Spencer Stuart→
Analyst, Financial Officer Practice at Spencer Stuart · Philadelp…
Skills
Job Description
Analyst Role
Spencer Stuart seeks to recruit an Analyst to be based in our Philadelphia office to support our Financial Officer Practice. Analysts play a critical and visible role on the team. Working closely with Associates, Senior Associates, and Consultants, Analysts serve as thought partners in understanding client needs and conducting the necessary research that informs the overall assignment strategy.
Analysts are responsible for advancing the assignment strategy through comprehensive research and the creation of valuable resources, including talent mappings, target company lists, pitch decks, along with various ad hoc research requests. Their insightful analyses and findings directly inform client-ready documents and bolster new business development initiatives, making them indispensable to the Firm’s success. Over time, Analysts are expected to cultivate industry expertise by staying informed about emerging trends and identifying "best-in-class" leaders and future talent.
Successful Analysts can explore diverse career development paths and leadership opportunities, including advancement to the Consultant role. Throughout their journey, they cultivate highly transferable skills in research, analysis, communication, and problem-solving, positioning themselves for impactful careers across various industries.
KEY RELATIONSHIPS
Reports to:
Practice Leader
Associates and Consultants (on a project basis)
Other key relationships:
Consultants, Senior Associates, Associates, Senior Analysts, Executive Assistants, HR Business Partner
KEY RESPONSIBILITIES
Develop a comprehensive understanding of the client's industry, including its value proposition, competitive landscape, strengths and weaknesses, stock performance, and employee count. Synthesize this information accurately for easy integration into clear, client-ready documents.
Stay updated on news and issues related to key client engagements and market opportunities, sharing relevant information promptly with Associates, Consultants, and Executive Assistants.
Assist in detailed industry talent mapping and proactively identify high-potential executives. Leverage internal and external databases to research and provide commentary on executives, as well as to track executive movements.
Participate in kick-off meetings with Associates and Consultants to assist in the development of the search strategy. Directly assist Associates with search-related tasks, such as the development of a search strategy and target list. Directly assist with business development-related tasks, such as qualifications packs and relevant assignment lists.
Develop industry and/or functional expertise by staying informed of industry trends and identifying “best in class” leaders and future leaders.
IDEAL EXPERIENCE
Successful candidates will be self-directed and independent, demonstrating an exceptional ability to proactively identify and address the evolving needs of our practice. They will thrive in a fast-paced environment characterized by quick-turn tasks, seamlessly integrating client management with daily engagements to drive results.
Ideal candidates will possess an insatiable curiosity and a passion for conducting research that tells a compelling story. They will demonstrate advanced research skills, particularly in qualitative methodologies, and excel at articulating their findings in a clear and engaging manner. Their commitment to delivering the highest caliber of service will ensure maximum value for our clients.
Resilient and composed under pressure, they will skillfully juggle multiple priorities while showcasing an ownership mindset and unwavering results orientation, all while maintaining a low-ego approach. They will thrive in collaborative environments but also possess the ability to work independently, taking the initiative to drive projects forward. This combination of competencies will empower them to contribute meaningfully to our team's success and consistently exceed client expectations.
Specific experience should include:
Recent, or soon-to-be university graduate (4-year bachelor's degree required) *Please note that we are not considering Spring 2026 graduates at this time
Strong academic performance is required (3.4+ GPA) in any area of study.
Well-roundedness demonstrated through leadership experience in internships, work experience, community service, athletics, or roles in student-led organizations.
Advanced research, analysis, and synthesis skills.
Strong verbal and written communication skills.
Self-directed and proactive in nature; resourceful, team-oriented, and tenacious.
Proficient with MS Office applications (Excel, PowerPoint, and Word) and AI tools (ChatGPT)
In possession of permanent U.S. work authorization.
Compensation and benefits are commensurate with other high-end professional services firms.
The base compensation for this position is $80,000 per year. The actual base compensation offered within this range will be dependent on the individual’s skills, experiences, and qualifications. This position will be eligible to participate in our annual discretionary bonus program.
