Hybrid Asset Management Researcher – Financial Services Practice

at Egon Zehnder

• Job title: Asset Management Researcher – Financial Services Practice
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: $85,000 - $95,000 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Boston, United States

About the role

• Researcher guiding internal client teams in Executive Search. Supporting multiple projects in financial services with market insight and strategic guidance.

Responsibilities

• Serve as the lead expert for multiple simultaneous client projects in collaboration with Consultants and other Researchers
• Act as a thought partner to the team on all aspects of projects by identifying and developing a rigorous approach and strategy (e.g., priority targets through market research, utilizing data tools, and scoping out parameters to deliver client solutions at scale and scope)
• Guide the project team throughout the search processes to drive strategy, candidate solutions and supporting client materials with a consistent focus on quality and speed
• Identify, calibrate and prioritize potential candidates through a thorough research process, the internal Firm network and external resources
• Work broadly across different Firm offerings to continue developing a well-rounded understanding of our solutions to identify the best solutions for individual client needs
• Create high-quality client documentation (e.g., candidate profiles, role specifications, search strategies, assessment and client progress reports, etc.)
• Partner with client teams to develop pitch presentations and business development materials, adapting deliverables and solutions to address specific client needs
• Proactively initiate, shape, and drive effective business development activities and other business-related projects, including monitoring relevant market shifts in a segment or function, company updates, and people moves
• Act as a partner with consultants to build targeted event lists for business development-related dinners, conferences, and other points of connection
• Contribute to the Firm’s knowledge management activities by looking for opportunities to share expertise and best practices, developing a network of people within an industry or functional area and recording pertinent information
• Develop an area of subject matter expertise, providing strategic guidance and high-quality insights on important trends and topics to support client teams

Requirements

• Bachelor’s degree required
• A minimum of 3 years’ professional work experience (post-undergrad)
• Demonstrated functional experience of a similar nature (e.g., market research, qualitative or legal research, professional services/consulting, project planning)
• Previous project-based experience working effectively on multiple mandates simultaneously
• Ability to effectively operate in a fast-paced, client-driven environment
• Exceptional critical thinking and analytical skills
• Excellent verbal and written communication ability
• Demonstrates very strong attention to detail
• Relevant experience in one or more areas related financial services, either academic or professional
• Affinity and interest in the executive search industry
• Superior engagement management abilities and initiative to lead projects with minimal guidance or supervision
• Demonstrated ability to push back constructively and offer solutions
• Forward-thinking, structured, and process-oriented thinker
• Self-starter mentality with good business judgment