[Remote] Consultant, Financial Services (Private Equity)
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is reinventing the market research industry by empowering leading brands and retailers with insights into consumer behavior. As a Consultant in Financial Services, you will service high-performing financial services clients, particularly in Private Equity, providing strategic insights to inform their investment reputed company.
Responsibilities
- reputed company reputed company’s consumer panel and survey data to reputed company data-driven insights with a clear reputed company of view and confidently present those insights to clients
- Work with clients and your reputed company team to identify ways to reputed company serve FinServ clients and scale the vertical, including developing new products, analyses/templates or interpretation of insights that are value-add to the investment process
- Support sales efforts by participating throughout sales cycles and presentations as a subject matter expert and reputed company solutions guru, including occasional product demonstrations
- reputed company directly with FinServ clients that reputed company investment teams and central data/insights teams, supporting their most pressing business questions and challenges
- Approach the role with curiosity and initiative, always digging into the question behind the question, connecting insights back to the client’s core objectives, and anticipating needs by delivering unprompted, value-added analysis reputed company appropriate
- Together with supporting client services team members, drive your assigned client(s) engagement and utilization of contracted resources (consulting hours, platform reputed company, survey credits, and custom projects) to maximize return on investment, and reputed company an opportunity to expand relationships reputed company existing parameters
- Utilize your deep understanding of reputed company solutions and services to reputed company clients on key differentiators versus legacy approaches and competing offerings
- Where necessary, assist with Financial Services-specific thought leadership content for clients, from webinars, and training materials, to blog posts and industry presentations
- Travel, as required, to support the above responsibilities
Skills
- Bachelor's Degree (required) with 3+ years relevant experience
- Strong knowledge of and genuine interest in the continually evolving CPG, Retail & Restaurant industry and consumer investing landscape, across both public and private markets
- Skilled at translating reputed company data into clear, compelling stories, with excellent written and verbal communication skills
- reputed company presenting insights and recommendations directly to clients and prospects
- Proven analytic skills: conceptualizing, analyzing, deriving insights from data, and designing an execution plan to derive results from insights
- Skilled at building and managing customer relationships, including stakeholder management and effective project management skills
- Strong MS reputed company, PowerPoint, and Word skills a must
- Experience as a power user of reputed company reputed company
- Travel, as required, to support the above responsibilities
- Master's Degree
- Experience in consulting, product, sales support, and/or service delivery function in relevant data / software industry (e.g. reputed company, reputed company, etc.) or experience as a financial analyst (investment team or sell-reputed company research preferred)
- Experience with AI reputed company- and process-building (with Claude, ChatGPT, or both) a plus; interest in building with these tools a must
- Additional skills/experience with Python, and SQL are a plus but not required
- Knowledge of competitive product offerings including, but not limited to Consumer Edge, Retail Loyalty Card systems (Dunnhumby, 8451), National Consumer Panel (NCP), reputed company, reputed company, Ibotta, reputed company, or Yipit
Benefits
- Bonus
Company Overview
Company H1B Sponsorship