Access to opportunities most professionals never see.

Many of the most attractive leadership opportunities in Alternative Investment Management are never posted publicly. They are filled quietly through trusted relationships and discreet search.

Morton Herbert works directly with firms across private equity, venture capital, hedge funds, credit, real assets, and portfolio companies when they need senior talent.

Completing this Candidate Profile allows us to quickly understand your experience, track record, and career direction so that we can introduce you to opportunities that genuinely match your background.

Most candidates complete this profile in 5 minutes or less.

The information you provide helps us focus our conversations on the opportunities that matter, rather than spending time collecting basic background details.

Confidentiality

All information submitted through this form is handled with strict confidentiality by Morton Herbert.

Your information is used solely to evaluate potential opportunities and support executive search conversations aligned with your experience and goals. Your details are never shared externally without your knowledge and consent.

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About You - Step 1 of 5

First Name *

Last Name *

Email Address *

Mobile Number *

Current Company *

Current Title *

Current Firm Type *Please choose an optionHedge FundPrivate EquityVenture Capital / Growth EquityFamily OfficePrivate Credit / Direct LendingReal Estate Investment FirmFund of Funds / Institutional AllocatorPortfolio CompanyOther

Years of Experience in the Alternative Investment Industry *Please choose an option0–3 years4–7 years8–12 years13–18 years19–25 years25+ years

Location (City / State / Country)

LinkedIn Profile URL

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What are the top three responsibilities in your current role? *

Example: Lead deal sourcing, manage due diligence, oversee portfolio company strategy

What investment sectors or strategies do you primarily focus on today? *

Examples: fintech, healthcare, SaaS, distressed credit, venture growth, real estate

What key decisions do you personally control or heavily influence? *

Examples: investments, hiring, capital allocation, strategy

Who do you report directly to? *

Example: Managing Director, CIO, CEO, Founder

What is the approximate size of your firm or investment platform? *

Examples: total firm AUM, fund size, company revenue, number of portfolio companies

Do you manage a team?Please choose an optionNo1–56–1516+

Are you currently responsible for hiring within your team?Please choose an optionYesNoOccasionally

What level of capital, budget, or assets do you influence?

Example: $500M strategy, $1B portfolio, $200M capital raise

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What type of role would you want next if the right opportunity appeared? *

Examples: Portfolio Manager, Investment Principal, Operating Partner, CFO, Head of Investor Relations

What problems do you enjoy solving most? *

Examples: sourcing investments, raising capital, scaling companies, operational turnarounds

What type of environment do you perform best in? *

• Early-stage platform
• Scaling platform
• Established institutional fund
• Turnaround / transformation situation
• Flexible / open to different environments

What total compensation range would make a move worth exploring? *

Example: base salary, bonus, carry participation, equity, or other economic participation

What types of firms excite you most?

• Hedge Fund
• Private Equity
• Venture Capital / Growth Equity
• Family Office
• Private Credit / Direct Lending
• Real Estate Investment Firm
• Fund of Funds / Institutional Allocator
• Portfolio Company
• Other

Would you consider relocating for the right opportunity? If yes, provide the locations you would consider.

What investment sectors or strategies interest you most for your next role?

Examples: fintech, healthcare, SaaS, distressed credit, venture growth, real estate

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What is your professional superpower? What are you best known for in your field? *

What can you do better than most people in your industry?

Provide a numeric example that demonstrates this superpower. *

Examples: raised $750M, led $1.2B transactions, scaled revenue from $40M to $200M

What results or accomplishments are you most proud of in your career? *

What types of complex problems do colleagues typically bring to you to solve? *

Examples: distressed portfolio companies, fundraising challenges, difficult negotiations

Do you have strong relationships with investors, founders, or industry leaders that are important to your work?

Do you speak any additional languages that are useful in your professional work?

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What trends are shaping your sector right now? *

What top three firms would you most like to work for next if the opportunity arose, and why?

How would you describe your current openness to exploring new opportunities, and why?

of Investment example

How would you prefer I contact you if relevant opportunities arise?Please choose an optionEmailPhoneLinkedInTextNo preference

Is there anything else you would like us to know?

Upload your resume or other supporting documents

Drag & Drop Files, Choose Files to Upload You can upload up to 3 files.

Examples may include a deal sheet, investment track record, or professional bio

Privacy Agreement *

• I understand and agree to how Morton Herbert will use this information in accordance with its Privacy Policy.

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