Research Analyst at Expert Institute (Milwaukee, WI)

| Milwaukee, WI
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Company Description

At Expert Institute, we’re building the smarter future of legal technology. Through our cloud-based expert service platform, Expert iQ, we empower attorneys with the expertise they need to win. 

We’re proud to call some of the nation’s most prominent law firms as clients. Together with our network of over 3 million subject-matter experts, we’ve had a hand in securing over $20 billion in recovered value while working across recent civil rights, Big Tech, and major league sports-related litigation.

We’re making this all happen through a SaaS-enabled model: our team is the fuel helping the expert engine run. We’re a team of researchers, medical doctors, client advocates, business development leaders, and technologists. As we roll out new Expert iQ features, expand our client base, and onboard new experts, we’re always looking for growth-minded individuals to join the team.

Job Description

This is a unique opportunity for those interested in building a career in a client-facing role or within the legal industry. Research Analysts are the foundation of Expert Institute’s Expert Search service and are responsible for sourcing, screening and vetting expert witness candidates who will aid in the litigation needs of attorney clients. You will spend much of your time interacting with subject matter experts via email and phone calls to determine each candidate’s suitability for the legal matter at hand. A valuable addition to a law firm’s workflow, Research Analysts act as consultants to provide the research and insight that clients need to make an informed, data-backed decision.

On a daily basis, you will:

  • Balance working on multiple cases with varying deadlines 
  • Conduct background research to better understand the niche subject matter of each case
  • Identify and connect with existing contacts in our system, and reach out to brand new candidates to expand our network of professionals
  • Deliver thoroughly-researched expert recommendations 
  • Build relationships with experts to gather relevant information about their qualifications, provide insight into our process, and follow up on any outstanding items. 

No two projects are ever the same and the deliverables we provide our clients play a significant role in the outcomes of litigation. As a result, our Research Analysts must be insightful, pay close attention to detail, be great teammates and strive to create an outstanding client experience.


  • 0-2+ years of relevant work experience
  • Bachelor’s degree preferred
  • A client-focused mindset, prior customer service experience is a plus
  • Excellent communication and active listening skills
  • Ability to learn complex material and multitask
  • Continuous self-learner and a competitive drive
  • Proven experience being a great teammate
  • Ability to work autonomously and achieve individual performance metrics
  • Computer literacy; comfortable using cloud-based solutions to manage day-to-day business (i.e. Salesforce)
  • Strong work ethic and a positive presence

Additional Information

All your information will be kept confidential according to EEO guidelines.

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • JavascriptLanguages
    • SqlLanguages
    • HTMLLanguages
    • CSSLanguages
    • ReduxLibraries
    • Twitter BootstrapLibraries
    • Google Cloud SDKLibraries
    • Sequelize ORMLibraries
    • ExpressFrameworks
    • PostgreSQLDatabases
    • Google AnalyticsAnalytics
    • TableauAnalytics
    • IllustratorDesign
    • InVisionDesign
    • PhotoshopDesign
    • SketchDesign
    • Google DriveManagement
    • Google DocsManagement
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    • JIRAManagement
    • TrelloManagement
    • WordpressCMS
    • DocuSignCRM
    • HubSpotCRM
    • SalesforceCRM
    • MailChimpEmail
    • ZoomInfoLead Gen

An Insider's view of Expert Institute

What are some social events your company does?

During my time at Expert Institute, I've been a part of some awesome social events. I've been able to admire the Statue of Liberty during a boat cruise, master the nuances of wine and cheese virtually, and receive expert advice during our golf outing. These sponsored events offer something for everyone and I get to know my colleagues even better!

Meredith Kalberer

Associate Director, Medical Research Operations

What's the biggest problem your team is solving?

Every day, attorneys come to us to source experts to assist with their cases. Each case has unique challenges to overcome, whether it's the expert specialty, case theory, or jurisdiction requirements. Our team speaks with attorneys to learn more about their cases and experts in various industries to find the most suitable expert for these cases.


Director, Multidisciplinary Research

How has your career grown since starting at the company?

I started in 2019 as an SDR with goals to work hard, learn the process & bring ideas to my managers. After 8 months of exceeding KPIs, I was promoted to the SDR, Manager role, then to Associate Director, Business Development. In my 3+ years at EI, I've gained new opportunities & grown professionally during the rapid expansion of the company!


Associate Director, Business Development

How does the company support your career growth?

Although we all have recurring daily responsibilities, Expert Institute encourages us to grow and refine our skills by getting involved in different and new initiatives. Continually learning and exploring new ways to optimize processes and solve challenges is ingrained into the culture here at EI!


Team Lead, Strategy & Analytics

What are Expert Institute Perks + Benefits

Friends outside of work
Eat lunch together
Open door policy
Team owned deliverables
Team based strategic planning
Open office floor plan
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Retirement & Stock Options Benefits
401(K) Matching
Performance Bonus
Child Care & Parental Leave Benefits
Flexible Work Schedule
Remote Work Program
Vacation & Time Off Benefits
Generous PTO
Paid Holidays
Paid Sick Days
Perks & Discounts
Beer on Tap
Casual Dress
Commuter Benefits
Company Outings
Stocked Kitchen
Some Meals Provided
Happy Hours
Pet Friendly
Professional Development Benefits
Job Training & Conferences
Diversity Program
Promote from within
Mentorship program

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