Analyst, Financial Services Practice
3 weeks ago
Spencer Stuart seeks to recruit an Analyst for our Financial Services Practice ideally based in New York City. Analysts plays a critical and visible role on the team. Working closely with Associates, Senior Associates, and Consultants, Analysts operate as thought partners in understanding client needs and gathering relevant research that contributes to the overall assignment strategy.
Analysts are responsible for supporting the search strategy by producing industry and/or functional analysis and reports, as well as talent pool mappings for active search assignments, internal meetings, and new business initiatives. This includes competitive information, trends across sub-sectors, target company list development and potential prospect identification. The Analyst provides research and conclusions to be incorporated into client-ready documents. Over time, it is expected that the Analyst will develop industry expertise by maintaining an awareness of industry trends and "best in class" leaders/future leaders.
Successful Analysts have the opportunity to pursue various career development paths and leadership opportunities, including a path towards Consultant, while building highly transferrable skills in research, analysis, communication, teaming, and problem solving.
The base compensation range for this position is $65-68k per year. The actual base compensation offered within this range will be dependent on the individual's skills, experiences, and qualifications. This position will be eligible to participate in our annual discretionary bonus program.
Spencer Stuart also offers a competitive benefits package, which includes:
- Retirement savings plan with discretionary profit sharing contribution and employer match;
- PTO (minimum 15 days per year, increases with tenure), paid sick time (10 days per year), company holidays (12 days per year), and paid leaves of absence when applicable;
- Comprehensive health benefits, including medical, dental, and vision insurance, and healthcare flexible spending account;
- Life Insurance, and short-term and long-term disability insurance;
- Wellness benefits, including an employee assistance program, virtual mental health program, and mindfulness program; and
- Voluntary benefit options, including supplemental life insurance, identity theft protection, and whole life insurance with long-term care and critical illness coverage.
Reports to:
- Director of Analysts
- Associates and Consultants (on a project basis)
- Consultants, Associates, Senior Associates
- Executive Assistants
- Directors of Associates
- Develop a solid understanding of the potential client/client's industry including specific information regarding the "value proposition" (competitive landscape, strengths, and weaknesses), stock performance, employee count, etc. Synthesize information accurately, so that it is easily incorporated into a readable, client-ready document.
- Maintain current awareness of news and issues associated with key client engagements and market opportunities and share that information and knowledge in a timely way with Associates, Consultants and Executive Assistants.
- Assist in high level name generation and talent mapping creation. Contribute to the long list creation by leveraging internal and external databases to provide commentary on potential candidates.
- Participate in kick-off meetings with Associates and Consultants to assist in the development of the search strategy. Directly assist Associates with search-related tasks, such as the development of a search strategy and target list.
- Develop industry and/or functional expertise by maintaining an awareness of industry trends and "best in class" leaders/future leaders.
Successful candidates will be self-directed, independent, and able to proactively address the needs of the practice, which is often fast-paced, quick-turn work that is highly integrated with client management and day-to-day client engagement. In addition, candidates will demonstrate a passion and ability for performing critical research and communicating their findings clearly and cogently, while delivering the highest caliber service for the greatest value. They will be graceful under pressure and be excellent multitaskers with an ownership mindset and results orientation.
Specific experience should include:
- Recent, or soon-to-be university graduate
- Strong academic performance is required (3.4+ GPA) and while all majors are welcome, finance, economics, or business-related degrees are preferred
- Compensation and benefits are commensurate with other high-end professional services firms.
- Well-roundedness demonstrated through leadership experience in internships, work experience, community service, athletics, or roles in student-led organizations
- Advanced research, analysis, and synthesis skills
- Strong verbal and written communication skills
- Self-directed and proactive in nature; resourceful, team-oriented, and tenacious
- Highly proficient with MS Office applications (Excel, PowerPoint, and Word)
- In possession of work authorizations necessary for the country in which you are applying
CRITICAL CAPABILITIES FOR SUCCESS
Project Management
Plan, manage, and drive own efforts in support of new business development and search assignment support as measured by timely completion of project tasks and feedback from project team members. Handle multiple projects with competing deadlines, work with individuals who have differing styles, and manage challenging expectations.
- Provide accurate and timely research information about executives, organizations, markets, or other relevant sectors.
- Take ownership of the project by doing what is needed at all phases of the research process. Anticipate next steps, and not wait to be told what to do.
- Regularly reassess priorities to align resources where/when needed and proactively reprioritize own workload to provide additional support to assignment team where/when needed.
- Deliver on commitments on-time or notify as early as possible if problems occur or deadlines will slip.
Synthesize research for business development initiatives, search assignments or intellectual capital initiatives and provide a succinct and accurate point of view as measured by quality and timeliness of contribution to assignment/project objectives.
- Listen and ask insightful questions.
- Leverage knowledge of an industry/function/sector and appropriate resources to gather relevant information.
- Subject researched facts to extensive analysis and interpretation before drawing conclusions.
- Make inferential leaps in thinking to reach a solution despite incomplete or ambiguous information.
- Make decisions rapidly, despite the complexity of the issues or pressures involved.
- Use effective business writing skills to create succinct, client-ready analyses and document information in Firm databases.
Contribute to the efficiency and quality of teams to successfully meet project objectives as measured by Consultant, Associate and peer feedback while working with individuals who have differing styles. Be authentic.
- Listen and ask questions to clarify understanding and demonstrate knowledge.
- Place team goals ahead of individual goals.
- Consider the needs of colleagues and adapt own communication style accordingly.
- Set expectations and clarify tasks to avoid wasting time and resources.
- Offer to work outside areas of responsibility when needed.
- Raise issues early and finding solutions collaboratively.
- Remain poised when under pressure or handling unexpected challenges.
- Proactively shares information with those who would benefit while being discreet.
Obtain and incorporate knowledge to enhance client work in a meaningful way; know how to get information, effectively use the available firm resources, develop and share industry/functional knowledge.
- Identify executive movements in the market and update Quest (ideally in real time) and colleagues.
- Genuine interest in/curiosity about people and businesses; actively builds personal awareness and team knowledge around the marketplace and the ecosystem of critical influencers and key agents.
- Understand how to identify and navigate the various relevant sources available (Quest, Capital IQ, D&B Hoovers, BoardEx, LinkedIn, etc.), as well as key people, leveraging both internal and external content and networks to drive distinct and unique insights and outcomes.
Develops self and others; seeks and provides feedback, modifies own performance or behavior based on feedback. A successful Analyst is constantly growing, learning, and enhancing his/her skills and capabilities:
- Seeks and is open to feedback from colleagues, placing value on self-development efforts; seeks opportunities for growth.
- Is self-aware and open to changing one's own behavior.
Champion the Firm's values, culture and Code of Conduct; engage, participate and collaborate with others. A successful Analyst, who people like working with, may over time also have a leadership role.
- Accept others' opinions and encourage teamwork.
- Is inclusive. Bring cultural awareness and sensitivity to each interaction with colleagues.
- Participate and contribute to internal activities; engage with office and practice.
- Represent Spencer Stuart well by speaking positively about the Firm and align behavior to Firm values.
- Conduct themselves in a way that is consistent with the Firm's values.
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