Overview
The Insights product is a new offering for Guidepoint's Institutional investment and corporate clients, that offers teleconferences, surveys, and in-person events. The teleconferences live in a transcript library portal, which covers a wide of industries/topics that enable our clients to make informed decisions. All content features experts from Guidepoint’s proprietary global network and is conceptualized and hosted by former investment professionals (i.e., private equity/hedge fund), sell-side equity research analysts, and industry professionals. Visit Insights team biographies at https://www.guidepoint.com/insights/#team.
What You'll Do:
- Work closely with the Insights team to execute teleconferences that will cover a wide range of sectors with focus on tech/media/telecom.
- Might be required to monitor a coverage universe of private companies within the Greater China space.
- Track key industry trends, material news flows, earnings releases, investor presentations, research in key coverage markets.
- Identify and maintain a robust pipeline of company and industry specific topics — generate original ideas for discussion, covering business updates, event studies, channel checks, hot topics, and other investment narratives.
- Proactively monitor pipeline of upcoming call topics so experts can be identified or selected 1-2 weeks before scheduled call date
- Recruit new advisors to join the Guidepoint network, using a variety of outreach tools and resources provided. Communicate with potential experts via phone to answer questions or discuss/verify their credentials
- Develop effective screening criteria for experts to test knowledge of subject matter; Review responses to screening questions from experts to gauge sufficient knowledge of subject matter
- Ensure Guidepoint compliance policies and protocols are adhered to.
- Work with research teams to identify and recruit additional industry experts to our Expert Network; Manage and further develop relationships with both experts and clients
What You Have:
- Bachelor’s degree or Master’s degree, CFA or CPA is a plus
- 2 to 5 years of work experience at a financial services or research firm with a focus on TMT sector or as a generalist.
- Ability to work in a fast-paced entrepreneurial environment; Effective time management and organizational skills.
- Outgoing personality with the ability to speak with people at all professional levels.
- Intellectual curiosity and desire to learn.
- Demonstrated ability to work both individually and as part of a team.
- Excellent communication and interaction skills, including demonstrated written and verbal abilities in English and Mandarin.
What We Offer:
- 14 annual leave days (PTO Days), 11 legal holidays, and 7 full paid sick days
- Social insurances and housing fund
- Shanghai CBD location, Hong Kou Football Stadium with Line 3 and line 8 metro
- Free snacks and beverages in the office, including free coffee
- Competitive salary depending on experience.
- Casual work environment,
- Monthly birthday celebration, team building, and other social events.
About Guidepoint:
Guidepoint powers end-to-end research workflows for the world’s best research teams.
Backed by a global network of more than 2 million experts and over 1,600 employees, Guidepoint delivers real-time access to expertise, primary research, and actionable knowledge that help organizations make informed decisions. Through consultations, surveys, events, proprietary content, and AI-enabled tools, we support every stage of the decision-making process—from developing hypotheses and gathering insights to validating assumptions and building conviction for critical decisions.
At Guidepoint, our success relies on the diversity of our employees, experts, and clients, which enables us to foster meaningful connections and a broad range of perspectives. We are committed to creating an inclusive and welcoming environment where individuals of all backgrounds, identities, and experiences can contribute and succeed.
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Skills Required
- Bachelor's degree or Master's degree
- 2 to 5 years of work experience at a financial services or research firm (TMT focus or generalist)
- Excellent written and verbal communication skills in English and Mandarin
- Ability to work in a fast-paced entrepreneurial environment; strong time management and organizational skills
- Outgoing personality with ability to speak with people at all professional levels
- Demonstrated ability to work both individually and as part of a team
- Intellectual curiosity and desire to learn
- CFA or CPA
Guidepoint Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Guidepoint and has not been reviewed or approved by Guidepoint.
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Leave & Time Off Breadth — Paid time off and sick days are considered competitive for early‑career roles, with separate allocations for PTO and sick time. This breadth supports baseline work-life needs beyond just holidays.
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Retirement Support — A 401(k) plan with company matching is highlighted and aligned with mid‑market expectations. Employer verification of the match underscores a tangible long‑term benefit.
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Wellbeing & Lifestyle Benefits — A casual hybrid work environment, wellness activities, team events, commuter support, and office perks are emphasized. These culture‑oriented offerings add non‑cash value to the overall package.
Guidepoint Insights
What We Do
Guidepoint connects clients with vetted subject matter experts—Advisors—from our global professional network. Our clients leverage the insights and perspectives shared by our Advisors to stay informed and make better business decisions. Our multinational client list includes nine of the top 10 global consulting firms, hundreds of hedge funds (including five of the largest firms), and many of the largest private equity firms and Fortune-ranked companies. Guidepoint’s fourteen offices on three continents provide 24/7, quick and agile service.
