(Remote) M&A Research Analyst
for section headings. Use - for any list of duties/requirements/benefits, and
for prose.
We must not repeat job title as heading. Do not put Job ID/requisition numbers as headings (none). Remove boilerplate etc.
We need to preserve all substantive information; do not invent or summarize away detail. So we need to include all details from the posting.
We must be careful to not lose any detail. Let's extract each piece.
About the role paragraph: "Harris is seeking a Research Analyst who will play 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, and 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. This remote role welcomes candidates anywhere in Canada and the US. Travel is required as needed, approximately 10%. Candidates must hold a current, valid passport and be legally eligible to travel between USA and Canada. This includes either passport based visa exemption or possession of any required travel visas for entry into Canada, and the United States. Preference will be given to candidates who can work in EST timezone."
We should keep that as prose
.
Responsibilities: list from "What Your Impact Will Be". Let's extract each bullet:
- 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 ( Ad Hoc Analysis & Special Projects with our senior M&A and Corporate Development leaders to support capital deployment
Note: The last bullet seems garbled: "Minority ( Ad Hoc Analysis & Special Projects with our senior M&A and Corporate Development leaders to support capital deployment". Probably means "Minority (
- each.
Requirements: from "What We Are Looking For": bullet list:
- 1-3+ years of experience in finance, accounting, software, or data analysis
- Bachelor's degree in Business, Finance, Accounting, or Economics (BBA/ BCom etc.) preferred
- 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
But note some of these overlap with Skills/Qualifications. We'll split.
We need to decide which go to Requirements vs Qualifications vs Skills.
Requirements likely: experience, education. Maybe also ability to work remotely? But that's more qualification.
Let's assign:
Requirements:
- 1-3+ years of experience in finance, accounting, software, or data analysis
- Bachelor's degree in Business, Finance, Accounting, or Economics (BBA/ BCom etc.) preferred
Qualifications:
- 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
- High degree of professionalism and integrity
- Ability to work remotely in the U.S. or Canada
Skills:
- Proficient in Microsoft Office, particularly Excel and PowerPoint
- Leverages AI for research and analysis
But also "Excellent organizational skills, written and verbal communication skills, and analytical ability" could be skill but we placed in Qualifications. That's okay.
Now Benefits: from "What We Can Offer":
- 3 weeks’ vacation and 5 personal days
- Comprehensive Medical, Dental, and Vision benefits starting from your first day of employment
- Employee stock ownership and RRSP/401k matching programs
- Lifestyle rewards
- Remote work and more!
We'll list as
- .
Pay: Salary 70K - 77K. We'll put in
.
Schedule: remote role, travel approx 10%, preference for EST timezone, need passport for travel between USA and Canada (including visa exemption or required visas). We'll put in
.
We also have About Harris paragraph about company. Should we include that? The instruction: "About Harris" is a section about the company. Could be included as "About the company" but not in the list of headings. The allowed headings are About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. There's no "About the company". Should we include it? The instruction says: "Use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It gives examples but not exhaustive? It says "use for section headings (e.g
for prose. We must not repeat job title as heading. Do not put Job ID/requisition numbers as headings (none). Remove boilerplate etc. We need to preserve all substantive information; do not invent or summarize away detail. So we need to include all details from the posting. We must be careful to not lose any detail. Let's extract each piece. About the role paragraph: "Harris is seeking a Research Analyst who will play 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, and 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. This remote role welcomes candidates anywhere in Canada and the US. Travel is required as needed, approximately 10%. Candidates must hold a current, valid passport and be legally eligible to travel between USA and Canada. This includes either passport based visa exemption or possession of any required travel visas for entry into Canada, and the United States. Preference will be given to candidates who can work in EST timezone." We should keep that as prose
. Responsibilities: list from "What Your Impact Will Be". Let's extract each bullet: - 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 ( Ad Hoc Analysis & Special Projects with our senior M&A and Corporate Development leaders to support capital deployment Note: The last bullet seems garbled: "Minority ( Ad Hoc Analysis & Special Projects with our senior M&A and Corporate Development leaders to support capital deployment". Probably means "Minority (
- .
Pay: Salary 70K - 77K. We'll put in
. Schedule: remote role, travel approx 10%, preference for EST timezone, need passport for travel between USA and Canada (including visa exemption or required visas). We'll put in
. We also have About Harris paragraph about company. Should we include that? The instruction: "About Harris" is a section about the company. Could be included as "About the company" but not in the list of headings. The allowed headings are About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. There's no "About the company". Should we include it? The instruction says: "Use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It gives examples but not exhaustive? It says "use
for section headings (e.g