Mergers and Acquisitions Research and Ops Lead

ROLE SUMMARY

Our client is looking for a Mergers and Acquisitions Research and Operations Lead to help drive their M&A origination work by identifying acquisition targets for private equity clients. He/she will review and clean company lists, conduct structured internet research, manage Airtable CRM, build databases of acquisition targets, and support outreach preparation.

Deliverables include research trackers, weekly list reviews, and ongoing support with data management and reporting.

WORK SCHEDULE: 9:00 AM 6:00 PM Eastern Daylight Time (9:00 PM 6:00 AM Philippine Standard Time), follows Philippine holidays

POSITION TYPE: Full Time

WORK ARRANGEMENT: Remote

ESSENTIAL FUNCTIONS:

• Review and clean lists to ensure targets meet investment criteria
• Conduct structured research and collaborate with data analysts to profile potential acquisition targets
• Input and organize company and contact data in Airtable and spreadsheets
• Use public databases, directories, and scraping tools to build prospect lists
• Provide ad hoc research and administrative support

QUALIFICATIONS:

• A Bachelors degree in the related field is preferred
• General understanding of the M&A landscape
• Private equity is nice to have, but not necessary
• Experience with Airtable CRM and data scraping tools (i.e., Apollo or ZoomInfo) is preferred
• Experience in Python or low-code automation (e.g., Zapier, GPT) is preferred
• Familiarity with sourcing tools (SourceScrub and Inven) is preferred
• Strong organization, oral and written communication skills
• Reliable internet, independence, and strict adherence to criteria and guidelines
• Strong attention to detail and follow-through
• Comfortable learning and using new tools as needed