Research & Strategy Associate

Responsibilities

• Perform valuations of client sign-ups and prospective case opportunities, assessing claim size, eligibility, and recovery potential.
• Conduct in-depth market research on industry trends and competitive landscapes to support strategic decision-making.
• Leverage data-driven insights to identify patterns, flag anomalies, and generate actionable intelligence that supports the firm’s growth.
• Translate data analysis into clear strategic narratives - identifying patterns and emerging opportunities and presenting findings to the sales strategy team.
• Proactively identify opportunities to create operational efficiencies across research workflows, data pipelines, and reporting processes - recommending and implementing improvements where possible.
• Collect and integrate new data sources to expand the firm’s research capabilities and ensure comprehensive coverage of relevant markets.
• Collaborate and communicate cross-functionally with client-facing and operations teams to translate research findings into strategies that drive business growth.
• Utilize AI-powered tools (Claude, ChatGPT, Perplexity) to enhance research, streamline data processing workflows, and improve the speed and accuracy of case valuations.

Requirements

• 2-3+ years of relevant professional work experience.
• Bachelor’s degree is required.
• Proficiency with Microsoft Excel is required.
• Salesforce experience is preferred.
• Demonstrated ability to identify process inefficiencies and implement data-driven solutions.
• Strong business acumen with an entrepreneurial mindset - motivated to think beyond individual tasks and contribute to the broader success of the firm.
• Excellent attention to detail.
• Strong communication skills.
• Ability to synthesize complex data into clear, concise reports.

Benefits

• Compensation (based on relevant work experience): $100,000-$130,000 + Annual Discretionary Bonus
• Hybrid Workforce; 3 Days onsite in Manhattan & 2 Days Remote
• Health Insurance (Medical, Dental & Vision)
• 401K Match
• Paid Time Off (Vacation, Sick & Personal Days)
• Training & Development
• Wellness Resources