Key Facts

Remote From:

Full time

Mid-level (2-5 years)

English

Hard Skills

Market Analysis Investment Account Management Data Management Data Quality Assessment Analytical Dashboard Investment Banking Competitive Analysis Ad Hoc Analysis Analytics Market Size Securities Research Industry Trend Analysis Applications Of Artificial Intelligence KPI Reporting Corporate Development Online Communication Investment Account Management

Other Skills

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Microsoft Excel
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Microsoft PowerPoint
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Analytical Skills
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Professionalism
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Non-Verbal Communication
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Time Management
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Organizational Skills
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Detail Oriented
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Self-Motivation

Roles & Responsibilities

2-4+ years of experience in finance, accounting, software, or data analysis
Bachelor's degree in Business, Finance, Accounting, or Economics (BBA/BCom)
Proficiency in Microsoft Office, particularly Excel and PowerPoint
Ability to work remotely in the U.S. or Canada with high professionalism and integrity

Requirements:

Qualify MA prospects using investment criteria for rigorous screening
Manage and maintain data quality of the MA prospects watch-list in CRM with reports and dashboards
Conduct primary research on owner-operated businesses, PE portfolio companies, and potential carve-outs; perform market sizing and industry/competitor analysis
Research software MA advisors, brokers, and investment banks; identify and analyze relevant third-party data sources and produce KPIs/reports on the MA pipeline

Job description

M&A Research Analyst

OVERVIEW

At Harris we are disciplined deployers of capital and great operators of vertical market software businesses. Our companies provide mission-critical software solutions to multiple vertical markets across the globe. We are an operating group of Constellation Software Inc. (TSX: CSU), one of the world’s most active acquirers of software businesses and home to a portfolio of over 500 companies in 150 countries.

As a Research Analyst you will have a critical role in supporting our M&A process. You will be successful in this role if you have a passion for research, analysis, investments, data, software, and you love to continuously learn. We are looking for someone who wants to grow their career for the long term in this role as you will become a vital component of our current and future investment strategy.

WHAT WILL YOU BE DOING

Majority (>80%)

Qualifying M&A Prospects – Understand and use our investment criteria for rigorous screening of prospects
Big Data – Manage, monitor and maintain the data quality of our watch-list of M&A prospects in our CRM with reports and dashboards
Research – Perform primary research on owner-operated businesses, private equity portfolio companies, as well as potential carve outs of multinational corporations
Research – market-sizing, industry trends, and competitor analysis
Research – Software M&A advisors, brokers, and investment banks
Data sources – Identify & analyze relevant 3rd party data sources such as industry tradeshows and conferences for M&A prospects
Analysis-Prepare and report on various statistics and KPIs related to our M&A pipeline

Minority (<20%)

Ad Hoc Analysis & Special Projects with our senior M&A and Corporate Development leaders to support capital deployment

WHAT WE ARE LOOKING FOR

2-4+ years of experience in finance, accounting, software, or data analysis
Bachelor’s degree in Business, Finance, Accounting, or Economics (BBA/ BCom etc.)
Investor mindset- an individual curious about business models
Self-motivated individual with an ability to perform independently in a fast-paced environment
Excellent attention to detail, and the ability to manage multiple priorities and meet tight deadlines
Excellent organizational skills, written and verbal communication skills, and analytical ability
Proficient in Microsoft Office, particularly Excel and PowerPoint
Leverages AI for research and analysis
High degree of professionalism and integrity
Ability to work remotely in the U.S. or Canada