Apex Leaders custom-recruits industry experts for private equity firm clients. The Research Associate, Client Services will identify and source specialized advisors, provide strategic research-related insights, and support client project success.
Responsibilities
- Identify and source specialized advisors
- Provide strategic research-related insights
- Support client project success
- Conduct company, advisor and industry research to identify relevant individuals
- Consult and support the Client Services Managers to ensure client projects are successful
- Work with various members of the team to support ongoing company initiatives, process improvements, and strategic developments
- Sourcing relevant leads, consulting on difficult client requests, and supporting client-facing teams to fulfill client requests
- Reviewing and analyzing research requests and using a range of resources to identify the most relevant advisors across geographies, industries, and topics for each project
- Partnering closely with Client Services Managers to understand the research request, make strategic recommendations and effectively communicate research status
- Clearly and openly communicating with coworkers to build and maintain strong relationships
- Independently deploying and completing internal operations initiatives
- Managing multiple research and operations projects (i.e. Market Maps, Industry Reporting insights) with changing priorities
- Embodying the Apex Leaders Core Values with team members, clients, and all other stakeholders
Skills
- Bachelor's degree from an accredited undergraduate institution or relevant equivalent experience required
- 0-2 years of experience in company or customer operations or a related field
- A history of academic and/or professional success
- Success starting, managing and completing various projects at the same time
- Highly organized with great time management skills
- Effective communication skills
- Experience working successfully independently and with a broader team
- A knack for creative problem solving and critical thinking
- An innovative, forward thinking mind-set
- Exceptional reasoning and judgment
- Understanding of various business structures and value chains
- Ability to quickly learn and master new computer systems and software, demonstrating comfort with evolving technologies, including AI-powered tools and platforms
- Previous R&D or secondary research experience is a plus
Benefits
- 100% employer-paid premiums on medical and dental insurance for the employee
- Voluntary vision and life insurance options
- Fitness and wellness reimbursement
- 401K with matching
- Annual profit sharing program
- Extensive Paid Time Off (PTO) – 24 days of PTO + 11 paid holidays
- 6-week paid sabbatical after 5 years of service
- Paid parental leave
- Short and long term disability insurance covered fully by the company
- Ongoing culture, team building, and development events
- Volunteer initiatives
- Opportunity for swift advancement into Client Services Manager role
Company Overview
Apex Leaders is a human capital firm that specializes in portfolio management, investment returns, board and executive placement. It was founded in 2009, and is headquartered in Boise, Idaho, USA, with a workforce of 51-200 employees. Its website is https://www.apexleaders.com/.