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

Research Analyst