Research Analyst

Objectives of the Role:

·        Be the operational “engine” behind creation of Chartis flagship reports

·        Support senior research team members with execution of segment-specific deliverables

Surface new opportunities for Chartis research coverage such that Chartis can be relied on as a thought leader.

·        Demonstrate intellectual curiosity with respect to research agenda

·        Begin building reputation as a thought leader

 

Key responsibilities:

 

Research & Consulting/Advisory

·        Collaboratively write and publish high quality topical and vendor-specific analysis and POVs at a regular cadence within assigned franchise area

Plan and participate in vendor research briefings and synthesize findings

Track vendor strategies and offerings to identify areas of differentiation and competitive advantage

Demonstrate command of high-level concepts and market dynamics in assigned franchise; contribute thoughtfully to discussions

Keep informed on market trends through self-education, and peer/client interactions; consistently demonstrate intellectual curiosity

Client-first; represent Chartis professionally in virtual and in-person interactions

Management & Operations

·        Execute Chartis processes efficiently to drive successful client deliverables; maintain accurate project tracking (Monday.com)

·        Responsible for overall project management of Chartis flagship report development; lead weekly SCRM calls for inflight reports

·        Adhere to approved supporting templates

·        Be a resource for global sales team fielding process questions

·        Adhere to the company’s policies and standards, follow reporting structures, and ensure that laws and regulations are being followed.

·        Proficient at delivering outcomes, tasks, and work deliverables/reports on time and at high levels of quality. Exercise a high level of reliability to clients, both internal and external.

Requirements

Qualifications:

Minimum

2-3 years’ working experience in a field related to technology or financial services

Bachelor’s degree

Proficiency in Microsoft office Suite (notably, Word, Excel and PowerPoint)

Skilled at data analysis and associated software

Skilled at English language writing

Ability to time manage – across projects, within a project

Preferred

·        Prior work experience as a research analyst; strong understanding of research methodologies

·        Facility with a business intelligence tool

·        Certifications such as a CFA

Benefits