Strategy and Research Analyst

Description

Key responsibilities include conducting market and sector research, maintaining industry trackers, analyzing internal and external data, and supporting evaluations of M&A targets, partnerships, and service‑line expansions. The Analyst also prepares reports, dashboards, and presentations for executive management and the board, and assists with monthly and quarterly business reviews.

In addition, the role supports the annual strategic planning cycle by collecting and validating data, coordinating with business units, and maintaining process documentation. Continuous improvement of templates, trackers, and analytical tools is expected, along with enterprise‑level coordination of board and leadership meeting materials.

• Conduct market, client, competitor, and sector research and maintain industry trackers and dashboards.
• Analyze internal and external data to identify growth patterns, risks, and opportunities.
• Support evaluation of M&A targets, partnerships, and service‑line expansions through data gathering and due‑diligence analysis.
• Prepare executive reports, dashboards, and presentations for senior management and the board.
• Organize and synthesize financial, operational, and market intelligence into concise insights and visuals for business reviews.
• Collect, validate, and consolidate data for the annual strategic planning cycle and ensure alignment across business units.
• Maintain and update internal process documentation, templates, and analytical tools to improve Strategy team operations.
• Coordinate inputs, deadlines, and follow‑ups for board meetings, leadership sessions, and enterprise‑level events.
• Assist in slide creation, material collection, and logistics for quarterly board and management meetings.
• Manage the annual Executive Calendar and disseminate updates to relevant stakeholders.
• Provide ongoing support for planning cycles, conferences, and other enterprise meetings, tracking deliverables and actions.

Requirements

The Analyst will support enterprise strategy, market intelligence, and executive planning by turning data and trends into actionable insights for senior leadership. The ideal candidate is analytical, curious, organized, and comfortable handling data, timelines, and senior‑level deliverables.

Qualifications require a bachelor’s degree in a related field and 0–3 years of analytical, research, or project‑oriented experience. Candidates must demonstrate strong quantitative skills, proficiency in Word, Excel, and PowerPoint, and excellent written and verbal communication; experience with Salesforce or Power BI is a plus.

Benefits

The position offers a salary range of $80,000–$100,000 plus a discretionary bonus, and a comprehensive benefits package that includes medical, dental, vision, retirement, and various insurance options.

Training + Development

Interview process

Visa Sponsorship

Security clearance