Research Analyst - Financial Officers

JM Search & Company•Upper Merion Township, PA

just now•Hybrid

About The Position

JM Search is the leading retained executive search firm for private equity, and other growth-oriented private and public organizations. We have spent more than 40 years identifying, attracting, and retaining high-performing company builders within our own firm and understand how to scale without sacrificing culture. We care deeply about providing continuous development opportunities for each member of our team – from recent graduates to our managing partners – and believe by caring for our people, they in turn care for our clients.

Requirements

Develops an understanding of the industry and market landscape, actively engaging in learning opportunities and applying new knowledge to support research efforts.
Conducts preliminary research with guidance, showing curiosity and attention to detail in gathering and organizing relevant information.
Sources candidates for client searches, displaying accuracy and care in identifying profiles that match initial search parameters.
Interacts with internal clients under senior guidance, ensuring timely and professional responses to inquiries, while learning how to address client needs effectively.
Supports logistical elements (e.g., taking notes, updating search materials) efficiently, maintaining database accuracy and compliance with standards.
0-2 years of experience in a recruiting, executive search and/or professional services environment.
Effective writing and editing skills coupled with outstanding attention to detail.
Ability to manage multiple research projects at once.
Strong verbal and interpersonal communication skills.
Must have proficiency in Internet research, Word, Excel, PowerPoint and Outlook

Nice To Haves

Bachelor’s Degree preferred
competitive intelligence/knowledge management advanced studies a plus

Responsibilities

Actively build knowledge of the industry and market landscape by reviewing industry news, trends, and insights.
Apply this knowledge to support existing searches and new business development opportunities.
Provide detailed market and competitive analyses, including information on target companies, key executives, and emerging trends.
Collaborate with the Recruiter and Client Partner to translate research findings into actionable insights for current and prospective searches.
Work with the Recruiter and Client Partner to define the ideal candidate profile and key criteria/requirements.
Lead candidate pool development by sourcing through online resources, networking channels, and the internal database, ensuring accuracy and thoroughness.
Assist in preparing essential search documentation, such as position descriptions, candidate write-ups, update reports, and meeting recaps.
Ensure that all materials are organized, accurate, and align with internal standards for compliance.
Help schedule and coordinate meetings—both internal and with clients—while staying aware of key deadlines and deliverables.
Prepare and distribute necessary documents and maintain open communication channels to keep projects on track.
Serve as a primary point of contact for internal stakeholders, ensuring timely and professional responses to requests.
Seek direction and feedback from senior team members to continually refine client management skills.
Update the internal database (e.g., Thrive) with the latest search information, including candidate status, resumes, compensation data, and notes.
Uphold data integrity by adhering to best practices and compliance standards.
Support the creation of marketing collateral, relevant search examples, market maps, and executive bios for new business pitches.
Contribute research and insights that highlight the firm’s capabilities and demonstrate industry expertise.
Monitor and share relevant industry news as it relates to ongoing searches and potential business development opportunities.
Proactively identify and communicate trends or shifts that may impact clients or the firm’s areas of focus.