Core Competencies:

• Ethics. Works with integrity; Upholds organizational values.

• Dependability. Follows instructions, responds to management direction; results oriented and committed to achieving objectives and tasks as required.

• Teamwork and Collaboration. Exhibits objectivity and openness to others views; Gives and welcomes feedback; Contributes to building a positive culture. Communicates effectively.

• Professionalism. approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration; Accountable of all actions and decisions.

• Organizational Support. Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization’s goals and values.

• Quality Management. Looks for ways to improve and promote quality; Demonstrates accuracy and thoroughness.

• Decision Making. Analyzes each situation, looking for opportunities to make any situation more beneficial for the company. Participates effectively in communication to achieve optimum results.

Tasks required:

• Source and identify potential acquisition or investment opportunities aligned with client criteria.
• Conduct initial market research on target companies, industries, and trends.
• Build and maintain a pipeline of qualified leads for M&A opportunities.
• Pre-screen companies (financials, size, market fit) before submitting to the client.
• Coordinate with internal teams to support deal execution.
• Perform other data research or lead sourcing tasks as assigned
• Willing and able to attend scheduled meetings in Pacific Time (PST)

Requirements:

• Bachelor’s degree in Finance, Business Administration, Economics, or related field.
• Experience in mergers and acquisitions, corporate finance, investment banking, or private equity.
• Preferably 2–3+ years of relevant experience in M&A, corporate development, or business development.
• Strong understanding of deal origination processes and M&A lifecycle.
• Excellent research and analytical skills.
• Strong communication and networking abilities (email outreach, LinkedIn prospecting, CRM management).

Assessment Requirement:

Once shortlisted, you will be required to submit a sample task:

“Find all the multi-location youth dance academies in North and South Carolina that are privately owned, and find the owners’ direct email and phone number.”