Key Responsibilities

Foundational Research & Analysis

Translate client criteria into structured research frameworks (e.g., acquisition criteria, buyer profiles, market segments).
Develop and execute primary and secondary research plans using a combination of internal tools, databases, AI-assisted workflows, and manual data gathering.
Build, curate, validate, and prioritize lists of counterparties across buy-side and sell-side engagements.
Conduct high-quality quality control—ensuring enriched data from offshore teams or vendors meets accuracy and formatting standards.
Manage ongoing intelligence about counterparties, sectors, and market dynamics within internal databases.

Workflow & Offshore Team Management

Coordinate day-to-day tasks with our offshore research team; define workloads, monitor progress, and perform QC checks.
Establish and refine standard operating procedures for research execution, enrichment, and validation.
Provide training, feedback, and process corrections to offshore team members as needed.

Technology, Tools & AI Integration

Use AI-based tools to accelerate research, automate data cleaning, and improve list-building workflows.
Identify opportunities to implement or enhance technology-driven research processes (AI agents, APIs, database integrations).
Support leadership in managing tools, subscriptions, data providers, and other research infrastructure.

Collaboration & Communication

Present findings and insights clearly to internal deal teams and, when required, clients.
Prepare counterparties for outreach by packaging research into usable, structured formats.
Contribute to internal reporting on research performance, throughput, and accuracy metrics.

Continuous Improvement

Recommend and implement improvements to research systems, data quality standards, and process scalability.
Uphold and promote a culture of precision, curiosity, and excellence within the research team.

What We’re Looking For:

Experience & Education

1+ years of experience in research, analytics, or database-driven work within corporate development, private equity, consulting, investment banking, M&A, or a similar environment.
Bachelor's degree in business, finance, economics, engineering, computer science, or a related field; strong academic performance preferred.

Skills & Attributes

Strong analytical mindset and exceptional curiosity.
Highly systematic, able to break down complex research assignments into structured steps.
Exceptional attention to detail and pride in accuracy, consistency, and completeness of data.
Comfort with technology: databases, Excel/Sheets, CRMs, AI research tools, APIs, and structured data manipulation.
Excellent project management skills; ability to manage multiple mandates and deadlines.
Strong written and verbal communication skills.
High standards of professional and ethical conduct.

Who Thrives Here

You are motivated, you take ownership, welcome accountability, and bring a positive, constructive mindset to a collaborative environment. You care deeply about the quality of your work and continuously seek ways to improve it. You value curiosity, rigor, integrity, and long-term growth, both your own and the team’s.

Spearhead Corp Dev

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