Sourcing Analyst (Remote)

The Role: Research Associate

Location: Remote

Full Time

Our Clients Group was founded in 1990 on the premise that rigorous fundamental research and disciplined investing will drive superior investment returns. Today, the Firm has more than $20 billion in AUM across multiple strategies utilizing a team-based approach and centralized research effort. Our client’s more than 130 employees possess diversity of thought, experiences and backgrounds and share a commitment to their Core Principles (see below for more details). Their employees thrive in a collaborative environment that empowers them to apply curiosity, creativity and continuous improvement in pursuit of differentiated excellence for our clients. The work location for this position is flexible and can be based remotely or at one of the Firm’s offices.


The Sourcing Analyst is a detail-oriented individual who can manage multiple assignments of varying intensity simultaneously. The work will consist of:

a)      developing lists of potential sources for analysts to call as part of our primary research process; and,

b)      calling potential sources to assess their usefulness and schedule calls for the analysts.

Only candidates that have experience combing a variety of databases and online resources to identify individuals who can bring useful perspectives on different companies and industries will be considered (see requirements, below). Experience that might demonstrate expertise in assessing potential sources includes a background with one of the “expert networks” that serve the financial services industry, or with an executive search firm or other organizations that provide similar services. 



  • Finding candidates to be interviewed by analysts; this includes: 

    • Quickly generating and delivering concise and relevant source lists for analysts from various sources (LinkedIn,, regulatory filings, CapitalIQ, etc.).  These lists will include the names of the potential source, a short summary of why they would be of interest to the analyst, and contact information.

  • Often, the Sourcing Analyst will be asked to recruit interviewees.  This typically involves phoning and/or emailing potential sources; assessing their ability to authoritatively answer the questions the analyst has; gauging their interest in talking to us; negotiating terms of payment (if any); ensuring that they understand and comply with legal and compliance requirements, and setting up a time for the analyst to interview them.

  • Secondary responsibilities: 

    • The generation, assembly and delivery of packages of background information for analysts as they ramp up on a new project.  These may include news articles, selected company filings and presentations, government documents, executive biographies, independent analyses of industries, and other relevant material. 

    • Handle one-off research queries from analysts and portfolio managers.

  • The Sourcing Analyst will function within well-defined search protocols but also will be expected to develop new approaches and resources with regard to source origination.  Creativity and entrepreneurialism in the job is important; the Sourcing Analyst needs to be a self-starter who comes up with creative ways to find and recruit potential sources.



  • Minimum education: Bachelor’s degree.

  • Minimum of three years of search / database experience.  A high level of familiarity with the various databases (such as LinkedIn, zoominfo, CapitalIQ) is a must. Knowledge of regional-specific database resources in Asia is required.

  • Required languages: Comprehensive professional fluency in Mandarin – verbal and written; Professional level English fluency.

  • Continual access to a reliable internet connection.

  • The individual must be an efficient self-manager; he/she will report to the Sourcing Team Manager and will be expected to responsibly operate with minimal oversight and direction.

  • The individual must be an efficient multi-tasker, as he/she will handle a variable amount of assignments from multiple analysts on a regular basis. 

  • The individual must be a good listener, and must be willing to prod the analyst for elaboration if an assignment is unclear.

  • The individual must be persistent.  Rejection from potential sources is not uncommon, so the Sourcing Analyst must be dogged in pursuit of people who can bring useful perspectives to the research team.

  • Engaging and persuasive communication skills are a must, especially in cases where the Sourcing Analyst is initiating contact with potential sources to schedule interviews on the analyst’s behalf. 

  • Some pre-existing understanding of financial/business concepts is helpful, as the Sourcing Analyst is expected to be able to add value to an analyst’s requests by raising issues that he/she may uncover during a search, but that the analyst may not be aware of. 

  • Knowledge of Microsoft Word and Excel is required.  Familiarity with Tamale is a plus but not required.

  • Fit with Select Equity’s Core Principles (below)


  • Originality: We generate original ideas and never deploy common practice without skepticism. We strive to avoid the herd.

  • Intellectual Integrity: We seek facts, not opinions and challenge universally accepted beliefs. We admit and learn from our mistakes.

  • Innate Curiosity: There are no dumb questions. We always want to know more and seek new angles of understanding.

  • Charity: We recognize our good fortune and give back to society in meaningful and thoughtful ways.

  • Continuous Improvement: We never stop trying to improve our performance and measure ourselves absolutely, not relatively.

  • Humility: We seek no acclaim individually or as a Firm other than the gratitude of our clients.

  • Teamwork: We trust our colleagues and communicate with transparency and respect. Ours is a culture of giving credit, not seeking credit.

Location / Remote


Contractor or Direct Hire: Direct Hire