Back to Remote jobs >
All others
Mergers & Acquisitions (M&A VA)
@Optinizer
[Hiring] Mergers & Acquisitions (M&A VA) @Optinizer
Mar 25, 2025 - Optinizer is hiring a remote Mergers & Acquisitions (M&A VA). 💸 Salary: tbd. 📍Location: USA.
This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more.
Role Description
We are seeking a highly skilled and detail-oriented Mergers & Acquisitions Virtual Assistant (M&A VA) to support our firm in executing M&A transactions, conducting market research, and managing critical deal documentation.
- Assist in deal origination, evaluation, and execution in collaboration with senior executives.
- Conduct preliminary research on potential M&A targets and provide structured reports.
- Support in due diligence by gathering financial, legal, and operational data.
- Assist in the preparation of Confidential Information Memorandums (CIMs), NDAs, LOIs, and other transaction-related documents.
- Conduct financial modeling, valuation analysis (DCF, multiples, precedent transactions, etc.), and sensitivity analysis.
- Perform industry and market research to identify M&A trends and competitive insights.
- Analyze financial statements and business performance metrics of target companies.
- Compile reports on market trends, comparable deals, and competitor analysis.
- Track and update deal pipelines using CRM tools (e.g., Salesforce, Zoho, or HubSpot).
- Maintain an organized database of M&A prospects, investors, and key contacts.
- Assist in scheduling meetings, investor calls, and due diligence sessions.
- Ensure all M&A documentation and communication are stored systematically.
- Manage email correspondence, calendars, and follow-ups related to M&A transactions.
- Prepare investment presentations, pitch decks, and executive summaries.
- Coordinate with legal, financial, and operational teams to ensure smooth transaction flow.
- Assist in drafting and proofreading contracts, agreements, and reports.
- Ensure all M&A transactions follow legal and regulatory compliance standards.
- Maintain accurate records of deal terms, key documents, and communication logs.
- Generate reports for leadership on deal progress, financial insights, and industry updates.
Qualifications
- 5+ years of experience in Mergers & Acquisitions, Investment Banking, Private Equity, or Corporate Finance.
- Strong understanding of M&A deal structures, financial modeling, and due diligence processes.
- Excellent research, financial analysis, and data interpretation skills.
- Experience with CRM tools (e.g., Salesforce, Zoho, HubSpot) and data management.
- Strong proficiency in Excel, PowerPoint, Google Sheets, and financial modeling software.
- Exceptional written and verbal communication skills.
- Highly organized with the ability to manage multiple deals simultaneously.
- Strong knowledge of recruiting and staffing industry M&A trends (preferred but not required).
- Ability to work independently, meet deadlines, and thrive in a fast-paced environment.
Requirements
- Experience with legal documentation review (NDAs, LOIs, SPAs, etc.).
- Knowledge of financial due diligence tools (PitchBook, Capital IQ, Bloomberg, etc.).
- Background in business development, deal origination, or investor relations.
- Experience supporting C-suite executives, investment bankers, or M&A advisors.
Similar Remote Jobs
More All Others jobs
-
All others unspecified USAMar 26, 2025
-
All others usd $1.1k - $1.5k / month Latin America (LATAM)Mar 26, 2025
More jobs in USA
-
Finance / Legal $48,000 - $60,000 with bonus eligibility USAMar 26, 2025
-
Project Management $159,000-$190,000 USAMar 26, 2025 -
Sales / Business unspecified USA, CanadaMar 26, 2025
Kickstart Your Job Search
Need advice to apply?
Join our free
Webinar « 3
Mistakes to Avoid When Looking For A Remote Startup Job (And What To Do Instead) »
Register for free
Unlock 53,540 additional remote jobs, advanced search & email notifications
Get Access Now
Too many emails? Declutter your inbox with Meco
Your home for reading newsletters
Try for free - no card required.
️
| 📍 | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
Back to Remote jobs >
All others
All others
|
Salary
💸
tbd
|
Remote
Location
USA
|
|
Job Type
contract
|
Posted
Mar 25, 2025
|
️
| 📍 | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
