M&A Research & Operations Lead (Private Equity / M&A Advisory) - Remote

Overview

The M&A Research & Operations Lead is responsible for owning the firm’s AI-first research and lead generation engine that powers outbound acquisition efforts, blending deep business research, data analysis, and workflow automation.

In Short

• Work remotely with required overlap during U.S. business hours.
• Full-time position with a workload of 40 hours per week.
• Generate thousands of verified acquisition leads weekly.
• Utilize AI and automation to enhance research and data accuracy.
• Collaborate with sales and investment teams.
• Build systems for lead generation and data verification.
• Maintain high operational efficiency and data quality.
• Work in a fast-paced, experimentation-driven environment.
• Ideal for first-principles thinkers who love automating processes.
• Support investment decisions through high-quality research.

Requirements

• Experience in M&A or related fields.
• Strong analytical skills and attention to detail.
• Proficiency in data analysis and automation tools.
• Ability to work autonomously and manage multiple tasks.
• Experience with CRM systems, particularly Airtable.
• Strong communication skills for collaboration.
• Ability to synthesize and validate data sources.
• Experience in lead generation and research methodologies.
• Familiarity with AI-driven tools for data processing.
• Creative problem-solving skills.

Benefits

• Work with top-tier clients and exceptional opportunities.
• Potential for career growth and long-term employment.
• Flexible remote work environment.
• Engage in meaningful work with visionary founders.
• Collaborate in a dynamic and innovative team.