Job: Product Specialist, Mosaic Research Service

About Pacific Crest

Pacific Crest is the premier investment bank for technology, operating at the leading edge, where global connectivity is fueling an unprecedented expansion cycle. We apply our knowledge of the drivers of value creation and global network of relationships to technology’s high-growth sectors, such as global Internet, mobility, SaaS, cloud and big data, next gen infrastructure and alternative energy. As a result, our clients—technology’s foremost institutional investors and market leading companies—rely on us to achieve superior returns and gain competitive advantage from the seismic shifts occurring in technology. We have 200 employees and are headquartered in the United States, with offices in Boston, New York, Portland, San Francisco, Stamford, along with our Representative Office in Beijing as well our Pacific Epoch office in Shanghai. We were founded in 1990.

Title Product Specialist, Mosaic Research Service
Categories Mosaic Service, Portland
Location Portland, OR
Job Information

Responsible for developing and managing a research program related to new and disruptive technologies within a specified sector.  Work directly with industry leaders, technology innovators and access internal resources to leverage research products and programs for utilization within the Client Services Team. Develop and manage unique product offerings and identify new trends and themes that drive new client interests.


  • Develop technology related research within TMT and other specified sectors (for the Mosaic work group) that allows the organization to effectively leverage sector research for Institutional Clients.
  • Work directly with technology innovators, industry leaders and private companies in an assigned technology based sector to develop and leverage research product suite for institutional investor clients.
  • Provide Institutional Clients with context and access to the most relevant appropriate Mosaic resource(s) including but not limited to technologists, industry leaders, private companies, and Mosaic proprietary research products.
  • Manage and maintain strong client relationships along with the development and management of Mosaic research; communicate new and emerging themes within the technology sector to stakeholders.
  • Develop new products (industry trends) and capabilities to support client understanding around the research agenda and program.
  • Perform other duties as required or assigned.


Broad tech industry expertise along with an ability to influence stakeholders within specified sectors. Strong interpersonal and communication skills. Experience or in an alternatively similar role. Strong organizational skills. Self motivated and ability to take ownership of all aspects of position. Strong networking ability. Process knowledge and planning abilities. Problem-solving skills. U.S. work authorization required. Approximately 10-20% travel may be required. Bachelor’s degree in Engineering or Marketing preferred. Extensive writing and publishing experience preferred within a technology focused sector (or sectors).


  • Competitive salary.  Depends upon education and financial and/or industry experience.
  • Excellent benefits package.
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