Research Associate, Client Services jobs in United States
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Apex Leaders · 7 hours ago

Research Associate, Client Services

Apex Leaders is a company that custom-recruits industry experts for private equity firm clients. They are seeking a dynamic Research Associate, Client Services to identify and source specialized advisors, provide strategic research insights, and support client project success while managing multiple projects.

Financial ServicesProfessional ServicesVenture Capital
Hiring Manager
Emily McClung
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Responsibilities

Identify and source specialized advisors, provide strategic research-related insights, and support client project success
Conduct company, advisor and industry research to identify relevant individuals, using channels such as professional networks, industry associations, and trade publications
Consult and support the Client Services Managers to ensure client projects are successful
Sourcing relevant leads, consulting on difficult client requests, and supporting client-facing teams to fulfill client requests
Reviewing and analyzing research requests and using a range of resources to identify the most relevant advisors across geographies, industries, and topics for each project
Partnering closely with Client Services Managers to understand the research request, make strategic recommendations and effectively communicate research status
Clearly and openly communicating with coworkers to build and maintain strong relationships
Independently deploying and completing internal operations initiatives
Managing multiple research and operations projects (i.e. Market Maps, Industry Reporting insights) with changing priorities
Embodying the Apex Leaders Core Values with team members, clients, and all other stakeholders

Qualification

Research expertiseProject managementEffective communicationUnderstanding business structuresTime managementCreative problem solvingCritical thinkingAdaptability to technologyInnovative mindsetTeam collaboration

Required

Bachelor's degree from an accredited undergraduate institution or relevant equivalent experience required
0-2 years of experience in company or customer operations or a related field
A history of academic and/or professional success
Success starting, managing and completing various projects at the same time
Highly organized with great time management skills
Effective communication skills
Experience working successfully independently and with a broader team
A knack for creative problem solving and critical thinking
An innovative, forward thinking mind-set
Exceptional reasoning and judgment
Understanding of various business structures and value chains
Ability to quickly learn and master new computer systems and software, demonstrating comfort with evolving technologies, including AI-powered tools and platforms

Preferred

Previous R&D or secondary research experience is a plus

Benefits

Hybrid, in office, and remote working options
100% employer-paid premiums on medical and dental insurance for the employee
Voluntary vision and life insurance options
Fitness and wellness reimbursement
401K with matching
Annual profit sharing program
Extensive Paid Time Off (PTO) – 24 days of PTO + 11 paid holidays
6-week paid sabbatical after 5 years of service
Paid parental leave
Short and long term disability insurance covered fully by the company
Ongoing culture, team building, and development events
Volunteer initiatives
Opportunity for swift advancement into Client Services Manager role

Company

Apex Leaders

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Apex Leaders is a human capital firm that specializes in portfolio management, investment returns, board and executive placement.

Funding

Current Stage
Growth Stage

Leadership Team

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Dave Myers
Chief Executive Officer
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Company data provided by crunchbase