Associate, Client Research
About the Team:
Clients rely on the Expert Call Services team to deliver fast, meaningful insights from industry-leading expert voices by researching, recruiting, and recommending profiles for one-on-one consultations. Through collaboration, creativity, and determination, every team member becomes an extension of the client’s research team.
Join a dynamic and results-oriented team responsible for overseeing the day-to-day operations of our Expert Call Services.
About the Role:
Our Associates are the driving force behind the transcripts on our platform! We’re redefining how investment research is done by fostering a high-performance culture. By connecting with industry experts, our Associates help grow our content platform and disrupt the status quo in the investment research/expert network industry.
Who You Are:
Experience in sales, recruiting, account management, sourcing, or similar - gained through internships, extracurricular leadership, or up to 1–2 years of full-time experience.
Comfortable with strategic sourcing and cold outreach - experience preferred but not required.
Excellent verbal and written communication skills, with the confidence to engage C-level executives.
High energy, enthusiasm and a positive attitude - we have fun here, and want you to as well!
Persistence, drive, and a goal-oriented mindset, with the ability to own projects from start to finish.
Strong attention to detail and the ability to effectively prioritize in a fast-paced environment.
Coachable, with a strong willingness to learn, adapt and improve.
What You’ll Do:
Source and prospect industry experts for our customers on critical, time-sensitive projects.
Creatively investigate, identify, and source industry information and experts using various tools.
Contact top decision-makers and C-level executives across industries via LinkedIn, email, and phone calls.
Connect investors with these decision-makers to help them make the best-informed decisions.
Take ownership of multiple projects simultaneously in a performance-driven environment.
Control your earnings potential by exceeding quotas and staying ahead of monthly metrics.
As you advance and master the role, you have the opportunity to move into customer-facing account management where you will interact daily with global institutional investors & hedge fund managers, leading project management and primary research efforts.