Senior Research Analyst

Embrace Software Inc.; United States; Remote; USD 80,000 - 120,000; Full time

Job summary

A leading company in the software industry is seeking a Senior Research Analyst to join their M&A team. This remote position involves sourcing and analyzing potential M&A leads, conducting market research, and collaborating closely with leadership. The ideal candidate will have a strong analytical background, excellent communication skills, and experience in M&A research. Join a fast-paced environment where you can contribute to strategic growth and work with a diverse global team.

Benefits

Comprehensive training and mentorship programs

Opportunities for career growth and professional development

Qualifications

• 4+ years of experience in M&A research, investment banking, or private equity.
• Advanced proficiency in Excel, including pivot tables and data visualization.

Responsibilities

• Conduct in-depth market research to identify potential M&A targets.
• Maintain Salesforce and ensure data accuracy.
• Prepare and present pipeline health and market intelligence reports.

Skills

Analytical Skills

Research Skills

Problem-Solving Skills

Communication Skills

Attention to Detail

Education

Bachelor's degree in Engineering

Tools

Excel

Salesforce

Google Keyword Research

LinkedIn

Crunchbase

SEMrush

Ahrefs

Job description

Embrace Software, headquartered in Tampa, USA, is one of the fastest-growing software acquirers in the world. We focus on building niche software businesses that deliver mission-critical solutions across industries (Industrial, Healthcare, Fintech, and Edtech).

Why Join Embrace:

• Rapid Growth: Our team has expanded to over 300 members in just 4 years.
• Financial Strength: We’ve secured $130M in capital.
• Acquisitions: With 13 successful acquisitions to date, we’re operating in hyper-scale mode.
• Fortune 500 Impact: We serve 16% of Fortune 500 companies.
• Proven Leadership: Our CEO/Founder has a track record of creating over $2B in value through his ventures, including being a founding member and Chief Strategist at Valsoft, and an early lead investor and Board member at VitalHub (TSX: VHI).

Join us as we lay the groundwork for exponential growth over the next 5 years. If you thrive in a fast-paced environment and share our vision, we’d love to have you on board!

Job Description

This is a remote position.

We are seeking a highly motivated and detail-oriented Senior Research Analyst to join our M&A team. In this role, you will be responsible for sourcing, identifying, and analyzing potential M&A leads to support our company's strategic goals. You will work closely with the leadership team to evaluate market trends, competitive landscapes, and target companies, helping to build a strong pipeline of potential deals.

Key Responsibilities:

• Lead Generation & Prospecting: Conduct in-depth market research to identify potential M&A targets, including companies within specific sectors, regions, or financial profiles. Qualify and hand off vetted leads to Deal Teams, ensuring clear investment criteria alignment. Leverage tools like RocketReach, Apollo.io, Seamless.ai, Lusha, ZoomInfo, Grata, etc., to uncover and validate firmographic and contact data. Design and execute multi-touch cadences (email, phone, LinkedIn) to engage and qualify acquisition targets.
• Market & Industry Research: Conduct TAM/SAM/SOM analyses and deep-dive research on target verticals, sub-sectors, and competitive landscapes. Track industry trends, competitor M&A activity, and regulatory shifts impacting software markets.
• CRM & Data Management: Maintain Salesforce, ensure data accuracy, build custom reports/dashboards, and set up automated workflows for lead tracking. Continuously optimize sourcing processes and data enrichment to improve lead quality and coverage.
• Sourcing Tool Evaluation & Optimization: Benchmark performance of tools such as RocketReach, Apollo.io, Seamless.ai, Lusha, ZoomInfo, Grata, etc., and recommend the best options. Collaborate with Portfolio Operations teams to identify potential companies based on their requirements and help generate those leads. Prepare and present pipeline health and market intelligence reports to Investment Managers. Coach junior analysts/BDRs on research methodologies, data enrichment, and outreach strategies.

Requirements:

• Bachelor's degree in Engineering or a related field.
• 4+ years of experience in M&A research, investment banking, private equity, or related areas.
• Excellent analytical, research, and problem-solving skills.
• Ability to synthesize complex information into actionable insights.
• Advanced proficiency in Excel, including pivot tables, formulas (VLOOKUP, INDEX-MATCH), and data visualization.
• Experience with Google Keyword Research and proficiency with databases like LinkedIn, Crunchbase, SEMrush, Ahrefs, or similar tools.
• Exceptional communication and presentation skills, both written and verbal.
• Strong attention to detail and ability to manage multiple projects and deadlines.
• Self-starter with a proactive approach to opportunities.
• Knowledge of industry trends and market dynamics.
• Ability to handle confidential information discreetly.
• Competitive salary based on Indian working hours.
• Comprehensive training and mentorship programs.
• Opportunities for career growth and professional development.
• Experience working with a diverse, global remote team.