About Oliver Wyman

Oliver Wyman is a global leader in management consulting. With offices in 60 cities across 29 countries, Oliver Wyman combines deep industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation. 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. Visit our website for more details about Oliver Wyman: www.oliverwyman.com 

Role Overview:

The Knowledge Services (KS) Research department supports our firm by planning and executing research projects across topics and industries.  This included the interpretation and evaluation of data as well as the preparation of results.  We are currently seeking a Research Associate who will be focused on the Banking & Financial Services sectors.

As a Research Associate, you will partner closely with our Private Capital (PC) business supporting secondary research efforts to ensure successful delivery of client work focused on diligence projects as well as other corporate finance and advisory projects. The PC business is fast paced as Oliver Wyman serves private equity firms and their portfolio companies with a focus on delivering a differentiated return on investment across the investment cycle. The team is looking for support of commercial due diligences and portfolio commercial effectiveness and operations work.  This internal research role will support client project delivery and work closely and collaboratively with our Private Capital consultant teams.

This role will also require you to provide ad-hoc and programmatic analysis of key business drivers related to financial services and fintech industry themes across industries in support of both client projects and business development efforts.   You will be encouraged to take advantage of our firm’s learning and development curriculum for ongoing professional development.

Key Responsibilities:

Scope and develop project research needs, conduct timely, accurate and cost-effective research.

Deliver compelling well-synthesized research deliverables created from multiple sources that glean key concepts and trends.

Manage large data sets and conduct basic data analysis.

Take ownership and lead customized research products / services, including identifying opportunities for customized research products / services, sector/company fact packs, benchmarks, trend analysis or support for our published reports

Demonstrate strong collaboration skills.  You will need to excel at sharing ideas with both our internal clients and colleagues in our global Knowledge Services team

Adhere to firm work standards and processes

Experience Required:

3-5 years of prior related research experience in a bank, financial services firm, consultancy or research vendor as an analyst or researcher

Knowledgeable about developments in the banking or other financial services sectors

Degree-educated, with an economist or finance-focused degree

Strong project management skills

Evidence of a collaborative approach in previous roles with an advanced service orientation.

Technical Skills:

High Proficiency with the Microsoft Office suite (Excel, PowerPoint, Word, Outlook)

Strong critical thinker with high technical aptitude who can work comfortable with large data sets.

Familiarity with databases focused covering the financial services segment such as Bloomberg, LESG, S&P CAPIQ Pro /CAPIQ, Factiva, Dealogic…

Skills and Attributes:

Inquisitive with tenacious drive to creatively solve complex research challenges

Strong interest and knowledge of the financial services sector

Attention to detail and high accuracy.

Demonstrated team-player who has experience of and has enjoyed working as part of a global team.

Ability to operate under pressure and tight deadlines while effectively prioritizing and managing time.

Flexible attitude and hardworking

Commitment to ongoing professional development and a continuous learning mindset. You are expected to take advantage of our training opportunities.

What OW offers you:

OW offers a competitive salary, bonus, and a comprehensive benefits package. 

Opportunity for career growth and professional development.

A stimulating working environment that allows you to challenge your boundaries and have an impact on the success of our clients.

A firm culture that supports openness and recognizes the importance of work-life balance. 

A department that is supportive and collaborative; ensuring you learn new skills continuously.

The applicable base salary range for this role is $75,000 to $135,000 USD.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education and any applicable minimum wage requirements. Decisions will be determined on a  case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance 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: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit oliverwyman.com, or follow on LinkedIn and X.

Marsh McLennan is committed to embracing 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, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.

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.