Vice President Strategy and Research
Skills
About the Role
You will conduct in-depth analysis of investment topics, present conclusions to executive stakeholders, and build relationships with corporate partners. You will manage processes and metrics across key relationships, maintain CRM and CMS content, develop proprietary data assets, assist with diligence and deal processing, support portfolio value creation and business development, and collaborate on strategic initiatives.
Requirements
- Have 4–6 years of total prior work experience
- Have equity research experience at a top-ranked bank, industry analyst experience at a top research firm, strategy consulting experience, or specialized boutique consulting or advisory experience in financial services or retail
- Manage complex research and analytical projects
- Structure end-to-end analyses in PowerPoint independently
- Present findings to senior executive audiences
- Demonstrate attention to detail in logic, formatting, and writing
- Develop and maintain effective business relationships
- Be proficient in Excel
- Understand financial analysis
- Hold an undergraduate degree from a top-tier institution
- Interest or experience in financial services or retail is preferred
Responsibilities
- Create in-depth analyses on specific investment topics and themes
- Present key conclusions to external executive stakeholders
- Develop and maintain relationships with select corporate partners
- Support day-to-day processes across key relationships, including KPIs and metrics
- Support content and process management across CRM and CMS platforms
- Build and maintain proprietary data assets
- Assist the investment team with diligence and deal processing
- Support portfolio value creation and business development
- Collaborate on strategic initiatives