Responsibilities
• Build sector and geography-specific target lists using company databases, public records, industry directories, and original research.
• Identify owners and decision-makers, verify contact information, and maintain clean CRM records.
• Run thoughtful outbound sequences across email, LinkedIn, and phone without relying on generic mass outreach.
• Conduct first calls with owners; understand motivation, succession, business quality, and timing.
• Prepare concise company summaries and hand qualified opportunities to the investment team.
• Track reply, meeting, qualification, and conversion rates; improve messages and channels weekly.
Requirements
• Based in Latin America and fluent in English; Spanish or Portuguese fluency is strongly preferred.
• 1–3 years in M&A sourcing, search funds, private equity, investment banking, B2B sales, recruiting, or research-intensive outbound work.
• Strong written communication, careful research habits, and comfort speaking with business owners.
• Excellent spreadsheet and CRM discipline.
Helpful but not required
• Experience with PitchBook, Capital IQ, Grata, Apollo, Clay, HubSpot, Affinity, or similar tools.
• Familiarity with lower-middle-market acquisitions, search funds, or founder succession.
Skills Required
- Based in Latin America and fluent in English
- Spanish or Portuguese fluency
- 1-3 years in M&A sourcing, search funds, private equity, investment banking, B2B sales, recruiting, or research-intensive outbound work
- Strong written communication and careful research habits
- Comfort speaking with business owners
- Excellent spreadsheet and CRM discipline
- Experience with PitchBook, Capital IQ, Grata, Apollo, Clay, HubSpot, Affinity, or similar tools
- Familiarity with lower-middle-market acquisitions, search funds, or founder succession
What We Do
We conduct research and trade alternative investment markets. Mathematicians, software engineers, and data scientists welcome.
