Job Description

About the Job

The Capital Markets practice at Breakwater Strategy is seeking a visionary research leader to join our growing team to spearhead the development and execution of cutting-edge research solutions. This is an exciting opportunity for a research leader with a passion for blending qualitative and quantitative research methodologies to shape the future of public companies’ investor content, communication and engagement to drive a resilient and upward valuation.

You’ll be part of a dynamic, values-driven organization where your ideas and expertise will shape the future of Capital Markets. You’ll have the opportunity to work on high-impact client projects, collaborate with talented colleagues, and contribute to a culture of collaboration.

Who Should Apply?

This role is ideal for a research leader with a deep background in qualitative and quantitative methodologies who is excited to apply their expertise in a capital markets context. If you have a highly entrepreneurial mindset, a passion for exceeding client expectations, and thrive in a fast-paced, innovative environment, we’d love to hear from you. Please reach out—we’re looking forward to speaking with you!

RESPONSIBILITIES

• Lead the design and commercialization of innovative research solutions that provide predictive value on investor sentiment and market dynamics for public companies
• Design and launch proprietary research methodologies and tools to analyze complex market situations, delivering actionable insights and forward-looking strategies tailored to clients’ goals.
• Conduct in-depth investor interviews and engagement strategies to uncover critical insights that inform client content, communication and engagement strategies with investors.
• Craft high-impact reports and presentations, combining qualitative and quantitative data to deliver clear, strategic, and commercially relevant recommendations.
• Own and enhance the systems, tools, and capabilities required to deliver cutting-edge research and advisory services.
• Provide thought leadership on market trends, investor behavior, and capital markets strategies to support clients' strategic decision-making.
• Identify and capitalize on emerging client needs, driving new business opportunities and revenue growth while expanding existing client relationships.
• Serve as a cross-functional leader, collaborating across the firm to drive business success, integrating new solutions, and optimizing service offerings.
• Mentor and develop junior team members.

ATTRIBUTES

• A BA/BS degree in Social Sciences, Business, Marketing, Market Research, Statistics, Economics or a related field. Additional degrees are welcome!
• 10 to 12 years of experience in research-focused roles, with a proven track record of designing and executing both qualitative and quantitative research projects
• Experience building and scaling a new set of capabilities, including the development of proprietary methodologies and tools
• Experience with the development of thought leadership and market engagement for the launch new solution sets
• Exceptional communication skills with the ability to distill complex insights into clear, compelling recommendations for senior executives, including Boards, CEOs, and CFOs
• Proven experience working with, influencing, and engaging senior leaders and board members
• Ability to effectively manage both internal teams and client relationships on accounts of all sizes
• Ability to balance mindset of strategic orientation with execution
• Quick learner with a client-focus, interested in working across all industries and business types

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