M&A Research Analyst

Harris Computer; Remote; CAD 70,000 - 90,000; Full time

Job summary

A leading software investment firm based in Canada is seeking a dynamic individual for a role in Mergers & Acquisitions. Responsibilities include qualifying prospects, managing data quality in CRM, conducting research, and performing market analysis. Applicants should have 2-4+ years of experience in finance or data analysis, and a Bachelor’s degree in a related field. This position offers remote work flexibility and opportunities for career advancement within a collaborative environment.

Benefits

Opportunity for career advancement

Dynamic work environment

Remote work flexibility

Qualifications

• 2-4+ years of experience in finance, accounting, software, or data analysis.
• Strong investor mindset with curiosity about business models.
• Excellent attention to detail and ability to manage multiple priorities under tight deadlines.

Responsibilities

• Qualify M&A prospects by understanding and applying investment criteria.
• Manage and maintain data quality of M&A prospects in CRM.
• Conduct primary research on owner-operated businesses and potential carve-outs.
• Perform market-sizing, industry trends, and competitor analysis.

Skills

Finance

Data analysis

Attention to detail

Microsoft Excel

Microsoft PowerPoint

Curiosity about business models

Education

Bachelor’s degree in Business, Finance, Accounting, or Economics

Job description

Overview

Employer Industry: Software Investment and Mergers & Acquisitions

Why consider this job opportunity

• Opportunity for career advancement and long-term growth within the organization
• Work remotely from anywhere in the U.S. or Canada
• Engage in a dynamic environment focused on software solutions and investment strategies
• Collaborate with senior M&A and Corporate Development leaders on special projects
• Contribute to the management of mission-critical software solutions across various vertical markets

What to Expect

• Qualify M&A prospects by understanding and applying investment criteria for rigorous screening
• Manage and maintain data quality of M&A prospects in CRM with reports and dashboards
• Conduct primary research on owner-operated businesses, private equity portfolio companies, and potential carve-outs
• Perform market-sizing, industry trends, and competitor analysis
• 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 attention to detail and ability to manage multiple priorities under tight deadlines
• Proficient in Microsoft Office, particularly Excel and PowerPoint

How to Stand Out

• Experience leveraging AI for research and analysis
• High degree of professionalism and integrity
• Self-motivated individual capable of performing independently in a fast-paced environment

#SoftwareInvestment #MergersAndAcquisitions #RemoteWork #CareerGrowth #DataAnalysis

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