Catena

M&A Research & Operations Lead – Private Equity / M&A Advisory

Catena

full-time

Posted on:

Location Type: Remote

Location: Philippines

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Job Level

Senior

Tech Stack

JavaScriptPython

About the role

  • Generate 2,000–2,500 qualified and verified acquisition leads per week across essential services sectors.
  • Identify, synthesize, and validate public and proprietary data sources to surface acquisition targets.
  • Develop proxy metrics to estimate business size, quality, and seller motivation using creative datasets.
  • Analyze outreach performance and refine qualification criteria based on connect-rate and conversion data.
  • Build and maintain automated prospecting workflows using no-code and AI-powered tools.
  • Develop agents to scrape, clean, enrich, and verify business and contact data at scale.
  • Integrate multiple databases into unified lead scoring and routing workflows.
  • Automate verification and enrichment steps to maximize speed, accuracy, and consistency.
  • Manage Airtable-based CRM workflows supporting high-volume outbound activity.
  • Maintain ≥85% verification accuracy across phone and email datasets.
  • Prepare clean, call-ready datasets for daily outbound efforts and agent usage.
  • Collaborate with sales and investment teams to iterate on targeting logic and prioritization.

Requirements

  • 3+ years of experience in B2B lead generation, deal sourcing, M&A research, or investment-related analysis
  • Strong understanding of M&A, private equity, and business acquisition dynamics
  • Hands-on experience with no-code automation tools such as Make.com, n8n, or Zapier
  • Practical experience using LLMs for data extraction, enrichment, or workflow automation
  • Familiarity with lead sourcing and business intelligence databases
  • Strong analytical mindset with comfort working deeply with numbers and datasets
  • Excellent English communication skills, both written and verbal, including professional follow-ups
  • Comfort stepping into outbound calls when needed, even if not the primary caller
  • Experience in essential services industries (e.g., HVAC, electrical, fire safety, generators)
  • Exposure to private equity roll-up strategies and seller motivation analysis
  • Experience working with buy-side M&A advisory or PE sourcing teams
  • Basic Python or JavaScript skills for advanced automation or scraping
  • Background in business intelligence, consulting, or investment analysis
Benefits
  • Competitive Salary: Based on experience and skills
  • Remote Work: Fully remote—work from anywhere
  • Performance Bonus: Based on data accuracy, reporting timeliness, and overall sales efficiency
  • Team Incentives: Recognition for maintaining 100% CRM hygiene and on-time reporting
  • Generous PTO: In accordance with company policy
  • Health Coverage for PH-based talents: HMO coverage after 3 months for full-time employees
  • Direct Mentorship: Guidance from international industry experts
  • Learning & Development: Ongoing access to resources for professional growth
  • Global Networking: Connect with professionals worldwide
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
B2B lead generationdeal sourcingM&A researchdata extractiondata enrichmentworkflow automationPythonJavaScriptdata analysislead scoring
Soft Skills
analytical mindsetcommunication skillscollaborationadaptabilityproblem-solvingattention to detailcreativitytime managementinterpersonal skillsoutbound calling