Financial Services Practice Group, Senior Business Analyst

The Opportunity

*Please submit application materials in English*

We are seeking a highly motivated and proactive Senior Business Analyst to join our Expert team serving North America based in Montreal. In this fast-paced role, the Senior Business Analyst will be responsible for guiding internal client teams of consultants and other Experts in the execution of Executive Search, Board, and Advisory projects for multiple clients within an industry or function. Primary responsibilities include project planning, market and candidate research, the production of high-quality client deliverables, business development, and knowledge management.

The Senior Business Analyst provides specialized market insight, strategic guidance, and client engagement support as a crucial member of the client engagement team. In conjunction with internal consultant stakeholders, you will operate as part of a team that delivers powerful, effective human capital solutions to our clients. The ideal candidate will have strong problem-solving skills, excellent communication and interpersonal skills, and the ability to balance multiple projects at the same time.

Practice Group Summary

Egon Zehnder has been working in the financial services sector for over 30 years.  With 135 consultants globally, Egon Zehnder’s Financial Services Practice is the largest in the industry. The practice works in both mature and emerging markets with a focus on strategic, complex assignments including searches for Financial Services CEOs, senior executives, general managers and board members. Given continually changing regulatory requirements, the growing impact of data analytics, the emergence of disruptive business models as barriers to market entry erode, and ongoing geopolitical complexities, Egon Zehnder’s deep expertise and integrated approach are positioned to enable financial services firms to address any leadership challenges.  The practice group operates through 10 segments: Asset Management, FinTech, Infrastructure, Insurance, Banking and Markets, Private Equity, Retail Financial Services, Risk Management, Sovereign Wealth Funds and Wealth Management. 

What You'll Do

Essential Duties and Responsibilities

 Research & Project Planning

• Serve as the lead Expert for multiple simultaneous client projects in collaboration with Consultants and other Experts
• Act as a thought partner to the team on all aspects of projects by identifying and developing a rigorous approach and strategy (e.g., priority targets through market research, utilizing data tools, and scoping out parameters to deliver client solutions at scale and scope)
• Guide the project team throughout the search processes to drive strategy, candidate solutions and supporting client materials with a consistent focus on quality and speed
• Identify, calibrate and prioritize potential candidates through a thorough research process, the internal Firm network and external resources
• Work broadly across different Firm offerings to continue developing a well-rounded understanding of our solutions to identify the best solutions for individual client needs
• Create high-quality client documentation (e.g., candidate profiles, role specifications, search strategies, assessment and client progress reports, etc.)

Business Development

• Partner with client teams to develop pitch presentations and business development materials, adapting deliverables and solutions to address specific client needs
• Proactively initiate, shape, and drive effective business development activities and other business-related projects, including monitoring relevant market shifts in a segment or function, company updates, and people moves
• Act as a partner with consultants to build targeted event lists for business development-related dinners, conferences, and other points of connection

Knowledge Management

• Contribute to the Firm’s knowledge management activities by looking for opportunities to share expertise and best practices, developing a network of people within an industry or functional area and recording pertinent information
• Develop an area of subject matter expertise, providing strategic guidance and high-quality insights on important trends and topics to support client teams 

Minimum Qualifications

• Bachelor’s degree required
• A minimum of 3 years’ professional work experience (post-undergrad)
• Demonstrated functional experience of a similar nature (e.g., market research, qualitative or legal research, professional services/consulting, project planning)
• Previous project-based experience working effectively on multiple mandates simultaneously
• Ability to effectively operate in a fast-paced, client-driven environment
• Exceptional critical thinking and analytical skills
• Excellent verbal and written communication ability
• Demonstrates very strong attention to detail

Preferred Qualifications

• Relevant experience in one or more areas related financial services, either academic or professional
• Affinity and interest in the executive search industry
• Superior engagement management abilities and initiative to lead projects with minimal guidance or supervision
• Demonstrated ability to push back constructively and offer solutions
• Forward-thinking, structured, and process-oriented thinker
• Self-starter mentality with good business judgment

What It’s Like to Work Here

We operate as one unified team with expertise across industries, functions, and geographies. Our organization can be described as high performing and collaborative combined with a caring and respectful culture. We are proud to have made connections and live our values through our Employee Resource Groups and DE&I initiatives:

• B@EZ – Blacks at Egon Zehnder
• EZ+ – LGBTQ+ at Egon Zehnder
• HOLA – Hispanic / LatinX Organization for Leadership Advancement
  

Benefits

• Hybrid work model
• 401k – company match and additional discretionary employer contribution
• Comprehensive health plan – medical, dental, vision, life insurance, long-term disability
• Employee Assistance Program (EAP)
• Paid parental leave
• Personal time off – paid vacation, sick time, volunteer days
• Paid holidays, including week off between Christmas and New Year’s

About Egon Zehnder

Egon Zehnder is the world’s preeminent leadership advisory firm, inspiring leaders to navigate complex questions with human answers. We help organizations get to the heart of their leadership challenges and offer honest feedback and insights to help leaders realize their true being and purpose.

We are built on a foundation that supports partnership in the truest sense of the word and aligns our interests with the interests of our clients. Our 560 consultants across 64 offices and 36 countries are former industry and functional leaders who collaborate seamlessly across geographies, industries and functions to deliver the full power of the Firm to every client, every time.

We partner closely with public and private corporations, family-owned enterprises, and non-profit and government agencies to provide executive search, leadership solutions, CEO search and succession, board advisory, and diversity, equity & inclusion.

We believe that together we can transform people, organizations and the world through leadership.

Due to high volume, we will only be contacting applicants who meet all of the minimum requirements listed in the job description. Only those applicants who align most closely with our minimum and preferred qualifications will be contacted for an interview. The Recruiting team at Egon Zehnder will retain your application materials and may contact you regarding future opportunities.