Research Associate

Job Description:

Number of Positions: 5

Shift timing: 01:00 PM – 10:00 PM

Assist our senior experts in creating high-quality reports and client-facing deliverables related to consulting and events.

Research (Support vendor report production including):

1. Help develop project plans & Collect, analyze, and evaluate facts on key industry players and trends.
2. Send, track and manage RFIs (Request for Information) sent to vendors. Use AI to draft vendor profiles from publicly available information or from RFIs.
3. Create charts and tables, build report structure using templates and Manage publication timelines and submissions.
4. Use AI to help write initial drafts of reports. Examples include vendor profiles, Fintech Spotlight, award case studies. Prepare the data output for data analysis and client presentations.

Consulting:

1. Map out project timelines. Stage and edit deliverables, adding information from reference materials, discovery, and client documents.
2. When possible, attend discovery and other meetings with clients and take high-quality notes. Manage team members to hit project deadlines.

Events:

1. As needed, coordinate with the Events team on event promotion, invites/outreach, registration and meeting materials.

Role requirements:

Qualification:

1. Bachelor’s degree required
2. History of excellence in academics, personal, and vocational achievements
3. Tech savvy with strong Microsoft office skills (PowerPoint, Word, Excel and Outlook)
4. Well versed in AI tools such as Claudie.ai
5. Excellent research and analytical skills
6. The ability to learn new subject matter quickly
7. Strong written & verbal communication
8. Excellent project management skills: ability to multi-task, work under pressure, and successfully manage deadlines
9. The ability to work collaboratively and / or independently while managing multiple project and deadlines
10. Interest/experience in financial services industry

Competencies/Personality traits:

1. Easy to collaborate with, able to collaborate across a global team
2. Good with timelines and prioritization of task
3. Clear communicator
4. Natural problem solver
5. Self-motivated, able to manage own time and work independently
6. Ability to interact and effectively work with others in global team environment
7. Comfort with ambiguity of an entrepreneurial environment
8. Solid business judgement

Prior experience:

1. 1-3 years’ work experience in professional service environment (management/consulting/business research/advisory)
2. Some background in financial services or insurance industry preferred, but not required.