M&A Research & Operations Lead (Private Equity / M&A Advisory) - A284 job opportunity at Pearl Talent.

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Date2026-01-30T16:00:01.693Z bot
Pearl Talent M&A Research & Operations Lead (Private Equity / M&A Advisory) - A284
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Industry Operations Work Arrangement Remote (with required overlap during U.S. business hours) Job Type Full-time Work Schedule 40 hours per week with consistent overlap during EST business hours Locations: Anywhere Remote (LATAM, Philippines, South America) About Pearl Talent Pearl works with the top 1% of candidates from around the world and connects them with the best startups in the US and EU. Our clients have raised over $5B in aggregate and are backed by companies like OpenAI, a16z, and Founders Fund. They’re looking for the sharpest, hungriest candidates who they can consistently promote and work with over many years. Candidates we’ve hired have been flown out to the US and EU to work with their clients, and even promoted to roles that match folks onshore in the US. Hear why we exist, what we believe in, and who we’re building for: WATCH HERE Why Work with Us? At Pearl, we’re not just another recruiting firm—we connect you with exceptional opportunities to work alongside visionary US and EU founders. Our focus is on placing you in roles where you can grow, be challenged, and build long-term, meaningful careers. About the Company Our client is a tech-enabled buy-side M&A advisory firm serving private equity investors focused on acquiring essential services businesses across North America. The firm leverages data, automation, and proprietary research methodologies to identify high-quality acquisition targets at scale. Operating in a fast-paced, experimentation-driven environment, the company prioritizes speed, analytical rigor, and automation-first thinking to support investment decision-making. Role Overview The Research Lead will support M&A origination by identifying and profiling acquisition targets for private equity clients. This role focuses on reviewing and refining company lists, conducting structured research, managing CRM data, and preparing prospect information for outreach. You will combine analytical thinking, attention to detail, and high agency to meet weekly lead generation goals. The ideal candidate has experience in finance, banking, or lead generation, understands private equity and M&A concepts, and thrives in autonomous, execution-heavy roles. Your Impact You will directly influence deal flow by producing clean, structured, and actionable company data that informs investment decisions. Your research, list management, and database work will improve outreach quality, decision-making efficiency, and pipeline accuracy. By maintaining accurate CRM records and tracking lead generation metrics, you will ensure operational effectiveness and support the success of the origination team. Core Responsibilities Lead Research & Data Management – 50% Review, clean, and refine company lists to meet investment criteria. Conduct structured online research to profile potential acquisition targets. Identify and verify owner and decision-maker contact information. Input, organize, and maintain company and contact data in Airtable and spreadsheets. Prospect List Building & Tool Utilization – 30% Use public databases, directories, and scraping tools to create high-quality prospect lists. Collaborate with data analysts to consolidate insights and improve sourcing quality. Support outreach preparation with clear, accurate, and actionable data sets. Ad Hoc Support & Reporting – 20% Prepare research trackers and weekly list reviews. Assist with administrative tasks and ad hoc research requests. Provide ongoing reporting to track lead generation performance and database health. Must-Haves (Required) Fluent English (spoken and written). Experience with lead generation, research, or data management (finance, banking, or advisory preferred). Strong attention to detail, follow-through, and adherence to criteria. Comfortable learning and using new tools quickly. Reliable internet connection and ability to work independently. Familiarity with CRM and data management tools such as Airtable, ZoomInfo, or Apollo. General understanding of M&A or private equity concepts (learnable on the job). Nice-to-Haves (Preferred) Experience with Claude Code, Python, or low-code automation tools (e.g., Zapier, GPT). Familiarity with sourcing platforms (Grata, Inven). Experience with structured research at advisory or private equity firms. Exposure to deal sourcing, M&A advisory, or investment operations. Tools Proficiency Must-Haves (Required) SourceScrub RocketReach ZoomInfo Grata Make.com n8n Airtable GPT-class LLMs Claude Apollo Excel/Google Sheets Nice-to-Haves (Preferred) Orum Python-based scraping tools AI agents and automation frameworks Zapier Claude Code Inven

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