Analyst, Origination & M&A Advisory

Role Description: Your main responsibility is to generate new conversations with suitable acquisition targets on behalf of our clients and advance those conversations forward.

You will connect with decision-makers at targets primarily by email or LinkedIn and assist in determining strategic initiatives (e.g. M&A, succession planning) led by these decision-makers and in confirming suitability for our clients. Your outreach targets are well documented and segmented in our CRM to start with, and the prospecting tools and software at your disposal are advanced.

You are a self-motivated and driven individual who is goal-oriented, has great communication skills, and thrives on exceeding targets. With time, you will progress in our Origination & Advisory team, expanding your scope and responsibilities in managing prospects further.

The role reports to a Vice President / Associate Vice President.The role is hybrid.

Responsibilities

• Email, mail, and LinkedIn outreach to already-qualified prospects in our CRM

• Build, nurture, and manage the prospect pipeline

• Achieve or exceed personal monthly targets

• Maintain and update an accurate log of activity in our CRM

• Embrace data-oriented practices to optimize personal performance

• Exhibit a thirst for ongoing learning and development to ensure target achievement, professional growth, and increased knowledge of M&A and capital markets

Qualifications:

• Bachelor’s Degree in finance, business, or a relevant field, having graduated near the top of your class

• Up to two years of relevant experience in business development

• Keen understanding of mergers & acquisitions and capital markets

• Outstanding ability to engage and influence prospects over email/LinkedIn/mail

• Outstanding ability to make sense of and document interactions with prospects

• Superior written communication skills

• High degree of organization, curiosity, and willingness to learn

• A good mind for business

• Languages of interest: Portuguese, Mandarin, Spanish

What we look for:

Above all, we are looking for someone who shares our values, someone who will be in it for the long haul as part of our core team. You are known for your grit, determination, and discipline. You share our passion for challenging our clients to exceed their objectives. You act consistently, fairly, and with respect for others. You are self-motivated, take initiative, think creatively, and value being held accountable for both your successes and failures. You are energetic and positive, take pride in your own and your team’s quality of work, and demonstrate your commitment to excellence in everything you do. You are passionate about solving real-world, challenging problems ingeniously. Also, you are focused on continuous improvement in your work and will seek to advance within the organization; you believe that you will never stop learning.

Next Steps:

Only complete applications through our applicant tracking system and/or recruiter will be accepted. Only candidates we wish to interview will be contacted. We look forward to hearing from you!