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
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
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
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
Advise on tool ROI analyses and recommend new sourcing platforms or data providers
Collaborate with Portfolio Operations teams to identify potential companies based on their requirements and help generate those leads
Prepare and present regular pipeline health and market intelligence reports to Investment Managers.
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 and recommendations
Advanced proficiency in Excel, including pivot tables, complex formulas (VLOOKUP, INDEX-MATCH), and data visualization
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
Exceptional communication and presentation skills, both written and verbal
Strong attention to detail, with the ability to manage multiple projects and deadlines
Self-starter with a proactive approach to identifying new opportunities
Knowledge of industry-specific trends and market dynamics
Ability to manage confidential and sensitive information with discretion.
Benefits
Competitive salary, structured based on Indian working hours
Comprehensive training and mentorship programs for skill and knowledge enhancement
Opportunities for career advancement and professional development
Experience collaborating with a diverse, global team within a remote work setting
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.