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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in market mapping, research judgment, and personalized outreach within investment themes. Proficient in utilizing advanced Google Sheets or Excel, CRM systems, and industry-specific tools to drive actionable opportunities and maintain accurate pipeline management.
Highest-signal resume keywords
Market MappingResearch JudgmentPersonalized OutreachAdvanced Google SheetsCRM Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Market ResearchData EnrichmentPipeline ManagementConcise WritingMulti-Channel Sequences
Soft Skills
Persistent Follow-ThroughRespectful Communication
Tools & Technologies
ClayApolloPitchBookCapital IQGrataHubSpotAffinity
Industry Keywords
Search FundsPrivate EquityInvestment BankingCorporate DevelopmentB2B Sales
Tech Stack
Tools & technologiesApollo
About the role
Key responsibilities & impact- Turn investment themes into precise target-company criteria and searchable market maps.
- Research fragmented industries, identify owner-operated businesses, and enrich decision-maker data.
- Write personalized outreach that demonstrates real knowledge of the company and owner.
- Run multi-channel sequences and conduct early qualification calls.
- Maintain accurate pipeline stages, notes, follow-ups, and disqualification reasons.
- Measure performance by qualified owner conversations and actionable opportunities, not raw email volume.
Requirements
What you’ll need- Based in Latin America with professional English; Spanish or Portuguese fluency preferred.
- 1–3 years in search funds, private equity, investment banking, corporate development, executive search, B2B sales, or comparable sourcing work.
- Strong research judgment, concise writing, and persistent but respectful follow-through.
- Advanced Google Sheets or Excel skills and comfort working from a CRM every day.
- Helpful but not required: Prior search-fund internship or lower-middle-market transaction exposure.
- Experience with Clay, Apollo, PitchBook, Capital IQ, Grata, HubSpot, or Affinity.
- A work sample showing how you mapped a market or sourced hard-to-find companies.
Benefits
Comp & perks- Health insurance
- Professional development
- Flexible work arrangements
