AlphaSights - Client Services (Associate) Interview

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Last updated 3:05 AM on 8/14/26
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28 Terms

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Brief

Understanding the clients requirements

-What the client submits at start of process

-We decide how to deliver knowledge on demand

Opportunity to ask questions:

-What is the knowledge gap they are hoping to fill?

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AlphaSights mission

Unlock human knowledge to power success

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What are my 3 P's

Personable, Persuasive, Professional

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Research

Identifying where to find experts to fill that requirement (understanding market)

Step 1: Understanding clients industry

Step 2: Based on this understanding, locating expert that can speak to clients needs

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Engage

Persuading experts that they are the right people to speak with client

-making sure it is mutually beneficial to both sides

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Access

Screen or qualify experts, to be certain they can provide the value

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Engage and Access

-Phone calls last 5-10 mins

1.Explain what AlphaSights is

2. Incentivise expert to work with us

3. Understand whether they can provide value for client

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Delivery

Connecting the client with the industry professional (completing the engagement)

-Going back to the client and presenting findings

-Articulating why they should choose this advisor

-Revenue generating event

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Q. Can you name some of our competitors?

GLG - information services company (HQ in New York) - AlphaSights scored higher in diversity and inclusion

Coleman Research - information services company (large activities in London) - Alphasights scored higher in company culture

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Q. What is your experience working with KPI's

Socially Strategic

Sales KPI - number of engaged leads - how many potential leads have been contacted or we had met with.

Marketing KPI - website traffic, social media traffic & click-thru rates (using wordpress)

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Can you think of a situation where you thought convincing someone of you view point/ opinion would have been beneficial to the outcome ?

When we were choosing our consultancy project in Canada, those in my group wanted to choose the Tech company that would help them boost their Linkedin profile, I wanted to choose the sustainable company, the smaller lesser known company because i knew we would have more interactions with the CEO, more responsibilities and I am super eager about all aspects of sustainability

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Q. What does success look like to you?

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How does AlphaSights source its advisors / experts?

-Looking through informational databases, Linkedin, search engines, our own personal networks,

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What does AlphaSights do in your own words?

4 words: Connecting clients with experts.

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Why would you like to work at AlphaSights?

vers-I love client based services

-I enjoy meeting targets and goals and celebrating my success

-Highly adaptable role that requires embracing uncertainity, something I have dealt with at many points in my life

-Building genuine and meaningful connections

-Building trust

-Developing commercial awareness

6. Bottom-up approach, flat hierarchy - delegations from Day 1 unike Big 4.

7. Reputation - trusted partner of 18/20 top 20 Private Equity firms

-Trusted partner of 8 of 10 top hedge funds

8 - Opportunities to work overseas

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What sort of clients do AlphaSights work with?

-Professionals in management consulting

-Private equity

-investment management

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Q. On a scale from 1-10, 1 being sales and 10 being research, where does the associate role land?

4 - As an associate we have to be persuasive, engaged and willing to be on the phone for large periods of our day. This comes with market research.

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Q. What are some of your weaknesses?

1. My confidence can sometimes come off as pride - when I feel that I know a lot about something, I can become confident I am the best in that particular space. I have no problem taking the lead in these projects, and I understand how that can come across as prideful

2. Sometimes less analytical than I would like to be - as a result I am pushing myself to do better in excel, and am currently undergoing a course in blocchains

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Q. Can you think of a project where you failed and learned something valuable

I declined a final interview at ScotiaBank, because of my mental health

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Favourite thing about BREAD process?

Researching during [Recruit] stage -- understanding the market before identifying the experts. I love market research

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Least favourite thing about BREAD process?

Not being able to implement the recommendation

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Why am I a good fit for the company?

1. Relationship building - 3 P's (personable, persuasive, professional)

2. Growth mindset

3. Easily adaptable (I have lived in diff countries, dif cultures, best version of myself around teams of diverse backgrounds)

4. Listening skills (learn about motivating factors and needs of client - moulds respect & trust)

5. Professional communication - my way of working is striking both a personable and professional relationship. The better the relationship the more succesful we are together.

6. I thrive most when I'm engaging and strategising about how we can help each other.

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Q. Tell a story about a time where you helped a customer solve a problem with your solution.

PikkPro - developer (majority shareholder) at the time stepped down from his role. Client is COO. Developer had irrational demands wanted to keep domain name.

I read through the entire contract and built a compromise between the developer and the COO, we managed to keep the domain name and full control of the company

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Q. Tell me about a time that you received constructive feedback and how you implemented it.

I was told by a professor that I don't answer questions directly and that I tend to go on tangeants.

Now I answer question first, if I have information related to the question I say that second.

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Socially Strategic

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Bright Network Financial Services & Consulting Internship

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PikkPro

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Thomas Pocklington Trust