Financial Services Practice Researcher, Executive Search

7 days ago


Montréal, Canada Egon Zehnder Full time

**The Opportunity**

**Financial Services Practice**

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)
- 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
- 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

**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 mínimal 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, and board advisory.

We believe that together we can transform people, organizations and the world through leadership.
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**Analyste d’entreprise principal(e)**

**Sommaire du poste**

**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 f



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