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Research Assistant - Menlo Park, CA

Branch ID: 5100

Pay Rate/Salary: $66,000.00 - $75,000.00

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 provide research and administrative support for the firm's internal Investment Banking and Financial Analysts, as well as other team members. The Research Associate will work on research projects and other challenging knowledge management project opportunities. Working alongside a group of investment bankers grants the Research Associate constant exposure to a 'behind the scenes' perspective on the investment banking industry.

Research Responsibilities:

The company has numerous research databases (see below) for retrieval of data and information to deliver:

• Secondary research for financial and statistical data on companies and industries

• General company and industry information

• Research for creating pitch books or company specific and industry reports

• News runs on a specific industry or topic

• Bloomberg data and research

• Stock ownership data

• M&A deal specific information and statistics

• SDC analysis (premium paid and fee analysis)

Additional Research and Administrative Responsibilities:

• Information management and document distribution in virtual data rooms, like Microsoft SharePoint

• Maintaining and organizing a buyer's list/log for inter-departmental cost allocation


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

• Ability to proactively manage existing priorities and initiative to seek out additional responsibilities

• Strong communication skills to provide fluidity across working relationships

• Strong work ethic, enthusiastic attitude, and eager team contributor

• Knowledge of economics, finance and/or accounting is preferred but not required


• Undergraduate in Library Sciences, Finance, Accounting, Mathematics, or Statistics. MBA or CFA (any Level) a plus

• BA/CA with 1-2 years of experience in financial research and analysis. Experience in working with financial services and related organizations including brokerage firms, third party research outfits, investment banks, private equity firms, corporate finance firms, etc.

• Good understanding of financial statements, analyst transcripts and corporate earnings guidance

• Adept use of public information and proficiency with multiple proprietary third-party tools and databases

• Excellent quantitative and qualitative analytical capabilities

• Proficiency with MS Office Suite and intermediate to advanced computing skills

Database/Research skills

• Exposure to any of the following data sources


Bloomberg ISI Emerging Markets

Business Monitor Lexis Nexis

Capital IQ ORBIS

DataStream Pacer

Dealogic Perfect Information

eMarketer Planet Retail

Euromonitor Ratings Agencies

Forrester SDC

Gartner SNL Financial

IHS Global Insight Thomson One Banker

IBIS World Thomson Research

IDC VentureSource


See above

About Staffmark

The Company supports affirmative action and equal employment opportunity. The Company will provide equal employment in employment practices to all applicants for employment. Employment decisions shall be made without regard to any protected characteristic such as, but not limited to, race, color, religion, gender, age, disability, national origin, ancestry, citizen status, gender identity, sexual orientation, marital status, status in regard to public assistance, disabled veterans, recently separated veterans, Armed Forces service medal veterans and other protected veterans, genetic information and other legally protected classes. Furthermore, the Company is an E-Verify employer. Information provided on this application will not be used for any discriminatory purposes. The Company complies with all applicable federal, state and local non-discrimination laws and regulations. The Company will provide reasonable accommodations in the application or interviewing process. If you need a reasonable accommodation in the application or interviewing process, please contact us.

Job ID:

Branch ID/Name:

Menlo Park, CA

Professional Services

Job Type:
Direct Hire Position
Professional Services


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Research Assistant

City, State or Zip Code: Menlo Park, CA

Position Type: Direct Hire Position

Date Posted: 11/27/2018