Portfolio Manager, Analyst and Financial Service Professional Representation
Hutner Klarish LLP has developed a niche practice representing leading portfolio managers, analysts and other financial service professionals in transitioning between positions within the industry. We have negotiated a multitude of employment, spin-out, independent contractor, and investment management agreements between portfolio managers and some of the most recognized hedge funds and other proprietary platforms in the industry including Millennium, Citadel, Balyasny, Point72, Schonfeld, Verition, Engineer’s Gate, Visium, Exodus Point, Man Global, and North Rock. In addition, we have represented senior and C-suite executives at the most recognizable investment banks. Virtually all of our clients in this area come to us by way of word-of-mouth referrals from other clients that we have successfully assisted in their own previous negotiations and transitions.
Our wealth of deal volume puts us in a unique position to understand the key negotiating points of each contract utilizing our data points on the relevant firms and cross market terms and industry trends. Our focus includes, negotiations of compensation slopes and formulas, signing bonuses and guarantees, accelerators, claw-backs, components of above the line and below the line expenses, team building budgets, capacity rights, termination scenarios and restrictive covenants. Since most of these clients are already employed in high-level positions when seeking to transition to an even more compelling opportunity, we help them assess any restrictive covenants that may impede them from leaving their current position for a competitor and help them structure and negotiate feasible exits and transitions. We are adept at balancing and advancing multiple offer scenarios in tight time frames.