Jilson Advisors Case Study

Case Study:

Problem: A large commercial bank was unhappy with the direction their commodities business was taking and consequently wanted to add top-tier marketers to their teams globally. They specifically wanted to know why certain accounts they were covering were not doing as much business with them as with their competitors.

Solution: Jilson Advisors utilized its many contacts in the commodities market. By speaking with critical personnel at the buy-side firms; Jilson Advisors was able to identify the bank's competitors, products they were offering and the individuals who were in charge of those accounts at the competitors.

Results: The bank was then able to recruit these professionals for their commodities marketing teams globally, offer similar energy risk products and improve relationships with their buy side firms. The result after the first year was staggering; the bank was thrust into the top three spot for providing clients with creative ideas as ranked by a leading energy publication's annual poll.

Case Study:

Problem: A major hedge fund, with several billion dollars under management, recently lost one of their energy traders to a competitor. Prior to the trader leaving, the fund was down significantly and worse yet the investors were shifting money into other strategies. The head of the fund had a very bad experience with another search firm and at first was reluctant to use Jilson Advisors for this search.

Solution: Jilson Advisors was hired by the hedge fund to attract and close a top tier energy trader for their team. Jilson Advisors covered the entire market for the client and after a careful screening process was able to select and close a trader from a top tier bank within thirty days.

Result: The overall fund is now seeing major inflows of capital into their energy fund and the performance of the fund has been very strong. The fund, due to the increase in capital participation, has since been able to hire other portfolio managers for similar roles within the fund. This fund now turns to Jilson Advisors, to successfully complete all of its major search needs.