(Remote) M&A Research Analyst
headings and appropriate - for lists,
for prose.
We must not repeat job title. Not include Job ID etc.
We must not include boilerplate like EEO etc. Already removed.
We must preserve all substantive info. Ensure we don't lose any details.
Let's craft:
About the role
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 the EST timezone.
Responsibilities
- 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 senior M&A and Corporate Development leaders to support capital deployment
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 ability to perform independently in a fast‑paced environment
- Excellent attention to detail, and 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
- Comfortable using AI‑enabled technologies (copilots, chat‑based AI assistants, automation tools) while maintaining appropriate judgment, security, and compliance standards
Benefits
- 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
Pay
Salary $70K – $77K
We should not include Schedule.
Check we didn't miss any substantive info: The AI & Innovation Mindset paragraph is covered partially in Skills (leverages AI) and also we added a bullet about comfortable using AI-enabled technologies. The original paragraph: "We are committed to leveraging emerging technologies to improve how we work, serve our customers, and drive business outcomes. The successful candidate will demonstrate curiosity and a willingness to actively adopt and leverage AI tools to improve workflows, solve problems, and increase efficiency. Candidates should be comfortable using AI enabled technologies, including copilots, chat based AI assistants, and automation tools, as part of their everyday work while maintaining appropriate judgment, security, and compliance standards."
We captured that in Skills bullet. Also we might want to include a short prose about AI mindset? But we can keep as bullet. It's fine.
We also need to include "Preference will be given to candidates who can work in EST timezone." Already in About the role.
Check we didn't duplicate content: The bullet list for Responsibilities includes "Minority – Ad hoc analysis & special projects..." The original had "Minority ( Ad Hoc Analysis & Special Projects with our senior M&A and Corporate Development leaders to support capital deployment". We captured.
Check we didn't lose "Big Data - Manage, monitor and maintain the data quality of our watch-list of M&A prospects in our CRM with reports and dashboards". Good.
Check we didn't lose "Research - Perform primary research on owner-operated businesses, private equity portfolio companies, as well as potential carve outs of multinational corporations". Good.
Check we didn't lose "Research - market-sizing, industry trends, and competitor analysis". Good.
Check we didn't lose "Research - Software M&A advisors, brokers, and investment banks". Good.
Check we didn't lose "Data sources - Identify & analyze relevant 3rd party data sources such as industry tradeshows and conferences for M&A prospects". Good.
Check we didn't lose "Analysis-Prepare and report on various statistics and KPIs related to our M&A pipeline". Good.
Check we didn't lose "What We Are Looking For" list items: we split into Requirements (experience, education) and Qualifications (soft skills) and Skills (technical). All items covered.
Check we didn't lose "Ability to work remotely in the U.S. or Canada". Included in Qualifications.
Check we didn't lose "Leverages AI for research and analysis". Included in Skills.
Check we didn't lose "High degree of professionalism and integrity". Included in Qualifications.
Check we didn't lose "Excellent organizational skills, written and verbal communication skills, and analytical ability". Included.
Check we didn't lose "Excellent attention to detail, and the ability to manage multiple priorities and meet tight deadlines". Included.
Check we didn't lose "Self-motivated individual with an ability to perform independently in a fast-paced environment". Included.
Check we didn't lose "Bachelor's degree in Business, Finance, Accounting, or Economics (BBA/ BCom etc.) preferred". Included.
Check we didn't lose "1-3+ years of experience in finance, accounting, software, or data analysis". Included.
Check we didn't lose "What We Can Offer" benefits: we captured.
Check we didn't lose "About Harris" paragraph: we didn't include that. The posting includes an "About Harris" section at the end describing the company. According to rules, we should include substantive info. The "About Harris" is substantive. Should we include it? Possibly under a section like "About the company" but not listed in allowed headings. The allowed headings are About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. There's no "About the company". However we could incorporate that info into About the role? But it's separate. The instruction: "Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It says e.g., meaning those are examples, but we should use those headings for sections. It doesn't forbid other headings, but says "Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." Likely they expect only those headings. The "About Harris" is company description, could be considered part of "About the role"? Might be okay to include as a paragraph under About the
for prose. We must not repeat job title. Not include Job ID etc. We must not include boilerplate like EEO etc. Already removed. We must preserve all substantive info. Ensure we don't lose any details. Let's craft:
About the role
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 the EST timezone.
