Project Manager, Credit Research

About the Team:

The Directed Content Team is an integral part of the Expert Insights group, generating thousands of calls each quarter on high-value and strategic content targets - ensuring that the AlphaSense Expert Transcript Library (ETL) delivers comprehensive coverage to our users. The Directed Content team is responsible for identifying, recruiting, and onboarding the best possible experts from around the world based on the targets and topics we are looking to generate content against - ensuring that the interviews with those experts are of the highest-possible quality and relevance.

About the Role: 

Reporting to the Sector Lead, Directed Content, our Project Managers are the process and project management lynchpins of the Directed Content engine - responsible for defining the research scope and angles of Directed Content projects that guide the work of our Analysts. Project Managers are accountable for understanding what expert profiles are most relevant to client interest in their sectors of coverage - leveraging Director of Research insights, Client Contributor feedback, user engagement data, and the AlphaSense platform itself to guide an understanding of what will deliver the deepest and most relevant insights to Expert Transcript Library clients. Project Managers are also responsible for ensuring the day-to-day productivity of Analysts on their team, coaching Analysts on their sourcing strategies and ensuring that Analysts efforts are yielding high-quality results.

Who You Are:

• Customer mindset: You are driven to understand what insights are of greatest relevance and value to our customers - and place delivering great content against those needs at the center of your work
• Critical thinker: You work to connect your understanding of client needs to sector and company context, linking customer use cases to expert profiles and vetting questions that ensure best fit for priority topics and targets
• Research oriented: You leverage a variety quantitative and qualitative inputs to inform your decision making, and are adept at using tools like AlphaSense and Tableau to gain insights
• Sector subject matter expertise: You are passionate about developing a deep understanding of industry verticals and trends - and ideally already have cultivated a foundational understanding of one or more of our industries of coverage.
• Highly organized: You have an exceptional ability to manage and prioritize multiple projects and deadlines simultaneously
• Self motivated: You consistently spot opportunities to add value to the team or the business and have a demonstrated track record of seizing those opportunities proactively to deliver results
• Efficiency minded: You identify ways to bring scale and efficiency to your Analysts’ work - ensuring they are leveraging their valuable time and efforts to deliver consistent and high-quality results
• Natural coach: You are passionate about the success of your team, and are willing to roll up your sleeves to make sure everyone is equipped with the feedback, knowhow, and tools they need to deliver their best
• Collaborative: You are an empathetic collaborator and are comfortable working cross-functionally with Directors of Research, Client Contributors, and others to drive execution

What You’ll Do: 

• Cultivate and maintain an understanding of the investable topics, themes, and trends that are driving your assigned industry verticals of ownership
• Create new research projects based on Sector Lead guidance and ETL platform demand - and informed by your industry understanding and research
• Populate project angles and expert vetting questions, leveraging an informed understanding of your sector dynamics and client interest
• Vet and QA expert profiles sourced by your Analysts, passing those that are best-fit to our call takers and providing feedback where profiles are irrelevant or expertise is inadequately documented
• Run daily pod huddles to evaluate project statuses and progress toward weekly and monthly goals
• Monitor scheduling, compliance, expert rates, and call numbers for each project
• Manage load-balancing across pod, assigning projects to analysts based on current capacity
• Cultivate and maintain a deep understanding of the relevant expertise for different topics and targets that are germane to your sector of coverage - deploying that understanding to guide project scope and Analyst sourcing
• Monitor Client Contributor feedback and incorporate into ongoing project work and Analyst coaching
• Coach Analysts, providing guidance and feedback on project work 
• Meet regularly with Directors of Research, Sector Leads, and Client Contributors to understand sector trends and emerging client research interests
• Partner closely with Contributor Relations Managers on two-way feedback to ensure optimal matching of expert profiles with call takers
• Support the hiring and onboarding of new Analysts
• Support the ongoing maintenance of sector knowledge resources that support Analyst onboarding and sourcing