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Financial Services Practice Group, Senior Business Analyst

2 months ago

Montreal, Quebec, Canada Egon Zehnder Full time

The Opportunity

*Please submit application materials in English*

We are seeking a highly motivated and proactive Senior Business Analyst to join our Expert team serving North America based in Montreal. In this fast-paced role, the Senior Business Analyst will be responsible for guiding internal client teams of consultants and other Experts 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 Senior Business Analyst 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.

Practice Group Summary

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 Experts
  • 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

Requirements

Minimum Qualifications

  • Bachelor's degree required
  • A minimum of 3 years' professional work experience (post-undergrad)
  • Demonstrated functional experience of a similar nature (e.g., market research, qualitative or legal research, professional services/consulting, project planning)
  • Previous project-based experience working effectively on multiple mandates simultaneously
  • Ability to effectively operate in a fast-paced, client-driven environment
  • Exceptional critical thinking and analytical skills
  • Excellent verbal and written communication ability
  • Demonstrates very strong attention to detail

Preferred Qualifications

  • Relevant experience in one or more areas related financial services, either academic or professional
  • Affinity and interest in the executive search industry
  • Superior engagement management abilities and initiative to lead projects with minimal guidance or supervision
  • Demonstrated ability to push back constructively and offer solutions
  • Forward-thinking, structured, and process-oriented thinker
  • Self-starter mentality with good business judgment

About Egon Zehnder

Egon Zehnder is the world's preeminent leadership advisory firm, inspiring leaders to navigate complex questions with human answers. We help organizations get to the heart of their leadership challenges and offer honest feedback and insights to help leaders realize their true being and purpose.

We are built on a foundation that supports partnership in the truest sense of the word and aligns our interests with the interests of our clients. Our 560 consultants across 64 offices and 36 countries are former industry and functional leaders who collaborate seamlessly across geographies, industries and functions to deliver the full power of the Firm to every client, every time.

We partner closely with public and private corporations, family-owned enterprises, and non-profit and government agencies to provide executive search, leadership solutions, CEO search and succession, board advisory, and diversity, equity & inclusion.

We believe that together we can transform people, organizations and the world through leadership.

Due to high volume, we will only be contacting applicants who meet all of the minimum requirements listed in the job description. Only those applicants who align most closely with our minimum and preferred qualifications will be contacted for an interview. The Recruiting team at Egon Zehnder will retain your application materials and may contact you regarding future opportunities.

____________________________________________________________________________________________

Analyste d'entreprise principal(e)

Sommaire du poste

Nous sommes à la recherche d'une personne motivée et proactive qui se joindra, à titre d'analyste d'entreprise principal, à notre équipe d'experts de l'Amérique du Nord dans nos bureaux de Montréal. Dans le cadre de ses fonctions dynamiques, l'analyste d'entreprise principal sera responsable de guider des équipes clients internes, composées de consultants et d'autres experts, dans l'exécution de projets de recrutement de cadres, d'administrateurs et de services-conseils pour plusieurs clients d'une industrie ou d'une fonction donnée. Ses principales responsabilités comprennent la planification de projets, les études de marché, le recrutement de candidats, la production de livrables de grande qualité pour les clients, la prospection de clientèle et la gestion des connaissances.

L'analyste d'entreprise principal fournit des renseignements spécialisés sur le marché, une orientation stratégique et un soutien à l'équipe client en tant que membre essentiel de cette équipe. De concert avec les consultants internes, vous travaillerez au sein d'une équipe qui offre des solutions solides et efficaces de gestion du capital humain à nos clients. Le candidat idéal possède de solides compétences en résolution de problèmes, d'excellentes aptitudes en communication et en relations interpersonnelles, ainsi que la capacité de concilier plusieurs projets en même temps.

Résumé des fonctions du groupe

Egon Zehnder travaille dans le secteur des services financiers depuis plus de 30 ans. Avec ses 135 consultants actifs dans le monde entier, Egon Zehnder est la plus grande société de services financiers de l'industrie. La société est active dans des marchés établis comme émergents. Elle travaille en particulier à des missions stratégiques et complexes, notamment en ce qui concerne la recherche de chefs de la direction, de hauts dirigeants, de directeurs généraux et de membres des conseils d'administration dans le secteur des services financiers. Compte tenu de l'évolution constante des exigences réglementaires, de l'influence croissante de l'analyse des données, de l'émergence de modèles d'entreprises perturbateurs à mesure que s'érodent les obstacles à l'entrée sur le marché et du fait du maintien des complexités géopolitiques, l'expertise approfondie et l'approche intégrée d'Egon Zehnder sont idéales pour permettre aux entreprises de services financiers de relever tous les défis en matière de direction. Le groupe travaille dans 10 segments : la gestion d'actifs, la technologie financière, les infrastructures, les assurances, les banques et les marchés, le capital-investissement, les services financiers pour le commerce de détail, la gestion du risque, les fonds souverains et la gestion de patrimoine.

