Research Analyst - Financial Officers

About JM Search

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.

Responsibilities

Develop Foundational Business Acumen

• 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.

Conduct Comprehensive Industry & Market Research

• 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.

Collaborate on Candidate Profiling & Sourcing

• 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.

Support Search Process Materials & Documentation

• 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.

Execute Search Logistics & Project Management

• 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.

Manage Internal Client Relationships (with Senior Guidance)

• 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.

Maintain Database Accuracy & Compliance

• 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.

Assist in Developing Business Pitch Materials

• 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.

Stay Informed of Industry Developments

• 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.