What We Do
Retained
Executive Search
Exclusively Investment Management
We’re laser-focused.
Presidio Search Group is a boutique executive search firm with a single industry focus. We’re investment management specialists and we provide unparalleled access to experienced investment and distribution talent. In an increasingly competitive marketplace, making the right hire (the first time) is critical.
With an exceptionally high closure rate that comes from years of focus, our results speak for themselves.
Your Recruiting Partner
Reputation is our single most important asset.
We work with established and first-time venture capital funds, in addition to growth equity and buyout firms across a wide range of sectors and geographies. We also serve leading LPs such as endowments, foundations, family offices, OCIOs, financial institutions and sovereign wealth funds. These relationships with both GPs and LPs run deep at all levels and give us a competitive advantage to obtaining 360-degree insights into candidates and firm dynamics. This ensures that clients can make well-informed hiring decisions.
Tailoring our approach to each search, we collaborate with our clients every step of the way. Our expertise is highly specialized, but our footprint is global and our network is vast. This means we can source and reference a candidate pool quickly and with discretion.
Strategic Advisory
Team Development
We’re problem solvers. We identify solutions to address complex human capital issues so you can focus on creating value for your firm.
Our advisory services include:
Organizational structure & design
Outsourced “in-house” recruitment management
Team build-outs
Retention and diversity strategies
Individual and team assessments
Executive coaching
Succession planning
On-boarding
Third party candidate referencing
Outplacement
“The difference between success and failure is a great team.”
Career Advisory
Custom Engagements
Everyone needs a coach.
We leverage our recruiting experience to offer coaching for individuals considering a career transition or who simply want to enhance job performance. We work with individuals to improve their messaging, uncover short-term and long-term goals, and develop a better playbook for achieving greater fulfillment.
We also work with individuals in the midst of a career transition. With an investment management landscape that's constantly evolving, it’s important to adapt and stay relevant. We help navigate career inflection points, and identify strengths, potential hurdles and areas for improvement. Working closely with our clients, we create a tailored networking road map designed for a successful job search.
We are PRINT® certified coaches. Through our carefully guided process, our coaching clients can expect to:
Identify core motivations, values, goals and triggers through in-depth assessments
Determine if their current work environment fits well with personal and professional goals
Identify strengths and impediments to growth
Fine-tune networking skills
Gain assistance navigating interview questions
Improve messaging and positioning around career transitions
Negotiate more effectively
About Belinda Yan
Belinda founded Presidio Search Group in 2014 and has worked with investment management clients for more than twenty-five years. She has fifteen years of experience leading executive search engagements for endowments, foundations, private equity and venture capital firms, sovereign wealth funds, family offices, fund of funds and hedge funds. Belinda’s technical expertise spans all areas of investment management with a focus on investment and investor relations searches across all levels.
Belinda was most recently a senior member of the Jamesbeck Global Partners team in San Francisco. Previously, she spent 15 years at Merrill Lynch & Co. which she joined via the acquisition of Smith New Court, PLC in 1995. Belinda was a Director of U.S. Institutional Equity Sales in Merrill Lynch's San Francisco office and a Director of International Equity Sales Trading in New York.
Belinda received her B.A. in Economics from The University of Michigan in 1991. She is a Certified PRINT® coach and is a Board Member at Dress for Success San Francisco.
“It is never too late to be what you might have been”