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Senior Lead Research Associate

Accounting & Finance

Phoenix, AZ
ID: 48356

Senior Lead Research Associate


The Senior Lead Research Associate position was created for individuals who are interested in enhancing their knowledge set and working in a fast paced environment. The Senior Lead Research Associate's primary responsibility is to utilize centralized research resources/databases to provide research in support of the firm’s Investment Banking division and other departments. The Lead will assist the virtual manager with some admin/support functions and will be the main point of contact for the Research team located in Phoenix.  The lead will support with coordinating the training, scheduling and queries as required for the Phoenix team. The Senior Lead Research Associate will work on research projects and ad hoc global projects. Working alongside a group of Investment Bankers grants the Research Associate constant exposure to a ‘behind the scenes’ perspective on the investment banking industry. The position will cover Special Situations and Macroeconomic Research and will potentially be aligned other sectors. The ideal candidate will have done work of a similar nature in the past and have experience leading a team and managing projects.


Research Responsibilities:

  • Provide value-added, consistently accurate, targeted and timely third-party research on industries and markets to support strategic financial decisions
  • Perform macroeconomic research to support the creation of pitch books and company/industry reports
  • Additional tasks include:
    • Conduct news runs on a specific industry or topic
    • Provide M&A deal related information and metrics
  • Knowledge management: utilization of tools including Jive, Microsoft SharePoint and email forums
  • Accurately record resource and time utilization metrics as well as tracking and reporting of team metrics and performance indicators
  • Maintain a heightened awareness of compliance and client confidentiality obligations
  • Advise client business units on the cost of information in order to assist in managing research spend



  • Possess strong knowledge and understanding of secondary research sources for quantitative and qualitative industry information; within economics and other sectors a plus
  • Industry research experience at a financial services, corporate / research libraries, consulting or professional services firms
  • Effective time and project management skills to effectively coordination of team workflows and ensure high productivity
  • Aptitude and enthusiasm to collaborate with Global / virtual teams to deliver comprehensive client solutions
  • Refined written and oral communication skills to provide fluidity across working relationships
  • Strong work ethic, proactive, enthusiastic attitude, and eager team contributor
  • Flexible approach to duties and hours of work
  • Technology literate (e.g. MS Office Suite, Skype, Zoom, etc.)



  • 3-4 years of experience in an information management, competitive intelligence or sector research role
  • Awareness of and adept use of public information and proficiency with multiple proprietary third-party tools and databases
  • Undergraduate degree in Library Sciences, Finance, Accounting, Economics, Mathematics, or Statistics. MBA, MLS, or CFA (any Level) a plus
  • Leadership of a successful team in a professional environment
  • Working with financial services and related organizations including brokerage firms, consulting agencies, third party research outfits, investment banks, market research companies, private equity firms, corporate finance firms, etc.
  • Understanding of macroeconomic terminology and financial markets
  • Team lead experience will be a plus

Required Skills

Database/Research skills

  • Exposure to any of the following data sources:

Forrester  |  IQVIA (formerly IHS Health)  |  EvaluatePharma  |  Statista  |  Nielsen  | eMarketer  |  Euromonitor  |  IBIS World  |  Fitch Solutions (Business Monitor)  |  Factiva  |  S&P Capital IQ  |  Bloomberg  |  ISI Emerging Markets (EMIS)  |  Filings Expert  |  SNL Financial  |  Refinitiv (Thomson One Banker, Thomson Research/Investext, Eikon, DataStream)  |  International Monetary Fund (IMF)  |  WorldBank  |  Country Statistical Agencies  |  IHS  |  Dealogic  |  Gartner  |  IDC  |  ComScore  |  Industry Associations  |  Consultants  |  Google Scholar

RRD is an EEO/AA including Vets and Disabled Employer

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