Research Associate, Insights

Overview

The Insights product is a new offering for Guidepoint's Institutional investment and corporate clients, that offers teleconferences, surveys, and in-person events. The teleconferences live in a transcript library portal, which covers a wide of industries/topics that enable our clients to make informed decisions. All content features experts from Guidepoint’s proprietary global network and is conceptualized and hosted by former investment professionals (i.e., private equity/hedge fund), sell-side equity research analysts, and industry professionals.  Visit Insights team biographies at https://www.guidepoint.com/insights/#team.

What You'll Do:

• Work closely with the Insights team to execute teleconferences that will cover a wide range of sectors with focus on tech/media/telecom.
• Might be required to monitor a coverage universe of private companies within the Greater China space.
• Track key industry trends, material news flows, earnings releases, investor presentations, research in key coverage markets.
• Identify and maintain a robust pipeline of company and industry specific topics — generate original ideas for discussion, covering business updates, event studies, channel checks, hot topics, and other investment narratives.
• Proactively monitor pipeline of upcoming call topics so experts can be identified or selected 1-2 weeks before scheduled call date
• Recruit new advisors to join the Guidepoint network, using a variety of outreach tools and resources provided. Communicate with potential experts via phone to answer questions or discuss/verify their credentials
• Develop effective screening criteria for experts to test knowledge of subject matter; Review responses to screening questions from experts to gauge sufficient knowledge of subject matter
• Ensure Guidepoint compliance policies and protocols are adhered to.
• Work with research teams to identify and recruit additional industry experts to our Expert Network; Manage and further develop relationships with both experts and clients

What You Have:

• Bachelor’s degree or Master’s degree, CFA or CPA is a plus
• 2 to 5 years of work experience at a financial services or research firm with a focus on TMT sector or as a generalist.
• Ability to work in a fast-paced entrepreneurial environment; Effective time management and organizational skills.
• Outgoing personality with the ability to speak with people at all professional levels.
• Intellectual curiosity and desire to learn.
• Demonstrated ability to work both individually and as part of a team.
• Excellent communication and interaction skills, including demonstrated written and verbal abilities in English and Mandarin.

What We Offer:

• 14 annual leave days (PTO Days), 11 legal holidays, and 7 full paid sick days 
• Social insurances and housing fund 
• Shanghai CBD location, Hong Kou Football Stadium with Line 3 and line 8 metro
• Free snacks and beverages in the office, including free coffee 
• Competitive salary depending on experience. 
• Casual work environment,
• Monthly birthday celebration, team building, and other social events. 

About Guidepoint: 

Guidepoint powers end-to-end research workflows for the world’s best research teams.

Backed by a global network of more than 2 million experts and over 1,600 employees, Guidepoint delivers real-time access to expertise, primary research, and actionable knowledge that help organizations make informed decisions. Through consultations, surveys, events, proprietary content, and AI-enabled tools, we support every stage of the decision-making process—from developing hypotheses and gathering insights to validating assumptions and building conviction for critical decisions.

At Guidepoint, our success relies on the diversity of our employees, experts, and clients, which enables us to foster meaningful connections and a broad range of perspectives. We are committed to creating an inclusive and welcoming environment where individuals of all backgrounds, identities, and experiences can contribute and succeed.

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