Hybrid M&A Research and Operations Team Lead chez Talent Management Solution

M&A Research and Operations Team Lead | Hamilton Portfolio 

Hybrid-Toronto (1 day in Office/Week)

Position Summary:

We are seeking a motivated individual to lead our Mergers and Acquisitions Research and Operations function. Reporting to a Portfolio Manager, this role is essential in supporting the M&A team by providing timely, accurate, and well-organized information on potential businesses and products. The research and operations team plays a key role in ensuring a full pipeline of deal opportunities that have the opportunity to convert to completed deals and ensures the M&A team is thoroughly prepared for sales processes. 

Job Responsibilities:

Research and Analysis 

• Oversee the collection, organization, and synthesis of data on prospective businesses, products, and market trends to build the sales pipeline and support the M&A business development team. 

• Ensure the accuracy and relevance of all research materials, company data, reports, and presentations. 

Pipeline Operations Management 

• Manage the flow of leads to the M&A business development team to advance through the pipeline. 

• Oversee the quality of the lead pipeline and its documentation in Salefore.com. 

• Provide accurate and timely reporting of the M&A deal pipeline. 

Collaboration with M&A Team 

• Work closely with the M&A business development team to define research requirements, priorities, and deliverables. 

• Act as the primary liaison between the research team and the M&A business development team, ensuring alignment with strategic objectives. 

• Prepare and present insights and findings to the M&A business development team, Portfolio Manager, and other stakeholders. 

Process Optimization 

• Identify and implement tools, methodologies, and best practices to enhance the efficiency and effectiveness of the research process. 

• Continuously improve workflows and systems to streamline information management and reporting. 

Competencies:

• Analytical Thinking: Ability to synthesize complex data into actionable insights and identify strategic opportunities. 

• Leadership and Team Management: Proven experience in guiding teams, fostering collaboration, and ensuring high-quality deliverables. 

• Research Skills: Proficient in data collection, market research, and synthesizing information from various sources. 

• Process Creation and Operational Execution: Proven experience creating and managing processes that cross teams.

• Communication Skills: Expertise in presenting insights effectively to stakeholders and drafting professional reports. 

• Technical Proficiency: Advanced skills in MS Excel, PowerPoint, and financial research tools.

• Time Management: Ability to prioritize tasks, manage multiple projects simultaneously, and meet deadlines in a fast-paced environment. 

Qualifications:

• Bachelor’s degree (or equivalent).

• 2+ years experience in M&A research, software, corporate strategy, or a related field.

• Preference for sales operations experience.

• Role is based in Toronto, Canada.