Trinity Research

Financial Services

Working closely with investment & retail banks, insurance groups, family offices and Fintech providers

  • CFO, Consumer Finance
  • Chief Actuary UK, Insurance
  • Chief Compliance Officer, Retail Banking 
  • Chief Operating Officer, APAC
  • Director of Regulatory Development
  • Director Prudential Risk
  • General Counsel, Commodity Trading
  • General Manager, Accident and Health
  • Group Treasurer
  • Head of Business Assurance
  • Head of Capital Modelling
  • Head of Corporate Finance
  • Head of Financial Planning & Analysis
  • Head of Industrial, Investment Management
  • Head of International Relations
  • Head of Investment Advisory
  • Head of Operational Risk
  • Head of Operational Transformation
  • Head of Risk & Compliance
  • Head of Structured Finance, Middle East
  • Legal Counsel, Corporate Governance
  • Managing Director, Sales and Distribution
  • Underwriting Director

Investment Bank

Demographics to Support Global Expansion

Our client, a leading investment bank, needed to understand the prevalence, or otherwise, of HR professionals in specific territories, in order to support the talent acquisition strategy for geographic expansion.

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Trinity undertook a large-scale talent map across India, East Coast USA and the UK, using a variety of online resources including industry-specific databases.

Trinity identified individuals in these locations within certain specialisms including:- Employee Relations, Compensation & Benefits, HR Service Delivery and HR Operations.  Levels of seniority ranged from associate to senior management level.

To meet with the client’s DE&I programme, Trinity were also required to identify the ratio of male to female candidates within this pool.

By data mining various online sources, Trinity produced a report analysing the prevalence of available talent. The data was structured by geography (including commuting distance to the client’s offices worldwide), seniority, specialism and gender.

The report showed the concentration and paucity of the desired skill sets by these criteria. The report highlighted where competitors had focused their talent pools, and which specialisms needed improvement in terms of diversity and inclusion.

The report identified circa 2000 individuals, of which circa 60% were female.

The data set was produced in Excel format and supported by infographics for easy data consumption.

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Succession Planning – Chief Human Resources Officer

The client, a leading international insurance group, wished to embark on a succession planning exercise for a European-based CHRO. Conscious of the need to enhance diversity at the senior leadership level, they wanted the talent pool of candidates to highlight gender and ethnically diverse successor candidates,

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whilst evaluating individuals against an objective scorecard of criteria.

‍They required the successor candidate to have international experience, transformation experience, and the ability to work in a complex and highly matrixed organization.

Trinity created a market map across 120 companies, across multiple global locations. Trinity identified, profiled and evaluated 80 potential candidates, of which female and ethnically diverse individuals comprised a significant proportion.

Following a review with the client, Trinity created a longlist of potential candidates, complete with full profile, biographical details and softer skillset assessments. These were introduced to the client for future engagement. As a result, the client was able to hire an exceptionally high-calibre female CHRO.

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