Research Analyst

Objectives of the Role

• Be the operational “engine” behind creation of Chartis flagship reports
• Support senior research team members with execution of segment‑specific deliverables
• Surface new opportunities for Chartis research coverage such that Chartis can be relied on as a thought leader
• Demonstrate intellectual curiosity with respect to research agenda
• Begin building reputation as a thought leader

Key responsibilities

Research & Consulting/Advisory

• Collaboratively write and publish high quality topical and vendor‑specific analysis and POVs at a regular cadence within assigned franchise area
• Plan and participate in vendor research briefings and synthesize findings
• Track vendor strategies and offerings to identify areas of differentiation and competitive advantage
• Demonstrate command of high‑level concepts and market dynamics in assigned franchise; contribute thoughtfully to discussions
• Keep informed on market trends through self‑education, and peer/client interactions; consistently demonstrate intellectual curiosity
• Client‑first; represent Chartis professionally in virtual and in‑person interactions

Management & Operations

• Execute Chartis processes efficiently to drive successful client deliverables; maintain accurate project tracking (Monday.com)
• Responsible for overall project management of Chartis flagship report development; lead weekly SCRM calls for in‑flight reports
• Adhere to approved supporting templates
• Be a resource for global sales team fielding process questions
• Adhere to the company’s policies and standards, follow reporting structures, and ensure that laws and regulations are being followed
• Proficient at delivering outcomes, tasks, and work deliverables/reports on time and at high levels of quality. Exercise a high level of reliability to clients, both internal and external

Requirements

Minimum Qualifications

• 2-3 years’ working experience in a field related to technology or financial services
• Bachelor’s degree
• Proficiency in Microsoft Office Suite (notably, Word, Excel and PowerPoint)
• Skilled at data analysis and associated software
• Skilled at English language writing
• Ability to time manage – across projects, within a project

Preferred Qualifications

• Prior work experience as a research analyst; strong understanding of research methodologies
• Facility with a business intelligence tool
• Certifications such as a CFA

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