M&A Research Analyst

Harris Computer; Ontario (CA); Remote; USD 70,000 - 90,000; Full time

Job summary

A software investment firm located in California is seeking an M&A Research Analyst. This role involves qualifying M&A prospects, performing critical data analysis, and supporting the M&A process. The ideal candidate will have 2-4+ years of relevant experience, strong analytical skills, and a Bachelor's degree in finance or a related field. This position offers a chance to grow your career in a dynamic environment and allows for remote work in the U.S. or Canada.

Qualifications

• 2-4+ years of experience in finance, accounting, software, or data analysis.
• Self-motivated individual with an ability to perform independently in a fast-paced environment.
• High degree of professionalism and integrity.

Responsibilities

• Qualifying M&A prospects based on investment criteria.
• Managing, monitoring, and maintaining data quality for M&A prospects.
• Performing primary research on owner-operated businesses and private equity portfolio companies.

Skills

Research

Data analysis

Financial analysis

Attention to detail

Communication skills

Education

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

Tools

Microsoft Excel

Microsoft PowerPoint

Job description

Overview

M&A Research Analyst

At Harris we are disciplined deployers of capital and great operators of vertical market software businesses. Our companies provide mission-critical software solutions to multiple vertical markets across the globe. We are an operating group of Constellation Software Inc. (TSX: CSU), one of the world’s most active acquirers of software businesses and home to a portfolio of over 500 companies in 150 countries.

As a Research Analyst you will have a critical role in supporting our M&A process. You will be successful in this role if you have a passion for research, analysis, investments, data, software, and you love to continuously learn. We are looking for someone who wants to grow their career for the long term in this role as you will become a vital component of our current and future investment strategy.

What will you be doing

Majority (>80%)

• Qualifying M&A Prospects – Understand and use our investment criteria for rigorous screening of prospects
• Big Data – Manage, monitor and maintain the data quality of our watch-list of M&A prospects in our CRM with reports and dashboards
• Research – Perform primary research on owner-operated businesses, private equity portfolio companies, as well as potential carve outs of multinational corporations
• Research – market-sizing, industry trends, and competitor analysis
• Research – Software M&A advisors, brokers, and investment banks
• Data sources – Identify & analyze relevant 3rd party data sources such as industry tradeshows and conferences for M&A prospects
• Analysis-Prepare and report on various statistics and KPIs related to our M&A pipeline

Minority (

• Ad Hoc Analysis & Special Projects with our senior M&A and Corporate Development leaders to support capital deployment

What we are looking for

• 2-4+ years of experience in finance, accounting, software, or data analysis
• Bachelor’s degree in Business, Finance, Accounting, or Economics (BBA/ BCom etc.)
• Self-motivated individual with an ability to perform independently in a fast-paced environment
• Excellent attention to detail, and the ability to manage multiple priorities and meet tight deadlines
• Excellent organizational skills, written and verbal communication skills, and analytical ability
• Proficient in Microsoft Office, particularly Excel and PowerPoint
• Leverages AI for research and analysis
• High degree of professionalism and integrity
• Ability to work remotely in the U.S. or Canada