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Job Details


Research Manager, Deloitte Center for Financial Services (15508)

Branch Manager




Boston, Massachusetts, United States

Work you'll do

The Research Manager will manage a team of analysts in the Banking & Capital Markets sector of the Center for Financial Services ("the Center"), part of the firm's Research & Insights group. The candidate will report to the Banking & Capital Markets sector research leader. The candidate will be a hands-on research writer/author, and will also help manage the operations/workflow of the Banking and Capital Markets research team.

The Center's Banking & Capital Markets sector team is responsible for creating high-quality content for use by end-clients (banks, capital markets institutions, securities broker dealers, market infrastructure players, wealth managers, etc.) and our client service professionals in the Banking & Capital Markets practice. This content can come in the form of research reports, articles and features, client presentations, webcasts and podcasts, blog posts, etc. These deliverables integrate information from a wide range of primary and secondary sources, including surveys, modeling and forecasting, text analysis, case studies, third-party research and databases, analyst reports, government publications, industry commentaries, and news articles.

The Banking & Capital Markets Research Manager's key responsibilities are to:

  • Bring a strong understanding of and previous research experience addressing substantive issues facing the banking and capital markets industry
  • Lead idea generation to ensure research agenda addresses future industry challenges
  • Lead complex quantitative and qualitative data analysis, case study development, survey design and analysis, and senior executive interviews
  • Familiarity with research and statistical tools such as Tableau and SPSS, as well as banking industry-related data sources
  • Manage critical project management processes for the Banking and Capital Markets team, including project workflow, resources, milestones, proposal development, copyright and other permissions;
  • Develop presentations summarizing insights and recommendations to brief executives and practitioners at the internal and external events, Play a leading role in developing and nurturing the talent of the Banking and Capital Markets research team, including working with the Center Director to determine assignment of tasks to provide development opportunities, and providing timely feedback and coaching to more junior team members on their work
  • Build effective working relationships with subject matter experts within the firm and the external marketplace, which includes both interviewing and information-gathering, as well as presenting draft work for feedback
  • Work collaboratively with practice leadership and other teams (marketing professionals, knowledge management, PR, client service professionals, etc.) to prepare thought leadership deliverables

New York or Boston location base preferred.

Deloitte's Center for Financial Services (DCFS), part of the firm's U.S. Financial Services practice, is a source of unique insights on the most important issues facing senior-level decision-makers across the financial services industry. We offer an integrated view of financial services issues, delivered through a mix of research, industry events and roundtables, and provocative thought leadership-all tailored to specific organizational roles and functions. DCFS is staffed by professionals who bring a wide array of deep, hands-on industry experience.


  • Undergraduate degree
  • At least 10 years professional experience in banking, capital markets, or at research/professional services firms serving the banking industry. A solid understanding of the banking industry is a must
  • Solid writing skills; a track record in publishing (press, academic journals, or business reports such as equity or risk analysis) highly desirable
  • Strong analytical, problem solving, and critical thinking skills; ability to think creatively, generate research ideas, and solve research problems
  • Passionate about developing "ahead of the curve" provocative thinking
  • Demonstrated project management experience and experience managing a team are a must
  • Self-starter, independent thinker and resourceful, and competency to work with distributed team members when necessary
  • Strong people skills that create strong relationships and credibility to both influence executive-level strategic thinking and create demand for new research initiatives
  • Solid presentation skills
  • Collegial and team-oriented in approach
  • Ability to prioritize and perform multiple tasks simultaneously
  • Limited immigration sponsorship may be available.

  • Master's degree, MBA or CFA
  • Have exposure to and training in analytical/statistical methods and interpretation of statistical results; preferred experience in survey design and with statistical software tools such as SPSS®
  • Strong candidates will also be familiar with data visualization software such as Tableau