(Remote) M&A Research Analyst
Core
Support M&A process by screening prospects, managing data quality, and performing primary research on owner-operated businesses and private equity portfolio companies.
Role type
M&A Research Analyst
Builds
M&A pipeline and investment strategy
Domain
Software M&A, Private Equity, Public Sector Software
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery
Required skills
Financial analysis, Data analysis, Primary research, Market sizing, Industry trend analysis, Competitor analysis, Data source identification, KPI reporting, CRM management, Microsoft Excel, Microsoft PowerPoint, AI tool usage
Preferred skills
Bachelor's degree in Business, Finance, Accounting, or Economics, Experience in software or data analysis
Technologies
Microsoft Office, Excel, PowerPoint, AI-enabled tools (copilots, chat assistants)
Responsibilities
Qualify M&A prospects using investment criteria, Manage and monitor data quality of M&A watch-list in CRM, Perform primary research on target businesses and carve-outs, Conduct market-sizing and competitor analysis, Identify and analyze third-party data sources, Prepare reports on M&A pipeline statistics and KPIs
Seniority
Junior to Mid-level, hands-on IC