Industry Researcher

Our Clients; Philippines; On-site; PHP 1,800,000 - 3,000,000; Full time

Job summary

Our Clients is seeking an experienced senior analyst to lead executive stakeholder engagement and strategic research. The role focuses on scoping and delivering bespoke market research for C-suite audiences across global markets, with emphasis on financial services, M&A, and capital markets.

The position requires strong Excel and PowerPoint expertise, data storytelling, and the ability to mentor junior analysts while integrating GenAI into daily workflows.

Qualifications

• Tenure: 6 to 8+ years of relevant experience in an analytical or market research role.
• Industry Focus: Financial Services, M&A, Capital Markets, Banking, Private Equity, or top-tier Professional Services/Strategy Consulting.
• Multinational Exposure: Proven success operating in global, multi-stakeholder corporate environments.

Responsibilities

• Partner with C-suite stakeholders to scope, refine, and deliver complex market research initiatives.
• Conduct in-depth client analysis, competitive benchmarking, and sector/country market trend evaluations across global economies.
• Independently manage research projects from scoping to delivery, presenting findings in executive-ready formats.
• Evaluate large financial and market datasets to extract meaningful trends and implications.
• Build advanced data models and executive presentations using Excel and PowerPoint.
• Leverage GenAI tools to accelerate data synthesis and validate information accuracy.
• Mentor junior analysts on analytical frameworks, visualization best practices, and data accuracy.

Skills

Excel

PowerPoint

Data visualization

GenAI integration

Financial analysis

M&A / Capital markets

Stakeholder management

Bloomberg

S&P Capital IQ

PitchBook

Tools

Bloomberg

S&P Capital IQ

PitchBook

Mergermarket

Preqin

Refinitiv

Job description

Key Responsibilities

Executive Stakeholder Engagement & Strategic Research

• Partner directly with C-suite stakeholders, Partners, and Directors to scope, refine, and deliver complex, bespoke market research initiatives.
• Conduct in-depth client analysis, competitive benchmarking, and sector/country market trend evaluations across global economies.
• Independently manage research projects from scoping to delivery, presenting synthesized findings in executive-ready formats.

Data Analysis, Visualization & Insight Delivery

• Evaluate large financial and market datasets to extract meaningful trends, stories, and strategic implications.
• Build advanced data models, financial reports, and executive presentations utilizing expert-level Microsoft Excel and PowerPoint templates.
• Leverage Generative AI tools to accelerate data synthesis, validate information accuracy, and enhance analytical efficiency.

Knowledge Management & Team Leadership

• Learn, adopt, and leverage specialized global financial databases and workflow tools quickly.
• Act as a functional mentor to junior team analysts, providing guidance on analytical frameworks, visualization best practices, and data accuracy.

Requirements

Experience & Background

• Tenure: 6 to 8+ years of relevant experience in an analytical or market research role.
• Industry Focus: Strong background in Financial Services, Mergers & Acquisitions (M&A), Capital Markets, Banking, Private Equity, or top-tier Professional Services/Strategy Consulting.
• Multinational Exposure: Proven success operating in global, multi-stakeholder corporate environments.

Technical & Analytical Competencies

• Advanced Excel Mastery: Expert proficiency in complex formulas, macros, nested logic, dynamic pivot tables, and financial dataset manipulation.
• Data Storytelling & Design: Superior ability to craft visual narratives and executive decks (PPT) tailored to C-level audiences.
• Generative AI Integration: Demonstrated ability to integrate modern GenAI applications into daily research, analysis, and validation workflows.
• Preferred Platforms (Nice to Have): Hands-on exposure to global research databases such as Bloomberg, S&P Capital IQ, PitchBook, Mergermarket, Preqin, or Refinitiv.