Research Associate, Client Services

Apex Leaders, LLC•Boise, ID

16h•Hybrid

About The Position

Apex Leaders custom-recruits industry experts for our private equity firm clients. Through a bespoke process, we research, vet, and connect our clients with the most relevant, skilled advisors so that they can quickly and confidently navigate investment opportunities. We are seeking a dynamic and results-driven Research Associate, Client Services who will identify and source specialized industry advisors, provide strategic research-related insights, and support client project success. This is a proactive posting to vet top talent for anticipated hires in the coming 3-6 months. The role can be based at our headquarters in Boise, ID with a hybrid work option, or remotely in Illinois, Wisconsin, Michigan, Ohio, New York, New Jersey, Texas, Florida, or Nebraska. The Research Associate, Client Services will report directly to our Research Manager and be a member of our Operations team. Apex Leaders is an equal-opportunity employer committed to diversity and inclusion.

Requirements

Bachelor’s degree from an accredited undergraduate institution or relevant equivalent experience required
0-2 years of experience in company or customer operations or a related field
A history of academic and/or professional success
Success starting, managing and completing various projects at the same time
Highly organized with great time management skills
Effective communication skills
Experience working successfully independently and with a broader team
A knack for creative problem solving and critical thinking
An innovative, forward thinking mind-set
Exceptional reasoning and judgment
Understanding of various business structures and value chains
Ability to quickly learn and master new computer systems and software, demonstrating comfort with evolving technologies, including AI-powered tools and platforms.

Nice To Haves

Previous R&D or secondary research experience is a plus

Responsibilities

Perform custom research and provide research expertise and forward-thinking innovation to the Operations team.
Conduct company, advisor, and industry research to identify relevant individuals using channels such as professional networks, industry associations, and trade publications.
Consult and support Client Services Managers to ensure client projects are successful.
Work with various members of the team to support ongoing company initiatives, process improvements, and strategic developments that accelerate the growth of Apex Leaders.
Source relevant leads, consult on difficult client requests, and support client-facing teams to fulfill client requests.
Review and analyze research requests and use a range of resources to identify the most relevant advisors across geographies, industries, and topics for each project.
Partner closely with Client Services Managers to understand the research request, make strategic recommendations, and effectively communicate research status.
Clearly and openly communicate with coworkers to build and maintain strong relationships.
Independently deploy and complete internal operations initiatives.
Manage multiple research and operations projects (i.e. Market Maps, Industry Reporting insights) with changing priorities.
Embody the Apex Leaders Core Values with team members, clients, and all other stakeholders.