Conduct market research and lead generation for M&A targets across sectors, regions, and financial profiles. Analyze market trends, competitive landscapes, TAM/SAM/SOM, regulatory changes, and competitor M&A activity. Manage Salesforce data, reports, dashboards, workflows, and enrichment processes. Evaluate sourcing tools, support portfolio lead generation, and present pipeline and market intelligence reports to investment managers.
This is a remote position.
We are seeking a highly motivated and detail-oriented Market 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 members to evaluate market trends, competitive landscapes, and target companies, and help 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.
- 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.
Similar Jobs
Fintech • Payments • Software
Build and manage education-sector client relationships through the full sales cycle, from prospecting and lead generation to closing. Develop new-business pipelines, communicate the company’s value proposition, achieve revenue quotas, and conduct consultative product demonstrations. Collaborate with product, technical, operations, and marketing teams to support solution delivery and implementation. Conduct market research, manage multiple projects, and grow new accounts across the Americas.
Top Skills:
CRMSaaSSalesforce
Fintech • Payments • Software
Sell Flywire’s education payments and software solutions to colleges and universities across the United States. Manage the full enterprise sales cycle, generate pipeline and new business, conduct consultative product demonstrations, achieve revenue quotas, and build relationships with senior institutional leaders. Collaborate with product, technical, operations, and marketing teams to support solution delivery, implementation, lead generation, and market expansion.
Top Skills:
CRMSaaSSalesforce
Automotive • Big Data • Information Technology • Robotics • Software • Transportation • Manufacturing
Leads GM’s enterprise career development, internal mobility, reskilling, and redeployment strategy, with emphasis on skilled trades and manufacturing populations. Builds operating models, workforce transition pathways, multi-year roadmaps, and success metrics; partners with HR, learning, talent, analytics, and business leaders; uses workforce insights and AI responsibly; and manages a small team. Requires extensive experience in career development, workforce planning, job architecture, reskilling, people leadership, and manufacturing or skilled-trades environments.
Top Skills:
Artificial Intelligence (Ai)HrisTalent Management Platforms
What you need to know about the San Francisco Tech Scene
San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
