M&A Research Analyst

Harris Computer; Pennsylvania; Remote; USD 70,000 - 95,000; Full time

Job summary

A prominent software investment group is seeking an M&A Research Analyst to support its investment strategy through detailed research and analysis. This role involves qualifying M&A prospects, managing data quality, and performing market research. Candidates should have 2-4+ years of relevant experience and a degree in finance or business. Excellent attention to detail and communication skills are critical. Remote work is available within the U.S. or Canada.

Qualifications

• 2-4+ years of experience in finance, accounting, software, or data analysis.
• Self-motivated individual with the ability to perform independently.

Responsibilities

• Qualifying M&A prospects by screening them against investment criteria.
• Managing data quality of M&A prospects in CRM with reports and dashboards.
• Performing research on owner-operated businesses and competitors.

Skills

Research and analysis

Data management

Proficient in Microsoft Excel

Attention to detail

Communication skills

Education

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

Tools

Microsoft Office (Excel, PowerPoint)

Job description

M&A Research Analyst

Overview

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