Title: Investment Banking M&A; Analyst

Location: Remote

Timezone: U.S. business hours; strong overlap required, including availability for a daily 9:00 AM Pacific standup

Employment: Part-time to start (~20 hrs/week) with a clear path to full-time

Compensation: Competitive monthly compensation, commensurate with skill and experience

What is Deal Memo

Deal Memo is an M&A; Support Services firm, including talent search and placement services. Deal Memo places candidates into roles at M&A; and Private Equity firms.

The Role

This is a true end-to-end M&A; analyst position. You will touch deals at every stage; from top-of-funnel prospecting through client onboarding, buyer coordination, and diligence support. Broad responsibility is expected; so versatility, sound judgment, and reliability matter more than any single specialty.

Phone-based outreach is a core, ongoing part of the role. This is a high visibility seat on a fully transparent team: meetings run through Fathom, calls through JustCall, and all work is tracked in Asana and HubSpot.

What You'll Do

- Prospecting & lead generation. Pull and enrich leads in Inven, load them into Smartlead or Apollo, and keep the top of the funnel full with qualified targets.
- Outbound calling. Dedicate consistent weekly time to calling potential buyers and sellers. Calling is one of the most important parts of this role. Weekly targets for calls, conversations, and meetings booked will be set in your first week.
- Content & marketing. Assist in writing and publishing blogs, newsletters, and other content that supports sales and marketing using AI tools.
- Admin & engagement setup. Schedule meetings, load contracts for signature in PandaDoc, and handle the administrative side of new engagements.
- Onboarding & deal setup. Create client and deal folders, move deals through the pipeline in HubSpot, manage invoicing and collections, and work from the firm's Asana checklists.
- Financial fluency. Read and understand P&Ls; and GAAP-basis financials at a working level. Building recasted / normalized financials is a strong plus.
- CIM & marketing materials. Help produce CIMs and deal marketing materials using AI tools (Claude and Claude design).
- Listings & inbound.



Manage Axial and BizBuySell listings, and filter and triage inbound inquiries and NDAs.
- Buyer coordination. Check buyer questions against the data room, prepare seller follow-up emails for open items, and book qualified buyer calls onto the advisor's calendar.
- Deal & diligence support. Support live deals post-IOI/LOI; manage the due diligence punch list and data room (VDR), and follow up with clients and buyers after calls.
- Documentation & SOPs. Turn recurring work into written SOPs as you build. On this team, a task is not finished until the next person could run it from your documentation.

What We're Looking For

- Clear spoken English, minimal accent. You will be on the phone with U.S. business owners and buyers, so a neutral, easily understood speaking voice is essential.
- Aligned time zone. Based in Latin America, South Africa, or a comparable region with strong overlap with U.S. business hours.
- Working financial competency. Comfortable reading a P&L; and understanding GAAP basics. Ability to build recasted financials is a strong plus.
- Accuracy obsessed. Nothing goes to a client or buyer without being verified. Precision with numbers, names, and data room details is the fastest way to earn expanded scope here.
- Tech-forward and AI-enabled. Fluent with modern tools and quick to adopt new ones.
- Comfortable on the phone. You treat outreach and calling as a craft rather than a chore.
- Strong writer. Able to produce clean marketing content and professional client and buyer communications. AI assisted writing is expected; writing that sounds like AI is not. Your output should read human.
- Self-directed and deadline-driven. You manage your own day, hit your numbers, and do what you say you will do.
- Punctual and communicative. Responsive, organized, and reliable.




- Comfortable with visibility and direct feedback. Calls and meetings are recorded, work is tracked, and feedback is candid and fast. You take it, apply it, and move on.

Tech Stack We are a tech-forward, AI-enabled team and expect you to be comfortable working across the tools below. Prior experience is a plus, but a fast learner who adopts new tools quickly matters more.

- Prospecting & lead generation: Inven for sourcing and enriching leads.
- Outreach & dialing: Smartlead and Apollo for cold email cadences and calling. JustCall for dialing, texting, and call recording.
- Meetings & call intelligence: Fathom for meeting recording, summaries, and action items.
- Contracts & signatures: PandaDoc for engagement letters and electronic signatures.
- CRM & deal flow: HubSpot to manage pipeline and move deals through each stage.
- Project & task management: Asana for engagement checklists and deal workflows.
- Deal marketing & content: Claude and Claude design to produce CIMs, marketing materials, and content.
- Listings & marketplaces: Axial and BizBuySell for listings and inbound buyer inquiries.
- Diligence: Virtual data rooms (VDRs) for document management and buyer diligence.

Nice to Have

- Prior experience in M&A;, investment banking, private equity, or a brokerage/advisory environment.
- Familiarity with lower-middle-market deal dynamics and SaaS or bootstrapped business models.
- Experience building recasted / normalized financials or quality-of-earnings style analysis.
- Hands-on experience with Inven, Apollo, Smartlead, HubSpot, Asana, Axial, or BizBuySell.

Path Forward This role is built to grow. You will start by owning prospecting, sales and marketing support, and deal administration; as you prove consistency and judgment, you will take on more of the live deal process; financial analysis, CIM production, buyer coordination, and diligence management. The goal is to build a well-rounded deal professional.

You will begin with clear approval checkpoints on anything that goes to clients or buyers. As accuracy and judgment are proven, those checkpoints fall away and your scope expands quickly.

📌 Investment Banking M&A Analyst (Remote) (Argentina)
🏢 Deal Memo
📍 Argentina