Research Associate, Client Services
Apex Leaders is a company that custom-recruits industry experts for private equity firm clients. They are seeking a dynamic Research Associate, Client Services to identify and source specialized advisors, provide strategic research insights, and support client project success while managing multiple projects. Responsibilities Identify and source specialized advisors, provide strategic research-related insights, and support client project success Conduct company, advisor and industry research to identify relevant individuals, using channels such as professional networks, industry associations, and trade publications Consult and support the Client Services Managers to ensure client projects are successful Sourcing relevant leads, consulting on difficult client requests, and supporting client-facing teams to fulfill client requests Reviewing and analyzing research requests and using a range of resources to identify the most relevant advisors across geographies, industries, and topics for each project Partnering closely with Client Services Managers to understand the research request, make strategic recommendations and effectively communicate research status Clearly and openly communicating with coworkers to build and maintain strong relationships Independently deploying and completing internal operations initiatives Managing multiple research and operations projects (i.e. Market Maps, Industry Reporting insights) with changing priorities Embodying the Apex Leaders Core Values with team members, clients, and all other stakeholders Skills Bachelor's degree from an accredited undergraduate institution or relevant equivalent experience required 0-2 years of experience in company or customer operations or a related field A history of academic and/or professional success Success starting, managing and completing various projects at the same time Highly organized with great time management skills Effective communication skills Experience working successfully independently and with a broader team A knack for creative problem solving and critical thinking An innovative, forward thinking mind-set Exceptional reasoning and judgment Understanding of various business structures and value chains Ability to quickly learn and master new computer systems and software, demonstrating comfort with evolving technologies, including AI-powered tools and platforms Previous R&D or secondary research experience is a plus Benefits Hybrid, in office, and remote working options 100% employer-paid premiums on medical and dental insurance for the employee Voluntary vision and life insurance options Fitness and wellness reimbursement 401K with matching Annual profit sharing program Extensive Paid Time Off (PTO) – 24 days of PTO + 11 paid holidays 6-week paid sabbatical after 5 years of service Paid parental leave Short and long term disability insurance covered fully by the company Ongoing culture, team building, and development events Volunteer initiatives Opportunity for swift advancement into Client Services Manager role Company Overview Apex Leaders is a human capital firm that specializes in portfolio management, investment returns, board and executive placement. It was founded in 2009, and is headquartered in Boise, Idaho, USA, with a workforce of 51-200 employees. Its website is