Source Job

India

  • Track and analyze key FinTech sectors, companies, and major M&A and capital-raising transactions.
  • Conduct comprehensive company profiling and tracking of major developments in the focused industry.
  • Research global M&A activity, IPOs, and financing transactions, and manage proprietary databases.

Research Financial Analysis Excel Microsoft Office Communication

20 jobs similar to Research Analyst, Companies & Transactions

Jobs ranked by similarity.

$70,000–$77,000/yr
North America 4w PTO

  • Screen and qualify M&A prospects using investment criteria and rigorous screening.
  • Manage, monitor, and maintain data quality of M&A prospects in CRM with reports and dashboards.
  • Perform primary research on owner-operated businesses, private equity portfolios, and potential carve-outs.

Harris provides mission-critical software solutions for the public sector, healthcare, utilities, and private sector verticals in North America. As a subsidiary of Constellation Software Inc., the company offers a casual work environment, comprehensive benefits, and opportunities for growth.

$120,000–$135,000/yr
US 8w paternity

  • Collect and analyze asset class data for ETFs, mutual funds, and SMAs to support investment frameworks.
  • Conduct due diligence on investment managers and build tools for performance attribution and risk management.
  • Prepare Investment Committee materials, support capital markets research, and assist with audits.

Mercer Advisors is an independent fiduciary helping families integrate financial planning, investment management, tax, estate, and insurance through a single team. We serve over 42,800 families across the U.S., and more than half of our employees and client-facing professionals are women.

$90,000–$150,000/yr
Global

  • Research and qualify investor lists for each opportunity by stage, sector, check size and recent activity.
  • Open conversations with investors and book qualified investors into meetings with founders whose opportunity fits.
  • Maintain accurate records of every conversation, meeting and outcome to keep the process moving.

Pairs is a global network connecting family offices, institutional investors, VCs and angels to vetted startup opportunities. The team is flat and close-knit, investing alongside its network with a high pace and focus on quality.

India

  • Create realistic PowerPoint tasks based on investor relations, FP&A, and financial reporting cycles.
  • Develop clear expected outcomes and yes-or-no evaluation criteria for AI-generated presentations.
  • Work independently in a fully remote contract role applying corporate finance expertise to AI evaluation.

Jobgether is an AI-powered job matching platform that connects candidates with partner companies through objective, data-driven shortlisting. The company focuses on efficient, transparent hiring processes while leveraging human judgment for final decisions.

Global

  • Support due diligence reviews for new and existing partners, including fintechs, financial institutions, and vendors.
  • Communicate with global partners to guide them through onboarding requirements and outstanding documentation.
  • Collaborate with internal teams to ensure compliance, AML, and risk standards are met before launch.

Alpaca is a US-headquartered global leader in agent-first brokerage infrastructure for stocks, ETFs, options, crypto, and more. With a team of 400+ globally distributed members, we foster a diverse, remote-first culture built on curiosity, empathy, and accountability.

India

  • Create realistic PowerPoint tasks based on private equity or corporate development experience.
  • Complete each task to establish benchmark outcomes for AI-generated work.
  • Develop objective evaluation criteria and provide source materials for AI assessments.

Jobgether is an AI-powered job matching platform that connects candidates with hiring companies. This role is posted on behalf of a partner company, and the hiring process is managed by their internal team.

Asia

  • Conduct in-depth research and analysis of crypto projects across various sectors.
  • Produce comprehensive project reports and risk assessments that provide a holistic understanding of each project.
  • Analyze, evaluate, and synthesize trends from internal data and public blockchain information.

Binance is a leading global blockchain ecosystem behind the world's largest cryptocurrency exchange by trading volume and registered users, offering products from trading and finance to education, research, payments, and institutional services. Trusted by over 300 million people in 100+ countries, we are a user-centric global organization with a flat structure and a results-driven workplace.

India

  • Review and verify application details, assess lender requirements, and determine appropriate deal placement.
  • Manage submissions, financial records, and approvals using Salesforce and digital tools.
  • Collaborate with loan officers and underwriters to support accurate and timely funding processes.

The company is a partner firm specializing in business financing solutions. They operate remotely with a focus on efficient processing and funding of small business loans.

Global

  • Leverage investment banking and financial modeling expertise to design realistic Excel-based tasks for AI evaluation.
  • Complete each assignment to establish reference solutions and develop objective grading rubrics.
  • Work independently on a flexible, remote schedule with immediate start and weekly task-based compensation.

This partner company is advancing AI evaluation in financial modeling by engaging experienced investment banking professionals. It offers a fully remote, flexible project-based workflow with a focus on independent work and data integrity.

Mexico

  • Conduct primary market research on selected companies, AI platforms, industry sectors, and countries to build a deeper understanding of the key factors shaping the overall markets.
  • Develop and maintain sophisticated company-level financial and technology market models to evaluate business performance and predict market trends.
  • Prepare detailed reports and presentations to communicate findings to stakeholders.

IDC is the premier global provider of trusted technology intelligence, equipping business and technology leaders with the evidence they need to make confident decisions. With more than 1,000 analysts worldwide, IDC combines deep expertise with practical relevance and supports a culture of growth, collaboration, and long-term career development.

