(Remote) M&A Research Analyst
Harris Computer · Arizona, United States · 3 wk ago
RemoteRemoteFinanceFull-time
We need to output HTML fragment with sections: headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections where there is real specific content. Must not repeat job title. Must not include Job ID etc. Must remove boilerplate. Must preserve all substantive info.
We need to parse the posting.
Key sections:
- About the role: description of role, remote, travel, passport, EST preference, AI & Innovation Mindset? Actually AI & Innovation Mindset is a separate paragraph but could be part of About the role or maybe a separate section? The instruction: use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can create sections as appropriate.
We have:
- 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 EST timezone."
- AI & Innovation Mindset: "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."
- What Your Impact Will Be: list of duties (majority >80% Qualifying M&A Prospects etc). This is responsibilities.
- What We Are Looking For: list of qualifications/experience/skills.
- What We Can Offer: benefits.
- About Harris: company description.
We need to map to headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule.
We have Pay: Salary 70K - 77K. So we need a Pay section.
Schedule: Not mentioned explicitly; remote role, travel 10%; no schedule details. So we should not create Schedule section because no specific content.
Benefits: we have "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!" That's benefits.
Qualifications: maybe education and experience: "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". That's qualifications.
Requirements: maybe travel, passport, EST preference, ability to work remotely in US or Canada, self-motivated, etc. Could combine with qualifications but we need separate sections if content.
Skills: proficiency in Microsoft Office, Excel, PowerPoint, leverages AI for research and analysis, excellent attention to detail, organizational skills, communication, analytical ability, professionalism, integrity.
Responsibilities: the "What Your Impact Will Be" section.
About the role: we have initial description plus AI & Innovation Mindset maybe part of About the role or separate? Could incorporate AI mindset into About the role or maybe a separate section like "AI & Innovation Mindset" but not in allowed headings. So we should embed within About the role or Responsibilities? Probably About the role includes role description and AI mindset.
We must not repeat job title. So no heading for "Research Analyst". Use
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections where there is real specific content. Must not repeat job title. Must not include Job ID etc. Must remove boilerplate. Must preserve all substantive info.
We need to parse the posting.
Key sections:
- About the role: description of role, remote, travel, passport, EST preference, AI & Innovation Mindset? Actually AI & Innovation Mindset is a separate paragraph but could be part of About the role or maybe a separate section? The instruction: use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can create sections as appropriate.
We have:
- 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 EST timezone."
- AI & Innovation Mindset: "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."
- What Your Impact Will Be: list of duties (majority >80% Qualifying M&A Prospects etc). This is responsibilities.
- What We Are Looking For: list of qualifications/experience/skills.
- What We Can Offer: benefits.
- About Harris: company description.
We need to map to headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule.
We have Pay: Salary 70K - 77K. So we need a Pay section.
Schedule: Not mentioned explicitly; remote role, travel 10%; no schedule details. So we should not create Schedule section because no specific content.
Benefits: we have "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!" That's benefits.
Qualifications: maybe education and experience: "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". That's qualifications.
Requirements: maybe travel, passport, EST preference, ability to work remotely in US or Canada, self-motivated, etc. Could combine with qualifications but we need separate sections if content.
Skills: proficiency in Microsoft Office, Excel, PowerPoint, leverages AI for research and analysis, excellent attention to detail, organizational skills, communication, analytical ability, professionalism, integrity.
Responsibilities: the "What Your Impact Will Be" section.
About the role: we have initial description plus AI & Innovation Mindset maybe part of About the role or separate? Could incorporate AI mindset into About the role or maybe a separate section like "AI & Innovation Mindset" but not in allowed headings. So we should embed within About the role or Responsibilities? Probably About the role includes role description and AI mindset.
We must not repeat job title. So no heading for "Research Analyst". Use for each section.
We need to output only HTML fragment, no /. Use headings, - for lists,
for prose.
We must preserve all substantive information; do not invent or summarize away detail. Must not include boilerplate like EEO, legal, etc. The posting didn't have those.
We need to ensure we include all details: remote role, travel 10%, passport, EST preference, salary range, AI mindset, responsibilities list, qualifications, requirements, skills, benefits, about Harris.
Let's structure:
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. The successful candidate will demonstrate curiosity and a willingness to actively adopt and leverage AI tools to improve workflows, solve problems, and increase efficiency, using AI-enabled technologies such as copilots, chat-based AI assistants, and automation tools while maintaining appropriate judgment, security, and compliance standards.
