Analyst, Financial Services Practice

Spencer Stuart – Analyst, Financial Services Practice Location: New York City. Full time. Req ID: R4801. Spencer Stuart is an equal opportunity and affirmative action employer. We seek a highly motivated Analyst to collaborate with Associates, Senior Associates, Consultants, and Talent Partners on data‑driven research and client‑ready deliverables that support business development and search assignments.

KEY RESPONSIBILITIES

Develop a comprehensive understanding of the client’s industry, including value proposition, competitive landscape, strengths and weaknesses, stock performance, and employee count; synthesize findings for clear, client‑ready documents. Stay updated on news and issues related to key client engagements and market opportunities, sharing relevant information promptly with Associates, Consultants, and Executive Assistants. Assist in detailed industry talent mapping and proactively identify high‑potential executives using internal and external databases. Participate in kick‑off meetings with Associates and Consultants to shape the search and research strategy and support the development of talent pipelines and target lists. Develop industry and/or functional expertise by staying informed of industry trends and identifying best‑in‑class leaders and future talent.

IDEAL EXPERIENCE & QUALIFICATIONS

Successful candidates will demonstrate strong academic performance (4‑year degree, 3.4+ GPA) and a self‑directed, independent work style that thrives in a fast‑paced, high‑volume environment. Recent or soon‑to‑be university graduate with a 4‑year bachelor's degree. Strong academic performance (3.4+ GPA). Well‑roundedness through leadership experience in internships, work experience, community service, athletics, or student‑led organizations. Advanced research, analysis, and synthesis skills. Strong verbal and written communication skills. Self‑directed and proactive with resourcefulness, teamwork, and tenacity. Highly proficient with MS Office applications (Excel, PowerPoint, Word). Possession of work authorizations necessary for the country in which you are applying.

CRITICAL CAPABILITIES FOR SUCCESS

Project Management Plan, manage, and drive your own efforts in support of new business development and search assignment support. Provide accurate and timely research information about executives, organizations, markets, or other relevant sectors. Take ownership of projects and anticipate next steps, acting independently with minimal direction. Regularly reassess priorities to allocate resources effectively and adjust workloads as needed. Deliver commitments on time or notify relevant parties promptly if deadlines are at risk. Problem Solving Synthesize research for business development initiatives, search assignments, or intellectual capital initiatives. Ask insightful questions and leverage industry knowledge to gather relevant information. Subject researched facts to extensive analysis and interpretation before drawing conclusions. Make inferential leaps and decisions rapidly, even with incomplete information. Create succinct, client‑ready analyses and document information in firm databases. Impact and Effectiveness Listen and ask questions to clarify understanding and demonstrate knowledge. Place team goals ahead of individual goals. Adapt communication style to the needs of colleagues. Establish clear expectations and tasks to optimize time and resources. Assist beyond assigned responsibilities when necessary. Raise issues early and collaboratively find solutions. Remain poised under pressure or unexpected challenges. Share beneficial information while maintaining discretion. Industry and Functional Knowledge Identify executive movements in the market and update Quest (ideally in real time) and colleagues. Build personal awareness and team knowledge around the marketplace and key influencers. Navigate resources such as Quest, Capital IQ, D&B Hoovers, BoardEx, LinkedIn, and more. Development Self and Others Seek and provide feedback; modify performance or behavior based on feedback. Exhibit self‑awareness and adjust behavior for team benefit. Firm Values Embrace diverse opinions and encourage teamwork. Promote inclusivity by bringing cultural awareness and sensitivity to interactions. Participate in internal activities and engage with office and practice. Represent Spencer Stuart positively and align behavior with firm values. Act consistently with the firm’s values. Compensation and Benefits Base compensation: $80,000 per year (dependent on skills, experience, and qualifications). Eligible for an annual discretionary bonus program. Retirement savings plan with discretionary profit sharing contribution and employer match. PTO (minimum 15 days per year, increases with tenure), paid sick time (10 days per year), company holidays (12 days per year), and paid leaves of absence when applicable. Comprehensive health benefits, including medical, dental, vision insurance, and healthcare flexible spending account. Life insurance, short‑term and long‑term disability insurance. Wellness benefits, including an employee assistance program, virtual mental health program, and mindfulness program. Voluntary benefit options: supplemental life insurance, identity theft protection, whole life insurance with long‑term care and critical illness coverage. Spencer Stuart is a proud equal opportunity and affirmative action employer. We are committed to non‑discrimination without regard to actual or perceived race, ethnicity, creed, color, religion, gender (including pregnancy, childbirth or related medical conditions), national origin, immigration status, ancestry, age, marital status, protected veteran status, physical or mental disability, medical condition, genetic information, sexual orientation, gender identity, or any basis prohibited under applicable federal, state or local law.

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