Responsibilities
- Conducts independent secondary research to gather relevant data
- Produces accurate, well-documented work with properly cited sources
- Engages in primary interviews and may lead them independently when qualified
- Attends industry conferences to collect actionable intelligence
- Designs comprehensive interview guides to guide primary research efforts
- Demonstrates skill in financial and data modeling techniques
- Creates polished, client-ready deliverables such as presentation decks
- Ensures materials feature clear logic, structure, and meaningful insights
- Applies data effectively to form logical, evidence-based conclusions
- Follows established protocols for client-facing presentations
- Performs independent quality checks for accuracy and completeness
- Understands how individual tasks contribute to broader project goals
Responsibilities
- Independently procures information through secondary research
- Consistently produces work product with data that is accurate and correctly cited
- Participates in and when fully capable, independently conducts primary interviews and/or covers conferences to ensure all relevant and useful information is gathered
- Develops well-thought out and complete interview guides to support primary research
- Proficient in modeling
- Prepares “client ready” product (e.g. PowerPoint materials) with clear analytical structure and insight
- Uses available data to structure a logical and defensible conclusion
- Regularly complies with protocol for client presentations and performs self-checks for accuracy and thoroughness
- Exhibits understanding of the purpose and context of individual work product within overall client deliverable