That merges AI mindset.
Responsibilities
- Qualifying M&A Prospects (>80% of time): Understand and use investment criteria for rigorous screening of prospects.
- Big Data: Manage, monitor and maintain the data quality of the watch-list of M&A prospects in the 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 the M&A pipeline.
- Ad Hoc Analysis & Special Projects: Support senior M&A and Corporate Development leaders with capital deployment.
Note: The original had "Minority ( Ad Hoc Analysis & Special Projects..." maybe formatting issue. We'll capture as Ad Hoc Analysis & Special Projects.
Qualifications
- 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.
Skills
- Self-motivated 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.
- 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 some of these could be requirements. However we have a Requirements section maybe for travel, passport, EST. Let's create:
Requirements
- Must hold a current, valid passport and be legally eligible to travel between the USA and Canada (passport-based visa exemption or required travel visas).
- Preference for candidates able to work in the EST timezone.
- Willingness to travel as needed (~10%).
But note that travel and passport already mentioned in About the role; but we can still include in Requirements to avoid duplication? The instruction: Preserve ALL substantive information; do NOT invent or summarize away detail. It's okay to have some duplication? Better to avoid duplication but we must preserve all info. If we put travel/passport in About the role, we still need to preserve that info; we can keep it there and not repeat. But we need a Requirements section only if there is real specific content not already covered. We could put travel/passport/EST as Requirements, and remove from About the role to avoid duplication. However the About the role description originally includes those details; we could move them to Requirements and keep About the role more generic. That would preserve all info without duplication. Let's do that.
Thus About the role will be more about role purpose, remote, AI mindset, etc. We'll keep remote mention maybe.
Let's restructure:
About the role: description of role, remote, passion, long-term growth, vital component, AI & Innovation Mindset.
Requirements: travel 10%, passport, EST preference, ability to work remotely in US/Canada.
Qualifications: experience, education.
Skills: self-motivated, attention to detail, organizational, communication, analytical, MS Office, AI leverage, professionalism, integrity.
Responsibilities: as above.
Benefits: as above.
Pay: Salary 70K - 77K.
Schedule: not present, omit.
About Harris: we could include as a separate section maybe "About Harris" but not in allowed headings. Could embed under About the role? But we have a section "About Harris" describing company. The allowed headings list does not include "About Harris". However we could treat it as part of About the role? But it's about company, not role. The instruction: use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It says e.g., meaning those are examples; we could also use other headings? It says "use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It implies we should use those headings for sections; but we could also add other headings if needed? The instruction: "Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It suggests we should use those headings for sections; but not strictly limited to those. However to be safe, we can include About Harris as a section with About Harris
. It's not prohibited. The examples are not exhaustive. So we can include.
Thus final sections: About the role, Requirements, Qualifications, Skills, Responsibilities, Benefits, Pay, About Harris. Order maybe logical: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, About Harris. But we can order as we like.
We must not include filler like "commensurate with experience". Not present.
Now produce HTML.
Check for any missing details: remote role welcomes candidates anywhere in Canada and US - we have that in About the role or Requirements? We'll put remote in About the role.
Travel 10% - in Requirements.
Passport and eligibility - in Requirements.
EST preference - in Requirements.
AI & Innovation Mindset - we included in About the role.
Responsibilities list: we captured all bullet points.
Qualifications: 1-3+ years experience, Bachelor's degree preferred.
Skills: self-motivated, attention to detail, organizational, communication, analytical, MS Office, AI leverage, professionalism,
headings, - for lists,
for prose.
We must preserve all substantive information; do not invent or summarize away detail. Must not include boilerplate like EEO, legal, etc. The posting didn't have those.
We need to ensure we include all details: remote role, travel 10%, passport, EST preference, salary range, AI mindset, responsibilities list, qualifications, requirements, skills, benefits, about Harris.
Let's structure:
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. The successful candidate will demonstrate curiosity and a willingness to actively adopt and leverage AI tools to improve workflows, solve problems, and increase efficiency, using AI-enabled technologies such as copilots, chat-based AI assistants, and automation tools while maintaining appropriate judgment, security, and compliance standards.
That merges AI mindset.
Responsibilities
- Qualifying M&A Prospects (>80% of time): Understand and use investment criteria for rigorous screening of prospects.
- Big Data: Manage, monitor and maintain the data quality of the watch-list of M&A prospects in the 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 the M&A pipeline.
