M&A Research Analyst

Harris Computer; Remote; CAD 60,000 - 80,000; Full time

Job summary

A leading software investment firm is seeking an Investment Analyst to join their team in Alberta, Canada. This remote opportunity involves qualifying M&A prospects, managing data in CRM systems, and conducting essential business and market research. Candidates should have 2-4 years of relevant experience, a Bachelor's degree in finance or a related field, and strong proficiency in Microsoft Office. This role emphasizes personal integrity and offers a collaborative work environment.

Benefits

Opportunity for career advancement

Work remotely anywhere within the U.S. or Canada

Collaborative environment

Qualifications

• 2-4+ years of experience in finance, accounting, software, or data analysis.
• Bachelor’s degree in Business, Finance, Accounting, or Economics.
• Strong investor mindset with curiosity about business models.
• Excellent organizational skills and ability to manage multiple priorities.
• Proficient in Microsoft Office, particularly Excel and PowerPoint.

Responsibilities

• Qualify M&A prospects by applying investment criteria for rigorous screening.
• Manage and maintain data quality of M&A prospect watch-lists in CRM.
• Conduct primary research on owner-operated businesses, private equity portfolio companies.
• Analyze market trends, industry data, and competitor landscapes.
• Prepare and report on various statistics and KPIs related to the M&A pipeline.

Job description

Employer Industry: Software Investment and Development

Why consider this job opportunity

• Opportunity for career advancement and growth within the organization
• Work remotely anywhere within the U.S. or Canada
• Engaging role that combines research, analysis, and investment strategy
• Collaborative environment with access to senior M&A and Corporate Development leaders
• Chance to work with a leading acquirer of software businesses globally

What to Expect

• Qualify M&A prospects by applying investment criteria for rigorous screening
• Manage and maintain data quality of M&A prospect watch-lists in CRM, including reports and dashboards
• Conduct primary research on owner-operated businesses, private equity portfolio companies, and potential carve-outs
• Analyze market trends, industry data, and competitor landscapes
• Prepare and report on various statistics and KPIs related to the M&A pipeline

What is Required

• 2-4+ years of experience in finance, accounting, software, or data analysis
• Bachelor’s degree in Business, Finance, Accounting, or Economics
• Strong investor mindset with curiosity about business models
• Excellent organizational skills and ability to manage multiple priorities
• Proficient in Microsoft Office, particularly Excel and PowerPoint

How to Stand Out

• Experience leveraging AI for research and analysis
• Proven ability to work independently in a fast-paced environment
• High degree of professionalism and integrity

#SoftwareInvestment #MergersAndAcquisitions #DataAnalysis #RemoteWork #CareerGrowth

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