The Firm

Established inside Bear Stearns in 2005, and spun out of JPMorgan in 2009, Primary Insight is a best-in-breed, leading primary source research firm headquartered in New York City. We are recognized pioneers in the industry with the most experienced executive management team and a global leading provider of facilitating direct access for Institutional Investors to a diverse and highly targeted base of experts across all industry sectors and regions.

The Service: PI offers a range of subscription products and services including: Private One-on-One Phone Consultations, Live Meetings, InsightOnsite Research Trips and Guest Speaker Series.

Global Reach: Actively engaged in delivering premium industry contacts to top tier buy-side clients across North America, South America, UK, Europe, and Asia-Pacific, Primary Insight continues to develop its reach across emerging global markets.

The PI Difference: PI emphasizes the delivery of fresh, non-commoditized experts who have had limited exposure to the investor community. And, rather than strictly relying on lists of experts from a pre-existing database, we actively engage in selective recruitment of new experts for each client request specific to our client’s key questions. More than 60% of our experts have only spoken to ONE Client.

Client Compliance Portal Technology: We have built a First-In-Class Client Portal (“CP”) technology, designed for investors by investors. The CP includes the most compliant features that allow our clients to protect themselves by providing a global-view of all firm activities.
 
 
Current open positions

Institutional Sales Representative

We are seeking entrepreneurial, self-motivated candidates for an Institutional Sales position reporting directly to the Global Head of Sales.

Required Skills:

 

Expectations:

 

Compensation:
Base Salary plus aggressive commission plan for generating new business, participation in company benefits including 401(k), medical, dental, vision, life insurance and commuter savings.

 

Client Service Manager

We are seeking entrepreneurial, self motivated candidates for a Client Service Manager position.

Required Skills:

 
Expectations:

 
Compensation:

Base Salary plus quarterly incentive plan based on achievement of targeted client deliverables, participation in company benefits including 401(k), medical, dental, vision, life insurance and commuter savings.

 

 

Research Associate

We are seeking entrepreneurial, self motivated candidates for a Research Associate position based in our Charleston, SC office.

Required Skills:

 
Expectations:

 
Compensation:

Base Salary plus quarterly incentive plan based on achievement of targeted client deliverables, participation in company benefits including 401(k), medical, dental, vision, life insurance and commuter savings.

Send a resume and cover letter indicating the desired position to careers@primaryinsight.com.