Senior Research Analyst

Senior Research Analyst

Asset Management & Financial Services – Executive Search

The Opportunity

A leading global executive search and leadership advisory firm is seeking a high-performing Senior Research Analyst to join its Financial Services practice, with a focus on Asset and Wealth Management clients across North America.

This is a highly collaborative, fast-paced role supporting executive search, board, and advisory engagements. You will act as a core member of client delivery teams, partnering closely with senior consultants to drive project strategy, execute market and candidate research, and produce best-in-class client deliverables. The role offers exposure to senior-level talent, complex client mandates, and a broad range of leadership advisory solutions.

The ideal candidate is intellectually curious, highly organized, and comfortable managing multiple projects simultaneously while maintaining a strong attention to detail and client service mindset.

Key Responsibilities

Research & Project Execution

• Serve as a primary research partner on multiple concurrent executive search and advisory engagements
• Partner with consultants to define search strategy, market mapping, and prioritization of target organizations and talent pools
• Conduct rigorous qualitative and market research to identify, assess, and calibrate senior-level candidates
• Leverage internal knowledge networks, proprietary tools, and external resources to generate insights and candidate solutions
• Drive the end-to-end research workflow, ensuring timelines, quality standards, and deliverables are met
• Develop polished client-facing materials including search strategies, candidate profiles, market insights, and progress updates
• Contribute across a range of leadership advisory offerings to build a well-rounded understanding of the firm’s capabilities

Business Development Support

• Assist consultants in preparing pitch materials and customized proposals aligned to client needs
• Monitor industry trends, organizational developments, and leadership movements within Asset Management and broader Financial Services
• Support targeted business development initiatives, including event preparation, conference targeting, and relationship mapping

Knowledge & Expertise Development

• Actively contribute to internal knowledge-sharing initiatives and best-practice documentation
• Build subject-matter expertise within Asset and Wealth Management, providing insights on talent trends, market dynamics, and leadership needs
• Maintain accurate and up-to-date records of market intelligence and candidate information

Qualifications

Required

• Bachelor’s degree
• Minimum of 3 years of professional experience following undergraduate studies
• Relevant experience in research, consulting, professional services, financial services, legal research, or market analysis
• Proven ability to manage multiple project-based assignments in a deadline-driven environment
• Strong analytical, problem-solving, and critical-thinking capabilities
• Excellent written and verbal communication skills
• Exceptional attention to detail and organizational discipline

Preferred

• Exposure to Asset Management, Wealth Management, or broader Financial Services (academic or professional)
• Interest in executive search, leadership advisory, or human capital consulting
• Demonstrated ability to operate independently and take ownership of complex workstreams
• Confidence in constructively challenging assumptions and offering alternative solutions
• Structured, forward-thinking, and process-oriented mindset
• Strong professional judgment and a proactive, self-starting approach

This role offers meaningful exposure to senior leadership advisory work, long-term development within executive search, and the opportunity to build deep expertise in Asset Management and Financial Services talent markets.