Investment Insights Specialist
6 days ago
About Investment Trends
We are a leading provider of independent, deep insights research on investor behaviors, buying preferences, and future needs for the financial services industry.
Our mission is to deliver actionable insights that inform strategic business decision making for our clients.
Role
The Senior Research Analyst will oversee end-to-end research delivery by designing surveys and analysis to draw deep insights, creating compelling narratives that inform our clients' strategic business decision making.
They will impart their industry knowledge to enhance story building skills across the team, focusing on the 'So what' and 'Now what' to deliver actionable insights for each client.
They will also be responsible for presenting research reports and key insights to our clients' executives and strategists; as well as engage, maintain, and grow valued client relationships.
Responsibilities
- End-to-end ownership of the research process
- Ensure that material produced and reviewed is accurate with attention to all required details
- Assist with additional quantitative analysis driven from reviews or client requests
- Coordinate other team members as requested to meet delivery deadlines
- Develop industry knowledge with an aim to understand key questions and improve client presentation and survey design skills
- Manage and execute survey testing process and reviews
- Contribute ideas to increase overall revenue through initiating/improving relationships with current and potential clients, as well as instigating new research ideas
- Attend client presentations to further understand clients and improve industry knowledge
- Lead and nurture a team of research analysts (optional)
Requirements
- 2-3 years of working experience in a consulting or financial services firm
- A desire to continuously expand your knowledge, engage with and present at any level (including C-suite) or size of group will be critical to your success and growth of your career
- University degree with a quantitative oriented discipline (e.g. commerce, finance, economics, statistics, mathematics, computing or market research). Must have achieved high academic performance (Distinction average 2.1 or higher)
- Office Suite – Word, PowerPoint Intermediate and Excel advanced required
About You
- Analytical & conceptual thinker - The ability to make sense of information and draw logical conclusions while also making sense of abstract/visual information and communicating complex ideas to others
- Mental agility & problem solver - The capacity to think quickly and solve unfamiliar problems, while able to diagnose the cause of an issue/problem and then implement an appropriate solution
- Strong communication Skills - Ability to tailor spoken communication and ability to write communication to ensure desired message is both given and received
- Ability to influence & build strong relationships - The ability to present information in a manner that others find persuasive and compelling, while creating a rapport and establishing trust with prospects, clients, team members
- Attention to detail - The capacity and preparedness to ensure that work is accurate and error free
- Planning & Organising - Ability to plan the work that needs to be done and then organise the resources to ensure the work is completed before its deadline
- Delivering Results - Commitment to deliver important outcomes in a reliable and timely fashion under pressure or deadlines
- Alignment with Investment Trends values
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