Deloitte Research Manager, Center for Financial Services in Boston, Massachusetts

Research Manager, Deloitte Center for Financial Services

Are you passionate about answering the big questions in banking and capital markets? Seeking a thought leader to manage the development of cutting-edge research for Deloitte s financial services practice.

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 ), a division of the firm s Research & Insights group. The candidate will report to, and be supervised by, the Banking & Capital Markets sector research leader (who also has a dual role as research development leader for the Center s three other financial service sectors). In addition to managing the workflow of the team on all projects, the candidate will be a hands-on research writer/author on select projects.

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:

  • M anage critical project management processes for the Banking & Capital Markets team, including project workflow, resources, milestones, proposal development, copyright and other permissions;

  • Contribute toincluding authoring or co-authoringthought leadership focused on a variety of topics in Banking & Capital Markets;

  • Play a leading role in developing and nurturing the talent of the Banking & Capital Markets research team, including working with the Sector Research Leader to determine assignment of tasks to provide development opportunities, and providing timely feedback and coaching to more junior team members on their work;

  • Raise the profile of our thought leadership with insights derived from advanced analytic techniques, such as predictive analytics, data mining, text mining, and/or sentiment analysis;

  • Help deploy research/thought leadership through a variety of channels;

  • 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; and

  • Manage key relationships and project deliverables with internal stakeholders and outside vendors to support implementation of an aggressive program of research and thought leadership. New York or Boston location base required. 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 leadershipall 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 5 years professional experience in banking, capital markets, or at research/professional services firms serving the financial services industry

Solid writing skills; a track record in publishing (press, academic journals, or business reports such as equity or risk analysis) are a must

Strong analytical, problem solving, and critical thinking skills; ability to think creatively 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

Excellent presentation skills

Enjoys visibility with key media groups and is successful at positioning findings in those groups

Collegial and team-oriented in approach

Ability to prioritize and perform multiple tasks simultaneously


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

How you ll grow

At Deloitte, our professional development plan focuses on helping people at every level of their career to identify and use their strengths to do their best work every day. From entry-level employees to senior leaders, we believe there s always room to learn. We offer opportunities to help sharpen skills in addition to hands-on experience in the global, fast-changing business world. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.


At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.

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As used in this posting, Deloitte means Deloitte Services LP, a subsidiary of Deloitte LLP. Please see for a detailed description of the legal structure of Deloitte LLP and its subsidiaries.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

Category: Communications and Public Relations

About Deloitte

As used in this document, Deloitte means Deloitte LLP and its subsidiaries. Please see for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.