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Metro location, common research analyst title, broad generalist skills, and recognizable employer increase applicant competition.
Core research and data skills are transferable, but financial product knowledge raises moderate industry specificity.
Requires degree, financial literacy, strong Excel and data integrity skills with optional technical tools, enforcing moderate filters.
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Conduct research on emerging trends in financial markets, especially asset/wealth management, insurance, and capital markets.
Compile global trends and track industry metrics for use in research outputs and periodicals.
Support one-time research engagements and share industry knowledge with the global research team.
Undergraduate or graduate degree in economics, finance, commerce, business administration, mathematics, statistics, or social sciences with relevant experience.
Proficiency in MS Office suite including advanced Excel skills; knowledge of databases is an asset.
1-2 years of experience preferred in financial services or wealth management (not mandatory).
Work Experience Required: 1-2 years preferred, but not mandatory.
Strong analytical skills with attention to detail and data integrity.
Ability to develop research skills through training and apply financial literacy across banking, insurance, asset management, and capital markets.
Collaborative with demonstrated ability to share insights and work within a global research team environment.