Careers

FIELDWORK MANAGEMENT EXECUTIVE

Reporting to: Fieldwork Management team and Head of Data
Location: UK-based (global project coverage)
Industry focus: Asset Management, Investments, Insurance, and broader Financial Services 

Overview of the Role 

Reporting to the Fieldwork Management team and Head of Data, you will play a key role in recruiting and scheduling participants for qualitative research projects, including in-depth interviews and online communities. You’ll support the wider fieldwork team with participant management, panel development and expansion, and research logistics ensuring we connect the right people to the right studies. 

This role is suited to someone with prior market research fieldwork or operations experience who can hit the ground running, bring fresh ideas, and take ownership of panel-building initiatives – particularly across hard-to-reach audiences and new markets. You’ll also build relationships with participants, help expand our panel, and contribute to process improvements that make our recruitment and scheduling more efficient. 

Working closely with colleagues across the business, you will help ensure our studies reach the most relevant audiences and that participants have a positive experience with us. This is an opportunity for someone ready to take the next step in their fieldwork or research operations career and play a more proactive role in shaping our panel strategy. 

Key Responsibilities

• Work with the research manager and project team to identify and recruit suitable participants for each study.  

• Help build and maintain our panel: sourcing new participants, updating records, and ensuring data quality, with a particular focus on expanding coverage into hard-to-reach segments and new markets. 

• Act as a point of reference for fieldwork and panel processes, ensuring existing workflows are followed consistently, and proactively suggesting, testing, and documenting process improvements where appropriate. 

• Contact participants, schedule interviews, manage reminders, and resolve issues such as no-shows or last-minute replacements. 

• Script and test basic survey screeners (training provided). 

• Support both quantitative and qualitative research by managing participant sampling and invitations, using bulk email campaigns as well as tailored, ad-hoc reminders to ensure strong participation. 

• Monitor research communities, encourage participation, and track activity completion. 

• Manage participant communications, including reimbursement and responding to queries via our support inbox. 

• Maintain accurate scheduling in our project management tools and ensure participants are not double-booked or over-researched. 

• Suggest process improvements to make recruitment and scheduling more efficient 

• Collect feedback from participants and share it with the project team. 

• Provide ad-hoc support to research managers and other teams when required. 

What We’re Looking For 

The successful candidate will have ideally: 

• 2–4 years’ experience in market research, with a strong focus on fieldwork, operations, or participant management. 

• Hands-on experience recruiting participants for qualitative and/or quantitative research projects. 

• Strong knowledge of Microsoft Excel (including formulas and tables). 

• Comfortable working with large datasets; highly numerate with strong analytical skills. 

• Excellent accuracy and attention to detail. 

• Strong time management and organisational skills; ability to juggle multiple priorities. 

• Experience with CRM systems, databases, or email lists. 

• Experience with Qualtrics, email marketing, or data analysis software is desirable but not essential. 

• A proactive, “can-do” attitude, with the ability to stay calm under pressure. 

• A collaborative team player, confident working cross-functionally and contributing ideas to improve ways of working. 

Skills & Competencies 

The successful candidate will also: 

• Be numerate and comfortable working with data 

• Be flexible with working hours when necessary 

• Demonstrate an aptitude for learning new technologies and systems 

• Hold a genuine interest in financial services 

• Be able to follow instruction and recognise when to seek clarification or guidance 

Education & Experience 

• No prior financial services experience is required, although an interest in the sector is essential 

• Degree-level education; degrees involving marketing, research, psychology, economics, or finance are an advantage 

WORKING AT RESEARCH IN FINANCE 

Research in Finance is a market leading global consultancy, research and publishing business that is about implementing change and making a difference. We work with some of the largest, most influential, and important asset management and insurance companies in the world.  

Since the economic crisis of 2007 it is clear that the role of the financial services sector has become a critical part of all of our lives. The prosperity, health and future of a nation and its people are inextricably linked to the role these companies play in the world economy. Arguably the financial services sector has the greatest ability to direct change for good. Having control of huge amounts of money can drive investment into emerging economies to help develop nations, support the implementation of green energy to prevent further climate change or force companies to act responsibly by withholding funds.  

RiF was created more than 12 years ago and has an amazing team of 30 staff currently and an expanding set of more than 60 loyal clients, many of whom we’ve worked with since our launch, who rely and trust the insights we produce to make important strategic decisions about their businesses. We are much more than just a global consultancy and research agency as we also manage high value panels of global professional and private investors. This means we have unique access to some very “hard to reach” study participants. Our market and client requirements are changing all the time, often in response to changes in regulation, and as a result we have created a fast-moving and responsive team, and where possible, a tech driven response, in order to ensure we continue to be top of mind for our clients and all of their research needs. 

Our company culture is about delivering exceptional products that delight and inspire our clients.  

We don’t adhere to dated corporate practices of tiered management structures and inflexible working hours. Each employee has a “voice” in the company and an integral part of the direction of the business. We also, like to give everyone the space, time and support to deliver outstanding work as we understand that the work we do requires space and time to think! 

We offer a range of benefits including:  

• Pension scheme with 4% contribution by employer 

• Flexible working arrangement as agreed with Chief Operating Officer. Expectation is currently to be in the office full time during training period and minimum two times per week thereafter, in addition to ad hoc client requests for face-to-face meetings 

• Ongoing external and internal training where appropriate  

• One day corporate volunteering to give back to the community 

• 25 days’ holiday (excluding bank holidays) 

• High-end central London office with showers, bike racks, 24-hour access, free quality teas and coffee 

• Company laptop, and budget for home office development 

• Bike to work scheme 

• Christmas and summer party 

The successful candidate must have the legal right to work in the UK. This position is based in the UK and is not eligible for visa sponsorship.

To apply for this position, please submit a brief introduction about yourself, detailing why you are interested in being considered for the role, along with your CV, to charliezander@researchinfinance.co.uk.  Please clearly state the role you are applying for in the subject line or body of your email.