Research Lead - Financial Services

Let’s be #BrilliantTogether

ISS Market Intelligence is growing! We are actively looking for an Research Lead - Financial Services to Join the Mumbai Team (Goregaon East).

Overview:

ISS Market Intelligence Research forms part of the Market Intelligence (MI) division of ISS STOXX.

ISS MI provides critical data and insights to global asset managers, insurance companies and distributors, to help make informed, strategic decisions to manage and grow their business. Through its combination of proprietary and integrated datasets, in-depth global research and trusted executive engagement, ISS MI delivers solutions for market sizing, competitor benchmarking, product strategy and opportunity identification across a wide range of financial products including funds, annuities, insurance, mortgages, and other instruments. The ISS MI suite of solutions encompasses the industry-leading data platforms: Simfund, BrightScope, Local Market Share, and Financial Clarity; as well a full collection of global research and analytics services, including Investor Economics, Market Metrics, and Plan for Life.

The mission of ISS MI Research team is to empower our clients to succeed and grow in an intensely competitive marketplace. We achieve this by harnessing the power of MI’s data and intellectual capital to create unique market insights and competitive intelligence to help our clients make well-informed decisions. Building on our deep tradition of more than 40 years of observing the asset and wealth management businesses, our Research team generates thought leadership content for a variety of ongoing and ad hoc research publications, consumed by ISS MI clients around the world.

Our Mumbai Research Team

ISS MI Research is expanding its research team in Mumbai located within our existing ISS premises. The team forms an integral part of our global, as well as country-specific—US, Canadian and Australian—research operations, with exciting opportunities to contribute to growing our global research and analytical insights capital around the world.

The position of Research Lead - Financial Services, represents an exciting opportunity to shape and make a significant contribution to the global Product & Distribution research teams of ISS MI.

Responsibilities:

The position is suited to highly motivated professionals able to deal with the pressures of managing financial services research properties primarily focused on, but not limited to, wealth management and life insurance.

The ongoing research responsibilities of the position feed into a wider range of regular subscription-based research publications as well as making the incumbent a key support for one-time consulting and research projects in their areas of domain expertise and coverage. These responsibilities involve:

• Managing the contribution of our resident analysts and associates in Mumbai, as well as in other MI geographies, as well as ensuring the effective collaboration with North American and EMEA teams either leading or involved in supporting research function In the US, Canada, Australia and EMEA.

• Ultimate responsibility for maintaining, refining and introducing new data sets and metrics in the research coverage area.

• Engaging with ISS MI's many research participants to both build knowledge and expertise and

• Managing critical client servicing efforts across a broad spectrum of ISS MI subscribers.

The incumbent will have ultimate responsibility for the timely delivery of the ongoing research publications, as well as providing direction, supervision and mentoring of research team members. Successful candidate will have an opportunity to conceptualize and lead teams to create original research and new data sets for ISS MI. Additionally, managing long-term and emerging relationships developed with the many businesses that are engaged with ISS MI as clients, prospects and research participants, is a key responsibility.

Specifically, at this level within ISS MI, the incumbent will be expected to:

• Have an understanding of personal financial wealth, the wealth market product set (including banking and life insurance) and wealth distribution models in North America and Asia. Familiarity with the Australian and European wealth markets a definite plus.

• Conceptualize, propose and execute research designed to inform clients and the industry on emerging trends in the area of domain expertise.

• Engage with industry participants, establish and maintain key relationships at senior levels and ensure the research team is able to arrange and run confidential research interviews and ongoing discussions with all key contacts.

• Develop and provide comprehensive and supported insights from the research and communicate them to internal and external audiences in verbal, written and digital presentation formats. Manage, support and mentor research team members’ contributions in respect to those communication efforts.

• Coordinate/manage analytics and thought leadership support for research and consulting engagements in the area of research focus.

• Demonstrate care, precision, diligence and thoughtfulness in the management and execution of research analytics, report production and verification processes. Coordinate team members’ workflow, define and monitor deliverables, and take responsibility for delivering research and reports to production deadlines. 

• Manage, and support the recruitment of analytical staff and lead the development and mentoring of analysts and associates on the incumbent's own team and beyond.

• Manage the relationship between the Research team and Data Operations and Development teams to ensure the integrity and quality of data onboarding, database mining and collaborate on specific projects and deliverables.

• ideate and propose new products, data sets and data refinements to the expansive data capital of ISS MI.

• Pro-actively share knowledge and understanding of industry developments across ISS MI, on a formal and informal basis

Qualification:

• An Post graduate degree from a well-recognized university in economics, finance, commerce, business administration. Other disciplines such as mathematics, statistics or social sciences will be considered in combination with experience.

• A minimum 10-years’ experience in the retail financial services or wealth management industries including, but not limited to, specific distribution related businesses, asset management companies or life insurers.

• Professional experience with a global or a North American firm, and experience in collaboration as part of a global team a definite plus. 

• Passion for developing and growing domain expertise and for disruptive thinking.

• Very strong conceptualization, synthesis, communication and writing skills

• Ability to work under pressure to meet deadlines and conflicting demands.

• Strong interpersonal and people management skills—experience managing a team a definite asset.

• Superior organizational skills necessary to manage analysis of a diverse array of business line data.

• Excellent problem-solving, conflict resolution, negotiation and decision-making skills

• Must be proficient in standard office software, (MS Office Excel, Word, PowerPoint, Access).

Application Instructions:

Your application must include (i) a resume; (ii) a cover letter stating your fit in comparison to the required qualifications above.

#MIDSENIOR

#MI

#LI-RG1

What You Can Expect from Us

At ISS STOXX, our people are our driving force. We are committed to building a culture that values diverse skills, perspectives, and experiences. We hire the best talent in our industry and empower them with the resources, support, and opportunities to grow—professionally and personally.

Together, we foster an environment that fuels creativity, drives innovation, and shapes our future success.

Let’s empower, collaborate, and inspire.

Let’s be #BrilliantTogether.

About ISS STOXX

ISS STOXX GmbH is a leading provider of research and technology solutions for the financial market. Established in 1985, we offer top-notch benchmark and custom indices globally, helping clients identify investment opportunities and manage portfolio risks. Our services cover corporate governance, sustainability, cyber risk, and fund intelligence. Majority-owned by Deutsche Börse Group, ISS STOXX has over 3,400 professionals in 33 locations worldwide, serving around 6,400 clients, including institutional investors and companies focused on ESG, cyber, and governance risk. Clients trust our expertise to make informed decisions for their stakeholders' benefit. 

ISS Market Intelligence (ISS MI) is a leading provider of data, insights, and market engagement solutions to the global financial services industry. ISS MI empowers asset and wealth management firms, insurance companies, distributors, service providers, and technology firms to assess their target markets, identify and analyze the best opportunities within those markets, and execute on comprehensive go-to-market initiatives to grow their business. Clients benefit from our increasingly connected global platform that leverages a combination of proprietary data, powerful analytics, timely and relevant insights, in-depth research, as well as an extensive suite of industry-leading media brands that deliver unmatched market connectivity through news and editorial content, events, training, ratings, and awards. 

Visit our website: https://www.issgovernance.com       

View additional open roles: https://www.issgovernance.com/join-the-iss-team/      

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