Research Associate (Menlo Park, M-F, 10am-7pm )
Accounting & Finance
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
Requirements:
- 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.)
Experience:
- 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