Asset Management Researcher, Financial Services Practice - Executive Search

Egon Zehnder•Boston, MA

36d•$85,000 - $95,000

About The Position

We are seeking a highly motivated and proactive Senior Business Analyst to join our Research team serving North America. In this fast-paced role, the Researcher will be responsible for guiding internal client teams of consultants and other Researchers in the execution of Executive Search, Board, and Advisory projects for multiple clients within an industry or function. Primary responsibilities include project planning, market and candidate research, the production of high-quality client deliverables, business development, and knowledge management. The Researcher provides specialized market insight, strategic guidance, and client engagement support as a crucial member of the client engagement team. In conjunction with internal consultant stakeholders, you will operate as part of a team that delivers powerful, effective human capital solutions to our clients. The ideal candidate will have strong problem-solving skills, excellent communication and interpersonal skills, and the ability to balance multiple projects at the same time. Asset Management Team Egon Zehnder is a leading executive search firm in the Asset and Wealth Management sector, working across functions, sectors and products. We partner with multi-product and service firms, investment boutiques and institutional asset owners covering both sovereign wealth funds and family offices to address their critical talent issues, whether board succession, senior-level hiring or assessment and development of individual leaders or teams. We've advised on thousands of successful hiring, succession and development issues, and bring that collective experience to bear in each unique situation. In 2025, Egon Zehnder acquired The Prince Houston Group, a leading boutique executive search firm with a strong focus on Asset and Wealth management, further bolstering the practice in the US and globally. What You'll Do Essential Duties and Responsibilities Research & Project Planning Serve as the lead expert for multiple simultaneous client projects in collaboration with Consultants and other Researchers Act as a thought partner to the team on all aspects of projects by identifying and developing a rigorous approach and strategy (e.g., priority targets through market research, utilizing data tools, and scoping out parameters to deliver client solutions at scale and scope) Guide the project team throughout the search processes to drive strategy, candidate solutions and supporting client materials with a consistent focus on quality and speed Identify, calibrate and prioritize potential candidates through a thorough research process, the internal Firm network and external resources Work broadly across different Firm offerings to continue developing a well-rounded understanding of our solutions to identify the best solutions for individual client needs Create high-quality client documentation (e.g., candidate profiles, role specifications, search strategies, assessment and client progress reports, etc.) Business Development Partner with client teams to develop pitch presentations and business development materials, adapting deliverables and solutions to address specific client needs Proactively initiate, shape, and drive effective business development activities and other business-related projects, including monitoring relevant market shifts in a segment or function, company updates, and people moves Act as a partner with consultants to build targeted event lists for business development-related dinners, conferences, and other points of connection Knowledge Management Contribute to the Firm’s knowledge management activities by looking for opportunities to share expertise and best practices, developing a network of people within an industry or functional area and recording pertinent information Develop an area of subject matter expertise, providing strategic guidance and high-quality insights on important trends and topics to support client teams

Requirements

Bachelor’s degree required
A minimum of 3 years’ professional work experience (post-undergrad)
Demonstrated functional experience of a similar nature (e.g., market research, qualitative or legal research, professional services/consulting, project planning)
Previous project-based experience working effectively on multiple mandates simultaneously
Ability to effectively operate in a fast-paced, client-driven environment
Exceptional critical thinking and analytical skills
Excellent verbal and written communication ability
Demonstrates very strong attention to detail

Nice To Haves

Relevant experience in one or more areas related financial services, either academic or professional
Affinity and interest in the executive search industry
Superior engagement management abilities and initiative to lead projects with minimal guidance or supervision
Demonstrated ability to push back constructively and offer solutions
Forward-thinking, structured, and process-oriented thinker
Self-starter mentality with good business judgment

Responsibilities

Serve as the lead expert for multiple simultaneous client projects in collaboration with Consultants and other Researchers
Act as a thought partner to the team on all aspects of projects by identifying and developing a rigorous approach and strategy (e.g., priority targets through market research, utilizing data tools, and scoping out parameters to deliver client solutions at scale and scope)
Guide the project team throughout the search processes to drive strategy, candidate solutions and supporting client materials with a consistent focus on quality and speed
Identify, calibrate and prioritize potential candidates through a thorough research process, the internal Firm network and external resources
Work broadly across different Firm offerings to continue developing a well-rounded understanding of our solutions to identify the best solutions for individual client needs
Create high-quality client documentation (e.g., candidate profiles, role specifications, search strategies, assessment and client progress reports, etc.)
Partner with client teams to develop pitch presentations and business development materials, adapting deliverables and solutions to address specific client needs
Proactively initiate, shape, and drive effective business development activities and other business-related projects, including monitoring relevant market shifts in a segment or function, company updates, and people moves
Act as a partner with consultants to build targeted event lists for business development-related dinners, conferences, and other points of connection
Contribute to the Firm’s knowledge management activities by looking for opportunities to share expertise and best practices, developing a network of people within an industry or functional area and recording pertinent information
Develop an area of subject matter expertise, providing strategic guidance and high-quality insights on important trends and topics to support client teams