M&A Research Analyst (Remote)

Overview

This role is a full-time Remote position supporting corporate development and M&A research alongside AI evaluation for complex financial workflows. The work combines financial analysis, due diligence, transaction-related deliverables, and the design/evaluation of AI systems and research frameworks.

Responsibilities

• Support corporate development and M&A activities, including financial analysis, valuation, due diligence, and transaction-related research.
• Build and run financial models, perform company assessments, and conduct strategic analyses to support internal decision-making.
• Assist with transaction documentation, investment memoranda, financial reports, and other M&A-related deliverables.
• Analyze business models, financial performance, and operational workflows relevant to CDP initiatives.
• Support commercial and financial due diligence, including assessing transaction risks, opportunities, and strategic considerations.
• Design evaluation frameworks, benchmarks, and realistic test cases for AI agents operating in corporate finance and M&A workflows.
• Evaluate AI-generated financial analyses, transaction assessments, and strategic recommendations to improve model accuracy and performance.
• Collaborate with corporate development, AI research, engineering, and product teams on transaction-related initiatives and AI development.

Requirements

• Strong experience in Corporate Development, M&A, Investment Banking, Private Equity, or Transaction Advisory, with hands-on exposure to deal execution or transaction support.
• Experience with financial modeling, company valuation, due diligence, transaction analysis, and strategic assessments.
• Strong understanding of corporate finance, M&A processes, deal structures, and financial decision-making.
• Experience preparing financial analyses, investment memoranda, due diligence reports, or transaction-related documentation.
• Ability to analyze complex business models, financial information, and operational processes.
• Strong analytical, critical-thinking, and communication skills, with the ability to collaborate across financial and technical teams.
• Ability to translate real-world financial workflows into structured research questions and AI evaluation criteria.
• Bachelor’s degree in Finance, Economics, Business, Accounting, or a related field, or equivalent professional experience.

Preferred Qualifications

• Direct experience within an in-house Corporate Development or M&A team, particularly supporting buy-side transactions.
• Experience with technology-sector transactions, strategic investments, or enterprise partnerships.
• Familiarity with commercial due diligence, transaction structuring, and post-merger integration.
• Exposure to data-driven businesses, enterprise data partnerships, or AI-related commercial models.
• MBA, CFA, or relevant advanced financial qualifications.
• Familiarity with AI agents, large language models, or AI evaluation methodologies.
• Proficiency with Excel, Python, SQL, or other financial and analytical tools.

Compensation & Benefits

• National pay range (full-time): base salary of $200,000 – $250,000.
• Equity compensation: all employees are eligible for equity compensation.
• Bonuses: employees may also receive performance-based bonuses, dependent on role and subject to company policies.
• Health insurance: up to 100% reimbursement for health-insurance premiums.
• Paid time off.
• 401(K) plan with a company match.
• Additional benefits designed to support a high-performing, remote-first workforce.

Location

• Remote