Financial Research Analyst

Oliver Wyman is a global leader in management consulting. Our 7000 professionals help clients optimize their business, improve their operations, and risk profile, and accelerate their organizational performance to seize the most attractive opportunities. Oliver Wyman's thought leadership is evident in our agenda-setting books, white papers, research reports, and articles in the business press. Our clients are the CEOs and executive teams of the top Global 1000 companies. The Knowledge Team supports our firm by the planning and execution of demanding research projects for diverse topics and industries, as well as the interpretation, evaluation, and preparation of results. We are currently seeking a Research Analyst who will be focused on Finance & Risk (FRR) within the banking and finance sector . The Research Analyst role will be embedded within Oliver Wyman's Financial Services Practice, requiring strong collaboration with the Senior Research Analyst (Finance & Risk), Financial Services Research Manager, Practice leaders, Consultants, and Senior Practice-Aligned Consultants.

As a Research Analyst supporting Finance & Risk, you will work closely and collaborate with the Senior Research Analyst for Finance & Risk . With time, training and mentorship, you will grow your brand, build knowledge and expertise with the financial services databases. You will execute analysis, sense-check and deliver results that are story-lined. The Research Analyst role requires a collaborative and creative thinker, with a strong analytical mindset, who can thrive in the fast-paced environment of a management consultancy. As a key resource for the practice, you will deliver impactful research and insights, while building relationships with practice leaders and stakeholders. You will synthesize information from diverse sources, including proprietary databases and industry reports, to provide actionable recommendations. Staying current on emerging trends and regulatory changes in the banking and financial services sector will be essential to enhancing your analysis and making you a success. Support client project and business development research needs : Scope and develop research requirements, conducting timely and cost-effective research tailored to specific needs. Deliver well-synthesized research outputs from multiple sources, providing credible insights that support business development and project objectives

Data Management & Analysis : Manage large datasets, conducting thorough data analysis to identify key trends and inconsistencies

Customized Research Products : Contribute to or lead the development of customized research products, including sector / company fact-packs, benchmarks, and trend analyses

Contribute to the development of research storylines, supporting point-of-view reports and marketing collateral

Utilize OW's Artificial Intelligence products to enhance research processes and deliverables

Collaboration & Coaching : Collaborate with junior research colleagues and the global Knowledge Services team, sharing insights and providing coaching

Build trusted relationships with clients, discussing and setting expectations effectively to ensure alignment on project goals

Synthesize findings compellingly, identifying what is most relevant to the project and highlighting gaps based on industry knowledge

Offer better approaches and solutions, mastering core information resources to enhance research quality

Professional Growth & Development

Develop advanced proficiency in Excel, PowerPoint, and AI tools

Take advantage of the firm's learning and development curriculum to enhance your skills and knowledge of the sector, demonstrating a commitment to self-development and a growth mindset through active participation in professional development opportunities

Provide training and mentoring to junior research colleagues on various data resources / tools

Identify data inconsistencies and collaborate to generate actionable insights

Experience and Education : 4+ years of research experience in financial services as a researcher or analyst at a management consultancy, bank, or market research vendor. Strong interest in and understanding of trends, competitive impacts, and regulatory changes affecting the banking sector.

Research and Technical Skills :

Demonstrated research skills, including strong secondary research abilities and experience managing large datasets

Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word, Outlook) and experience with research tools such as Capital IQ, LSEG-Refinitiv and Bloomberg

Familiarity with AI tools to enhance research deliverables and knowledge of additional technical skills such as Python, Power BI, and web scraping

Project Management and Collaboration : Strong project management skills and a collaborative approach with a service orientation. Proven ability to work effectively within diverse teams and with various stakeholders, demonstrating a willingness to go the extra mile for colleagues and clients

Excellent verbal and written English skills with strong interpersonal abilities. Ability to articulate complex ideas clearly, and negotiate project scopes with senior clients while managing expectations

We provide a stimulating working environment that provides opportunities for professional growth, access to mentoring and training programs

Oliver Wyman, a business of Marsh McLennan (NYSE : MMC), is a management consulting firm combining deep industry knowledge with specialized expertise to help clients optimize their business, improve operations and accelerate performance. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses : com, or follow on LinkedIn and X.

Marsh McLennan is committed to creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex / gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.