Spencer Stuart also offers a competitive benefits package, which includes:
Retirement savings plan with discretionary profit sharing contribution and employer match;
PTO (minimum 15 days per year, increases with tenure), paid sick time (10 days per year), company holidays (12 days per year), and paid leaves of absence when applicable;
Comprehensive health benefits, including medical, dental, and vision insurance, and healthcare flexible spending account;
Life Insurance, and short-term and long-term disability insurance;
Wellness benefits, including an employee assistance program, virtual mental health program, and mindfulness program;
and Voluntary benefit options, including supplemental life insurance, identity theft protection, and whole life insurance with long-term care and critical illness coverage.
CRITICAL CAPABILITIES FOR SUCCESS
Project Management
Plan, manage, and drive own efforts in support of new business development and search assignment support as measured by timely completion of project tasks and feedback from project team members. Handle multiple projects with competing deadlines, work with individuals who have differing styles, and manage challenging expectations.
Provide accurate and timely research information about executives, organizations, markets, or other relevant sectors.
Take ownership of the project by doing what is needed at all phases of the research process. Anticipate next steps, and not wait to be told what to do.
Regularly reassess priorities to align resources where/when needed and proactively reprioritize own workload to provide additional support to assignment team where/when needed.
Deliver on commitments on-time or notify as early as possible if problems occur or deadlines will slip.
Problem Solving
Synthesize research for business development initiatives, search assignments or intellectual capital initiatives and provide a succinct and accurate point of view as measured by quality and timeliness of contribution to assignment/project objectives.
Listen and ask insightful questions.
Leverage knowledge of an industry/function/sector and appropriate resources to gather relevant information.
Subject researched facts to extensive analysis and interpretation before drawing conclusions.
Make inferential leaps in thinking to reach a solution despite incomplete or ambiguous information.
Make decisions rapidly, despite the complexity of the issues or pressures involved.
Use effective business writing skills to create succinct, client-ready analyses and document information in Firm databases.
Impact and Effectiveness
Contribute to the efficiency and quality of teams to successfully meet project objectives as measured by Consultant, Associate and peer feedback while working with individuals who have differing styles. Be authentic.
Listen and ask questions to clarify understanding and demonstrate knowledge.
Place team goals ahead of individual goals.
Consider the needs of colleagues and adapt own communication style accordingly.
Set expectations and clarify tasks to avoid wasting time and resources.
Offer to work outside areas of responsibility when needed.
Raise issues early and finding solutions collaboratively.
Remain poised when under pressure or handling unexpected challenges.
Proactively shares information with those who would benefit while being discreet.
Industry and Functional Knowledge
Obtain and incorporate knowledge to enhance client work in a meaningful way; know how to get information, effectively use the available firm resources, develop and share industry/functional knowledge.
Identify executive movements in the market and update Quest (ideally in real time) and colleagues.
Genuine interest in/curiosity about people and businesses; actively builds personal awareness and team knowledge around the marketplace and the ecosystem of critical influencers and key agents.
Understand how to identify and navigate the various relevant sources available (Quest, Capital IQ, D&B Hoovers, BoardEx, LinkedIn, etc.), as well as key people, leveraging both internal and external content and networks to drive distinct and unique insights and outcomes.
Development Self and Others
Develop self and others; seek and provide feedback, modify own performance or behavior based on feedback. A successful Analyst is constantly growing, learning, and enhancing his/her skills and capabilities.
Seek and be open to feedback from colleagues, place value on self-development efforts, seek opportunities for growth.
Is self-aware and open to changing one’s own behavior.
Firm Values
Champion the Firm’s values, culture and Code of Conduct; engage, participate and collaborate with others. A successful Analyst, who people like working with, may over time also have a leadership role.
Accept others’ opinions and encourage teamwork.
Is inclusive. Bring cultural awareness and sensitivity to each interaction with colleagues.
Participate and contribute to internal activities; engage with office and practice.
Represent Spencer Stuart well by speaking positively about the Firm and align behavior to Firm values.
Conduct themselves in a way that is consistent with the Firm’s values.