Research Principal

Chartis Research is the leading provider of research and analysis on the global market for analytics, risk, control and compliance technology and is part of Infopro Digital which has market leading brands such as Risk and Waters Technology. Chartis’ goal is to support buyers, providers and investors with decision making as they drive business performance through better risk management, corporate governance and compliance; we help our clients make informed technology and business decisions by providing in-depth analysis and actionable advice on virtually all aspects of risk technology.

With AI technology on an accelerated curve of both its innovation and adoption, we are looking for a Research Principal to progress our Research and Advisory business with respect to this technology in the financial services segment specifically. The individual must be able to evaluate vendor strategies and offerings that incorporate ML models and GenAI and present opinions as to applicability and effectiveness at meeting the needs in the marketplace. Chartis prides itself on the rigor of its methodologies. The individual must be comfortable with setting criteria for evaluating vendors and solutions with a structured defensible approach.

This is a chance to be part of a team providing invaluable thought leadership tailored to the needs of the risk tech marketplace – resulting in an unrivalled level of depth and insight upon which our clients have come to rely.

The role will be based London or NY office. (No relocation available.) Foreign and domestic travel may be required as part of the role

Key Responsibilities

• Define and conduct ongoing research and analysis of AI technology and aligned use cases within financial services to provide insight and decision support for Technology Vendors, Financial Institutions and Investment Firms.
• Execute aligned Quadrants/Rankings assessments as appropriate.
• Progress a distinct Chartis approach and structure on how to think about the intersection of AI with existing and road mapped offerings within financial services.
• Surface new opportunities for Chartis research coverage in the application of AI within risk management solutions and practices such that Chartis can be relied on as a thought leader.

· Have the intellectual curiosity to understand and assess use cases that span across the spectrum of risk management within financial services to help clients make informed technology and business decisions.

• Keep informed on AI technology-related research by reading, and networking with clients, vendors and analysts, to evaluate and analyse this market. Actively participate in internal Research Meetings and help socialize research thinking and new insights and positions.
• Provide sales support to the US-based team by speaking to prospective and existing clients via telephone, videoconference and by making face-to face sales calls with Chartis sales personnel and by delivering presentations as needed (small meetings, briefings and seminars/conferences).
• Provide individualized consulting for clients, which involve presentations of Chartis Research and/or findings to individual companies.
• Be able to discuss AI strategy, its application and the wider risk technology trends that are shaping this market, to CROs, CEOs, Senior Risk managers, IT managers, and with CIOs/CCOs.

Requirements

• 5+ years’ experience working within the field of quantitative analytics and machine learning: a Bachelor's degree in related field; Masters preferred.
• Working experience and knowledge about AI’s application in financial services including how it is becoming embedded in distinctive and useful solutions that further goals of providers and buyers.
• Demonstrate academic knowledge of the technology and an understanding of the regulatory considerations that are global in nature.
• Strong communicator with evidence of excellent verbal and written skills, with an ability to explain complex concepts both concisely and simply.
• Highly process-driven with strong analytical capabilities, the ability to task switch, be happy with new challenges, and be able to share opinions and receive feedback from colleagues.
• Be willing to push new ideas and opinions to peers, clients and the wider market.
• Being known in the industry, presenting to large audiences, contributing to press articles, etc., are all desirable.

Benefits

We know great people make great companies. Infopro Digital is defined by people and passion, and powered by knowledge and innovation. Everything we do is centred on trust, integrity and respect. Our collaborative approach drives creativity across our markets; and our focus on giving teams ownership allows us to build an entrepreneurial culture where our people and brands can thrive and grow.

We run a Foundation which supports a number of charities. Staff can volunteer to contribute their skills and expertise to make a meaningful difference to the lives of others.

In addition to a competitive salary we offer the following benefits:

• Flexible and hybrid working based on employee needs.
• 25 days annual leave (rising up to 30 days)
• Group personal pension plan
• Life assurance
• Interest free season ticket loan (STL)
• Private medical insurance
• Employee assistance programme
• Bonusly employee recognition
• Employee discount scheme
• Onsite monthly chair massage
• Eye-care Vouchers
• Discounted gym membership
• Agile/remote working
• Additional life assurance
• Bike to work
• Buying holiday
• Dental insurance
• Add partner to gym membership
• Health cash plan

Our foundations and values :

At Infopro Digital, we are driven by core values such as entrepreneurial spirit, constant customer focus, promoting diversity, striving for significant impact, and a collaborative culture. By joining us, you become part of a dynamic community that embraces these values on a daily basis, shaping the future with passion and commitment. 

Diversity is one of our core values. We are convinced that our teams, drawn from all backgrounds and with different backgrounds and experiences, are one of the key drivers of our success. The Group is committed to a policy of equal opportunities and inclusion, from recruitment to career development, and we strive to provide an equitable working environment to promote the well-being of our teams.

Who are we

Infopro Digital is a B2B group specialising in information and technology. With a presence in 18 countries, the group has 4,000 employees of 55 nationalities. 

Infopro Digital connects professional communities. 

Our brands are leaders in the five key economic sectors: construction and public sector, automotive, industry, risk & insurance, and retail.

With our solutions, our customers make informed decisions and companies develop their business and sustainable performance.

Equal Opportunities

We provide equal opportunities to employees and job applicants and do not discriminate either directly or indirectly, because of any protected characteristic or any other characteristic or activity protected by law. To fully comply with all laws prohibiting discrimination in all phases of employment, we have set up a system of monitoring all job applications, we therefore ask you to complete the equal opportunities questions on this form.

This information will be collected anonymously, in confidence and will not be seen by anyone directly involved in the hiring process, it will be stored separately and used only to provide statistics for monitoring purposes. There is no obligation on you to provide information. All applicants will be treated the same, whether or not they provide this information.

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