M&A Research Analyst

This is a full-desk execution role, not a support function. As an Analyst, you will carry live mandates through the early transaction lifecycle with direct ownership: building the buyer universe, preparing marketing materials, running approved outreach, qualifying interest, and setting up meetings between prospective buyers and the deal team.

You will work in direct, real-time coordination with senior bankers. When a prospective buyer signs an NDA and moves into live engagement with the seller's management and the senior team, your client-facing role on that buyer concludes, and you continue in a support capacity while advancing other mandates.

This is a demanding seat and a genuine training ground. Analysts learn how transactions actually get done and are expected to grow into greater responsibility based on their judgement and reliability.

Key Responsibilities

• Buyer and Market Research: Identify and profile strategic and financial acquirers. Research industries and companies. Validate financial and ownership data against primary sources.
• Marketing Materials: Prepare and quality check teasers, one-pagers, and buyer lists. Support production of confidential information memoranda.
• Outreach Campaigns: Execute monitored, partner-approved outbound campaigns across email and professional networks. Track engagement and responses.
• Prospect and Investor Meetings: Qualify inbound interest. Schedule and coordinate introductory calls between prospective buyers and the deal team. Prepare briefing notes and agendas.
• NDA and CIM Process: Manage NDA issuance and tracking. Control distribution of confidential materials under strict approval and confidentiality controls.
• Pipeline and Data Discipline: Maintain accurate, complete, and deduplicated records in the firm's systems, with rigorous task and deadline management.
• Real-Time Coordination: Keep the senior team informed during overlapping hours. Escalate live developments immediately. Maintain same-day responsiveness on active mandates.