibilities, Qualifications and Benefits please view the Position Specifications.

To apply please send your resume to Tamara at [email protected].

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