Research Analyst

About the Role

Roadmap Advisors is seeking a curious, highly organized Research Analyst to support its M&A team. This role offers meaningful responsibility and exposure to businesses and transactions, valuing a sustainable, roughly 40-hour workweek.

Key Responsibilities

• Research companies, industries, buyers, investors, and potential acquisition targets.
• Prepare concise company profiles, market summaries, and buyer research for active and potential engagements.
• Build and maintain buyer lists, deal trackers, CRM records, and other internal research resources.
• Help coordinate diligence by organizing requests, tracking open items, and maintaining clear Q&A and status logs.
• Review presentations and other materials for consistency, formatting, and factual accuracy; flag questions for the deal team.
• Organize data-room materials and help keep process records complete and easy to navigate.
• Use Excel, PowerPoint, online research tools, and AI tools to work efficiently, checking sources and taking responsibility for accuracy.
• Share updates early, identify missing information, and suggest practical ways to improve recurring processes.

Requirements & Tech Stack

• Bachelor’s degree from a strong college or university with a strong academic record.
• Excellent research skills: ability to find reliable information, assess its relevance, and summarize it clearly.
• Strong writing skills: ability to explain a company or industry in concise, plain language.
• Highly organized and careful with details, including names, figures, sources, and confidential information.
• Dependable and proactive: keep commitments, communicate when something is unclear, and follow work through to completion.
• Comfortable managing structured assignments and shifting priorities with guidance.
• Interest in business, finance, entrepreneurship, or how companies operate.
• Comfortable with Excel and PowerPoint, or motivated to develop these skills quickly.
• Interest in using AI and other tools thoughtfully to improve research and execution.

Qualifications

• Prior M&A experience is not required.
• Prior investment banking experience is not required.

About the Team

• A boutique M&A advisory firm serving middle-market businesses.
• A lean team that works closely together across a range of industries and transactions.
• Committed to producing accurate, polished work and treating clients and colleagues with care.
• Focused on working efficiently with a generally predictable, roughly 40-hour workweek.