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Research Associate - Financial Institutions
Research Associate - Financial Institutions-April 2024
Santa Ana
Apr 1, 2026
About Research Associate - Financial Institutions

  WHAT YOU'LL DO

  As a Research Associate within BCG's Data and Research Service (DRS) function, you will form an integral part of our America DRS team. Through the delivery of secondary research, you will contribute to BCG's client work and knowledge base by supporting proposals, client cases and business or internal development initiatives.

  You will clearly synthesize, package, articulate and deliver your findings in a timely and accurate manner and conduct research on commercial, multi-industry and economic topics. Excellent organization skills are essential for successfully managing a variety and volume of research requests by accurately summarizing data and facts into appropriate and timely output i.e. email, Excel, PowerPoint, Word. Along with supporting research products (i.e. news alerts, company profiles etc.), you will also contribute to knowledge capture and documentation.

  You will clearly synthesize, package, articulate and deliver your findings in a timely and accurate manner and conduct research on Financial Institutions topics. Excellent organization skills are essential for successfully managing a variety and volume of research requests by accurately summarizing data and facts into appropriate and timely output i.e. email, Excel, PowerPoint, Word. Along with supporting research products (i.e. news alerts, company profiles, market sizing etc.), you will also contribute to knowledge capture and documentation.

  BCG's Financial Institutions Practice Area offers a broad range of consulting services across four key sectors: Global and Regional Banks, Payments and Fintechs and Asset & Wealth Managers. BCG's financial services consulting leaders offer strategic thinking, transformative expertise, and technical know-how. We draw on deep financial sector relationships and inter-disciplinary knowledge across multiple industries, capturing best practices that cut across global markets.

  YOU'RE GOOD AT

  Engaging with customers

  You will thrive learning in a rich, fast paced, deadline driven yet thoughtful environment that is customer focused. Working closely with more senior team members, you will engage with our Consulting and Knowledge Teams daily with the aim to understand, scope and deliver accurate, timely and relevant data and information

  Thinking analytically

  You're an organized thinker who commits to learning research analysis including: methods, databases and tools, synthesis & packaging

  Working accurately in a fast paced, deadline focused environment

  You will have strong attention to detail by clarifying request objectives under direct supervision and discussing the most appropriate and timely research approach. You will do this whilst communicating directly with BCG stakeholders to evaluate and recommend the most efficient and successful research strategy per project

  Working well independently and in a collaborative team environment

  Working closely with fellow DRS colleagues, you will approach all interactions with the highest level of quality and customer service. You will also guide outsourcing partners in their research analysis and do quality assurance

  Seeking professional development

  You will welcome the opportunity to grow and learn in an apprenticeship culture where you can quickly build and expand your research knowledge base to the next level

  Communicating with confidence and ease

  You will be a clear and confident communicator, able to deliver messages in a concise manner with a positive disposition and you will help build a loyal customer base for DRS

  YOU BRING (EXPERIENCE & QUALIFICATIONS)

  Undergraduate Degree minimum (a preference for a degree in business, economics, accounting, statistics)

  0-2 years relevant working experience

  * Excellent English - written and oral communication: (Portuguese is a plus)

  YOU'LL WORK WITH

  Our data analytics and artifical intelligence professionals mix deep domain expertise with advanced analytical methods and techniques to develop innovative solutions that help our clients tackle their most pressing issues. We design algorithms and build complex models out of large amounts of data.

  ADDITIONAL INFORMATION

  The Data and Research Services (DRS) function is a dynamic and highly visible center of excellence focused on business research and process innovation. We collaborate with our consulting teams to bring advanced research capabilities to support projects and clients. DRS provides specialist research services to consulting teams and our Knowledge Team, taking deep pride in developing rapid and precise results.

  DRS works with both qualitative and quantitative data, conducting research and providing synthesized results from over 100 commercial sources, publicly available data, company and industry research, macro-economic, commodities and trade data.

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