Research Associate (Financial Services)

Responsibilities:

The ongoing research responsibilities of the position feed into quarterly, semi-annual and annual subscription-based research publications, as well as being a key support for one-time engagements and research projects. The role involves ongoing tracking of product and distribution channel metrics, engaging with many research participants for both knowledge-building and client service perspectives.

Specifically, on a day-to-day basis, the Associates responsibilities could encompass the following:

• Financial literacy

  - Should have a basic level of understanding of financial products across the financial spectrum (Banking, Insurance, Asset wealth management and Capital markets)

• Develop necessary skillsets via training

  - Undergo training on data sources to collect information and produce content.

• Information gathering:

  Review information gathered by the analyst and, if required,

  c

  onduct secondary research on emerging trends in the financial services industry (esp. Asset/wealth management, Insurance and alternative private markets space.

• Synthesise and summarise

  findings from the above pieces of intelligence gathered on global trends/topics

• Deliverables:

  Contribute to periodical research productions and other outputs as required by the global research team. Based on need, conduct competitive intelligence and prepare factsheets of players. Support for one-time engagements at ISS MI by conducting the requisite secondary research to produce the output

• Team player

  - Proactively share knowledge and understanding of industry developments with the global ISS MI Research team, on a formal and informal basis.

Individuals who join the ISS MI team will enjoy:

• Competitive compensation and benefits.
• A highly interactive, collegial, and supportive culture.
• Unparalleled engagement with senior and C-suite executives at firms across the wealth management, banking, retirement and insurance fields.

Qualifications:

The ISS MI Research environment is best suited to self-starting, highly motivated individuals who can deal with the pressures of learning/researching, developing analyses and delivering research outputs within specific timelines.

Candidates should have:

• A masters degree from a well-recognised university in economics, finance, commerce, or business administration. Other disciplines such as mathematics, statistics or social sciences will be considered in combination with experience.
• 4-6 years experience in the financial services or wealth management industries would be preferred (though not necessary)
• Must be proficient in standard office software (MS Office Excel, Word, PowerPoint, Access).
• Strong command and understanding of MS Excel and working knowledge of databases an assets.
• High attention to detail and data integrity.
• Well-developed verbal and written communication skills.
• Strong interpersonal and people management skills.
• Sense of responsibility for deadlines and deliverables.
• The flexibility to adapt to changing priorities.
• Excellent problem-solving skills.