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