Responsibilities
- 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 senior M&A and Corporate Development leaders to support capital deployment
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 ability to perform independently in a fast‑paced environment
- Excellent attention to detail, and 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
- Comfortable using AI‑enabled technologies (copilots, chat‑based AI assistants, automation tools) while maintaining appropriate judgment, security, and compliance standards
Benefits
- 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
Pay
Salary $70K – $77K
We should not include Schedule. Check we didn't miss any substantive info: The AI & Innovation Mindset paragraph is covered partially in Skills (leverages AI) and also we added a bullet about comfortable using AI-enabled technologies. The original paragraph: "We are committed to leveraging emerging technologies to improve how we work, serve our customers, and drive business outcomes. The successful candidate will demonstrate curiosity and a willingness to actively adopt and leverage AI tools to improve workflows, solve problems, and increase efficiency. Candidates should be comfortable using AI enabled technologies, including copilots, chat based AI assistants, and automation tools, as part of their everyday work while maintaining appropriate judgment, security, and compliance standards." We captured that in Skills bullet. Also we might want to include a short prose about AI mindset? But we can keep as bullet. It's fine. We also need to include "Preference will be given to candidates who can work in EST timezone." Already in About the role. Check we didn't duplicate content: The bullet list for Responsibilities includes "Minority – Ad hoc analysis & special projects..." The original had "Minority ( Ad Hoc Analysis & Special Projects with our senior M&A and Corporate Development leaders to support capital deployment". We captured. Check we didn't lose "Big Data - Manage, monitor and maintain the data quality of our watch-list of M&A prospects in our CRM with reports and dashboards". Good. Check we didn't lose "Research - Perform primary research on owner-operated businesses, private equity portfolio companies, as well as potential carve outs of multinational corporations". Good. Check we didn't lose "Research - market-sizing, industry trends, and competitor analysis". Good. Check we didn't lose "Research - Software M&A advisors, brokers, and investment banks". Good. Check we didn't lose "Data sources - Identify & analyze relevant 3rd party data sources such as industry tradeshows and conferences for M&A prospects". Good. Check we didn't lose "Analysis-Prepare and report on various statistics and KPIs related to our M&A pipeline". Good. Check we didn't lose "What We Are Looking For" list items: we split into Requirements (experience, education) and Qualifications (soft skills) and Skills (technical). All items covered. Check we didn't lose "Ability to work remotely in the U.S. or Canada". Included in Qualifications. Check we didn't lose "Leverages AI for research and analysis". Included in Skills. Check we didn't lose "High degree of professionalism and integrity". Included in Qualifications. Check we didn't lose "Excellent organizational skills, written and verbal communication skills, and analytical ability". Included. Check we didn't lose "Excellent attention to detail, and the ability to manage multiple priorities and meet tight deadlines". Included. Check we didn't lose "Self-motivated individual with an ability to perform independently in a fast-paced environment". Included. Check we didn't lose "Bachelor's degree in Business, Finance, Accounting, or Economics (BBA/ BCom etc.) preferred". Included. Check we didn't lose "1-3+ years of experience in finance, accounting, software, or data analysis". Included. Check we didn't lose "What We Can Offer" benefits: we captured. Check we didn't lose "About Harris" paragraph: we didn't include that. The posting includes an "About Harris" section at the end describing the company. According to rules, we should include substantive info. The "About Harris" is substantive. Should we include it? Possibly under a section like "About the company" but not listed in allowed headings. The allowed headings are About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. There's no "About the company". However we could incorporate that info into About the role? But it's separate. The instruction: "Use