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Finance & Accounting 1h ago
M&A Origination Associate in Latin America
United StatesFull-time
Not Disclosed
Mid-Level
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Job Description
Key Skills Required
Master these to land this role
CRMB2B SalesM&APrivate EquityResearch
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Responsibilities
- Build sector and geography-specific target lists using company databases, public records, industry directories, and original research.
- Identify owners and decision-makers, verify contact information, and maintain clean CRM records.
- Run thoughtful outbound sequences across email, LinkedIn, and phone without relying on generic mass outreach.
- Conduct first calls with owners; understand motivation, succession, business quality, and timing.
- Prepare concise company summaries and hand qualified opportunities to the investment team.
- Track reply, meeting, qualification, and conversion rates; improve messages and channels weekly.
Requirements
- Based in Latin America and fluent in English; Spanish or Portuguese fluency is strongly preferred.
- 1–3 years in M&A sourcing, search funds, private equity, investment banking, B2B sales, recruiting, or research-intensive outbound work.
- Strong written communication, careful research habits, and comfort speaking with business owners.
- Excellent spreadsheet and CRM discipline.
Helpful but not required
- Experience with PitchBook, Capital IQ, Grata, Apollo, Clay, HubSpot, Affinity, or similar tools.
- Familiarity with lower-middle-market acquisitions, search funds, or founder succession.
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