Europe

  • Monitor FX accounts and trading activity for rule breaches, unusual behavior, and risk exposure.
  • Support KYC/AML onboarding checks, sanctions and PEP screening, and ongoing due diligence.
  • Prepare daily, weekly, and monthly risk and compliance reports for management.

Tradeify FX is a fast-growing futures trading company built to help traders access tools, technology, and opportunities to succeed. They combine a trader-first approach with modern technology and operate at the intersection of finance and technology, with a remote-friendly, fast-moving culture.

$150,000–$200,000/yr
North America 4w PTO 16w maternity 12w paternity

  • Support transaction structuring and execution across debt mandates, including modeling, diligence, and documentation.
  • Conduct capital structure, pricing, and credit analysis across renewable energy asset classes.
  • Interface with clients and capital providers, leveraging AI tools to drive financings from intake through term sheets.

Crux is the capital platform for the clean economy, modernizing capital raising and deployment for clean energy and critical infrastructure. Our team of 120+ experts in energy, tax, finance, government, and technology operates with a high-growth, high-ownership culture.

India

  • Create realistic PowerPoint tasks from your own deal work, including building decks from source documents and filling corporate templates.
  • Work through each task to define a correct answer and write a yes-or-no checklist precise enough for AI grading.
  • Apply, attend a 30-minute walkthrough, and submit one original task with input files and rubric for team review.

Aptura is a London-based company studying how AI is changing professional work, with a focus on finance and advisory. Founded by former Lazard, McKinsey and Partners Group professionals, the company values precision and practical insight.

Canada

  • Research industry trends, market segments, competitors, and customer needs to uncover business opportunities.
  • Support strategy development with rigorous research, data, insights, and hands-on execution across cross-functional projects.
  • Take ambiguous business questions, structure the problem, gather evidence, and recommend practical next steps.

CoLab is an AI platform helping mechanical engineering teams drive better engineering decisions and bring products to market faster. We're a rapidly scaling company, founded in St. John's, Newfoundland, and recognized on Deloitte's Fast 50 and Fast 500.

India

  • Conduct market research and feasibility studies to assess business development opportunities.
  • Analyze financial, competitive, sales, and marketing data on potential partners, new markets, and products.
  • Prepare reports, presentations, and materials for external meetings and negotiations.

Abbott is a global healthcare company delivering diagnostics, devices, nutrition, and pharmaceuticals. With over 135 years of history and operations in 160+ countries, its culture is driven by energy and a promise to enhance health for millions.

Global Unlimited PTO

  • Conduct research and data analysis to support client engagements, including financial summaries, KPI analysis, and market comparisons.
  • Use AI tools like Claude to accelerate drafting, analysis, and document review while independently validating outputs.
  • Proactively identify next steps, improve processes, and communicate insights clearly to clients and teammates.

FinStrat Management is a fractional CFO firm serving SaaS companies, leveraging AI tools like Claude to deliver finance services efficiently. The company fosters a collaborative, learning-oriented culture that values curiosity, initiative, and strong relationships.

Global

  • Writing realistic Excel tasks from your own equity research work, including extending and fixing models.
  • Working through each task yourself to establish a clear, correct answer.
  • Writing yes-or-no criteria precise enough to grade any AI attempt.

Aptura is an applied AI and data company working with frontier labs to train AI systems on real professional work. It builds high-quality evaluation and training environments that teach AI agents to produce work that can be used in daily workflows.

India

  • Support the full financial lifecycle of clinical trials, including budgeting, forecasting, revenue recognition, and invoicing.
  • Perform variance analysis, review contracts and work orders, and identify scope changes or out-of-scope activities.
  • Collaborate with accounting and operational finance teams to ensure accurate month-end, quarter-end, and year-end close activities.

The hiring company is a clinical research organization supporting complex clinical trials across the full financial lifecycle. They operate in a global, data-driven environment with collaborative operational finance and accounting teams.

$180,200–$252,300/yr
US

  • Collaborate with cross-functional teams to identify and assess opportunities to drive users and revenue, focusing on consumer and ads products, sales, and marketing.
  • Build models, forecasts, and business cases to guide planning, investment, and resource allocation.
  • Conduct market research to analyze industry trends, competitive landscape, and user and advertiser needs.

Reddit is a community of communities built on shared interests, passion, and trust, hosting open and authentic conversations online. With 100,000+ active communities and approximately 130 million daily active unique visitors, it is one of the internet's largest sources of information.

Global Unlimited PTO

  • Drive strategic growth of the Arbitrum ecosystem across the capital markets community, including investment firms, asset managers, and research analysts.
  • Build and maintain relationships with crypto-native and traditional investment organizations, supporting engagement and onboarding new partners.
  • Prepare institutional-grade materials, coordinate investor meetings and roadshows, and support investment due diligence.

The Arbitrum Foundation is dedicated to scaling Ethereum through cutting-edge Layer 2 solutions, including Arbitrum One, an Optimistic Rollup that enables faster, more affordable transactions while maintaining Ethereum's security. It is a leading Ethereum scaling solution with hundreds of dApps and over $13bn TVL, and the team values decentralization, innovation, and community.