M&A Deal Sourcing & AI Automation Specialist

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The People GroupM&A deal sourcing
Workable workplace: remote; Workable locations: PhilippinesContract
Salary not disclosed
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Job Details

Required Skills
Lead Generation

Requirements

  • Experience using AI tools and automation platforms to streamline tasks and improve workflows.
  • Strong research, prospect identification, and lead generation skills.
  • Ability to conduct online research, analyze information, and organize data accurately.
  • A proactive, curious, and resourceful approach with a problem-solving mindset.
  • Interest in exploring new tools and technologies.
  • Strong communication and organizational skills and attention to detail.
  • Ability to work independently, manage multiple priorities, and adapt to changing business needs.
  • Experience in mergers and acquisitions (M&A), deal sourcing, or business research is an advantage but is not required.

Responsibilities

  • Research potential businesses, target companies, and acquisition opportunities.
  • Identify, qualify, and organize potential leads and business opportunities.
  • Support lead generation, prospect research, and outreach activities.
  • Use AI tools and automation platforms to streamline research, improve workflows, and increase efficiency.
  • Identify opportunities to automate repetitive tasks and implement practical workflow improvements.
  • Organize and maintain accurate research records, lead databases, and deal sourcing information.
  • Provide executive and administrative support, including calendar management, meeting coordination, email correspondence, and follow-ups.
  • Prepare meeting agendas, research briefs, reports, presentations, and other business documents.
  • Track action items, deadlines, and follow-ups to keep tasks and priorities on schedule.
  • Coordinate information, manage documentation, and support day-to-day business operations.
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