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Research Associate (Menlo Park, M-F, 10am-7pm )

Accounting & Finance

Menlo Park, CA
ID: 49051

Research Associate


The Research Associate position was created for individuals who are interested in enhancing their knowledge set and working in a fast paced environment. The 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 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.


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
  • 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
  • Ability to handle fluctuating priorities with efficiency and accuracy, including coordination with offshore delivery team supporting similar efforts
  • 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.)



  • 1-2 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
  • 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

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



Work Schedule: Monday-Friday 10am-7pm

RRD is an EEO/AA including Vets and Disabled Employer

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