• Develop research methodologies from scratch: survey design, sampling strategy, data collection, and statistical analysis • Analyze large datasets (often hundreds of thousands of data points) using Python, R, or similar tools to find patterns that matter • Identify and craft the data narrative. Work with stakeholders to turn data into a compelling story and narrative that achieves business outcomes. • Collaborate with editorial, digital PR, and SEO strategy to produce research reports that get cited, shared, and covered by industry media • Create clear, compelling data visualizations that make complex findings accessible to non-technical audiences • Build and maintain BI dashboards (Looker, GA4) that give clients and internal teams actionable performance insights • Deliver research insights and data visualization in digestible, understanding, and shareable formats • Partner with SEO strategists, content leads, and clients to identify research questions worth answering • Network with industry influencers, software and agency partners, and our broader ecosystem to partner on research studies, collect data, collaborate on campaigns, and drive distribution for the work. • Present findings to client stakeholders and translate data into strategic recommendations • Experiment with new tools, methodologies, and data sources, especially at the intersection of AI, search, and content • Build repeatable research frameworks that scale across clients and topics • Expand our research practice into the industry gold standard

• Collaborate with the equity research team to produce and publish analysis on companies and industries • Provide Buy/Sell/Hold recommendations on a defined coverage universe • Publish stock reports, research notes, and in-depth actionable thematic and industry research • Build and maintain DCF models and comparable company analyses to determine whether a company's stock is overvalued or undervalued • Present findings through internal and external webinars and live events

• Assist with the investigator recruitment activities utilizing phone scripts, questionnaires, study site materials and other tools for use in evaluating investigative sites. • May assist in identifying study sites by performing site feasibility and recruitment tasks, e.g., completing, disseminating, and reviewing responses to site recruitment questionnaires. • Schedules internal and external meetings as required. • Prepares Investigator Site Files including distribution to study sites (electronically or physically), coordination with shipping vendor, if required. • Performs ongoing essential document collection and review, maintenance, and close-out activities, organizing and maintaining site level data in the trial master file (TMF) under general supervision ensuring that sponsor and investigator obligations are being met and are compliant with ICH/GCP guidelines and applicable local regulations. • Assist with sets up and maintains site-related data in applicable clinical systems according to procedures and guidelines. Utilizes the Clinical Trial Management System (CTMS) to ensure milestones and activities are accurately tracked. • Acts as site contact/liaison for study and site management issues including addressing questions, assists with managing study supplies, and may support offsite central monitoring activities. Escalates issues and risks as needed. • Ensures timely and complete data entry by site in EDC or any other system that requires data entry. • Sends email blasts/newsletter, updates, and updated study core documents to study site personnel. • Assists in providing logistics support in samples management and tracking, where applicable and in study supply management. • Supports investigators and investigative staff in fulfilling obligations regarding local submissions according to local regulatory and Institution Review Board (IRB)/Independent Ethics Committee (IEC) requirements. • Assists in data review inclusive of site level data review, resolutions provided by sites to queries, facilitates database closure and freezing procedures as per study plans. • Assist with study tracking via the CTMS, Study specific trackers or Sponsor designated system to ensure that the study reporting is current, accurate and complete. • Documents site and Sponsor contact and study interactions in a timely and professional manner. • Assist in remote review of the electronical Investigator Site File, where applicable. • Assists with Investigational Product accountability, where applicable. • Consults with project team members regarding study site issues. • Provides quality review of the amended site level informed consent template. • Follows up with sites for trial invoices and ensures the CTMS is accurately updated to allow the timely processing of Investigator Payments. • May attend site visits as needed, supporting the CRA to ensure sponsor and investigator obligations related to the study documentation are being met and are compliant with applicable regulatory requirements and guidelines. • May serve as an Independent Essential Document Reviewer post-SIV. • Supports on-site visits activities if needed. • May mentor an In-house CRA Trainee (New Graduate Level) • Performs other duties as assigned by management. • Performs all tasks in accordance with applicable guidelines, (e.g., ICH-GCP), company and sponsor SOPs, project plan, study-specific processes, local regulatory requirements.

• Assist with the investigator recruitment activities utilizing phone scripts, questionnaires, study site materials and other tools for use in evaluating investigative sites. • May assist in identifying study sites by performing site feasibility and recruitment tasks, e.g., completing, disseminating, and reviewing responses to site recruitment questionnaires. • Schedules internal and external meetings as required. • Prepares Investigator Site Files including distribution to study sites (electronically or physically), coordination with shipping vendor, if required. • Performs ongoing essential document collection and review, maintenance, and close-out activities, organizing and maintaining site level data in the trial master file (TMF) under general supervision ensuring that sponsor and investigator obligations are being met and are compliant with ICH/GCP guidelines and applicable local regulations. • Assist with sets up and maintains site-related data in applicable clinical systems according to procedures and guidelines. Utilizes the Clinical Trial Management System (CTMS) to ensure milestones and activities are accurately tracked. • Acts as site contact/liaison for study and site management issues including addressing questions, assists with managing study supplies, and may support offsite central monitoring activities. Escalates issues and risks as needed. • Ensures timely and complete data entry by site in EDC or any other system that requires data entry. • Sends email blasts/newsletter, updates, and updated study core documents to study site personnel. • Assists in providing logistics support in samples management and tracking, where applicable and in study supply management. • Supports investigators and investigative staff in fulfilling obligations regarding local submissions according to local regulatory and Institution Review Board (IRB)/Independent Ethics Committee (IEC) requirements. • Assists in data review inclusive of site level data review, resolutions provided by sites to queries, facilitates database closure and freezing procedures as per study plans. • Assist with study tracking via the CTMS, Study specific trackers or Sponsor designated system to ensure that the study reporting is current, accurate and complete. • Documents site and Sponsor contact and study interactions in a timely and professional manner. • Assist in remote review of the electronical Investigator Site File, where applicable. • Assists with Investigational Product accountability, where applicable. • Consults with project team members regarding study site issues. • Provides quality review of the amended site level informed consent template. • Follows up with sites for trial invoices and ensures the CTMS is accurately updated to allow the timely processing of Investigator Payments. • May attend site visits as needed, supporting the CRA to ensure sponsor and investigator obligations related to the study documentation are being met and are compliant with applicable regulatory requirements and guidelines. • May serve as an Independent Essential Document Reviewer post-SIV. • Supports on-site visits activities if needed. • May mentor an In-house CRA Trainee (New Graduate Level) • Performs other duties as assigned by management. • Performs all tasks in accordance with applicable guidelines, (e.g., ICH-GCP), company and sponsor SOPs, project plan, study-specific processes, local regulatory requirements.