Deal Flow & Operations Analyst

Summary

Join our team as a proactive Deal Flow & Operations Analyst! This hybrid role focuses on deal analysis and occasional lead generation in real estate and business acquisition/merchant solutions. You will independently generate deal flow, pre-qualify opportunities, and maximize ROI. Responsibilities include outbound prospecting, CRM management, sourcing and qualifying investment opportunities, evaluating business acquisitions, reviewing deal financials, prioritizing deal flow, and creating detailed deal summaries and analyses. The ideal candidate possesses strong analytical skills, experience in deal qualification, and excellent communication skills. A proactive approach and strong organizational skills are essential for success.

Requirements

• Proven experience with LinkedIn and email outreach, and CRM management
• Strong analytical skills with the ability to work in spreadsheets and analyze financial data
• Experience in deal qualification and understanding of investment criteria evaluation
• Demonstrated ability to work independently and generate measurable results (booked calls, sourced leads)
• Excellent attention to detail and professional communication skills
• Proactive approach with the ability to manage multiple tasks without constant direction
• Strong organizational skills and a systematic approach to workflow management
• Previous experience in real estate prospecting, analysis, or M&A transactions

Responsibilities

• Conduct outbound prospecting and cold outreach via LinkedIn, email, and broker platforms
• Manage CRM workflows and organize follow-up sequences
• Source and qualify real estate investment opportunities using financial metrics and investment criteria
• Evaluate business acquisition opportunities in the merchant solutions industry
• Review and summarize deal financials, comparing opportunities against defined acquisition criteria
• Filter and prioritize deal flow to focus on highest ROI potential opportunities
• Create detailed deal summaries and financial analyses in spreadsheets

Preferred Qualifications

• Knowledge of financial metrics such as cap rates, revenue multiples, and profit margins
• Experience with broker platforms and lead generation tools
• Background in merchant solutions or business services industries
• Advanced Excel/Google Sheets skills including formulas and pivot tables