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Sr. Analyst - Research Subscription Portfolio Management at Alvarez & Marsal Holdings, LLC

Posted in General Business 30+ days ago.

This job brought to you by eQuest

Type: Full-Time
Location: Tampa, Florida

Job Description:

Job Title: Research Subscription Portfolio Management

Level: Senior Analyst                                                                                                              

Location: Tampa, FL

Alvarez & Marsal is a leading independent global professional services firm, specializing in providing turnaround management, performance improvement and corporate advisory services.  With almost 4,000 professionals based in 45 locations across North America, Europe, Asia, and Latin America, our firm excels in problem solving and value creation.  Drawing on a strong operational heritage and hands-on-approach, our professionals work closely with organizations and stakeholders to help tackle complex business issues and maximize value.

A&M Insight Center is the rapidly growing research and benchmarking arm of Alvarez & Marsal.  The mission of A&M Insight Center is to provide our professionals and our client executives with highly relevant, industry specific, actionable, fact-based insights derived through our proprietary benchmark and research studies on a global basis.  A&M Insight Center supports client work and business development projects with an ever-growing toolbox of products, including custom benchmarking and research studies and targeted subscriptions and resources.

A&M Insight Center also manages the firm’s research subscription portfolio.  This portfolio has a contract value of about $6.5 million and encompasses about 75 contracts from about 125 subscriptions.  A&M Insight Center is responsible for full life-cycle management of these contracts: negotiating renewal terms, allocating and paying invoices, and responding to inquiries about both current and new subscriptions.  The A&M Insight Center is looking for a strong performer to join the team who will be responsible for managing all aspects of the firm’s research subscriptions.


  • Reactive management of the firm’s research subscription portfolio through:

    • Invoices – Allocate invoices using the agreed upon allocation model, obtain approval, and submit to Accounts Payable; track payment status to ensure payment terms are met

    • User Management – Execute user adds and drops via the vendor or self-service platforms

    • Practitioner Inquiries – Respond promptly to subscription questions (e.g. can I get access, do we subscribe to it, who has access, what is the cost, etc.) from A&M stakeholders from all divisions and across all levels (Analysts to Managing Directors)

    • Vendor Inquiries – Field communication from potential new vendors; respond to current vendor inquiries about payment status, usage, etc.; facilitate communication between current vendor and subscribers

    • Administration – Capture contract, invoice, subscription, and subscriber information in Salesforce

  • Assist with the following strategic responsibilities:

    • Renewals – Track upcoming subscription renewals and communicate with current subscribers and divisional leaders to ascertain continued interest; negotiate with the vendor to obtain the most advantageous contract terms; work with A&M Legal on contract execution

    • Provide divisional leaders with subscription cost budget guidance

    • Identify cost-effective alternatives for subscriptions and work with divisional leaders and stakeholders to vet


  • Bachelor’s degree, with at least 2 years of professional work experience

  • The ideal candidate will possess strong skills in:

    • Customer service; experience in a professional services setting is a plus

    • Organization, prioritization, and attention to detail; ability to deliver high quality results, often in a time-constrained environment

    • Written and oral communication

    • Problem solving; use creativity to think of “outside the box” solutions

    • Flexibility/adaptability; not afraid of some uncertainty

  • Other important qualities

    • Knowledge of and experience with research subscriptions (e.g. CapIQ, Bloomberg) and Salesforce

    • Intermediate knowledge of Microsoft Excel and PowerPoint

    • Project management and/or leadership experience

Voluntary Inclusion

It is Alvarez & Marsal’s policy to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, sex, sexual orientation, family medical history or genetic information, political affiliation, military service, pregnancy, marital status, family status, religion, national origin, age or disability or any other non-merit based factor in accordance with all applicable laws and regulations.

Unsolicited Resumes from Third-Party Recruiters

Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters were engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.