Research Associate/Writer - Financial Services

Posted 2 Days Ago
Be an Early Applicant
New York, NY, USA
Hybrid
Entry level
Insurance • Analytics • Consulting • Financial Services
The Role
Conduct qualitative and quantitative research on financial services firms’ digital customer experiences. Write reports, analyze competitive insights, monitor industry trends, verify deliverable accuracy, manage multiple projects, tailor research to client needs, and support analysts with consulting engagements and client inquiries.
Summary Generated by Built In

About the Role: 

CI is looking for talented and motivated Research Associates to join our team. Research Associates track the digital platforms provided by the nation’s leading financial services firms, collaborate on written deliverables, learn to work with clients and become subject matter experts in their given industry. Successful Research Associates grow into Analysts, who lead research, present their findings and manage relationships with clients on custom consulting projects. Typical consulting engagements include competitive landscape analysis, benchmarking studies and advice for executives on customer-facing technology and related trends.

About Us:

Corporate Insight (CI) is a research and consulting firm known for providing actionable competitive intelligence on the digital customer experience. CI publishes in-depth research on online/mobile banking, investing, insurance, retirement and emerging areas like fintech and digital advice. For over 30 years, we have helped firms improve the way they serve millions of customers by offering objective feedback and advice on their customer experience. 


CI strives to deliver high-quality work daily, but we like to have fun, too. Our active social committee organizes regular team-building and recreational events. We have frequent in-office, out-of-office and hybrid events, including field days, scavenger hunts, board game tournaments, an annual MLB game, and more. 

CI provides health insurance, vision and dental insurance, and a 401(k) with a company contribution. We also provide paid time off: vacation days, sick days and personal days. 

CI is currently operating on a hybrid model at our NY office where team members will be expected to work at our Midtown Manhattan office part of the time.

Responsibilities:

  • Writing reports summarizing changes to an assigned industry's digital experiences
  • Detailing competitive insights about the customer experience
  • Tailoring research to address clients’ interests
  • Managing multiple projects simultaneously
  • Keeping current on industry trends and innovations
  • Checking data in deliverables to ensure quality and accuracy
  • Supporting Analysts with consulting engagements, custom projects and client inquiries

 

This position is suited for an entry-level candidate interested in beginning a career in business, consulting, research or financial services. Your cover letter should outline your qualitative research and writing experience. Successful applicants have a range of backgrounds, including but not limited to business, economics, English, history, chemistry, government and sociology. Note: This is not a financial analyst position. Candidates with experience that exceeds the below may be hired at a more senior level.

 

Requirements:

  • Bachelor’s degree and a record of strong academic performance
  • Exceptional writing, speaking and analytical skills
  • Positive attitude, strong work ethic and intellectual curiosity
  • Professional writing style with experience writing in multiple styles
  • Experience working independently and collaborating with a team
  • Experience conducting research and communicating results to an audience
  • Attention to detail and very high standards for one’s work

 

Preferred Qualifications:

  • Experience working in a business environment (internships with financial services firms or consulting firms are a plus)
  • An understanding of both website usability principles and financial services
  • Quantitative research experience, specifically survey data analysis
  • Experience working with Microsoft Office, specifically Word and PowerPoint; familiarity with Excel, Teams, SharePoint and OneDrive are a plus

Corporate Insight provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Know Your Rights: FMLA, EEOC, E-Verify Participation, Right to Work

Skills Required

  • Bachelor's degree
  • Strong academic performance
  • Exceptional writing, speaking, and analytical skills
  • Positive attitude, strong work ethic, and intellectual curiosity
  • Professional writing style and experience writing in multiple styles
  • Experience working independently and collaborating with a team
  • Experience conducting research and communicating results to an audience
  • Strong attention to detail and high standards for work
  • Experience working in a business environment
  • Internship experience with financial services or consulting firms
  • Understanding of website usability principles and financial services
  • Quantitative research experience, specifically survey data analysis
  • Experience with Microsoft Office, especially Word and PowerPoint
  • Familiarity with Excel, Teams, SharePoint, and OneDrive
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The Company
HQ: New York, NY
106 Employees
Year Founded: 1992

What We Do

Corporate Insight provides competitive intelligence, user-experience research and consulting to leading financial services, insurance and healthcare organizations. The company analyzes actual customer experiences and digital capabilities through its research platform, helping clients understand evolving customer experience, identify opportunities to improve digital capabilities, and make smarter decisions based on actionable intelligence in their competitive landscape. This work helps organizations advance their competitive position.

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