Research Analyst - Corporate Finance

SUMMARY:
This is a foundational role within the Origination & Deal Support team, combining market and company research with analytical and presentation work

POSITION INFO:

Research Analyst (Corporate Finance)
Join a growing M&A advisory firm supporting UK SMEs on their growth and exit journeys
Remote (South Africa-based candidates welcome) | Competitive salary

About Our Client
This corporate finance and M&A advisory firm specialises in helping UK SME business owners unlock value, plan for succession, and achieve successful exits. The company takes a collaborative approach, bringing together seasoned advisors, analysts, and marketing professionals to deliver practical, relationship-driven solutions. With national growth ambitions, the firm offers an entrepreneurial environment with real impact and learning opportunities.

The Role: Research Analyst (Corporate Finance)
This is a foundational role within the Origination & Deal Support team, combining market and company research with analytical and presentation work. You''ll source and validate high-quality data on UK SMEs, develop research materials for campaigns and client meetings, and support live M&A mandates with financial analysis and buyer research. The role sits at the intersection of origination, marketing, and transactions—making it ideal for someone looking to build a career in corporate finance with wide exposure across the deal lifecycle.

Key Responsibilities

• Minimum 1–2 years of experience in research, analysis, or financial services
• Conduct origination research on UK-based SMEs and decision-makers using platforms such as Companies House and LinkedIn Sales Navigator
• Build structured datasets and concise profiles with financials, growth potential, and exit signals
• Draft research packs, presentations, and sector insight reports for Advisor and Partner review
• Support deal teams with financial modelling, buyer list creation, and acquisition target research
• Manage databases and ensure accurate data across HubSpot and internal platforms
• Collaborate with Advisors, Designers, Marketing, and the Deal Researcher to deliver campaigns and support live transactions
• Provide performance updates and participate in weekly and monthly reporting cycles

About You

• 1–2 years of relevant research, finance, or data analysis experience
• Strong analytical and financial modelling skills using Excel or Google Sheets
• Comfortable working with datasets and market research tools (e.g., Orbis, Beauhurst, PitchBook)
• Excellent written communication and presentation drafting skills
• Organised, detail-oriented, and able to manage multiple projects
• Understanding of macro-environmental models such as SWOT, PESTLE, and Porter''s Five Forces
• Exposure to corporate finance or M&A is desirable
• Familiarity with HubSpot or similar CRM systems is a plus
• Experience collaborating with design or marketing teams is advantageous