Research Associate, Client Services

Apex Leaders custom-recruits industry experts for private equity firm clients. The Research Associate, Client Services will identify and source specialized advisors, provide strategic research-related insights, and support client project success.

Responsibilities

• Identify and source specialized advisors
• Provide strategic research-related insights
• Support client project success
• Conduct company, advisor and industry research to identify relevant individuals
• Consult and support the Client Services Managers to ensure client projects are successful
• Work with various members of the team to support ongoing company initiatives, process improvements, and strategic developments
• 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

Skills

• 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
• Previous R&D or secondary research experience is a plus

Benefits

• 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 Overview