Oliver Wyman - Research Analyst FS - NY

Oliver Wyman; New York (NY); Hybrid; USD 75,000 - 135,000; Full time

Job summary

An established industry player seeks a dynamic Research Analyst to join their Banking & Financial Services Practice. In this pivotal role, you will leverage your research expertise to deliver impactful insights in the fast-paced financial services sector. Collaborating closely with senior consultants, you will manage large datasets, conduct thorough analyses, and synthesize findings into actionable reports. This position offers a unique opportunity for professional growth as you mentor junior colleagues and contribute to innovative research projects. With a commitment to diversity and inclusion, this firm fosters a collaborative environment that encourages creativity and critical thinking.

Qualifications

• 3+ years in financial services research or analysis.
• Strong understanding of financial services trends and regulatory impacts.

Responsibilities

• Conduct accurate and cost-effective research.
• Deliver well-synthesized research outputs and manage large datasets.
• Utilize AI tools to enhance research deliverables.

Skills

Research Skills

Data Analysis

Microsoft Excel

Microsoft PowerPoint

Project Management

Financial Services Knowledge

Creative Problem-Solving

Attention to Detail

Education

Bachelor's Degree

CFA (preferred)

Tools

Microsoft Office

Capital IQ

Bloomberg

Eikon

PowerBI

Job description

Join to apply for the Oliver Wyman - Research Analyst FS - NY role at Oliver Wyman

Oliver Wyman is a global leader in management consulting, with offices in 60 cities across 29 countries. We combine deep industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation. Our 7,000 professionals help clients optimize their business, improve operations, and accelerate organizational performance. Our thought leadership includes books, white papers, research reports, and articles in the business press. Our clients are CEOs and top executives of the Global 1000 companies. Visit our website for more details: www.oliverwyman.com

Role Overview: The Knowledge Team supports our firm by executing demanding research projects across various topics and industries. We are seeking a Senior Research Analyst focused on the Corporate & Investment Banking sectors. This role is embedded within Oliver Wyman’s Banking & Financial Services Practice, requiring collaboration with practice leaders, senior consultants, and the Knowledge team.

The OW Corporate and Investment Banking Research Analyst delivers impact by integrating industry expertise, deep knowledge, and curiosity in the fast-changing financial services sector. We seek someone collaborative, creative, and critical-thinking oriented, who digs deep to solve problems.

As a Research Analyst, you will become the go-to researcher for the practice, utilizing strong research skills in financial databases, synthesizing datasets, reports, and insights, and providing relevant analysis. Building relationships with practice heads, partners, and stakeholders through meetings and presentations is key.

Client engagements are data-driven, requiring excellent Microsoft Excel and PowerPoint skills to analyze and present large datasets and identify inconsistencies.

Over time, you will mentor junior colleagues and contribute to training on FS resources, leveraging our firm’s learning programs for professional development.

Key Responsibilities:

• Scope and develop research needs, conduct accurate and cost-effective research
• Deliver well-synthesized research outputs, highlighting key concepts and trends
• Manage large datasets and perform data analysis
• Lead customized research products and identify new research opportunities
• Contribute to storytelling and module research for reports and marketing collateral
• Utilize OW’s AI tools to enhance research and deliverables
• Collaborate with team members and coach junior staff
• Adhere to firm standards and processes

Experience Required:

• 3+ years in financial services research or analysis at a consultancy, bank, or market research firm
• Strong understanding of financial services trends, regulatory impacts, and competitive dynamics
• Bachelor’s degree; CFA is a plus
• Project management skills
• Collaborative approach and service orientation
• Passion for learning and growth

Technical Skills:

• Proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook)
• Experience with research tools like Capital IQ, Eikon, Bloomberg, Preqin, Pitchbook, Dealogic, Factiva, Morningstar
• Experience with AI tools for research enhancement
• Ability to work with large data sets; knowledge of PowerBI is beneficial

Skills and Attributes:

• Attention to detail and accuracy
• Creative problem-solving
• Inquisitiveness and tenacity
• Interest in financial services
• Team-player mentality
• Engagement and integrity
• Ability to operate under pressure and prioritize
• Flexibility and positive attitude
• Commitment to professional growth

The base salary range is $75,000 to $135,000 USD, determined by experience and other factors. Additional performance incentives and benefits are offered. We support a hybrid work environment with flexible remote options and in-office collaboration at least three days per week.

Oliver Wyman, part of Marsh McLennan, is committed to diversity and inclusion and provides accommodations for applicants with needs. For more information, visit our website or contact [e-mail].