Analyst, Client Management-June 2019

Coleman Research Group San Francisco , CA 94118

Posted 11 months ago

The Company:

Coleman Research is a leading global expert network and primary research company serving investment management firms, management consultancies, hedge funds, mutual funds, and private equity firms with their due diligence processes. Our network of roughly 250,000 professionals provides expertise and insights on industries ranging from healthcare to technology to retail and beyond. We connect clients and experts via phone and in-person consultations, conference events, custom surveys and moderated roundtable events. Headquartered in the heart of New York City, with additional offices in Boston, Hong Kong, London, Raleigh and San Francisco, our 200+ employees collaborate across the globe to meet our client needs.

The Opportunity:

Coleman Research is currently recruiting Analysts to join our team in San Francisco for June 2019.

Analysts identify and recruit the most relevant experts for our clients' research projects. They are responsible for qualifying and assessing an expert's fit for a project to ensure that we make the right expert match. Analysts are expected to monitor industry news, identify market trends, and establish valuable professional relationships with senior-level industry professionals. This is a great opportunity to gain an introduction to the financial services industry.

Responsibilities:

  • Conduct industry research to identify and recruit experts who match the needs of a client's request

  • Contact professionals by way of cold-calling, email correspondence, industry and networking referrals, professional associations and other relationships

  • Communicate the value of joining Coleman's network to industry professionals

  • Work closely with management to ensure projects are prioritized and fulfilled in a timely manner

Requirements:

  • Bachelor's degree

  • At least 1 year of full-time work experience

  • Exceptional verbal and written communication skills

  • Leadership qualities, positive energy, and the ability to adapt to change in a fast-paced environment

  • Ability to work in a team atmosphere, but also manage projects independently

  • Excellent organizational and time-management skills and detail-oriented

  • Foreign language skills are a plus, but not required (Spanish, French, German, Portuguese, Italian, Arabic, Russian, Scandinavian)

  • Sales experience is a plus

Why Join Us?

If you are self-motivated, driven, and focused on achievement, there are no limits to your ability to succeed and grow with Coleman!

We know that our employees are our most valuable asset, and they make Coleman a vibrant and innovative place to work. As such, we strive to ensure the happiness and health of our employees. At our US locations, we offer a variety of perks, including a generous PTO package, free and/or subsidized fitness centers, corporate sports leagues, stocked break rooms, team outings, and other office celebrations throughout the year. Additionally, Coleman covers 90% of medical premiums, with medical coverage available on your first day of employment, along with your eligibility to enroll in our 401(K) plan with a company match!

We believe in fostering the personal and professional development of our employees, and strongly believe in our talents' potential to develop into future leaders. We provide extensive orientation and training programs for each of our employees throughout their careers with Coleman, as well as educational assistance programs to encourage our people to stay curious and to continue learning.

We also believe in giving back to our communities. In that spirit, we provide each employee 2 paid community service days per year, and, as an organization, participate in other volunteer and fundraising activities that are meaningful to our employees.

We have an interactive management team, and an open and collaborative work environment, whereby we value creativity of thought and listen to the voice of our employees.

An Equal Opportunity Employer. All Coleman employees are required to sign the Company's standard non-compete agreement as a condition of accepting employment.


icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Sr Management Reporting Analyst

Charles Schwab Corporation

Posted 2 days ago

VIEW JOBS 2/26/2020 12:00:00 AM 2020-05-26T00:00 Your Opportunity The Management Reporting department is part of the Finance Organization. The department prepares and distributes various internal and external financial and client metrics reports to support the decision making of the Company's executive and senior management including the Board of Directors. External reports include the Company's monthly activity, growth in client assets and accounts, and asset management and administration fees information. In addition, the department works closely with technology partners and are involved in developing new business intelligence tools. The Sr. Management Reporting Analyst will work closely with business partners to understand and analyze current business activities and changes, including technology partners to develop and re-engineer report processes and outputs. What you're good at * Planning, organizing and preparing external and internal financial/client metrics reports and presentations * Ensuring the accuracy, integrity and high quality of financial/client metric information while meeting time deadlines * Identifying and researching reporting and metric issues and formulating/documenting findings into policies for approval * Building and maintaining automated report models for business and/or operational changes * Responding to business partner questions on various reporting items * Ad hoc projects (i.e. benchmark research, prepare presentations, etc.) What you have * BA/BS degree required * Minimum of five years of experience in financial/management reporting, financial analysis and/or accounting (audit experience is a plus). * Brokerage and/or financial services industry experience (a major plus) * Solid and current understanding of corporate finance, accounting, and financial reporting and planning principles and concepts. * Knowledge and experience with PlanIt/TM1 and PeopleSoft or similar enterprise reporting systems/applications. * Strong computer skills, including proficiency in Word, Excel, PowerPoint, Adobe Acrobat, and Business Objects. * Excellent attention to detail with strong written and oral communication skills. * Strong analytical, organizational and project management skills. * Must be self-sufficient, a team player, and work well in a fast-paced, time-sensitive environment. Why Schwab? At Schwab, "Own Your Tomorrow" embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We're a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you. Hear from employees: What's it like to work at Schwab! The benefits of working at Schwab: a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.) Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity. Charles Schwab Corporation San Francisco CA

Analyst, Client Management-June 2019

Coleman Research Group