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Officer, Research, Consumer Banking


Job posted by: The Pew Charitable Trusts

Posted on: June 20, 2014

Job description

The Pew Charitable Trusts is driven by the power of knowledge to solve today's most challenging problems. Pew applies a rigorous, analytical approach to improve public policy, inform the public and stimulate civic life.

We are an independent nonprofit organization – the sole beneficiary of seven individual trusts established between 1948 and 1979 by two sons and two daughters of Sun Oil Company founder Joseph N. Pew and his wife, Mary Anderson Pew.

Our work lays the foundation for effective policy solutions by informing and engaging citizens, linking diverse interests to pursue common cause and insisting on tangible results. Our projects encourage efficient, responsive governments – at the local, state, national and international levels – serving the best interests of the people. We partner with a diverse range of donors, public and private organizations and concerned citizens who share our interest in fact-based solutions and goal-driven investments to improve society.

With offices in Philadelphia, Washington, D.C., Brussels and London and staff in other regions of the United States as well as Australia, Pew provides an exciting learning environment and the opportunity to work with highly talented individuals. We are a dynamic, rapidly evolving organization that values creativity and innovative thinking and fosters strong teamwork with mutual respect.

Family Economic Stability Portfolio

The American Family Economic Stability portfolio is a new initiative that will assess and, where warranted, promote non-partisan, evidence-based solutions to improve the financial health of the American family and the safety and transparency of consumer financial markets. The portfolio will explore a number of related issues that focus on families' ability to save for the future, borrow and manage their funds safely and wisely, and move up the economic ladder. Included in this portfolio of work is an extensive body of research that will explore the current financial condition of diverse families and the connection between financial capital--personal savings and other assets--and economic stability and mobility.

Consumer Banking:

Pew aims to restore transparency, fairness, responsibility, and free market principles to the markets for common consumer financial products, including transaction accounts and small-dollar loans. Our work on consumer banking promotes policies to revise and update regulations for checking accounts, general purpose reloadable prepaid cards and mobile payments to reflect current technology, eliminate abusive practices that have sprung up in regulatory gaps and provide consumers information and choices that promote responsible money management. The project conducts policy-relevant research and builds partnerships with industry and advocates for policies that reduce consumer risks, foster a consistent regulatory framework for financial institutions and improve market competitiveness. The initiative educates the public and policy makers by analyzing current practices and consumer disclosures and uncovering hidden costs associated with these products and services.

Position Overview:

The successful candidate will become an integral part of the project's team, helping to lead the research and evaluation needs of the project. Responsibilities will include shaping the project's research agenda, substantive data analysis, and evaluating proposals and commissioned work. The research officer reports to the director, Consumer Banking, based in Washington, DC.

It is expected that this position is for a term period through June 30, 2017, with the possibility of an extension pending the success of the program, funding sources and board decisions on continued support.

Job Requirements

  • With the project director, develop a targeted research agenda to be accomplished through a combination of in-house research, contracts and sub-grants:
    • Based on overall project goals, create and maintain prioritized list of research projects.
    • Outline limitations and opportunities of various approaches.
    • Help select external resources, such as consultants or academic collaborators, as well as external sources of data to acquire.
  • Produce research outcomes:
    • Formulate sound research methodologies using a variety of strategies.
    • Execute research and analysis work directly.
    • Delegate tasks to staff research associates or consultants as appropriate.
    • Coordinate with Pew colleagues and collaborators at other institutions.
    • Create project plans and enforce adherence to timelines.
    • Ensure quality of research based on professional and Pew-specific standards.
  • With project director's input and support from staff, write reports and briefs presenting findings. Manage peer review processes with assistance from quality assurance team.
  • Assist project director and communications staff in developing summaries, infographics, and multi-media presentations, as well as talking points and press releases.
  • Participate in development of analytical models to estimate impact of policy proposals on financial institutions and consumers.
  • Assist project director with outreach to policy makers, industry representatives, advocates and other stakeholders. Occasionally represent the project as opportunities arise.
  • Maintain current knowledge of market developments and external research, and ensure project team is notified of key developments.
  • Perform other project-related duties as necessary. Contribute to tasks of the American Family Economic Stability Portfolio as assigned. Participate in Pew-wide projects as requested.
  • Work with operations staff to execute contracts for research work. Evaluate proposals; oversee contracting process; ensure that deliverables are met in a timely manner; maintain sound budgeting records; and work with operations staff to meet institutional requirements.


  • Bachelor's degree required; advanced degree in a related field with a strong research focus preferred.
  • A minimum of eight years of directly relevant professional experience that demonstrates a high level of understanding of the consumer financial services sector.
  • Significant knowledge of the current trends, business models, marketing practices and opportunities for change with respect to checking, prepaid cards, mobile payments, or other types of transaction accounts. Candidates with either public policy or industry/market research backgrounds are encouraged to apply.
  • Excellent research and analytical skills. Demonstrated research experience, including significant participation in several substantial written products, such as reports. Experience with quantitative research software like SPSS.
  • Excellent written and oral communication skills, including ability to synthesize research findings and recommendations in a clear, effective manner.
  • Ability to juggle multiple priorities and adjust to changing circumstances while maintaining attention to details. Capacity to resolve problems creatively and logically. Commitment to producing measurable results.
  • Strong interpersonal skills, with ability to collaborate effectively with others from industry, academic, policy and advocacy backgrounds.
  • Demonstrated time- and project-management skills, including ability to meet multiple deadlines by maintaining a high level of organization.
  • An ability to make decisions after contemplating various courses of action, justify recommendations, and be responsive, clear and resolute when appropriate.
  • Ability to fit into the creative, fast-paced and highly professional corporate culture of Pew, which emphasizes teamwork while requiring a high level of personal excellence.
  • With the project director, participate in initiating, planning and implementing research to be accomplished through a combination of in-house research, contracts and sub-grants. Help select external resources, such as consultants or academic collaborators, as well as external sources of data to acquire.


This position may involve periodic travel to research projects, conferences or meetings.

Pew is an equal opportunity employer.

Apply Here


How to apply


Washington, DC, 20004, US


Application deadline
August 19, 2014
Education requirements
Employment type
Full time
Professional level
None specified
Job function
Owner's areas of focus