Research Analyst

Harvey & Company, LLC • Newport Beach, CA

33d • $24 - $25 • Onsite

About The Position

As a part of a world-class hard-working and energetic team, you will have a ground floor opportunity to get started in your professional career by building research and general business skills that will provide a launching pad for any future business career. In this role, you will support your team through researching industries and companies to spearhead unique acquisition strategies. More specifically, you will obtain precise criteria from clients (i.e., products, end-markets, revenue size, etc.) and identify companies that match these criteria, utilizing the internet, online databases, industry association company lists, and our own proprietary database.

Responsibilities also include participation with the design and preparation of marketing and deal collateral materials for target companies & clients. Additionally, Research Analysts will eventually be expected to train/manage interns and other research-oriented resources for their teams. Previous finance experience is not necessary as all research is qualitative in nature.

Please note that there is no financial modeling in the role and only minor financial statement analysis.

Requirements

• Intellectually curious, smart, eager to learn, hard-working, disciplined, organized, detail-oriented, tenacious, intrinsically motivated, self-directed, able to multi-task well, strong verbal and written communication skills, excited about research and due diligence, reliable, pride in workmanship, hungry to learn about business and comfortable with a more behind-the-scenes role on deal-making teams.
• Able to work collaboratively in a team setting and get along well with people.
• Willing to roll up sleeves, provide hands-on support and truly enjoy going down “internet rabbit holes,” exploring new topics and finding interesting data to connect the dots to achieve company goals.
• Excited about getting a practical, on the job “mini-MBA” education without the expense of graduate school.
• BS/ BA degree from an accredited four-year university. All majors are encouraged to apply. (While this is a job in business, we have found individuals with a degree in any of the Humanities or Sciences who are interested in working in business have been very successful in this role!)
• Proficiency with Microsoft Office, strong attention to details and highly organized.
• A self-starter and able to effectively contribute within a team environment.
• Closely align with the characteristics of a successful candidate (above).

Responsibilities

• Identify attractive companies through primary strategic research.
• Track research progress and statistics to generate progress reports for clients.
• Manage a proprietary database of researched companies.
• Communicate and collaborate with internal deal-making teams to support future acquisition transactions.
• Assist in the development of marketing materials designed to pitch various clients and strategies.
• Other duties as assigned.

Benefits

• Compensation: $24/hour to start, after 6-months Research Analysts are eligible to receive an an increase to $25/hour and bonuses on closed transactions. We expect Research Analysts to earn $51,000-$55,000+ in their first year.
• The opportunity to get involved in the private equity industry early in your career.
• Exposure to a broad range of industries and company types (e.g., manufacturing, business services, distribution, energy, aerospace, retail, consumer packaged goods, healthcare, pharmaceutical, etc.)
• Comradery with a great group of driven, smart, creative and “can-do” professionals while building general business skills such as research, teamwork and management.
• A culture that inspires learning, encourages autonomous work, fosters team collaboration, rewards hard work and results, and offers a sustainable work/life balance.
• 401(k) plan with profit sharing after a standard waiting period.
• Comprehensive benefits package (medical, dental, vision) after a standard waiting period.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 101-250 employees