Research Analyst

6+ month contract, full time.

San Francisco, CA

Introduction

Founded in 1985, our clients offer extraordinary client service in private banking, private business banking and private wealth management. They believe that personal connections are everything and their success is driven by the relationships they form with their colleagues and clients. You’ll always feel empowered and valued.

Incredible teams doing exceptional work, every day

responsibilities

  • The Research Analyst, under the direction of the Research Analyst Lead, is responsible for day to day processing of research requests and generating reports received. The role will also interface with internal stakeholders and assist on special projects on an as-needed basis.
    What you'll do as a Research Analyst:

  • Conduct research based on business needs through multiple internal and external sources

  • Produce detailed quality research reports (e.g., person and company dossiers, connection matrix of prospects with bank personnel, biographies, company profiles, etc.) on a timely basis, per deadline, and following standards

  • Track and manage delivery of all assigned work per the group’s requirements and standards
    Interface with internal stakeholders to clarify and route requests

  • Monitor the Eagle Intelligence Inbox as needed

  • Support other group activities and assist with other projects as required

  • - Must be able to review and analyze data reports and manuals; must be computer proficient.

  • - Must be able to communicate effectively via telephone and in person.

requirements

  • A bachelor's degree

  • Ability to work effectively in a fast-paced and team environment and independently

  • Excellent oral, written communication, interpersonal, and organizational skills

  • Quick learner and strong analytical and problem solving skills

  • Highly self-motivated, flexible and adaptable with a confident “do the right thing” team player and positive attitude

  • Self-organized and ability to multitask and prioritize varied workload with frequently changing priorities, and deliver in a high pressure environment

  • Ability to make critical decisions and execute with limited information and ambiguity, and work independently and with minimum direction
    Provides extraordinary service