Consultant, Financial Services (Private Equity)

The salary range for this role is $88,000 - $121,000/year + Bonus

As a Consultant, Financial Services (Private Equity) professional you will be a vital member of a new and fast-growing vertical at Numerator - Financial Services. Your focus will be on servicing a core set of dynamic, high-performing financial services clients, acting as the day-to-day point of contact, engagement lead, and project manager - with a north star of serving as a trusted adviser delivering strategic insights to inform their investment decisions. Numerator’s financial services clients include Institutional Investors (hedge funds, long-only funds etc.), Private Equity firms, Sell-Side Research firms, and other financial institutions.

You will primarily service Private Equity clients, with a particular emphasis on developing new, AI-driven products that will allow Numerator data and expertise to integrate into the Private Equity deal life-cycle at scale.

What You'll Do:

• Leverage Numerator’s consumer panel and survey data to develop data-driven insights with a clear point of view and confidently present those insights to clients
• Work with clients and your Numerator team to identify ways to better serve FinServ clients and scale the vertical, including developing new products, analyses/templates or interpretation of insights that are value-add to the investment process.
• Support sales efforts by participating throughout sales cycles and presentations as a subject matter expert and Numerator solutions guru, including occasional product demonstrations
• Interface directly with FinServ clients that span investment teams and central data/insights teams, supporting their most pressing business questions and challenges
• Approach the role with curiosity and initiative, always digging into the question behind the question, connecting insights back to the client’s core objectives, and anticipating needs by delivering unprompted, value-added analysis when appropriate
• Together with supporting client services team members, drive your assigned client(s) engagement and utilization of contracted resources (consulting hours, platform access, survey credits, and custom projects) to maximize return on investment, and provide an opportunity to expand relationships beyond existing parameters
• Utilize your deep understanding of Numerator solutions and services to educate clients on key differentiators versus legacy approaches and competing offerings
• Where necessary, assist with Financial Services-specific thought leadership content for clients, from webinars, and training materials, to blog posts and industry presentations
• Travel, as required, to support the above responsibilities

• Strong knowledge of and genuine interest in the continually evolving CPG, Retail & Restaurant industry and consumer investing landscape, across both public and private markets.
• Skilled at translating complex data into clear, compelling stories, with excellent written and verbal communication skills. Experienced presenting insights and recommendations directly to clients and prospects.
• Proven analytic skills: conceptualizing, analyzing, deriving insights from data, and designing an execution plan to derive results from insights
• Skilled at building and managing customer relationships, including stakeholder management and effective project management skills.
• Strong MS Excel, PowerPoint, and Word skills a must; additional skills/experience with Python, and SQL are a plus but not required
• Experience with AI skill- and process-building (with Claude, ChatGPT, or both) a plus; interest in building with these tools a must
• Knowledge of competitive product offerings including, but not limited to Consumer Edge, Retail Loyalty Card systems (Dunnhumby, 8451), National Consumer Panel (NCP), Nielsen, Circana, Ibotta, Fetch, or Yipit.

Experience Required

• Bachelor’s Degree (required) or Master’s Degree (preferred) with 3+ years relevant experience. Degree in Business, Economics or Finance preferred.
• Experience in consulting, product, sales support, and/or service delivery function in relevant data / software industry (e.g. Nielsen, Circana, etc.) or experience as a financial analyst (investment team or sell-side research preferred).
• Experience as a power user of Microsoft Excel.