Job Posting: Industry Research Analyst (Investment Management & Asset Management Technology)
Position
Industry Research Analyst (Investment Management & Asset Management Technology)
Location: Remote Commitment, Part-time (approximately 10 hours per week to start)
About Epok Advice
Epok Advice is a growing boutique consulting firm that delivers tailored strategy and transformation support to wealth and asset management businesses. With deep industry expertise and a flexible, on-demand service model, we are building a new standard for advisory excellence. Joining Epok Advice means becoming part of a company that values agility, innovation, and the chance to make a significant impact from day one.
Role Overview
We are seeking an Industry Research Analyst to support our client-focused consulting engagements in the investment management, asset management, and WealthTech sectors. This role offers the unique opportunity to get in early with a growing boutique firm and play a vital role in providing high-impact insights that will shape client decisions.
Key Responsibilities
Conduct in-depth research and analysis on trends, products, technologies, and competitive landscapes within investment management and asset management.
Monitor industry developments and regulatory changes to inform and support client deliverables.
Gather and synthesize data from multiple sources to create actionable insights, reports, and presentation materials.
Support the consulting team with preparation of client documents, decks, and follow-up items as needed.
Collaborate closely with senior consultants and leadership to contribute to Epok Advice’s strategic vision and client success.
Qualifications
Proven experience in industry research, analysis, or a related role in investment management, asset management, or WealthTech.
Strong analytical skills with the ability to interpret complex data and industry trends.
Excellent written and verbal communication skills.
Highly organized and detail-oriented, with an ability to work independently.
Familiarity with financial databases, industry reports, and investment management software tools is a plus.
Why Join Us?
Growth Potential: Be part of an early-stage firm with significant opportunities to grow and shape your role.
Flexibility: Start part-time with approximately 10 hours per week and enjoy the potential for expanded hours based on company growth and project demands.
Impact: Work directly with industry veterans and contribute to high-impact projects that will influence the future of wealth and asset management.
To Apply
Please send your resume and a brief cover letter detailing your experience in investment management and asset management research to hello@epokadvice.com
