Job Description

Objectives of the Role:

· Be the operational “engine” behind creation of Chartis flagship reports

· Support senior research team members with execution of segment-specific deliverables

• Surface new opportunities for Chartis research coverage such that Chartis can be relied on as a thought leader.

· Demonstrate intellectual curiosity with respect to research agenda

· Begin building reputation as a thought leader

Key responsibilities:

Research & Consulting/Advisory

· Collaboratively write and publish high quality topical and vendor-specific analysis and POVs at a regular cadence within assigned franchise area

• Plan and participate in vendor research briefings and synthesize findings
• Track vendor strategies and offerings to identify areas of differentiation and competitive advantage
• Demonstrate command of high-level concepts and market dynamics in assigned franchise; contribute thoughtfully to discussions
• Keep informed on market trends through self-education, and peer/client interactions; consistently demonstrate intellectual curiosity
• Client-first; represent Chartis professionally in virtual and in-person interactions

Management & Operations

· Execute Chartis processes efficiently to drive successful client deliverables; maintain accurate project tracking (Monday.com)

· Responsible for overall project management of Chartis flagship report development; lead weekly SCRM calls for inflight reports

· Adhere to approved supporting templates

· Be a resource for global sales team fielding process questions

· Adhere to the company’s policies and standards, follow reporting structures, and ensure that laws and regulations are being followed.

· Proficient at delivering outcomes, tasks, and work deliverables/reports on time and at high levels of quality. Exercise a high level of reliability to clients, both internal and external.

Requirements

Qualifications:

Minimum

• 2-3 years’ working experience in a field related to technology or financial services
• Bachelor’s degree
• Proficiency in Microsoft office Suite (notably, Word, Excel and PowerPoint)
• Skilled at data analysis and associated software
• Skilled at English language writing
• Ability to time manage – across projects, within a project

Preferred

· Prior work experience as a research analyst; strong understanding of research methodologies

· Facility with a business intelligence tool

· Certifications such as a CFA