Oliver Wyman - Research Analyst FS - NY

Marsh & McLennan Companies; Town of Islip (NY); On-site; USD 75,000 - 135,000; Full time

Job summary

An established industry player is seeking a Senior Research Analyst to join their dynamic team in the Corporate & Investment Banking sectors. This role involves conducting in-depth research, analyzing large datasets, and delivering insightful reports that drive business decisions. The ideal candidate will possess strong research skills, a collaborative mindset, and a passion for the financial services sector. You will have the opportunity to mentor junior colleagues and engage with senior stakeholders, making a significant impact on the firm's projects. Join a forward-thinking company that values professional development and offers a competitive total rewards package.

Benefits

Health and Welfare Benefits

Tuition Assistance

401K Savings

Employee Assistance Programs

Performance-Based Incentives

Qualifications

• 3+ years of research experience in financial services required.
• Strong understanding of financial trends and competitive impacts.

Responsibilities

• Conduct timely and accurate research for diverse financial topics.
• Deliver well-synthesized research insights to support business development.

Skills

Research Skills

Microsoft Excel

Data Analysis

Critical Thinking

Project Management

Creative Problem-Solving

Collaboration

Education

Bachelor's Degree

CFA (advantage)

Tools

Microsoft Office Suite

Capital IQ

Eikon/LSEG/DataStream

Bloomberg

PowerBI

Job description

Oliver Wyman - Research Analyst FS - NY

Company:

Oliver Wyman

Description:

About Oliver Wyman

Oliver Wyman is a global leader in management consulting. With offices in 60 cities across 29 countries, Oliver Wyman combines deep industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation. Our 7000 professionals help clients optimize their business, improve their operations, and risk profile, and accelerate their organizational performance to seize the most attractive opportunities. Oliver Wyman’s thought leadership is evident in our agenda-setting books, white papers, research reports, and articles in the business press. Our clients are the CEOs and executive teams of the top Global 1000 companies. Visit our website for more details about Oliver Wyman: www.oliverwyman.com

Role Overview:

The Knowledge Team supports our firm by planning and execution of demanding research projects for diverse topics and industries, as well as the interpretation, evaluation, and preparation of results. We are currently seeking a Senior Research Analyst who will be focused on the Corporate & Investment Banking sectors. The Research Analyst role will be embedded within Oliver Wyman’s Banking & Financial Services Practice, requiring strong collaboration with Practice leaders, Senior practice-aligned consultants and the Knowledge team.

The OW Corporate and Investment Banking Research Analyst delivers impact, by seamlessly integrating industry expertise, deep-knowledge, and curiosity within the fast-paced changing-dynamics in the financial services sector. We are seeking someone who is collaborative, creative, applies critical thinking, who digs deep to solve problems.

As a Research Analyst, you over time would be the go-to researcher for the practice. You will have strong research skills in a variety of financial research databases, as well as the ability to grasp and recommend new ones quickly. You will provide comprehensive synthesis of your own knowledge, datasets, reports and insights, pointing out important and relevant “so-what's” and alternatives when needed. You will execute analysis, sense-check and deliver results. You will demonstrate a desire to grasp client impact, by asking impactful and relevant questions, and applying your deep-industry knowledge. Over time, you will build professional relationships with the practice heads, partners, and stakeholders, attending and presenting at monthly practice and client meetings, firm and practice events, and kick-offs.

Client engagements are heavily data driven, which requires you to have excellent Microsoft Excel and PPT skills, to analyse and present large data sets and point-out inconsistencies when needed.

In time, you will provide active training and mentoring opportunities to more junior research colleagues and consultants, on various FS desktop resources. With your passion, career development & willingness to learn, you are encouraged to take advantage of our firm’s learning and development curriculum for ongoing professional development.

Key Responsibilities:

• Scope and develop project research needs, conduct timely, accurate and cost-effective research based on focused needs.
• Deliver compelling, well-synthesized research deliverables, created from multiple sources that glean key concepts and trends, providing credible insights to support the practice’s business development or project requirements.
• Manage large data sets and conduct data analysis.
• Take ownership and lead customized research products/services, including identifying opportunities for customized research products/services, sector/company fact-packs, benchmarks, trend analysis or support for our published reports.
• Contribute to developing the story line or taking on responsibility for a module of research. This includes support for point of view, in-depth reports, and other marketing collateral.
• Use OWs Artificial Intelligence (AI) products, to do research, story-line results, and enhance deliverables.
• Demonstrate strong collaboration skills, including coaching junior research colleagues and continually collaborating with the global Knowledge Services team members, by sharing ideas and experiences.
• Adhere to firm work standards and processes.

Experience Required:

• 3+ years of prior related research experience as a financial services researcher or analyst at a management consultancy, bank, or market research vendor.
• Well versed on financial services trends, with a strong understanding of the competitive impacts on companies and sectors, the changing regulatory environment, and its effect.
• Minimum BS/BA degree. CFA achievements are an advantage.
• Strong project management skills.
• Evidence of a collaborative approach in previous roles, with a highly developed service orientation.
• Passion and willingness to learn.
• Role covers a range of services but will focus on providing a proactive service that anticipates the needs of the practice.

Technical Skills:

• High Proficiency with the Microsoft Office suite (Excel, PowerPoint, Word, Outlook).
• Experience with research tools such as Capital IQ, Eikon/LSEG/DataStream, Bloomberg, Preqin, Pitchbook, Dealogic, Factiva or Morningstar.
• Experience testing/using AI tools to enhance research deliverables.
• Strong technical aptitude and the ability to work with large data sets is important. Knowledge of PowerBI beneficial.

Skills and Attributes:

• Attention to detail and high accuracy.
• Creative problem-solving skills.
• Inquisitive with tenacious drive to solve complex research challenges.
• Strong interest and knowledge in the financial services sector(s).
• Demonstrated team-player.
• Commitment & Engagement – Willing to go extra mile for our internal clients and colleagues, engagement for Knowledge team & OW social.
• Acts with integrity, support our team, and uphold our values. We are dedicated to fostering an inclusive workplace and embodying our values.
• Ability to operate under pressure and tight deadlines, while effectively prioritizing and managing time.
• Hardworking/flexible with a positive attitude.
• Commitment to ongoing professional development, and a growth mindset. You are encouraged to take advantage of our training opportunities.

The applicable base salary range for this role is $75,000 to $135,000 USD.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.