This is a remote position.

Key Responsibilities:

Lead Generation & Prospecting

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  Conduct in-depth market research to identify potential M&A targets, including companies within specific sectors, regions, or financial profiles.
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  Qualify and hand off vetted leads to Deal Teams, ensuring clear investment criteria alignment.
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  Leverage tools like RocketReach, Apollo.io, Seamless.ai, Lusha, ZoomInfo, Grata, etc., to uncover and validate firmographic and contact data.
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  Design and execute multi-touch cadences (email, phone, LinkedIn) to engage and qualify acquisition targets.

Market & Industry Research

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  Conduct TAM/SAM/SOM analyses and deep-dive research on target verticals, sub-sectors, and competitive landscapes
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  Track industry trends, competitor M&A activity, and regulatory shifts impacting software markets.

CRM & Data Management

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  Maintain Salesforce: ensure data accuracy, build custom reports/dashboards, and set up automated workflows for lead tracking.
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  Continuously optimize sourcing processes and data enrichment to improve lead quality and coverage.

Sourcing Tool Evaluation & Optimization

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  Deep-dive into tools such as RocketReach, Apollo.io, Seamless.ai, Lusha, ZoomInfo, Grata, etc., to benchmark performance, and roll out best fits to the team.
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  Advise on tool ROI analyses and recommend new sourcing platforms or data providers

Portfolio Lead Support

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  Collaborate with Portfolio Operations teams to identify potential companies based on their requirements and help generate those leads.

Reporting & Collaboration

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  Prepare and present regular pipeline health and market intelligence reports to Investment Managers.

Requirements

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  Bachelor's degree in Engineering or a related field.
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  4+ years of experience in M&A research, investment banking, private equity, or related areas.
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  Excellent analytical, research, and problem-solving skills.
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  Ability to synthesize complex information into actionable insights and recommendations.
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  Advanced proficiency in Excel, including pivot tables, complex formulas (VLOOKUP, INDEX-MATCH), and data visualization.
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  The ideal candidate should have experience with Google Keyword Research and proficiency in using business intelligence databases, such as LinkedIn, Crunchbase, SEMrush, Ahrefs, or similar tools, for research and data analysis.
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  Exceptional communication and presentation skills, both written and verbal.
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  Strong attention to detail, with the ability to manage multiple projects and deadlines.
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  Self-starter with a proactive approach to identifying new opportunities.
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  Knowledge of industry-specific trends and market dynamics.
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  Ability to manage confidential and sensitive information with discretion.

Benefits