Research Analyst

Title: Research Analyst
Industries: M&A, Private Equity, Research, Financial Services
Location: Newport Beach, CA
Job Type: Hourly/Non-Exempt
Compensation: $22/hr
Education Level: Bachelor's Degree

Are you looking for an opportunity to...

• Explore, learn and grow in the dynamic industry of mergers and acquisitions and private equity?
• Use and develop your naturally curious research skills to support teams making multi-million deals happen?
• Join a rapidly growing company where you can learn and grow in a professional, positive and supportive environment?

If so, we invite you to read on about this exciting opportunity. Due to our exceptional growth, we are on the hunt for a Research Analyst to add to our high-performing team.

Who We Are

Founded in 1998, Harvey & Company is a buyside acquisition search and principal investment firm. We are a unique company in that we have advised the buyer on every one of our 500+ transactions. We proactively reach out directly to business owners and companies that align with specific investment and acquisition strategies that we are leading. Our core team is comprised of 80+ professionals dedicated to specific sectors within industrial manufacturing and services, distribution, healthcare, business and financial services, technology, consumer, and energy. For more information, visit our website at www.harveyllc.com

Research Analyst Job Overview

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 (i.e., Capital IQ and Hoovers), 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.

A few highlights of your day-to-day 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.

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

The successful candidate will be:

• 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.

We do have a few requirements:

• 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).

What we bring to the table for you:

• 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.

Harvey & Company LLC is an Equal Opportunity Employer who is committed to maintaining an inclusive work environment. All qualified applicants receive consideration for employment without regard to race, color, religion, sex, sexual orientation, age, national origin, disability, veteran status, gender identity, pregnancy, or any other legally protected status based on federal, state or local law, including national origin or citizenship.

Harvey & Company LLC is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact sbennett@harveyllc.com for assistance.