Position:  Research Analyst

About Us: Recognized as the trusted source for industry knowledege, LIMRA AND LOMA provides research, training, development, and networking solutions to financial services companies. In a rapidly changing marketplace, companies rely on us for our industry insight, practical solutions, and unwavering commitment to their success.

Why Join Us:  Leading life insurance and financial services organizations around the world rely on our membership to make bottom-line decisions with greater confidence.  They turn to us for:

• Research: Catalysts for new ideas, industry benchmarking, and strategic planning.
• Learning & Development: Programs to assess, train, and increase productivity, and develop future corporate leaders
• Networking: Connections with industry leaders and peers through study groups, committees, and conferences

The Opportunity:  We are seeking an engaged, inquisitive self-starter, with a keen eye for detail. The ideal candidate has good quantitative and writing skills, is eager to learn and willing to work on multiple projects simultaneously in a collaborative environment. Our new team member will work on a variety of projects as a sole contributor and in collaboration with other researchers. You will be responsible for all aspects of project management, including data collection, data analysis, and report writing, and occasionally presenting research findings to small groups. 

The Research Analyst will develop expertise in one or more distribution channels and be responsible for establishing and maintaining good relationships with member company contacts. A research background and/or experience in financial services industry is preferred, especially in distribution. A desire and commitment to your professional growth and development is essential. As a member organization, candidates must possess excellent customer service skills, demonstrating a desire to help and support our member companies.

What Will You Be Doing?

• Conduct assigned research surveys with the purpose of benchmarking key distribution metrics.
• Collect and ensure accuracy of data received from member companies and other sources.
• Understand and explain industry trends using data collected from assigned research projects.
• Report, provide insights on, and answer questions about key distribution metrics and trends
• Interact with member companies through a variety of communication methods (email, virtual meetings, phone, social media, etc.)

What you bring:

• Bachelor’s degree (mathematics, statistics, research, economics, finance, statistics or related preferred)
• Some experience in the financial services industry (field or home office). Roles in distribution preferred, competitive intelligence, or strategy a plus.
• Some experience in financial services preferred, with experience in distribution a plus
• Basic to intermediary skills in Microsoft Office (Word, Excel, PowerPoint)
• Some experience in research study development and design, including directing established studies and developing new research projects jointly with supervisor.
• Strong written and oral communication skills 
• Familiarity with data analysis software such as SAS, Qualtrics, or Tableau is also a plus.

What Do You Need To Succeed?

• A willingness to learn about the financial services industry and develop the skills needed to contribute to the team’s success 
• Attention to detail, fact-checking, and validation skills to ensure valid and accurate data 
• Enjoys working independently, but is also effective when working as part of a team
• Math and analytical skills and an ability to recognize patterns in unstructured data
• Customer service mind-set and approach
• Flexibility and adaptability
• Self-motivated with good time management skills

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