Financial Services Practice Researcher, Executive Search

The Opportunity

*Please submit application materials in English*

We are seeking a highly motivated and proactive Senior Business Analyst to join our Research team serving North America based in Montreal. 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.

Financial Services Practice

Egon Zehnder has been working in the financial services sector for over 30 years.  With 135 consultants globally, Egon Zehnder’s Financial Services Practice is the largest in the industry. The practice works in both mature and emerging markets with a focus on strategic, complex assignments including searches for Financial Services CEOs, senior executives, general managers and board members. Given continually changing regulatory requirements, the growing impact of data analytics, the emergence of disruptive business models as barriers to market entry erode, and ongoing geopolitical complexities, Egon Zehnder’s deep expertise and integrated approach are positioned to enable financial services firms to address any leadership challenges.  The practice group operates through 10 segments: Asset Management, FinTech, Infrastructure, Insurance, Banking and Markets, Private Equity, Retail Financial Services, Risk Management, Sovereign Wealth Funds and Wealth Management. 

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