Research Analyst

Location: Remote
Employment Type: Full-Time | Independent Contractor
Working Hours: U.S. Business Hours with some overlap preferred
Compensation: Competitive Monthly Salary Based on Experience & Region
Reports To: Managing Partners / Deal Team

About the Company

We are a boutique investment and advisory firm focused on the food & beverage and agribusiness sectors, supporting clients through strategic growth initiatives, mergers & acquisitions, market research, and investment opportunities.

Our team operates in a fast-paced, highly analytical environment where strong research capabilities, attention to detail, and organized execution are critical to success.

We are looking for a highly motivated Research Analyst to support our team with company research, contact sourcing, CRM management, and database building initiatives.

Please note: Company name will remain confidential during the recruiting process.

About the Role

This is an ideal role for someone who enjoys:

Researching companies and industries
Organizing and structuring information
Building high-quality prospect and target lists
Working extensively in Excel and CRM systems
Supporting business development and deal sourcing initiatives

You will play a key support role in helping the firm identify opportunities, maintain accurate databases, and improve operational efficiency across research and pipeline management activities.

The ideal candidate is:

Highly analytical
Extremely detail-oriented
Resourceful online
Organized and process-driven
Comfortable handling repetitive tasks with high accuracy
Proactive and dependable

This role is heavily execution-focused and ideal for someone who enjoys “head-down” analytical work while supporting a high-performing investment or advisory team.

Key Responsibilities

Research & Market Intelligence

Research companies, industries, and market segments within the food & beverage and agribusiness sectors
Gather and organize information on prospective acquisition targets, investors, executives, and strategic partners
Conduct online research using public databases, LinkedIn, company websites, and industry resources
Compile competitor and market intelligence reports

Contact & Database Building

Build targeted prospect and contact lists
Source decision-makers and executive contact information
Maintain highly organized Excel spreadsheets and research databases
Verify and clean data for accuracy and completeness

CRM Management

Maintain and update CRM records consistently
Organize pipeline information and contact activity
Ensure CRM data integrity and standardized record keeping
Assist with workflow tracking and internal reporting

Administrative & Analytical Support

Prepare reports, summaries, and data exports for leadership
Support outreach and business development initiatives through research
Assist with special projects and operational tasks as needed
Identify ways to improve research and data management processes

Ideal Candidate Profile

Required

Strong online research skills
Advanced attention to detail and organizational ability
Strong Excel / Google Sheets proficiency
Excellent written English communication
Ability to manage large datasets and lists accurately
Comfortable working independently in a remote environment
Resourceful problem-solver with strong analytical thinking
Reliable internet connection and professional remote work setup

Preferred

Experience in research, lead generation, business intelligence, or analyst roles
CRM experience (HubSpot, Salesforce, Pipedrive, etc.)
Experience supporting M&A, private equity, investment banking, consulting, or advisory teams
Familiarity with LinkedIn Sales Navigator, Apollo, ZoomInfo, Crunchbase, or similar tools
Experience with data cleanup and CRM administration
Exposure to food & beverage, agribusiness, or investment sectors

What Success Looks Like

Successful candidates in this role will:

Deliver highly accurate and organized research outputs
Build clean, actionable databases and contact lists
Maintain CRM systems with minimal oversight
Support leadership with reliable and timely information
Demonstrate initiative and strong attention to detail
Become a dependable operational support partner for the investment team

Ideal Personality Traits

Detail-oriented
Process-driven
Curious and analytical
Self-motivated
Organized
Consistent and reliable
Comfortable with repetitive research and data tasks
Strong sense of ownership

Research Analyst - 19671