Research Analyst
Research Analyst
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1 Vacancy
Job Description
Research Analyst (Corporate Finance)
Join a growing corporate finance advisory firm supporting UK SMEs with M&A and succession planning.
Remote (Cape Town-based with potential future office requirement) R25 000 - R30 000 per month discretionary bonus 9:00 - 17:30
About Our Client
Our client is a specialist corporate finance and M&A advisory firm working with UK-based SMEs. Their mission is to support entrepreneurs and business owners at every stage of their growth and exit journey from unlocking value to succession planning. With a collaborative and relationship-driven culture they combine deep sector expertise with a practical commercially focused approach to deliver long-term value for clients.
The Role: Research Analyst (Corporate Finance)
As a Research Analyst you will play a central role in the Origination & Deal Support team. This is a unique opportunity to combine origination research financial analysis and presentation drafting in one position. You will support Advisors and Partners by building data-driven insights developing research packs and contributing to live M&A mandates. This role is ideal for a motivated detail-oriented professional eager to build a career in corporate finance while gaining exposure to both origination and transactions.
Key Responsibilities
- Conduct origination research building structured datasets of UK SMEs and business owners (turnover 3m -20m EBITDA 500k -3m).
- Use tools such as Companies House LinkedIn Sales Navigator and market intelligence platforms to source and validate data.
- Draft clear professional research reports company profiles and sector presentations.
- Support M&A mandates with financial and cashflow modelling buyer list creation and acquisition target research.
- Collaborate with Advisors Partners Marketing and Business Development to ensure research outputs are accurate client-ready and aligned with firm strategy.
- Maintain databases (HubSpot deal trackers) and contribute to weekly origination meetings and monthly reporting.
- Ensure high standards of accuracy quality control and presentation in all deliverables.
About You
- 2 years experience in research analysis or financial modelling ideally within corporate finance consulting or professional services.
- Strong research and analytical skills with excellent attention to detail.
- Proficiency in Excel/Google Sheets (financial and cashflow modelling data analysis).
- Experience with data/research tools such as Companies House LinkedIn Sales Navigator Orbis Beauhurst or PitchBook.
- Ability to draft clear structured reports and presentations (PowerPoint/Google Slides).
- Strong written and verbal communication skills able to turn data into compelling insights.
- Highly organised methodical and comfortable managing multiple priorities.
- Desirable: exposure to valuation methodologies due diligence and SME market dynamics; familiarity with HubSpot or similar CRM systems; experience working with designers/marketing teams on client-facing materials.
Employment Type
Full Time
