Market Research Associate, U.S Non-Bank Financial Institutions - New York

Fitch Group • New York, NY

24d • $70,000 - $80,000 • Hybrid

About The Position

At Fitch, we have an open culture where employees are able to exchange ideas and perspectives, throughout the organization, irrespective of their seniority. Your voice will be heard allowing you to have a real impact. We embrace diversity and appreciate authenticity encouraging an environment where employees can be their true selves. Our inclusive and progressive approach helps us to keep a balanced perspective.  Fitch is also committed to supporting its employees by advancing conversations around diversity, equity and inclusion.  Fitch’s Employee Resource Groups (ERGs) have been established by employees who have joined together as a workplace community based on similar backgrounds or life experiences.  Fitch’s ERGs are available to connect employees with others within the organization to offer professional and personal support. 

With our expertise, we are not only creating data and information, but also producing timely insights from every angle to influence decision making in this ever changing and highly competitive market. We have a relentless hunger to innovate and unlock the power of human insights and to drive value for our customers. There has never been a better time to make an impact and we invite you to join us on this journey.

Market Research Associate, U.S Non-Bank Financial Institutions

Business & Relationship Management (BRM) is currently seeking a Market Research Associate based in our New York office.

U.S. Non-Bank Financial Institution (NBFI) Business Relationship Management (BRM) is currently seeking a Market Research Associate based out of our New York office. This exciting marketing and relationship management support role will report to a Senior Director on the NBFI team with the primary objective of originating new ratings mandates but also managing and optimizing key existing relationships in this dynamic sector

Fitch’s NBFI group has grown extensively in recent years and the candidate will be responsible for several tasks critical to managing a large deal pipeline. Exceptional data management skills are essential to succeed in this role, as you will have direct responsibility for tracking, organizing, and maintaining accurate records for a high volume of transactions. This will include direct responsibility for tasks related to data management involving commercial agreements, invoicing and revenue reporting. You will play a key role in ensuring deals are invoiced accurately and on time, with direct accountability to senior management.

If you are detail-oriented and thrive in a fast-paced environment, this role offers the opportunity to develop market-facing skills in the private funds industry and grow your career in relationship management.

What We Offer:

The opportunity to participate and further grow into market facing activities, joining the senior team in frequent interaction with bankers, investors, and fund managers across public and private markets.

Direct involvement in revenue-critical functions for a team with high visibility from senior management.

Opportunity to develop research, marketing, and presentation skills.

Early opportunity to develop strategic marketing and client management skills.

Unique opportunity to advance within Fitch.

Requirements

• A relevant university degree, preferably in business, finance, economics, or data analytics.
• Excellent Excel/data analytic skills (lookups, index, pivot tables, macros, formulas, shortcuts, etc.).
• Strong PowerPoint presentation skills.
• Excellent communication skills in English; other languages are an advantage.
• Aptitude to learn new data systems and incorporate them into research

Nice To Haves

• Attention to detail.
• Integrity, curiosity, willingness to learn, and a positive attitude.
• Self-starter with strong time management and first-class organizational and delivery skills.
• Ability to multi-task, adapt, and respond to changing priorities.
• Great interpersonal/communication skills.
• Prior knowledge of CRM systems.
• Debt Capital Markets experience/financial markets knowledge advantageous.

Responsibilities

• Track, organize, and maintain a comprehensive and accurate database of current and prospective deals/transactions, ensuring all records are up to date and easily accessible.
• Keep track of data related to current and prospective deals, coordinating closely with Fitch’s finance team to ensure proper and timely invoicing. Prepare summaries related to business growth, revenue growth, and prospective deals at a moment’s notice for senior management.
• Coordinate with Fitch’s finance team to process associated billing and ensure proper revenue management. This area is critical and will have high visibility directly from senior management.
• Manage and organize data within MS Excel and other tools/dashboards to ensure accuracy and consistency. Assist in creating and maintaining templates for recurring reports to senior management.
• Prepare commercial agreement documents, proactively monitor deal status and follow up with internal and external stakeholders to move opportunities forward.
• Schedule and attend client meetings, taking detailed notes and maintaining data in internal systems at the direction of senior BRMs.
• Identify process improvements and automation opportunities to enhance the efficiency of data and revenue management.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level