The Role
Conduct executive-level interviews with investors, analysts, executives, and board members; recruit respondents, meet study quotas, build professional rapport, and support qualitative and quantitative research projects. Summarize findings clearly for senior audiences while managing multiple studies, collaborating with research teams, and maintaining accuracy, responsiveness, and high-quality deliverables across time zones.
Summary Generated by Built In
Join a Company That Makes Culture a Priority.
Rivel’s Research division is currently seeking a motivated Investor Research & Engagement Specialist with flexibility across time zones to join us in a fully remote or hybrid capacity, if local to Westport, CT.
About Us
Rivel is the world's largest provider of investor perception studies and a trusted strategic advisor to public company leaders. For more than 35 years, we have helped management teams and boards strengthen investor confidence through research-driven insights, Investor Day strategy, messaging development, governance advisory and sustainability-related counsel. Our proprietary normative database and deep understanding of the investment community enables clients to make more informed decisions and communicate with greater credibility.
About You
This is an excellent opportunity for financial services professionals, business-to-business marketing research specialists or individuals with strong interviewing and finance experience. The ideal candidate is a polished communicator who can build rapport with investment community respondents, conduct thoughtful research interviews, meet assigned quotas and support the creation of high-quality research deliverables for senior level audiences.
PRIMARY RESPONSIBILITIES:
REQUIREMENTS:
The base range of compensation for this role is $70,000 - $80,000. Compensation for this position is adjusted based on skill, effort, responsibility, education, training, credentials, geographic location, working conditions and/or experience.
Rivel’s Research division is currently seeking a motivated Investor Research & Engagement Specialist with flexibility across time zones to join us in a fully remote or hybrid capacity, if local to Westport, CT.
About Us
Rivel is the world's largest provider of investor perception studies and a trusted strategic advisor to public company leaders. For more than 35 years, we have helped management teams and boards strengthen investor confidence through research-driven insights, Investor Day strategy, messaging development, governance advisory and sustainability-related counsel. Our proprietary normative database and deep understanding of the investment community enables clients to make more informed decisions and communicate with greater credibility.
About You
This is an excellent opportunity for financial services professionals, business-to-business marketing research specialists or individuals with strong interviewing and finance experience. The ideal candidate is a polished communicator who can build rapport with investment community respondents, conduct thoughtful research interviews, meet assigned quotas and support the creation of high-quality research deliverables for senior level audiences.
PRIMARY RESPONSIBILITIES:
- Conduct engaging, executive-level interviews with senior investment community and corporate audiences, including buy-side investors, sell-side analysts, C-suite executives, management teams and board directors
- Reach out to client-provided samples via multiple communication channels to secure interview participation and meet assigned quotas while maintaining a high standard of quality, accuracy and responsiveness
- Build rapport with respondents by communicating professionally, sharing relevant research context and encouraging thoughtful participation
- Use persistence, persuasion and creative problem-solving to advance challenging studies and support successful project completion
- Collaborate with research team members on qualitative and quantitative research activities and perform other duties as assigned
REQUIREMENTS:
- Bachelor’s degree
- Financial services background; investor relations experience a plus
- Polished executive interviewing skills with excellent verbal and written communication
- Ability to summarize research clearly and concisely for senior-level audiences
- Friendly, proactive approach with strong relationship-building and respondent engagement skills
- Sales aptitude, including comfort with outreach, persuasion and follow-up
- Innovative and technologically savvy, with the ability to learn technical programs quickly
- Strong attention to detail, accuracy and proofreading
- Self-motivated and responsive, with the ability to work independently, manage multiple studies with flexibility to work across multiple time zones
- Qualitative and quantitative research experience or aptitude; financial acumen or ability to learn financial concepts quickly
- Fluency in additional languages is a plus
- Alignment with Rivel’s core values
The base range of compensation for this role is $70,000 - $80,000. Compensation for this position is adjusted based on skill, effort, responsibility, education, training, credentials, geographic location, working conditions and/or experience.
Skills Required
- Bachelor's degree
- Financial services background
- Polished executive interviewing skills
- Excellent verbal and written communication skills
- Ability to summarize research clearly and concisely for senior-level audiences
- Relationship-building and respondent engagement skills
- Sales aptitude, including outreach, persuasion, and follow-up
- Technological aptitude and ability to learn technical programs quickly
- Strong attention to detail, accuracy, and proofreading skills
- Ability to work independently and manage multiple studies across time zones
- Qualitative and quantitative research experience or aptitude
- Financial acumen or ability to learn financial concepts quickly
- Investor relations experience
- Fluency in additional languages
- Alignment with company core values
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The Company
What We Do
As data-driven management consultants, Rivel helps management teams and boards improve valuation, mitigate risk and drive performance. Since 1991, Rivel has been advising management teams and boards on how aligning attitudes and behaviors of key stakeholders (Employees, Customers and Shareholders) can make the difference between success and failure in their business. Our rapidly growing client list includes some of the largest publicly traded companies in the world across all industries including 50% of the S&P 500 and 20% of the FTSE 100. Rivel has 4 Main Solutions: • TrendLign – Perception research conducted within the investment community, management, board of directors and employees. • StoryLign – Strategic investor communications and investor days (messaging, design, coaching and logistics). • GuideLign Intelligence Council and Advisory – Investor communications best practices and customized advisory. • Governance and Sustainability – Board evaluations, ESG advisory, materiality assessments and corporate governance best practices.