Tâches et responsabilités essentielles

Planification de recherche et de projet

  • Agir à titre d'expert principal pour de multiples projets clients simultanés en collaboration avec les consultants et d'autres experts.
  • Agir à titre de partenaire de réflexion auprès de l'équipe dans tous les aspects des projets en déterminant et en élaborant des approches et des stratégies rigoureuses (p. ex., déterminer des cibles prioritaires au moyen d'études de marché, utiliser des outils de données et établir des paramètres pour offrir des solutions aux clients selon l'échelle et la portée).
  • Guider l'équipe de projet tout au long des processus de recherche afin d'orienter les stratégies, la sélection des candidats et les documents à l'appui des clients en mettant constamment l'accent sur la qualité et l'efficacité.
  • Déterminer, évaluer et classer les candidats potentiels au moyen d'un processus de recherche approfondi, du réseau interne du cabinet et des ressources externes.
  • Saisir les différentes occasions offertes par le cabinet pour continuer à acquérir une compréhension profonde de nos solutions afin d'en élaborer des nouvelles qui répondront aux besoins individuels des clients.
  • Créer des documents de grande qualité pour les clients (p. ex., profils des candidats, listes des caractéristiques des rôles, stratégies de recherche, rapports d'évaluation et d'avancement à l'intention des clients, etc.)

Prospection de clientèle

  • Collaborer avec les équipes clients pour élaborer des présentations et des documents de prospection de clientèle, et adapter les livrables et les solutions pour répondre aux besoins particuliers des clients.
  • Amorcer, façonner et diriger de façon proactive des activités de prospection de clientèle et d'autres projets liés aux affaires, y compris surveiller les changements pertinents du marché dans un segment ou une fonction, les nouvelles des entreprises et les changements de personnel.
  • En collaboration avec les consultants, établir des listes de soupers, de conférences et autres événements ciblés se prêtant à la prospection de clientèle.

Gestion des connaissances

  • Contribuer aux activités de gestion des connaissances du cabinet en cherchant des occasions de mettre en commun l'expertise et les pratiques exemplaires, en créant un réseau de personnes au sein d'un secteur d'activité ou d'un secteur fonctionnel et en consignant l'information pertinente.
  • Approfondir un domaine d'expertise afin de fournir aux équipes clients des conseils stratégiques et des renseignements de grande qualité sur les tendances et les sujets importants.

Qualifications minimales

  • Baccalauréat requis.
  • Minimum de trois années d'expérience professionnelle (après les études de premier cycle).
  • Expérience fonctionnelle avérée dans un domaine similaire (p. ex., étude de marché, recherche qualitative ou juridique, services-conseils professionnels, planification de projets).
  • Expérience antérieure de projets demandant de travailler efficacement sur plusieurs mandats simultanément.
  • Capacité à travailler efficacement dans un environnement dynamique et axé sur les clients.
  • Esprit critique et esprit d'analyse exceptionnels.
  • Excellentes aptitudes en communication orale et écrite.
  • Très grand souci du détail.

Qualifications privilégiées

  • Expérience universitaire ou professionnelle pertinente dans un ou plusieurs domaines liés aux services financiers.
  • Affinité et intérêt pour le secteur du recrutement de cadres.
  • Excellentes compétences en gestion des mandats et capacité à diriger des projets avec un minimum d'orientation ou de supervision.
  • Capacité éprouvée à présenter des contre-arguments constructifs et à proposer des solutions.
  • Pensée avant-gardiste, structurée et axée sur les processus.
  • Sens de l'initiative et bon jugement professionnel.

À propos d'Egon Zehnder

Egon Zehnder est le plus important cabinet-conseil en leadership au monde, inspirant les dirigeants d'entreprise à résoudre des questions complexes avec des réponses humaines. Nous aidons les organisations à prendre le dessus sur leurs défis de leadership et leur offrons des commentaires et des idées honnêtes pour amener les dirigeants à réaliser leur plein potentiel tout en ciblant leurs objectifs.

Nous nous appuyons sur une base qui soutient le partenariat au sens le plus pur et qui harmonise nos intérêts avec ceux de nos clients. Nos 560 consultants répartis dans 64 bureaux et 36 pays sont d'anciens dirigeants fonctionnels et sectoriels qui collaborent de façon transparente dans une multitude de régions, de secteurs d'activité et de fonctions afin de toujours offrir la pleine valeur de l'entreprise à chaque client.

Nous collaborons étroitement avec des sociétés publiques et privées, des entreprises familiales et des organismes sans but lucratif et gouvernementaux pour offrir des solutions de direction ainsi que des services de recrutement de cadres, de recrutement et de relève de chefs de la direction, de consultation pour les conseils d'administration et de diversité, d'équité et d'inclusion.

Nous croyons qu'ensemble, nous pouvons façonner un leadership qui transformera les gens, les entreprises et le monde.

En raison du volume élevé de candidatures, nous communiquerons uniquement avec les candidats qui satisfont à toutes les exigences minimales énumérées dans la description de poste. Seuls les candidats qui correspondent le plus aux qualifications minimales et privilégiées seront convoqués pour une entrevue. L'équipe de recrutement d'Egon Zehnder conservera vos documents de candidature et pourrait communiquer avec vous au sujet de possibilités futures.