Family Office Exchange
Research Associate
Market Research - Chicago, IL - Full Time
Family Office Exchange (“FOX”) was the first and continues to be the industry-leading membership organization that brings together families, family office executives, and trusted advisors to build a community focused on peer exchange, continuous learning, and objective guidance. The community includes 8,000 family leaders and sophisticated advisors from 500 organizations in 20 countries.
The research team at FOX provides key insights and benchmarking data to Private Wealth/ Family Office leaders that shape the management of their businesses. We currently have a phenomenal opportunity on our Research team as:
Research Associate
The Research Associate role at Family Office Exchange (“FOX”) is a role supporting quantitative and qualitative research for family offices and the wealth advisors who serve them. The Research Associate will help support every aspect of the research function — from survey design and launch to participant management (answering client questions and facilitating the process) to data cleaning and analysis.
Working out of our conveniently located office in downtown Chicago, this role also offers the option to be hybrid.
Duties and Responsibilities:
• Supports FOX research studies from start to finish, including survey design and implementation, completing and sharing data analysis.
• Ensures quality and accuracy of data and results at every stage of the research process. Communicates constantly with internal and external stakeholders to ensure accurate use of information and confidence in the process.
• Serves as a content resource and problem solver to internal and external customers. • Provides support to survey participants, clients, and members.
• Helps with questionnaire completion and interpretation of results. Creates custom view of the available data and visualization.
• Responds promptly and articulately to research inquiries from survey participants and FOX staff.
• Coordinates all projects in an efficient manner.
• Proactively supports all initiatives of the FOX Research Department by serving as key resource/subject matter expert on survey data.
Ideal Professional Experience and Education:
Professional Attributes:
• Demonstrated facility in managing multiple projects simultaneously in a fast-paced, entrepreneurial setting.
• Committed to communicating with clarity and professionalism with teammates, vendors, members, and others.
• Comfortable using all available channels to ensure that the goals and realities of all projects are constantly and clearly communicated to all stakeholders.
• Committed to process and product improvement through constructive and productive dialog.
• Demonstrated facility in building, managing, and interpreting complex datasets.
• Demonstrated ability in synthesizing data for consumption via PowerPoint and/or written reports.
• Flexibility and aptitude to move from strategic to tactical and from partnership to independence frequently, while maintaining effective team dynamics.
The research team at FOX provides key insights and benchmarking data to Private Wealth/ Family Office leaders that shape the management of their businesses. We currently have a phenomenal opportunity on our Research team as:
Research Associate
The Research Associate role at Family Office Exchange (“FOX”) is a role supporting quantitative and qualitative research for family offices and the wealth advisors who serve them. The Research Associate will help support every aspect of the research function — from survey design and launch to participant management (answering client questions and facilitating the process) to data cleaning and analysis.
Working out of our conveniently located office in downtown Chicago, this role also offers the option to be hybrid.
Duties and Responsibilities:
• Supports FOX research studies from start to finish, including survey design and implementation, completing and sharing data analysis.
• Ensures quality and accuracy of data and results at every stage of the research process. Communicates constantly with internal and external stakeholders to ensure accurate use of information and confidence in the process.
• Serves as a content resource and problem solver to internal and external customers. • Provides support to survey participants, clients, and members.
• Helps with questionnaire completion and interpretation of results. Creates custom view of the available data and visualization.
• Responds promptly and articulately to research inquiries from survey participants and FOX staff.
• Coordinates all projects in an efficient manner.
• Proactively supports all initiatives of the FOX Research Department by serving as key resource/subject matter expert on survey data.
Ideal Professional Experience and Education:
- Bachelor's degree (B. A.) from four-year college or university; exceptional record of achievement in academics.
- Expert grasp of statistical terminology, questionnaire design principles, and data visualization science.
- Excellent oral communication skills.
- Exceptional writing skills.
- Experienced with Microsoft Office Suite – Outlook, Word, Excel, PowerPoint.
- Minimum of two years of experience implementing and supporting complex research projects to include prior experience working on research projects end-to-end.
- Experience in the wealth management, investment experience in an investment firm, custodian, or investment research firm in roles such as Research Coordinator, Research Analyst, Quantitative Analyst, Market Research Analyst and/or Project Coordinator is highly desired.
- Expertise with online survey tools (Qualtrics), data analytics software (SPSS, Stata, or others), and data visualization software.
- Working knowledge of investment management principles and performance analytics is a plus.
Professional Attributes:
• Demonstrated facility in managing multiple projects simultaneously in a fast-paced, entrepreneurial setting.
• Committed to communicating with clarity and professionalism with teammates, vendors, members, and others.
• Comfortable using all available channels to ensure that the goals and realities of all projects are constantly and clearly communicated to all stakeholders.
• Committed to process and product improvement through constructive and productive dialog.
• Demonstrated facility in building, managing, and interpreting complex datasets.
• Demonstrated ability in synthesizing data for consumption via PowerPoint and/or written reports.
• Flexibility and aptitude to move from strategic to tactical and from partnership to independence frequently, while maintaining effective team dynamics.
Working at Family Office Exchange (FOX) provides opportunities to interact with enterprise families, family office executives, and their trusted advisors. We are committed to providing our members with networking, continuous learning, and objective guidance. The team at FOX is dedicated to three key pillars for success: collaboration, innovation, and excellence.
FOX offers a robust employee benefits plan, including: major medical, dental and vision care plans; basic and supplemental life insurance for employee and dependents; short and long-term disability options; 401(k) plan; Health Reimbursement Account; transportation and parking deduction option; generous vacation and holiday plan; and an on-site health club at Chicago headquarters.
Family Office Exchange is an Equal Opportunity Employer. For more information, please click the following links: English | Español