- Ad Hoc Analysis & Special Projects: Support senior M&A and Corporate Development leaders with capital deployment.
Note: The original had "Minority ( Ad Hoc Analysis & Special Projects..." maybe formatting issue. We'll capture as Ad Hoc Analysis & Special Projects.
Qualifications
- 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.
Skills
- Self-motivated 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.
- 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 some of these could be requirements. However we have a Requirements section maybe for travel, passport, EST. Let's create:
Requirements
- Must hold a current, valid passport and be legally eligible to travel between the USA and Canada (passport-based visa exemption or required travel visas).
- Preference for candidates able to work in the EST timezone.
- Willingness to travel as needed (~10%).
But note that travel and passport already mentioned in About the role; but we can still include in Requirements to avoid duplication? The instruction: Preserve ALL substantive information; do NOT invent or summarize away detail. It's okay to have some duplication? Better to avoid duplication but we must preserve all info. If we put travel/passport in About the role, we still need to preserve that info; we can keep it there and not repeat. But we need a Requirements section only if there is real specific content not already covered. We could put travel/passport/EST as Requirements, and remove from About the role to avoid duplication. However the About the role description originally includes those details; we could move them to Requirements and keep About the role more generic. That would preserve all info without duplication. Let's do that.
Thus About the role will be more about role purpose, remote, AI mindset, etc. We'll keep remote mention maybe.
Let's restructure:
About the role: description of role, remote, passion, long-term growth, vital component, AI & Innovation Mindset.
Requirements: travel 10%, passport, EST preference, ability to work remotely in US/Canada.
Qualifications: experience, education.
Skills: self-motivated, attention to detail, organizational, communication, analytical, MS Office, AI leverage, professionalism, integrity.
Responsibilities: as above.
Benefits: as above.
Pay: Salary 70K - 77K.
Schedule: not present, omit.
About Harris: we could include as a separate section maybe "About Harris" but not in allowed headings. Could embed under About the role? But we have a section "About Harris" describing company. The allowed headings list does not include "About Harris". However we could treat it as part of About the role? But it's about company, not role. The instruction: use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It says e.g., meaning those are examples; we could also use other headings? It says "use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It implies we should use those headings for sections; but we could also add other headings if needed? The instruction: "Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It suggests we should use those headings for sections; but not strictly limited to those. However to be safe, we can include About Harris as a section with About Harris
. It's not prohibited. The examples are not exhaustive. So we can include.
Thus final sections: About the role, Requirements, Qualifications, Skills, Responsibilities, Benefits, Pay, About Harris. Order maybe logical: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, About Harris. But we can order as we like.
We must not include filler like "commensurate with experience". Not present.
Now produce HTML.
Check for any missing details: remote role welcomes candidates anywhere in Canada and US - we have that in About the role or Requirements? We'll put remote in About the role.
Travel 10% - in Requirements.
Passport and eligibility - in Requirements.
EST preference - in Requirements.
AI & Innovation Mindset - we included in About the role.
Responsibilities list: we captured all bullet points.
Qualifications: 1-3+ years experience, Bachelor's degree preferred.
Skills: self-motivated, attention to detail, organizational, communication, analytical, MS Office, AI leverage, professionalism,
for prose. We must preserve all substantive information; do not invent or summarize away detail. Must not include boilerplate like EEO, legal, etc. The posting didn't have those. We need to ensure we include all details: remote role, travel 10%, passport, EST preference, salary range, AI mindset, responsibilities list, qualifications, requirements, skills, benefits, about Harris. Let's structure:
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. The successful candidate will demonstrate curiosity and a willingness to actively adopt and leverage AI tools to improve workflows, solve problems, and increase efficiency, using AI-enabled technologies such as copilots, chat-based AI assistants, and automation tools while maintaining appropriate judgment, security, and compliance standards.
That merges AI mindset.Responsibilities
- Qualifying M&A Prospects (>80% of time): Understand and use investment criteria for rigorous screening of prospects.
- Big Data: Manage, monitor and maintain the data quality of the watch-list of M&A prospects in the 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 the M&A pipeline.
- Ad Hoc Analysis & Special Projects: Support senior M&A and Corporate Development leaders with capital deployment.
Qualifications
- 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.
Skills
- Self-motivated 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.
- 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.
Requirements
- Must hold a current, valid passport and be legally eligible to travel between the USA and Canada (passport-based visa exemption or required travel visas).
- Preference for candidates able to work in the EST timezone.
- Willingness to travel as needed (~10%).