The Legends Agency
Research Analyst (Corporate Finance)
Join a growing M&A advisory firm supporting UK SMEs on their growth and exit journeys
Remote (South Africa-based candidates welcome) | Competitive salary
About Our Client
This corporate finance and M&A advisory firm specialises in helping UK SME business owners unlock value, plan for succession, and achieve successful exits. The company takes a collaborative approach, bringing together seasoned advisors, analysts, and marketing professionals to deliver practical, relationship-driven solutions. With national growth ambitions, the firm offers an entrepreneurial environment with real impact and learning opportunities.
The Role: Research Analyst (Corporate Finance)
This is a foundational role within the Origination & Deal Support team, combining market and company research with analytical and presentation work. You’ll source and validate high-quality data on UK SMEs, develop research materials for campaigns and client meetings, and support live M&A mandates with financial analysis and buyer research. The role sits at the intersection of origination, marketing, and transactions—making it ideal for someone looking to build a career in corporate finance with wide exposure across the deal lifecycle.
Key Responsibilities
- Minimum 1–2 years of experience in research, analysis, or financial services
- Conduct origination research on UK-based SMEs and decision-makers using platforms such as Companies House and LinkedIn Sales Navigator
- Build structured datasets and concise profiles with financials, growth potential, and exit signals
- Draft research packs, presentations, and sector insight reports for Advisor and Partner review
- Support deal teams with financial modelling, buyer list creation, and acquisition target research
- Manage databases and ensure accurate data across HubSpot and internal platforms
- Collaborate with Advisors, Designers, Marketing, and the Deal Researcher to deliver campaigns and support live transactions
- Provide performance updates and participate in weekly and monthly reporting cycles
About You
- 1–2 years of relevant research, finance, or data analysis experience
- Strong analytical and financial modelling skills using Excel or Google Sheets
- Comfortable working with datasets and market research tools (e.g., Orbis, Beauhurst, PitchBook)
- Excellent written communication and presentation drafting skills
- Organised, detail-oriented, and able to manage multiple projects
- Understanding of macro-environmental models such as SWOT, PESTLE, and Porter’s Five Forces
- Exposure to corporate finance or M&A is desirable
- Familiarity with HubSpot or similar CRM systems is a plus
- Experience collaborating with design or marketing teams is advantageous
Originally posted on Himalayas
To apply for this job please visit himalayas.app.
About this role & career path
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The United States of America (USA), also known as the United States (U.S.) or America, is a country primarily located in North America. It is a federal republic consisting of 50 states and a federal capital district, Washington, D.C. The 48 contiguous states border Canada to the north and Mexico to the south, with the semi-exclave of Alaska in the northwest and the archipelago of Hawaii in the Pacific Ocean. The United States also asserts sovereignty over five major island territories and various uninhabited islands in Oceania and the Caribbean. It is a megadiverse country, with the world's th
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